Ever felt like your sales dashboard is more noise than signal? You’re not alone. Most dashboards promise “insights” but end up burying your team in charts nobody looks at. If you want your sales team to actually use your dashboard—and, you know, sell more—it needs to be easy, clear, and tailored to what matters.
This guide is for sales managers and operations folks who want to turn their Scoreboardbuzz dashboards from cluttered data dumps into real productivity tools. I’ll walk you through the steps, point out what’s worth your time (and what’s not), and show you how to keep things simple.
Step 1: Get Clear on What Actually Matters
Before you start dragging widgets around, be brutally honest: What decisions do you want your team to make based on this dashboard? What do you actually need to see every day?
Start with these questions:
- What are the top 2-3 KPIs that drive our sales results? (Pipeline, calls, closed deals, etc.)
- Who’s using this dashboard, and what do they need to act on fast?
- What’s just “nice to know” vs. “need to know”?
Pro tip: Ask your team what info they check first thing in the morning. If it’s buried three clicks deep, you’ve got work to do.
What to ignore: Fancy charts that look impressive but don’t drive action. If nobody can explain why a metric’s on the dashboard, cut it.
Step 2: Clean House—Remove the Clutter
Scoreboardbuzz comes with a bunch of default widgets and charts. Most teams never bother to prune them, so dashboards get bloated fast.
How to declutter:
- Go to your main dashboard view.
- Click “Customize” (or the pencil/edit icon—Scoreboardbuzz changes the label every few months).
- Remove any widget your team doesn’t use weekly.
- Hide sections that don’t apply to your sales process (e.g., if you don’t track product demos, lose that widget).
What works: Less is more. One glance should tell your reps where they stand.
What doesn’t: Trying to track everything because “someone might ask someday.” That’s what exports are for—not dashboards.
Step 3: Choose the Right Metrics and Visualizations
Not all numbers need a pie chart. Some don’t need to be on the dashboard at all.
Stick to:
- Actionable metrics: Calls made, meetings booked, pipeline created, deals closed.
- Simple visualizations: Line charts for trends, leaderboards for rankings, bar charts for comparisons.
Skip:
- “Vanity” metrics like page views or email opens—unless your sales process depends on them.
- Complicated charts that take longer to explain than to act on.
Pro tip: If you have to explain a chart twice, it doesn’t belong.
Step 4: Arrange for Focus—Put What Matters Up Top
Where you put things matters. Your team’s attention goes to the top left first (that’s just how people read).
How to arrange your dashboard:
- Top row: Most important KPIs (team & personal targets, today’s pipeline, leaderboards)
- Middle: Supporting stats (activity breakdowns, conversion rates)
- Bottom: Reference info (quarterly progress, historical trends)
Drag and drop widgets so the most urgent stuff is always front and center. Reps shouldn’t have to scroll to see if they’re on track.
Pro tip: If your dashboard’s a scroll-fest, it’s too long.
Step 5: Personalize Views for Different Roles
Not everyone needs to see everything. Scoreboardbuzz lets you set up role-based dashboards, but most teams stick with “one dashboard fits all.” Big mistake.
Set up custom views for:
- Reps: Just their own numbers, targets, and daily action items.
- Managers: Team-wide results, leaderboards, pipeline health.
- Executives: High-level summaries, trends, and progress vs. goals.
How to do it:
- In dashboard settings, create a new view for each role.
- Use filters to show only relevant data for each group.
- Test with real users—don’t assume what’s useful.
What works: Letting people skip the noise and see just what drives their day.
What doesn’t: Giving execs the same view as reps. They’ll tune out or, worse, ask for a new dashboard.
Step 6: Set Up Alerts and Nudges (But Don’t Overdo It)
Automated alerts sound great until everyone’s inbox is spammed. Use Scoreboardbuzz’s notifications sparingly.
Useful alerts:
- When a rep hits a daily/weekly target
- Pipeline drops below a certain threshold
- Deals stall for too long
What to avoid:
- Nonstop “FYI” notifications for minor stuff
- Every little update (save those for end-of-day summaries)
Pro tip: If people start ignoring alerts, you’ve set up too many. Less noise, more signal.
Step 7: Make It a Habit—Review and Iterate
Your dashboard isn’t “done.” Metrics change, goals shift, and your team’s questions evolve. Schedule a regular review (monthly or quarterly) to see what’s working and what’s just taking up space.
Ask:
- Which widgets get used? Which don’t?
- Are there new bottlenecks or questions popping up?
- What’s confusing or ignored?
Don’t be afraid to try new layouts or drop metrics that aren’t helping. The best dashboards are living documents, not monuments.
Step 8: Avoid Common Pitfalls
Here’s what trips up most teams:
- Overcomplicating it. More data doesn’t equal more insight.
- Ignoring feedback. If your reps hate the dashboard, they won’t use it—period.
- Chasing trends. Stick to what helps your team, not what’s flashy or “AI-powered.”
Wrapping Up: Keep It Simple, Keep It Useful
The best Scoreboardbuzz dashboard is the one your team actually checks—and uses to win more deals. Don’t get caught up in what looks impressive. Focus on what’s clear, actionable, and genuinely helpful. Start small, get feedback, and tweak as you go. You’ll end up with a dashboard that’s not just pretty, but powerful.