So, you’ve landed on Goprospero and you want dashboards that actually help you make go-to-market decisions—not just pretty graphs for your next meeting. This guide is for folks who want to skip the fluff, wrangle real insight from the noise, and avoid death by dashboard. Whether you’re in sales ops, marketing, or running GTM strategy, you’ll find what you need to get actionable (not just “informative”) dashboards.
Here’s how to cut through the hype and make Goprospero work for you.
Step 1: Get Crystal Clear on What “Actionable” Means for You
Before you start clicking around, pause. There’s no magic template that makes sense for every business. “Actionable” is only real if it drives a decision or next step. If a metric doesn’t make you change something, it’s just noise.
Ask yourself: - What am I trying to improve? (Pipeline velocity, win rates, channel ROI?) - Who needs to see this? (Execs, sales leads, product, all of the above?) - What decisions do we regularly make, and what do we wish we could decide faster?
Pro tip: If you can’t finish the sentence “If X is true, I will do Y,” then you probably don’t need to see X on your dashboard.
Step 2: Map Out Your Core Go-To-Market Metrics
Now, figure out which numbers actually move the needle for your GTM motion. Not everything that can be measured is worth tracking.
For most B2B SaaS teams, this boils down to: - Qualified pipeline (by source, segment, stage) - Conversion rates at each funnel step - Average deal size & sales cycle length - Channel/initiative ROI - Churn and expansion rates - Forecast accuracy
You’ll notice I didn’t list “number of emails sent” or “website visits”—unless you know those drive revenue, ignore them.
Sketch these out on paper or a whiteboard. Less is more.
Step 3: Audit Your Data Sources (and Clean Up the Junk)
Goprospero (here’s the link) pulls from a bunch of systems—CRM, marketing automation, spreadsheets, whatever you feed it. If your data’s garbage, your dashboards will be too.
Checklist: - What tools are you connecting? (Salesforce, HubSpot, Google Sheets, etc.) - Are fields mapped correctly? (E.g., is “Lead Source” the same everywhere?) - Are there duplicates, weird test records, or obviously wrong data? - Who owns keeping this clean?
Don’t skip this step. A dashboard can’t fix bad data, and you’ll end up chasing ghosts instead of trends.
Step 4: Build Your First Custom Dashboard—Start Simple
Now you’re ready to get your hands dirty.
- Create a New Dashboard: In Goprospero, hit “New Dashboard” and choose a blank layout. Avoid the pre-built ones for now—they’re generic and usually overloaded.
- Add Only the Top 3-5 Metrics: Drop in widgets for your must-have metrics. Ignore the temptation to “just add one more.”
- Group by What Matters: Use filters or groupings—by channel, segment, or rep—so you can slice things the way your team actually talks about them.
- Label Clearly: Name widgets and filters in plain English. “Pipeline by Region” beats “Widget 7.”
Pro tip: If a dashboard takes more than 30 seconds to explain to a colleague, it’s too complicated.
Step 5: Tune Visuals for Clarity, Not Flash
You don’t need a rainbow. You need to spot what’s working, what’s stuck, and what’s about to break.
- Use bar or line charts for trends, tables for detail. Pie charts are almost always useless for GTM.
- Limit colors to highlight only what’s off-track or above target.
- Show comparisons: Last quarter, last month, or target vs. actual—so you see change, not just status.
- Add simple thresholds or alerts (in Goprospero, you can flag metrics that are underperforming).
What to skip: Heatmaps, bubble charts, or “engagement scores” unless you can tie them to a specific action.
Step 6: Set Up Filters and Drill-Downs (But Don’t Overdo It)
Filters are great when you want to answer “what about just enterprise deals?” or “just Q2?” But don’t fall into the trap of endless filters—most people don’t use them.
- Add filters for: Date range, region, deal type, if you actually use them.
- Skip filters for: Vanity segments, fields nobody cares about, or things you don’t have good data for.
- Enable drill-downs only on metrics people genuinely want to investigate—like clicking into “stalled deals” to see which ones are stuck.
Pro tip: Ask your team, “When’s the last time you used this filter?” If nobody remembers, remove it.
Step 7: Make It Easy to Share and Discuss
A dashboard isn’t useful if it just sits in your account. Make sure it’s built for conversation.
- Set up regular email or Slack digests—but keep them brief (top 3 changes, not a PDF novella).
- Save “views” for each team (sales, marketing, execs), so people only see what matters to them.
- Use the built-in comments or annotation features in Goprospero to flag wins, risks, or questions right in the dashboard.
What doesn’t work: Exporting everything to PowerPoint “just in case.” People won’t read it.
Step 8: Review and Refine—Monthly, Not Yearly
Dashboards aren’t fire-and-forget. The market shifts, your team’s focus changes, and what was “actionable” last quarter might be dead weight now.
- Set a recurring calendar reminder to review your dashboards with your team.
- Ask: What do we actually use? What questions are we still stuck on?
- Cut dead weight. If nobody mentions a metric in two months, it’s probably not useful.
- Add only what’s missing. Don’t bloat—replace, don’t just add.
What Actually Works (and What to Ignore)
Works:
- Focusing on metrics that drive a decision—not just “nice to know” numbers.
- Keeping dashboards so simple your newest hire can understand them.
- Regularly pruning and updating dashboards as your GTM evolves.
Doesn’t Work:
- Chasing every possible KPI—more isn’t better, it’s just more.
- Relying on default dashboard templates and hoping they’ll fit your needs.
- Ignoring the quality of your data sources.
Ignore:
- Any vendor pitch promising “AI-powered insights” unless you see it solving a specific, recurring problem for your team.
- Fancy visualizations that nobody asks for.
- “Industry benchmarks” that don’t match your stage or model.
Keep It Simple, Iterate Often
Dashboards are a tool, not a trophy. The best ones help you spot problems, make calls faster, and skip endless status meetings. Start with a handful of core metrics, build for your actual workflows, and don’t be afraid to delete what doesn’t help. Keep things simple and focus on what moves the needle—you’ll get more real insights, and fewer headaches.
If you’re stuck, just ask: What would I do differently if this number changed tomorrow? If you don’t have a good answer, it probably doesn’t belong on your dashboard.