If you're tired of clicking through endless tabs and patching together yet another half-baked dashboard just to see how your Go-To-Market (GTM) efforts are actually performing, you're not alone. This guide is for folks who want real visibility—no more, no less—without getting buried in “dashboard as a service” buzzwords. I'll walk you through setting up custom dashboards in Gamma so you can actually use your GTM data, not just stare at it.
Why Use Gamma for GTM Dashboards?
Let’s get this out of the way: Gamma’s not magic, and it won’t make your GTM data suddenly actionable if your sources are a mess. But it is one of the more straightforward tools out there for custom dashboards—especially if you’re tired of fighting with clunky BI tools or spreadsheet hell.
What Gamma does well: - Super quick setup if your data sources are already organized. - Good balance between flexibility and ease of use. - Clean, not-too-fancy interface—good for teams that want answers, not art.
What Gamma doesn’t do: - It won’t fix your GTM tracking or data quality issues. - It’s not the best for advanced analytics (leave that to the data folks). - Integrations are improving, but if you need something obscure, expect some manual work.
If you want a dashboard you can share with your team without a 30-minute training session, Gamma’s a solid choice.
Step 1: Nail Down What You Actually Need to Track
Before clicking anything, get specific about what “GTM performance” even means for you. The fastest way to waste time is to try and track everything.
Start with these questions: - What’s the main goal? (Leads, signups, sales, something else?) - Who’s this dashboard for? (Sales, marketing, execs, all of the above?) - What’s “good enough” to start? (Don’t aim for perfection—you’ll never launch.)
Common GTM metrics people track: - Website conversions (leads, demos, trials) - Campaign performance (ad spend, ROI) - Pipeline progression (deals created, closed/won) - Channel breakdown (where leads are coming from) - Key engagement stats (email opens, webinar signups, etc.)
Pro tip: Start with 4–8 metrics. More than that, and no one will use it.
Step 2: Prep Your Data Sources
Gamma can only show what you feed it. If your data’s scattered or messy, now’s the time to clean it up.
Typical GTM data sources: - CRM (Salesforce, HubSpot, Pipedrive, etc.) - Marketing automation (Marketo, Mailchimp, HubSpot) - Web analytics (Google Analytics, Mixpanel) - Ad platforms (Google Ads, Facebook Ads) - Spreadsheets (for the stuff that’s still manual)
What works best: - Connect via Gamma’s built-in integrations whenever possible. - If you’re using spreadsheets, keep them tidy and use consistent column names. - Limit the number of sources at first—less chaos, fewer headaches.
Watch out for: - Out-of-date fields or inconsistent naming (“Company Name” vs “company_name”). - Manual exports that don’t update automatically. You’ll get stale dashboards.
Step 3: Connect Your Data to Gamma
Once you know what you want to track and where that data lives, it’s time to bring it into Gamma.
How to connect: 1. Log into Gamma. 2. Go to “Data Sources” and look for your platform. Gamma supports direct connections for most big CRMs, marketing tools, and analytics platforms. 3. Authenticate and set permissions. Gamma will walk you through OAuth or API keys. Don’t overthink it—just make sure you’re not connecting with a personal account. 4. For spreadsheets: Use the upload or Google Sheets sync option. Name your sheets and tabs clearly, or you’ll regret it later.
What to ignore: - Don’t bother connecting every possible source “just in case.” You’ll end up with a mess. - If a source isn’t supported, consider exporting a CSV weekly until you figure out a better way.
Pro tip: Test your connections by previewing the data. If it looks wrong now, it’ll look wrong on your dashboard.
Step 4: Plan Your Dashboard Layout
Don’t dive straight into widget-building. Sketch out (on paper, a whiteboard, or even in your head) what you want to see first when you open your dashboard.
Keep it simple: - Top section: Key numbers (MQLs this month, opps created, revenue closed) - Middle: Trends over time (line/bar charts) - Bottom or side: Channel or campaign breakdowns
A good dashboard answers these questions at a glance: - Are we on track? - What’s working (and what’s not)? - Where should we dig deeper?
Don’t make a “kitchen sink” dashboard. If you need to, split by audience (e.g., one for sales, one for marketing).
Step 5: Build Your Dashboard in Gamma
Alright, now for the actual building. Gamma keeps things drag-and-drop, so you won’t need to write code or learn some weird formula language.
Building your first dashboard: 1. Go to “Dashboards” and click “Create New.” 2. Name it something obvious. Avoid “Q2 Dashboard Final FINAL.” 3. Add widgets for each metric you care about. Gamma supports: - Number widgets (for topline stats) - Charts (line, bar, pie, etc.) - Tables (for lists of deals, leads, etc.) - Filters (to let users drill down by date, channel, sales rep, etc.) 4. Connect each widget to the right data source or table. Double-check your filters and date ranges—these bite everyone at least once. 5. Arrange your widgets based on your earlier sketch. Don’t cram everything above the fold.
A few honest tips: - Don’t obsess over colors or branding. The point is insight, not a Dribbble shot. - Label everything. “Leads” from where? “Revenue” for which period? - If you’re stuck on a chart type, stick to bars and lines. Pie charts rarely help.
Pro tip: Preview your dashboard as the end user will see it. Better to catch confusion now than during your next team meeting.
Step 6: Share and Automate (But Don’t Overdo It)
You built it… but will anyone actually use it? Get your dashboard in front of your team, and automate updates if you can.
Sharing options in Gamma: - Share a live link (read-only or editable, depending on trust level) - Add collaborators for feedback or tweaks - Embed in tools your team already uses (Slack, Notion, Confluence, etc.)
Automate updates: - Set data sources to refresh automatically (where supported) - Schedule email or Slack summaries if people want them (but don’t spam the team daily) - Decide who’s responsible for keeping data clean—this always gets forgotten
What to ignore: - Don’t set up 10 different alerts “just in case.” If everything’s urgent, nothing is. - Skip over-fancy animations or transitions. They impress no one and slow things down.
Step 7: Iterate Based on Real Feedback
Your dashboard’s not done. It never is. But don’t fall into dashboard purgatory, tweaking endlessly for a mythical “perfect” version.
How to get useful feedback: - Watch how real users (sales, marketing, execs) actually use it - Ask what’s confusing, missing, or useless - Track what gets ignored—if no one looks at a widget in two weeks, cut it
Keep in mind: - GTM strategies evolve—so should your dashboards - Don’t add more metrics just because someone asked once. Prioritize what helps people act.
Wrapping Up: Keep It Practical
Custom dashboards in Gamma can absolutely make your GTM performance visible and actionable—if you keep things simple and focused. Start with the basics, avoid dashboard bloat, and treat this as a living tool, not a one-and-done project. Iterate as your team’s needs change, and don’t be afraid to delete what isn’t useful.
Less clutter, more clarity. That’s the whole point.