Business Overview Dashboard

Read before building:

Track Date Properties

Step 2.3 Create your “Unified Channel” Property

This is an eagle-eye view of your most important KPIs and allows for cross object reporting. Let’s get started!

Examples of Goals Needed to Build this Dashboard:

The KPIs you choose will be unique to your business. We often see folks pick the 5 main KPIs discussed in regular reporting and KPI meetings, for example MQL, SQL, Deal Created, Deal - Pipeline Stage, Closed-Won. In this example, we only care about reporting on New Business for deal stages. This reflects the CRM report we use for regular reporting meetings and which we referenced to determine which KPIs to create in HockeyStack.

Video	Video Link
Deal Created Goal - New Business	https://www.loom.com/share/3da5cb1930b84c1ca526baa83f6f615c?sid=2aadfde9-a2b6-4f15-9dbf-772d57d2b402
SQL Goal	https://www.loom.com/share/ced48ba3e29e46d3a8428f78f4b60c3b?sid=d2aa363f-5ac7-4dc5-9fb2-81c3f0c41289
MQL Goal	https://www.loom.com/share/25de4ed559794ee880d0a7e69c9735f0?sid=162bdf54-7fea-4f77-90be-2f4942a803d7
Pipeline Stage - New Business Goal	https://www.loom.com/share/e7e0a767b7bd42bd931042f7b2adcad3?sid=02811b2e-5a72-41f6-848f-ede893f40b48
Closed Won New Business Goal	https://www.loom.com/share/2bc7339bc5544537844386bacfd5a376?sid=3c9c39c3-90de-41c1-95b9-947c5da90a16

Reports Needed to Build this Dashboard

Video	Video Link
Closed Won Amount Trend	https://www.loom.com/share/ed0cc0953f78438c8d4437cfbf5315d7?sid=0c6e827c-7733-4826-b411-8788f401986f
Closed Won Trend	https://www.loom.com/share/a80bd17dc42d4c7391c1e6f736a63316?sid=89b6a9fb-99b8-4027-9519-387f1298dc19
Pipeline Amount Trend	https://www.loom.com/share/0599c934f1864ef493b8bc223bc767f6?sid=14fddbf8-aa07-4cb7-92c8-3eee426c4b3c
Pipeline Deal Trend	https://www.loom.com/share/aaab5ce68ef74b35957b7b007c220068?sid=49d8916c-0e27-4b06-a538-d764b18747dc
Deal Created Trend	https://www.loom.com/share/9067dc90021246dfa282bcc3c7eed40d?sid=18ca678a-6a6f-461b-8fa5-31bdc976a3e8
SQL Trend	https://www.loom.com/share/f08833f58cb54751bbc964f7e9bf6002?sid=ee23251f-00cc-4a74-8aeb-68a1ba26e9c9
MQL Trend	https://www.loom.com/share/4ba0f2a4cbfb4447af0dadcbd975e554?sid=fc0981d5-6be4-422e-be29-8c4d02a2f079
Closed Won Amount	https://www.loom.com/share/f7523c390b3147baa526d8e5c35600cf?sid=d1bdd999-9771-4d5d-b70e-83c4d515b52d
Pipeline Amount	https://www.loom.com/share/21359ed41b7840a99113694395c5b927?sid=d64e5cfa-e56d-4b93-a982-a349fca0d6c4
Closed Won Count	https://www.loom.com/share/23e2df2517f24fa5acf3cad4dd211afa?sid=b83a607e-4777-4245-ad63-151cc70ec75d
Pipeline Deal Count	https://www.loom.com/share/86fa31f86f4545f8843f49e6bdf054f4?sid=50f70e66-05f9-4336-8ee1-fe9c52b85035
Deal Created Count	https://www.loom.com/share/cfcdad1e9d46465da0a121ba976b004d?sid=a7262eaf-22f1-41d9-a592-eb580624b569
SQL Count	https://www.loom.com/share/b68e65e3eab6479dac6fea79dba5a225?sid=3eab7b4b-4f4f-4304-a818-d2aacb3538d8
MQL Count	https://www.loom.com/share/2fb85be8e7df416d868367c3c7cdb360?sid=163686eb-38b9-4dc9-9897-ca6101243713