For B2B sales organizations, particularly those navigating the complexities of in a midmarket sales cycle (between 4 and 6 months), leveraging effective Salesforce dashboards is paramount to driving performance and achieving strategic goals.
Well-designed dashboards for Salesforce transform raw data into actionable insights, empowering sales managers and individual representatives alike.
This article outlines a comprehensive suite of six distinct Salesforce dashboard concepts, each meticulously crafted to address critical aspects of the sales cycle – from high-level management overviews and in-depth pipeline forecasting to granular activity tracking, campaign performance analysis, focused 1:1 coaching, and essential CRM hygiene. By implementing these tailored dashboards Salesforce can become a powerful engine for visibility, accountability, and ultimately, sales success.
Each dashboard proposal includes specific filters and up to ten suggested components, complete with explanations of their relevance, providing a practical blueprint for sales teams looking to optimize their Salesforce instance and gain a competitive edge. These dashboards are designed not just to report numbers, but to guide strategic decisions and foster a data-driven sales culture.
Overview of dashboards
Salesforce Dashboard 1: Sales Management General overview
Dashboard Filters: Region, Team, Person, Duration (year, quarter)
Dashboard components proposal:
Component 1: Chart – Quota Attainment (Gauge or Bar Chart)
- Shows: Actual Closed Won Revenue vs. Sales Quota for the selected individual or team over the chosen duration. A gauge provides a quick visual of percentage to goal, while a bar chart can show actual vs. target amounts side-by-side.
- Relevance: Provides an immediate understanding of performance against key sales targets, a fundamental metric for sales management. This aligns with the focus on consistent rep performance and increasing revenue mentioned in the State of Sales Enablement Report 2022.
Component 2: Chart – Open Pipeline by Stage (Funnel or Horizontal Bar Chart)
- Shows: The sum of Amount and/or Count of all Open Opportunities, grouped by their current Sales Stage (e.g., Prospecting, Qualification, Needs Analysis, Proposal, Negotiation, Closed Won/Lost).
- Relevance: Offers a visual representation of the current sales pipeline’s health, distribution, and potential bottlenecks. Essential for forecasting and identifying where deals are stalling.
Component 3: Metric – Total Won Revenue (KPI Display)
- Shows: A single, prominent number displaying the total sum of ‘Amount’ for all Opportunities Closed Won within the selected duration.
- Relevance: Gives a clear, at-a-glance view of total sales achieved, crucial for tracking overall success.
Component 4: Chart – Win Rate % (Line Chart over Time or KPI)
- Shows: Calculated as (Number of Won Opportunities / (Number of Won Opportunities + Number of Lost Opportunities)) * 100 for the selected duration. A line chart can show trends if the duration allows (e.g., monthly over a quarter/year).
- Relevance: Measures sales effectiveness and conversion efficiency. Improving win rates is a common goal, as highlighted in sales performance literature.
Component 5: Table – Top 5-10 Open Opportunities (by Amount)
- Shows: A list of the largest open opportunities, including Opportunity Name, Account Name, Amount, Expected Close Date, Stage, and Next Step.
- Relevance: Helps sales managers and reps focus on high-value deals that can significantly impact targets.
Component 6: Metric – Average Sales Cycle Length (KPI Display)
- Shows: The average number of days taken from Opportunity Creation Date to Close Date for Closed Won opportunities within the selected duration.
- Relevance: Indicates sales velocity and efficiency. Understanding this helps in refining sales processes and forecasting accuracy.
Component 7: Chart – Sales Activities Completed (Bar Chart by Type/Rep)
- Shows: A count of key sales activities (e.g., Calls Logged, Meetings Held, Demos Conducted, Proposals Sent) completed within the selected duration. Can be grouped by activity type or by sales rep if the “Team” filter is active.
- Relevance: Tracks the effort and engagement levels of the sales team/person, which are leading indicators of future sales results. Technology’s role in tracking customer interactions is vital.
Component 8: Chart – Forecast vs. Quota (Stacked Bar or Combination Chart)
- Shows: A comparison of the Sales Quota against Closed Won revenue and Forecasted Revenue (e.g., sum of Expected Revenue from opportunities in Commit & Best Case forecast categories) for the selected period.
- Relevance: Provides a forward-looking view of how the team/individual is tracking towards their quota, considering both achieved sales and pipeline potential. Sales forecasting is a key area where technology like AI/ML is impactful.
Component 9: Table – Opportunities with No Recent Activity / Stalled Deals
- Shows: A list of open opportunities that haven’t had any logged activity (e.g., call, email, meeting) or stage change in a defined period (e.g., last 14 or 30 days).
- Relevance: Highlights at-risk deals that may require immediate attention or intervention to get them moving forward, crucial for maintaining pipeline momentum.
