If you’re a sales manager staring at your Tryleap dashboard and thinking, “There’s got to be a better way to see what actually matters,” you’re in the right place. This guide skips the hype and gets into how to set up dashboard views that actually help you manage your team, forecast deals, and hit your numbers—without wasting time on stuff you don’t need.
Let’s get into it.
1. Know What Actually Matters (and Ignore the Rest)
Before you start moving widgets around or diving into filters, ask yourself: what do you really need to see every day? It’s easy to get lost in a sea of charts and vanity metrics. For most sales managers, these are the core things you want at your fingertips:
- Pipeline health — Open deals by stage, value, and close date.
- Team activity — Who’s making calls, sending emails, and getting responses.
- Forecast accuracy — Are you on track to hit targets, or is your forecast wishful thinking?
- Stuck deals — What’s gathering dust and needs a push?
- Conversion rates — Where are leads dropping off?
Everything else is noise—at least until you know you’ve got the basics under control. Don’t let anyone tell you otherwise.
Pro tip: Ask your team what they wish you’d focus on. Sometimes the most useful data is what helps you coach, not just report up.
2. Build Your Dashboard from the Ground Up
If you’re new to Tryleap, or your dashboard looks like a cluttered attic, start fresh. Here’s how to set up views that make sense:
a. Start with a Clean Slate
- Remove or hide default widgets you don’t use. Don’t worry, you can always add them back.
- Resist the urge to add every possible chart “just in case.” More info isn’t better—relevant info is.
b. Add the Essentials
Here’s a practical order to build your dashboard:
- Pipeline Overview
- Visual pipeline by stage (Kanban or funnel, whatever works for you)
- Total deal value and count
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Filters for timeframe (this month/quarter)
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Forecast vs. Target
- Simple chart showing booked revenue, forecasted, and target side by side
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Color coding for at-risk and on-track targets
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Rep Activity Leaderboard
- Calls, emails, meetings scheduled per rep
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Option to drill down to see details if needed (but don’t put them all on the main view)
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Deal Aging/Velocity
- Deals stuck in stage X for Y days
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Average time in stage
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Conversion Metrics
- Lead to opportunity, opportunity to win rates
- Show these as percentages, not raw counts
Pro tip: Put the highest-impact widgets at the top. If you have to scroll to see the most important number, you’ll stop checking it.
c. Don’t Forget Filters
Make sure you can filter by:
- Timeframe (month, quarter, custom)
- Team or rep
- Deal type or segment
But don’t overcomplicate it. If you’re constantly clicking through filters, your dashboard probably isn’t focused enough.
3. Customize for How You Work
No two sales teams are quite the same. Once you’ve got the basics, tune your dashboard to fit your workflow.
a. Set Up Saved Views
If you manage multiple teams or segments, create saved dashboard views—one for each. This way, you’re not rebuilding filters every time you need to check on different groups.
- Example: One view for “Enterprise,” another for “SMB,” each showing just the deals, reps, and metrics that matter for that segment.
b. Use Alerts (Sparingly)
Tryleap lets you set up alerts for things like deals stalling or targets slipping. These are handy, but only if you keep it simple:
- Set alerts for actionable events (e.g., “Deal stuck in negotiation 14+ days”)
- Avoid alert fatigue—don’t ping yourself for every minor fluctuation
c. Mobile vs. Desktop
If you’re always on the move, check how your dashboard looks on your phone. Some layouts that look great on a big monitor fall apart on mobile. Prioritize one or two widgets for your mobile view—usually pipeline and forecast.
4. Skip the Fluff: What to Ignore
You’ll see options in Tryleap to add social feeds, weather widgets, or “inspirational quotes of the day.” Unless you’re managing a team of goldfish, skip these.
Likewise, don’t get sucked into tracking data you don’t use. If you never act on the “average email response time” metric, it’s just taking up space and mental energy. There’s no prize for having the busiest dashboard—only for the most useful one.
5. Share the Right Views (and Nothing More)
Dashboards aren’t just for you—they’re for your team, your boss, and sometimes other departments. Here’s how to share wisely:
- Create role-specific dashboards. Your CEO doesn’t care about call volume by rep; they want top-line numbers.
- Use permissions. Not everyone needs to see everything. Keep sensitive data restricted.
- Send regular snapshots. Tryleap lets you email or export dashboard views. Use this for weekly team updates or pipeline reviews.
Pro tip: Don’t share dashboards until you’re sure they’re accurate and up-to-date. Nothing kills trust faster than bad data.
6. Review and Improve (Without Obsessing)
Your first dashboard won’t be perfect. That’s normal. Set a recurring reminder—maybe once a month—to review what’s working and tweak what’s not.
Ask yourself:
- Am I actually using this info to make decisions?
- Are my 1:1s or pipeline reviews faster and more focused?
- Is anything consistently ignored or outdated?
If a widget isn’t pulling its weight, cut it. If you find yourself constantly exporting data for reports, maybe your dashboard needs to show that info directly.
Don’t chase the perfect setup. Good enough and consistently used beats “perfect” but ignored.
Quick Checklist: Your No-B.S. Tryleap Dashboard
- [ ] Clear view of pipeline by stage and value
- [ ] Forecast vs. target, with risks highlighted
- [ ] Rep activity at a glance
- [ ] Stuck deals or bottlenecks visible
- [ ] Key conversion metrics up top
- [ ] Simple, usable filters
- [ ] Mobile-friendly for what matters most
- [ ] No vanity widgets or dead data
Keep It Simple and Iterate
Dashboards are supposed to make your job easier, not give you a new one. Start simple, focus on what drives action, and skip anything that doesn’t help you coach your team or hit your number. No dashboard is ever “done,” so keep tweaking—but only as much as you need. The less time you spend fiddling with views, the more time you can spend actually selling. That’s the point, after all.