Your own dashboards
Make your own dashboard, with the numbers you care about.
On this page 6 sections
In short
- Click + next to the tabs to make your own dashboard.
- Fill its five places from the Dashlet center.
- Only you see it, with your own numbers.
Where: Dashboard → + next to the tabs
Your own dashboard has five places: three squares at the top and two wide cards below. You choose what goes in each place.
Try it
In Ordo
- Dashboard
- +
- Start from My month
Or start from Coaching (for managers) or Blank. You can change every place after.
How it works
- Change a dashlet: click Edit dashboard, then the button on a card. The Dashlet center opens.
- Stack: put two dashlets in one place. Switch between them with ‹ ›.
- Take one out: the place shows Add dashlet until you fill it.
- Reset: Reset to default puts the tab back as its template made it.
The Dashlet center
- Goal: money won this month in a ring, against your target.
- Win rate: a gauge with the 6-month average and this month.
- Funnel: of the deals that reached each stage, how many went on.
- Why we lost: the loss reasons, most common first.
- Money coming in: payments due in the next 60 days.
- Activity streak: how many days in a row you finished a meeting or task.
- Days to close, Average deal size: one column a month, for 6 months.
- Meetings held: one column a week, for 8 weeks.
- Companies needing attention, Leads to follow up: who to call.
- Big number: any one number, for example meetings this week.
A dashlet that is already on the tab has a light around it.
Good to know
- Your own dashboards always show your own records. Nobody else sees them.
Questions
Can my team see my dashboard?
No. Your own dashboards are only for you.
Can I move the places around?
Each dashboard has five fixed places. Change what is in a place, or stack two dashlets in one place.
How many dashboards can I make?
As many as you like. Each is a tab.