Component 10: Chart – New Logos vs. Existing Client Revenue (Pie Chart or Stacked Bar)
- Shows: A breakdown of Closed Won revenue, distinguishing between deals from brand new clients (New Logos) versus deals from existing clients (upsells, cross-sells, renewals).
- Relevance: For B2B sales, understanding the source of revenue (acquisition vs. expansion) is key for strategic planning and resource allocation. This aligns with customer retention and experience goals.
Salesforce Dashboard 2: Sales Forecasting and pipeline structure
Dashboard Filters: Region, Team, Person, Duration (current quarter, next quarter, custom range), Forecast Category (Commit, Best Case, Pipeline, Omitted)
Here is the suggested list of components:
Component 1: Chart – Forecast by Category vs. Quota (Stacked Bar Chart)
- Shows: For the selected duration, a stacked bar showing the sum of ‘Amount’ for Opportunities in each Forecast Category (Commit, Best Case, Pipeline) compared against the Sales Quota.
- Relevance: Provides a clear visual of how the current forecast (broken down by confidence level) stacks up against the target. This is fundamental for understanding if the team/person is on track. The emergence of AI and Machine Learning in sales forecasting, as mentioned in the provided text, makes accurate categorization even more critical.
Component 2: Table – Detailed Forecast Breakdown (by Opportunity)
- Shows: A list of all open opportunities contributing to the forecast for the selected duration, including Opportunity Name, Account Name, Amount, Expected Close Date, Stage, Forecast Category, Next Step, and Last Activity Date. Can be grouped by Forecast Category.
- Relevance: Allows managers to drill down into the specific deals making up the forecast, facilitating forecast reviews and deal coaching.
Component 3: Chart – Pipeline Coverage Ratio (KPI or Gauge)
- Shows: Calculated as (Total Open Pipeline Amount for the period / (Quota – Closed Won Amount for the period)). For example, if Quota is €100k, €20k is Closed Won, and Open Pipeline is €240k, the coverage is €240k / €80k = 3x.
- Relevance: Indicates if there’s enough pipeline to realistically achieve the remaining quota. A common rule of thumb is 3x to 5x coverage, depending on win rates.
Component 4: Chart – Weighted Pipeline by Stage (Funnel or Bar Chart)
- Shows: The sum of ‘Amount’ for open opportunities in each sales stage, multiplied by the probability associated with that stage (e.g., Qualification 25%, Proposal 50%, Negotiation 75%).
- Relevance: Provides a more realistic view of the pipeline’s value by factoring in the likelihood of closing deals at different stages. This aligns with using analytics for data-driven decisions.
Component 5: Chart – Opportunity Age in Current Stage (Histogram or Bar Chart)
- Shows: A distribution of open opportunities based on how long they have been in their current sales stage (e.g., 0-30 days, 31-60 days, 60+ days). Can be filtered by specific stages.
- Relevance: Helps identify stalled deals or bottlenecks in the sales process. If many deals are aging in a particular stage, it signals a need for process review or rep coaching.
Component 6: Chart – Pipeline Generation Trend (Line or Bar Chart over Time)
- Shows: The sum of ‘Amount’ of new opportunities created each week/month over the selected duration (or a rolling period).
- Relevance: Tracks the consistency of pipeline building efforts, which is crucial for future forecast reliability. This is a leading indicator of future sales performance.
Component 7: Table – Opportunities with Pushed Close Dates
- Shows: A list of opportunities where the ‘Expected Close Date’ has been moved to a later date within a recent period (e.g., last 30 days). Include original close date, new close date, and reason if captured.
- Relevance: Highlights deals that are slipping, which can impact forecast accuracy and indicate potential issues with deal progression or qualification.
Component 8: Chart – Pipeline by Product/Service Type (Pie or Bar Chart)
- Shows: A breakdown of the open pipeline ‘Amount’ by the different types of products being sold.
- Relevance: For an organization selling multiple benefit types to HR, this shows where the pipeline strength lies and if there are opportunities to diversify or focus efforts on specific offerings.
Component 9: Metric – Average Deal Size in Pipeline (KPI Display)
- Shows: The average ‘Amount’ of all open opportunities in the pipeline for the selected duration.
- Relevance: Helps understand the typical deal value and can be compared to historical averages or average deal size of closed-won deals to see if pipeline quality is changing.
Component 10: Chart – Forecast Accuracy (Historical) (Line or Bar Chart)
- Shows: A comparison of what was forecasted (e.g., ‘Commit’ amount) at a specific point in a previous period (e.g., start of last quarter) versus what was actually Closed Won in that period. This requires snapshotting or historical forecast data.
- Relevance: Measures the reliability of past forecasts, which can inform confidence in current forecasts and identify areas for improvement in the forecasting process. AI and machine learning can significantly enhance this, as noted in your memory.
