1/17/2024 0 Comments Dashboard notion templateWe recommend using a table, which provides a spreadsheet-like structure to manually enter or import data. To do so, simply create a new page and select one of the options in the database section. While notion is known primarily as a robust documentation and team collaboration tool, Notion can also be used as a database. Popular no-code database options include: Notion Even if your organization has a sophisticated data pipeline and data engineering team, a no-code database enables teams to create their own reports without depending on technical engineering teams. With the rise of low-code and no-code software, there are numerous ways to organize critical business data using simple, no-code databases. In this article, we will focus on Sales CRM metrics to design a sample performance dashboard in Notion. While metrics will vary by team and industry, some examples include: Finance While this is a simple example, it’s important to keep your reports straightforward and easy to interpret by all members on the team. For example, if a team has a quarterly sales goal of $100,000 in new revenue, consider the number of contributing sales reps, the amount that needs to be sold per month, and brainstorm the types of reports that would be beneficial in tracking progress toward this goal. It can be helpful to start small and consider both long term and short term goals. Often, teams have key performance indicators (KPIs) that enable managers to proactively identify issues and make business decisions that drive individual contributors toward desired outcomes.ĭefining the right metrics for your team can be cumbersome. The first step in creating a performance dashboard is to identify the key metrics that will help measure your team’s success.
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