Building a Cross-Department KPI Dashboard
Don’t build dashboards until you’ve defined what matters. Creating metrics is the real work. Tools come after clarity.
The Challenge
Departments lacked clarity on what to measure and had no unified way to track performance. The Sales team relied on basic revenue numbers, while Production had no metrics at all. Managers couldn’t run meaningful 1:1s, and there was no company-wide accountability around outcomes.
The Solution
Starting from the EOS Scorecard, we led each department through a discovery process to define their most valuable metrics. For Sales, we went beyond closed deals and added behavioral metrics like weekly activities (calls, emails, meetings), opportunity health (RFPs, outdated deals), and a YTD performance view segmented by division. Individual dashboards were then created to support effective 1:1 reviews.
On the Production side, we began by simply tracking project opens by division. After collaborative interviews with the team, we introduced production statuses and tracked time-in-stage, enabling us to see bottlenecks and project velocity. We launched a CSAT initiative and used SurveyMonkey and Zapier to collect feedback on every closed project, feeding results into Salesforce for visibility.
By implementing these dashboards, we created a rhythm of review that empowered department heads to coach their teams, clean up data hygiene, and focus on lead indicators, not just lagging results.
The Impact