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Create Smart Reports & Dashboards
Visualize your data to make better business decisions.
Overview
This guide covers specific steps to help you master this feature. Follow the instructions below to get started.
Data without visualization is just noise. Learn how to build a 'Sales Velocity' dashboard. Key metrics to include: Deal Conversion Rate, Average Deal Size, and Sales Cycle Length. Use filters to view performance by individual sales reps.
What's Next?
- Verify your settings in the dashboard.
- Run a test with a dummy contact.
- Invite your team to collaborate.
