How to track and report on sales team performance using Getlia dashboards

If you’re responsible for a sales team, you already know how tough it is to get a straight answer to “How’s the team actually doing?” Endless spreadsheets, conflicting numbers, and dashboards that look pretty but don’t say much. This guide is for sales managers, ops folks, or anyone who needs to cut through the noise and actually track and report on what matters—without wasting hours fiddling with charts.

Here’s how to make Getlia (getlia.html) actually work for you, not the other way around.

Step 1: Decide What Actually Matters (Before You Touch a Dashboard)

Before you even log in, pin down what you really want to track. Not every “sales metric” is worth your time. Focus on what actually drives performance or helps you coach.

Start with these basics: - Deals closed: The classic, for good reason. - Pipeline value: How much is actually in play, not just wishful thinking. - Activity metrics: Calls, emails, demos. But don’t obsess over these—activity ≠ results. - Win rate: How often you turn opportunities into wins. - Sales cycle length: Are deals dragging on, or moving fast?

Skip or question: - Vanity metrics (“number of leads added” doesn’t mean much if they’re junk). - Overly granular breakdowns—unless you actually need them for coaching or forecasting.

Pro tip: Ask yourself, “If this number goes up or down, will I do something different?” If not, you probably don’t need to track it.

Step 2: Set Up Your Getlia Dashboards for Clarity, Not Clutter

Getlia makes it pretty easy to spin up a dashboard, but that's a double-edged sword. If you load it up with every possible widget, you'll end up with a mess that no one uses.

How to keep it simple:

Create a new dashboard for your sales team.
Name it something obvious. “Sales Team Overview,” not “Q2 Dashboard Synergy.”
Make sure only the right people can edit it—too many cooks wreck the kitchen.
Add only 4–6 core widgets to start:
Total deals closed (by rep and team)
Pipeline value (by stage)
Win rate
Sales cycle length
Top activities (optional, for coaching)
Forecast (if you trust your data enough—see below)
Set clear timeframes.
Compare this month/quarter to last. Trends matter more than snapshots.
Use filters sparingly.
Don’t drown in options. If you filter by every possible criteria, you’ll miss patterns.

What works: Clean, focused dashboards that you can glance at and get the gist.

What doesn’t: Trying to fit everything on one screen. You'll just create noise.

Step 3: Connect Your Data Sources (and Clean Up Your Data)

Dashboards are only as useful as the data behind them. If your CRM is a mess, your reports will be too. Garbage in, garbage out.

Here’s what to do:

Integrate Getlia with your CRM or sales tools.
Most teams use Salesforce, HubSpot, or something similar. Make sure the sync works both ways if you want real-time data.
Check field mapping.
Make sure “Deal Closed” in your CRM matches “Deal Closed” in Getlia. Little mismatches can wreck your reports.
Clean up old or bogus records.
Duplicates, dead deals, or ancient leads will throw off your numbers.
Test with a small batch first.
Pull a few deals through and make sure the data shows up as expected before you rely on the dashboard.

Pitfall: Don’t trust the default settings. Always double-check that what you see in Getlia matches what’s actually happening on the ground.

Step 4: Build Reports That Tell a Story (Not Just Numbers)

Anyone can slap together a bunch of charts. The trick is building reports that actually answer real questions: Who’s performing? Where are deals getting stuck? Are we trending up or down?

How to do it:

Pick your audience.
What do your execs, managers, or reps actually need to know?
Don’t show everyone the same thing—tailor reports for each group.
Use visuals that make sense.
Line charts for trends, bar charts for comparisons. Pie charts are usually useless (except maybe for win/loss breakdowns).
Highlight what’s surprising or actionable.
Don’t just report “Team closed $500k.” Say, “We’re up 18% over last quarter, mainly from two big deals.”
Flag stuck deals, big swings, or reps who need coaching.
Automate regular reports, but don’t set and forget.
Schedule weekly or monthly exports, but review them yourself. Automation can hide problems if you’re not paying attention.

What to ignore: Overly fancy dashboard features that look impressive but don’t add clarity. More complexity = more confusion.

Step 5: Use the Dashboards to Coach, Course-Correct, and Forecast Realistically

A dashboard is just a tool. The value comes from what you do with the info. Here’s how to make your Getlia dashboards a real part of your sales process, not just a box to tick.

To get actual value:

Review dashboards with your team regularly.
Use them in 1:1s or team meetings to focus on wins, bottlenecks, and what to try next.
Dig into outliers, not just averages.
Why did a deal move fast? Why is one rep crushing it? These stories matter more than overall averages.
Don’t overreact to short-term dips.
Look for trends, not just this week’s blip.
Be skeptical about forecasts.
If your pipeline is full of “maybe next month” deals, your forecast is fiction. Only count what’s actually moving.

Pro tip: The best dashboards spark conversations, not arguments over whose numbers are “right.”

Step 6: Adjust, Iterate, and Never Stop Asking “So What?”

No dashboard is perfect out of the box, and your team’s needs will change. Treat your Getlia dashboards as living tools, not set-and-forget reports.

What to do:

Review what’s working every month or quarter.
Is anyone actually using the dashboard? Are the numbers helping you make decisions?
Cut what’s not useful.
If a metric isn’t driving action, drop it.
Add new views as your team or process changes.
Don’t be afraid to experiment, but always ask, “Does this help us sell smarter?”

A Few Honest Real-World Tips

Don’t chase dashboard perfection. Good enough and used beats perfect but ignored.
Beware “data theater.” Flashy charts that don’t change how you act are just a distraction.
Keep permissions tight. Too many editors = chaos.
Train your team, but keep it simple. If you need a 2-hour workshop to explain the dashboard, it’s too complicated.
Use real examples. Stories about actual deals or reps make the data matter.

Wrapping Up: Keep It Simple, Iterate, and Don’t Worship the Dashboard

A dashboard is just a mirror, not a crystal ball. Use Getlia dashboards to give you the real picture, but don’t drown in data or chase every metric just because you can. Start simple, keep asking “so what?”, and tweak things as you learn. The best dashboards help you make better decisions, not just prettier reports.

Now go set up something you’ll actually use—and ignore the rest.