CRM, lead flow and sales techniques · Sales reporting and dashboards
Decide who owns each dashboard, who sees it, and when it gets deleted.
Dashboard governance is a short set of rules for who owns each dashboard, who may see or edit it, which filters it carries and when an unused report is removed. It ends in a governance sheet that keeps your dashboards in use and your sensitive numbers with the right people.
Scope, fee, reporting and term are agreed in writing after we have read your brief and spoken to you.
In one paragraph
Dashboard governance is a short set of rules for who owns each dashboard, who may see or edit it, which filters it carries and when an unused report is removed. It ends in a governance sheet that keeps your dashboards in use and your sensitive numbers with the right people.
A paint dealership in Belagavi, run by two brothers and a nephew, builds a sales dashboard in the CRM. Within six months there are forty reports, three named Sales summary, and a screen showing every rep's incentive to the whole counter staff. Nobody removed anything, and nobody decided who could see what.
Governance is that decision, made once and written down. One person, the administrator, holds the register of dashboards. The owner signs who may view and who may edit, and the sales head agrees the standard filters.
It replaces the default of every login seeing everything. It comes after the dashboard is designed, and its value shows in the second year, when the clean-up rule keeps the library small enough to use.
Where this sits
Topic 9 of 13 in crm, lead flow and sales techniques: sales reporting and dashboards. Reports and dashboards that lead to action.
- The topic before
- CRM setup and data
- The topic after
- Frictionless selling
If you want this done for you
Keep the CRM running properly instead of quietly falling out of date.
The work
What this is actually like.
“Who in the family sees what”
In a family business, margins, rep incentives and the full customer list with phone numbers are the touchy figures. Decide by role, not by seniority or relationship: a rep sees their own pipeline, a manager sees the team, the owner sees margins.
“Three reports named the same thing”
Without a naming rule, search returns Sales summary, Sales summary new and Sales summary final. Use a pattern, team then subject then period, and one default dashboard per team, so people stop building their own.
“Unused reports are not harmless”
Each stale report is a place for an old definition to live. Count the reports in the library and the ones nobody opened in 90 days, then archive them. The count itself, before and after, is the evidence the rule works.
“A leaving rep takes the pipeline with them”
When a rep resigns, remove access the same day and move their records to a named person. Contact data privacy rules differ by state and change, so check what you may keep and share with your own lawyer or adviser.
What we do
What you end up with.
The documents this topic produces, what each one is for, and how you know it is finished.
Dashboard register
One row per dashboard: name, owner, audience, who can view, who can edit, standard filters, last opened and whether it is sent on a schedule.
Result: Finished when every dashboard in the CRM appears in the register and has a named owner.
Permission matrix
Roles down the side, dashboards across the top, and view, edit or none in each box. The owner initials it.
Result: Finished when a new joiner's access can be set from the matrix in minutes without asking anyone.
Standard filters and defaults
Date range, owner, team and pipeline on every dashboard, plus one default dashboard for each team and the naming pattern.
Result: Finished when two people opening the same dashboard filtered the same way see the same total.
Clean-up record
The count of reports before, the count unused for 90 days, what was archived and the date of the next review.
Result: Finished when the unused count is zero or each one has a reason to stay.
Why us
Why owners pick GullySales over an agency.
Marketing and sales, as one job
Most agencies stop at the enquiry. We also fix what happens after it: the reply, the follow-up, the quote and the CRM.
The person on the first call does the work
No account managers in between. You are never handed to someone you have not met.
A baseline before anything starts
Your numbers are written down on day one, so every later report compares against something honest.
The fee in writing, split three ways
Our time, your media spend and production on separate lines. You always see what goes to us.
No guarantees we cannot keep
The term is agreed in writing and never a default twelve months. We never promise a ranking or a lead count, because nobody controls those.
One office, and we say so
Nagarbhavi, Bengaluru. We work across India by call and WhatsApp and travel when a session needs to be in person.
#257, 3rd floor, Sri Nanjundeshwara Complex, Nagarbhavi 8th Block, Outer Ring Road. How we work.
Your brief
Tell us what you need, and we will read it before we call.
Eight short steps about your business, what you want and who decides. Most questions are a tap, and you can skip any you would rather answer on the call.
FAQ
Questions owners ask before they call.
Not here? More answers, or ask on WhatsApp.
Who should own the dashboards?
Is this overkill for a ten-person firm?
What if a family member insists on seeing everything?
How much does it cost?
How long is the contract?
How soon will we see results?
Who will actually do the work?
What do you need from us?
What if we are not happy with the work?
Where to go next
The work that carries this topic further.
The rest of sales reporting and dashboards
Or read all of crm, lead flow and sales techniques.
Your next practical step
Tell us what you are trying to grow, and we will read it before we call.
Eight short steps, mostly taps. Skip anything you would rather answer on the call.