Salesforce Dashboard 3: Sales Activity Dashboard
Dashboard Filters: Region, Team, Person, Duration (this week, last week, this month, last month, quarter), Activity Type (Call, Email, Meeting, Task)
These components can be used in this dashboard:
Component 1: Metric – Total Activities Logged (KPI Display)
- Shows: A single, prominent number displaying the total count of all logged sales activities (calls, emails, meetings, tasks) for the selected duration.
- Relevance: Provides an immediate overview of the overall activity volume for the selected team or person.
Component 2: Chart – Activities by Type (Donut or Bar Chart)
- Shows: A breakdown of the total activities by their type (e.g., Outbound Calls, Outbound Emails, Onsite Meetings, Virtual Meetings, Follow-up Tasks).
- Relevance: Helps understand the mix of activities being performed and if it aligns with strategic priorities (e.g., focus on outbound or onsite).
Component 3: Chart – Outbound Calls Made vs. Goal (Gauge or Bar Chart)
- Shows: The number of logged outbound calls compared to a predefined goal for the selected duration. (Goal might need to be managed outside standard Salesforce objects or via a custom field/object).
- Relevance: Directly tracks performance against a key outbound activity target. This is vital for roles with a strong prospecting component.
Component 4: Chart – Onsite Meetings Completed vs. Goal (Gauge or Bar Chart)
- Shows: The number of completed onsite meetings (identified by a specific meeting type or custom field) compared to a predefined goal for the selected duration.
- Relevance: Measures success in securing and conducting valuable face-to-face interactions, which are often critical in B2B sales, especially when selling complex solutions.
Component 5: Table – Upcoming Onsite Meetings (Next 7-14 Days)
- Shows: A list of scheduled onsite meetings for the near future, including Account Name, Meeting Date/Time, Attendees (if captured), and Purpose/Agenda.
- Relevance: Provides visibility into planned high-value interactions and helps managers ensure reps are prepared.
Component 6: Chart – New Leads/Contacts Created (from Outbound Efforts) (Bar Chart or KPI)
- Shows: The number of new Leads or Contacts created where the lead source or a custom field indicates an outbound prospecting effort (e.g., “Outbound Call,” “Cold Email”).
- Relevance: Measures the effectiveness of outbound activities in generating new pipeline opportunities at the very top of the funnel.
Component 7: Chart – Activity Trends Over Time (Line Chart)
- Shows: The trend of total activities, outbound calls, or onsite meetings logged per day/week over the selected duration.
- Relevance: Helps identify patterns, consistency, or dips in activity levels, allowing for timely intervention or recognition.
Component 8: Leaderboard – Top Performers by Key Activity (Table)
- Shows: If “Team” is selected in filters, this can show a ranked list of sales reps by the number of outbound calls, onsite meetings, or total activities.
- Relevance: Fosters friendly competition and highlights individuals who are excelling in activity metrics. The State of Sales Enablement Report 2022 mentions high rep engagement as a positive outcome, and leaderboards can contribute to this.
Component 9: Metric – Average Activities per Opportunity Created (KPI Display)
- Shows: Calculated as (Total relevant activities / Number of new Opportunities created) within the selected duration. You might focus on outbound activities for this.
- Relevance: Provides an efficiency metric, indicating how much activity is generally required to generate a new sales opportunity. This helps in planning and setting realistic activity goals.
Component 10: Chart – Activity by Account Engagement (Table or Bar Chart)
- Shows: A list of top accounts (or leads) by the number of activities logged against them in the selected duration.
- Relevance: Helps understand where sales effort is being concentrated and whether key target accounts are receiving sufficient attention. This is particularly important for HR departments which can be key accounts.
Salesforce Dashboard 4: Sales Campaign Dashboard
Dashboard Filters: Region, Team, Person, Campaign Name/Type, Campaign Status (Active, Completed), Duration (campaign start/end dates, or activity dates)
These are suggested components:
Component 1: Table – Active Campaigns Overview
- Shows: A list of currently active campaigns including Campaign Name, Type, Start Date, End Date, Budgeted Cost (if tracked), and Number of Campaign Members.
- Relevance: Provides a quick snapshot of all ongoing sales initiatives, helping teams stay informed about current focuses.
Component 2: Chart – Campaign Member Status Breakdown (Funnel or Stacked Bar Chart)
- Shows: For a selected campaign (or aggregated across active campaigns), the count of Campaign Members in each status (e.g., Sent, Responded, Attended Webinar, Demo Requested, Qualified).
- Relevance: Visualizes the engagement and progression of leads/contacts within campaigns, indicating how well the campaign is resonating and moving prospects through initial stages.
Component 3: Metric – Opportunities Generated from Campaigns (KPI Display)
- Shows: The total number of new Opportunities created where the selected campaign(s) is the Primary Campaign Source, within the chosen duration.
