📝 Table of Contents 📝
✨ The Basics
Personal Dashboard
To see your personal targets, activities, missions & leagues.
Team Manager Dashboard
Great for having a high level view of how your team is doing as a whole. You can customise this further by having a different team lead dashboard for each team you have.
Company Dashboard
A must for directors to get a birds-eye view on what’s going on within the business. Look at high-level KPIs, Conversions, and Revenue.
🌶️ Spice it up
Some of our clients have really embraced our new generation of Dashboards and created various types that are specific to them as a business. Why not follow their lead and do the same?
Individual Consultant Dashboards:
Role focussed
If you have consultants that are specifically working Perm roles or Contract roles, why not create bespoke dashboard views so you can get them to focus on metrics that matter to them specifically.
Desk focussed
If you have 180 consultants or consultants that are predominantly focused on BD, why not create a dashboard for them with this in mind?
Company Dashboards:
Multi-office Dashboards
Your business has offices in different locations? That’s great! ,Simply create a company overview dashboard for each office. For example, a US Team Dashboard and UK Team Dashboard.
Conversion Dashboards
To see what good looks like, why not have a dashboard specifically looking at conversions. This is great for a quick look over how your company is doing as a whole when it comes to translating activities to results, with a breakdown of how each team is performing, too.
Ready for more? 🤩
Check out other articles on levelling up on the platform:
You have questions on the topic? 🤔
Just get in touch with our Customer Success team at customersuccess@oneupsales.co.uk.
We love hearing what works well for you and are always happy to hear your thoughts, feedback and ideas!