Start from a finished board.
Four ready-made boards to clone, the four shapes a report can take, and plain definitions of a measure, a cohort and scope, so a new person can understand a board on day one.
Executive pulse, sales velocity, collections risk and comms health arrive built. Clone one, point it at your own scope, and you have a board on the first afternoon rather than the second week.
The starting point
Ready-made boards, and what the words mean.
Templates come complete with their widgets, so you clone one and start. A short guide says which report shape suits which question. And the key words - measure, cohort, scope - are defined right there, so somebody new can understand a board without a walkthrough.
Templates and guides to start a board fast and read your analytics with confidence.
Org-wide KPIs, revenue and health in one board for the leadership view.
Use templateStage funnel, days in stage and win rates, to see where deals stall.
Use templateAging receivables and overdue concentration, so risk surfaces early.
Use templateResponse time, volume and channel mix across inbound conversations.
Use templateRows and columns with subtotals and a grand total. Best for detail you read or export, grouped by a dimension.
A bar, line or donut for one measure over time or across a segment. Best for spotting trend and comparison at a glance.
A single KPI with its period-over-period delta. Best for one headline figure you watch, like weighted forecast.
A measure cross-tabbed by two dimensions with subtotals. Best for owner-by-month style breakdowns.
A measure is a governed metric: an entity plus an aggregation plus a field, currency-safe and resolved through its links. The metric is the number it computes.
Build on measures, not raw columns, so every board speaks the same governed language.
A cohort splits records into quartile tiers by a measure, so the top 25 percent stands apart from the rest.
Reach for a cohort when an average hides the spread and you need to see the top tier against the tail.
Scope decides whose rows a board reads: org, mine, team, or a specific person. Boards stay private until you share them.
Set scope to the audience, not the author. A team board reads the team, not just you.
Every term is explained in plain words.
Four board templates to clone.
Start from a working board instead of an empty grid.
- Clone an executive board with company-wide KPIs and health
- Clone a sales board with the stage funnel and win rates
- Clone a finance board with aging receivables and overdue risk
- Clone a comms board with response times and channel mix
- Point any clone at your company, your team or yourself
What the words mean.
Defined in the same words the product uses, so the guide and the screen always agree.
- Learn what a measure is, and why every team gets the same number from it
- See when splitting people into cohorts tells you more than an average
- Understand scope: who a board is for decides whose numbers it shows
- Match each of the four report shapes to the question it answers
- Give somebody new one page to read before their first board
Access
Who can do what.
Browsing the templates and the definitions is open to everybody. A clone is a real board for a real audience, so creating one needs the same permission as creating any other board.
Browse the templates and the guides.
Clone a template into a board of your own.
Decide which template a team starts from.
Publish a cloned board to the whole company.
Admin is the highest role and is not limited by these permissions, so give it only to the small group that genuinely needs it.
One new starter, start to finish
One clone, a working board.
The template arrived with its widgets already in place, and the definitions of measure, cohort and scope were on the same screen. Nobody had to sit with them and explain the words first.
Four finished boards, each described by the question it answers.