If you’re in sales, you know the pain of chasing deals and trying to figure out which ones are actually moving forward. Spreadsheets get messy, CRMs get ignored, and everyone’s got a different story about what’s “in the pipeline.” This guide is for folks who want to cut through the noise and actually see what’s happening with their deals—using the Goodmeetings analytics dashboard.
Whether you’re managing a team or just tired of feeling in the dark about your own deals, this article will walk you through what matters, how to set things up, and what’s just marketing fluff.
Why bother tracking deal progress, anyway?
Most sales teams waste hours every week arguing over deal status, guessing at next steps, and spinning wheels on deals that are already dead. Tracking deal progress isn’t about micromanaging or endless reporting—it’s about not being blindsided when the quarter ends.
Done right, a dashboard should answer:
- Which deals are truly moving forward?
- Where are things getting stuck?
- Are we spending our time on the right opportunities?
- What’s actually working, and what’s just wishful thinking?
If your current system isn’t giving you these answers, it’s time to look for something better.
What is Goodmeetings (and what’s actually useful about it)?
Goodmeetings pitches itself as an analytics platform for sales meetings—a place to capture what happens in calls, track follow-ups, and (supposedly) get insights to close more deals. Unlike generic CRMs, it’s built to focus on the sales conversation itself, not just the deal stage.
What’s genuinely useful:
- Automatic capture of meeting notes, action items, and follow-ups.
- Timeline views that show how deals progress (or stall) over time.
- Real analytics on conversation quality, not just call counts.
- One dashboard for both managers and reps—so everyone’s looking at the same data.
What to take with a grain of salt:
- “AI-powered insights” often just means “fancy charts.” Don’t expect magic predictions.
- Integration claims are only as good as your team’s buy-in—if reps don’t use it, you get garbage data.
- Like any tool, it won’t fix a broken process or bad selling.
Step-by-step: Tracking deal progress with Goodmeetings
Let’s get practical. Here’s how to actually use the Goodmeetings analytics dashboard to track your deals—without wasting your time.
1. Set up your pipeline (skip the “perfect” setup)
Don’t get stuck creating endless custom fields or debating pipeline stages. Start by mapping your real-world sales process in the simplest way possible:
- Basic stages: Discovery, Demo, Proposal, Negotiation, Closed Won/Lost.
- Only add custom stages if your team actually uses them.
- Keep it simple. You can always tweak later.
Pro tip: The more steps you add, the less likely your team is to update them. Fewer stages = better data.
2. Connect your calendar and meeting tools
Goodmeetings works best when it can pull in all your sales calls—Zoom, Google Meet, or whatever you use.
- Connect your calendar so meetings are auto-logged.
- Sync your video meeting tool so recordings and transcripts show up.
- Make sure reps know recordings are for coaching, not surveillance—otherwise, you’ll get pushback.
Watch out: If your team is split between tools (some on Zoom, some on Teams), double-check that all data is flowing in. Missing meetings = messy analytics.
3. Let Goodmeetings auto-capture meeting data
This is what sets Goodmeetings apart from a spreadsheet or a generic CRM:
- Every meeting auto-captures notes, who talked, what was discussed, and any action items.
- Assign follow-ups directly in the dashboard—no more “I thought you were handling that” confusion.
- Link meetings to deals so you can see the full history for each opportunity.
What’s actually helpful: The timeline view. You can look at any deal and see meetings, notes, and follow-ups in order—no more hunting through emails.
4. Use the analytics dashboard to spot real deal progress (and problems)
This is where most teams go wrong—they look at “pipeline value” or “number of calls” and call it a day. Here’s what’s actually worth your time in Goodmeetings:
Key things to check:
- Deal activity timeline: Are meetings happening regularly, or has the deal gone cold?
- Follow-up completion: Are action items actually being done, or piling up?
- Stage progression speed: Are deals stuck in one stage for weeks? That’s a red flag.
- Stakeholder engagement: Are the right people showing up to meetings, or just the champion?
Ignore the noise:
- “Sentiment analysis” is mostly guesswork. Don’t trust a chart to tell you if a deal is at risk—use your judgment.
- Vanity metrics like “talk time” or “meeting length” don’t close deals. Focus on movement, not activity.
5. Coach your team using real data (not just gut feel)
If you’re a manager, this is where dashboards pay off. Instead of vague “how’s it going?” check-ins, use the analytics to get specific:
- Ask about deals with stalled activity—“I see there haven’t been any meetings in three weeks. Is this still alive?”
- Review follow-up completion rates—if someone’s always late, dig into why.
- Celebrate reps who get multi-threaded (involve more stakeholders), not just those with the most calls.
But: Don’t use the dashboard as a stick. If you weaponize analytics, your team will start gaming the numbers. Use it to ask better questions, not to micromanage.
6. Iterate—don’t expect overnight transformation
No dashboard will magically fix your pipeline in a week. Here’s how to actually get value:
- Set a recurring time (weekly or bi-weekly) to review deal progress in Goodmeetings with your team.
- Adjust stages and reports as you learn what matters.
- Be honest about what you ignore—if a metric isn’t helping, drop it.
Common pitfalls:
- Overcomplicating things with custom reports that nobody reads.
- Ignoring data hygiene—if meetings aren’t logged, you’re flying blind.
- Hoping the tool will do the selling for you. It won’t.
Pro tips for getting the most out of Goodmeetings
- Integrate with your CRM, but don’t let it become a second source of truth. Pick one place to track deal status, and stick to it.
- Automate what you can, but review manually once in a while. AI is great for reminders, not for judgment calls.
- Keep the dashboard visible. Put it up in team meetings or on a shared screen—not hidden in a browser tab.
- Feedback loop: Ask your team what’s working and what’s noise. Kill features that aren’t helping.
Keep it simple, and keep improving
You don’t need a “next-gen AI dashboard” to track your deals. What you do need is a single place everyone trusts, updated with real meeting data, and focused on actual progress—not just activity.
Start basic. Review regularly. Tweak as you go. That’s how you actually get better at tracking deal progress—and, more importantly, closing more deals.
Don’t let analytics become another chore. Use it to make smarter decisions, spot problems early, and spend less time arguing about what’s real. That’s the whole point.