If you’re neck-deep in sales data but still feel like you’re flying blind, you’re not alone. Dashboards promise “insights,” but most just throw numbers at you. This guide is for sales managers, ops folks, and frontline reps who want to cut the noise and actually use Revegy dashboards to spot real opportunities, risks, and next steps—without getting lost in the weeds.
Let’s break down how to wrangle Revegy dashboards into something genuinely helpful, not just pretty charts for the exec meeting.
Step 1: Know What Actionable Really Means
Before you even log in, get clear on what you’re after. “Actionable insights” isn’t just a buzzword; it means info you can do something about—today.
Ask yourself: - What decisions do I need to make this week? (e.g., Which deals need attention? Who’s stuck?) - What’s getting in my way? (e.g., Blind spots in the pipeline, slow-moving deals) - Who needs to act—and on what?
Pro tip: If you can’t imagine a specific next step after seeing a dashboard, it’s not actionable. Don’t waste time building or staring at it.
Step 2: Cut the Clutter—Choose Metrics That Matter
Revegy dashboards are flexible, but that’s a double-edged sword. You’ll see options for every chart under the sun, but more is not better.
Focus on: - Pipeline health: Are deals moving? Where are the bottlenecks? - Account coverage: Do you have the right contacts and relationships mapped? - Deal risk: Which opportunities have red flags (missing steps, single-threaded contacts, stalled negotiations)? - Next steps: Is every major deal tied to a clear action owner and deadline?
Skip or minimize: - Vanity stats (total calls/emails, unless you’re tracking rep activity for coaching) - Charts that just summarize past performance with no tie to current actions
Honest take: Most sales teams drown in “activity” data that’s just noise. Stick to metrics tied to your current quarter and real revenue.
Step 3: Build Dashboards For Your Real Workflow
Don’t just use the default layouts. Tailor your Revegy dashboards to your actual sales process.
To do this: - Map your sales stages: Make sure your dashboards reflect how your team actually sells, not just the CRM defaults. - Use filters and segments: Set up views by account owner, deal size, region—whatever makes sense for how you run reviews. - Highlight exceptions, not averages: Build widgets that flag deals with missing decision-makers, late next steps, or stalled for 14+ days.
Example widgets that actually help: - List of all opportunities with no next meeting scheduled - Accounts with no executive sponsor identified - Deals where close date slipped more than once
Pro tip: One “Deal Risk” dashboard beats five generic pipeline charts every time.
Step 4: Turn Dashboards Into Sales Huddles, Not Just Reports
Dashboards are only useful if you use them to drive action as a team. Don’t just send out reports—make them part of your sales meetings.
How to do it: - Start every pipeline review with a Revegy dashboard up on the screen. - Go through flagged deals one by one. Ask, “What’s the blocker? What’s the next step? Who owns it?” - Assign actions right there—don’t let the meeting drift into recaps or blame games. - Use account maps and relationship views to guide coaching (e.g., “Who else can we get involved here?”).
What to ignore: Don’t waste time reviewing every single deal. Focus on the ones your dashboards flag as needing attention.
Step 5: Dig Deeper—Use Revegy’s Visual Tools
Revegy’s power isn’t just in lists and bar charts. Its relationship mapping and account planning tools are where things get interesting.
Try these: - Relationship maps: Quickly spot if you’re single-threaded or missing key influencers. - White space maps: See which solutions or products aren’t being discussed with accounts. - Action plans: Tie dashboard insights to concrete tasks, deadlines, and owners.
Why this matters: These tools help you move past “What’s happened?” to “What can we fix this week?”
Reality check: These features take some setup, and you’ll need reps to keep them updated. But if you’re selling into complex accounts, it’s worth the effort. Just don’t expect magic if you skip the homework.
Step 6: Watch for the Gotchas—Common Dashboard Fails
Not every chart is gold. Here’s where most teams stumble:
- Outdated data: If reps aren’t updating notes or stages, your dashboards are garbage-in, garbage-out. Build habits, not just dashboards.
- Too many dashboards: If no one knows which view to use, simplify. One “go-to” dashboard per team is usually enough.
- Misaligned metrics: Make sure what you’re tracking actually matches your sales motion. If you’re in high-touch enterprise sales, don’t bother with daily activity counts—focus on relationship depth and deal progression.
- Overcomplicating things: Fancy doesn’t mean useful. If you need a manual to read your dashboard, it’s too complex.
Pro tip: Ask your team what they actually look at. If no one uses a dashboard, kill it.
Step 7: Make Insights Stick—Tie Dashboards to Your Sales Process
The best dashboards reinforce the way your team actually works.
Ideas that work: - Make updating key dashboard fields (next steps, contacts, close date) part of your weekly sales process. - Use dashboard insights to shape 1:1s and coaching—not just team meetings. - If you spot recurring risks (e.g., deals stalling at the same stage), bake that into your playbooks.
Don’t bother: Don’t expect dashboards to drive behavior on their own. They’re not magic. They’re reminders and prompts—it’s still on you to act.
Step 8: Review, Iterate, and Keep It Simple
Dashboards are living things. Set a calendar reminder to review them monthly.
Ask: - Is this dashboard helping us take better action? - What insights do we actually use? - What’s missing—or redundant?
Kill what’s not working. Double down on what is. Don’t be afraid to strip things back if your team is getting overwhelmed.
Wrapping Up—Less Flash, More Follow-Through
Revegy dashboards can be a real asset, but only if you use them to drive the right conversations and actions. Skip the vanity metrics, focus on deal risks and next steps, and make dashboards part of your regular sales rhythm—not just a reporting chore.
Keep it simple. If your dashboards are helping you spot trouble and take action, you’re on the right track. If not, tweak and trim until they are. Sales is messy enough—your dashboards shouldn’t be.