- Relevance: Directly measures a campaign’s success in generating pipeline. This aligns with the need to arm reps and provide them with qualified leads, as highlighted in sales enablement best practices.
Component 4: Chart – Pipeline Value from Campaigns (Bar Chart by Campaign)
- Shows: The sum of ‘Amount’ for all open Opportunities that have been influenced by (or have as Primary Source) the selected campaigns. Can be grouped by Campaign Name.
- Relevance: Highlights the potential revenue contribution of different campaigns to the overall sales pipeline.
Component 5: Metric – Won Revenue from Campaigns (KPI Display)
- Shows: The total sum of ‘Amount’ for Opportunities Closed Won where the selected campaign(s) is the Primary Campaign Source (or has influence, depending on your attribution model), within the chosen duration.
- Relevance: Measures the direct revenue impact of sales campaigns, a critical metric for proving ROI and campaign effectiveness. This is key for “proving impact to solidify enablement’s value” (State of Sales Enablement Report 2022).
Component 6: Chart – Campaign Conversion Rate: Member to Opportunity (Bar Chart by Campaign or KPI)
- Shows: Calculated as (Number of Opportunities Generated from Campaign / Total Number of Responded/Targeted Campaign Members) * 100 for each campaign.
- Relevance: Indicates how effectively a campaign converts engaged members into actual sales opportunities.
Component 7: Chart – Campaign Win Rate (Opportunities to Won) (Bar Chart by Campaign or KPI)
- Shows: Calculated as (Number of Won Opportunities from Campaign / Total Opportunities Generated from Campaign) * 100 for each campaign.
- Relevance: Shows the quality of leads generated by the campaign and the sales team’s effectiveness in closing them.
Component 8: Table – Top Performing Campaigns (by Won Revenue or Opportunities Created)
- Shows: A ranked list of campaigns based on either the total ‘Amount’ of Closed Won opportunities they influenced or the total number of opportunities they generated.
- Relevance: Helps identify which campaign strategies, messaging, or target audiences are most successful, allowing for replication and optimization.
Component 9: Chart – Sales Activities on Campaign-Influenced Opportunities (Bar Chart by Rep/Team)
- Shows: The count of sales activities (calls, emails, meetings) logged by the selected team/person against Opportunities that have been influenced by active campaigns.
- Relevance: Tracks the sales effort being applied to leads generated or nurtured by campaigns, ensuring follow-up and engagement. This connects to the “prepare reps for sustained success” theme by ensuring they act on campaign outputs.
Component 10: Chart – Campaign Influence on Closed Won Deals (Pie Chart or Table)
- Shows: A breakdown of all Closed Won revenue in a period, showing what percentage was influenced by any campaign versus organic/non-campaign sources. If using Salesforce Campaign Influence, you can show revenue attributed by different campaigns to a single opportunity.
- Relevance: Provides a broader view of marketing and sales campaign contribution to overall revenue, beyond just primary source attribution. This highlights the multifaceted impact of technology and digital marketing in B2B sales.
Salesforce Dashboard 5: 1:1 Dashboard (for a salesperson)
Dashboard Filters: Salesperson (pre-filtered or selectable if a manager is viewing for multiple reps), Duration (This Week, Last Week, This Month, Last Month, This Quarter, Custom Range)
Here are my suggestions for components:
Component 1: Metric – Quota Attainment (YTD/QTD) (Gauge or Percentage KPI)
- Shows: The salesperson’s actual Closed Won Revenue against their Sales Quota for the year-to-date or quarter-to-date.
- Relevance: The primary indicator of sales performance. This is the starting point for most 1:1 discussions. The State of Sales Enablement Report 2022 highlights that enablement’s goal is often to increase consistent rep performance and revenue.
Component 2: Chart – Open Pipeline by Stage (Funnel or Horizontal Bar Chart)
- Shows: The salesperson’s current open opportunities, categorized by sales stage, showing count and sum of ‘Amount’.
- Relevance: Provides a visual overview of their pipeline health, potential bottlenecks, and where deals are concentrated.
Component 3: Table – Top 5 Open Opportunities (by Amount & Close Date)
- Shows: A list of the salesperson’s largest open opportunities that are expected to close soon (e.g., within the current or next month/quarter). Include Opportunity Name, Account Name, Amount, Expected Close Date, Stage, and Next Step.
- Relevance: Focuses the 1:1 discussion on the most critical deals that will impact current targets.
Component 4: Metric – Forecasted Amount (Commit + Best Case) for Current Period (KPI Display)
- Shows: The sum of ‘Amount’ for opportunities the salesperson has categorized as ‘Commit’ and ‘Best Case’ for the current forecasting period (e.g., current month or quarter).
- Relevance: Shows what the salesperson is projecting to close, facilitating discussions around forecast accuracy and deal progression. AI and machine learning are increasingly used for sales forecasting.
Component 5: Chart – Key Activities Logged (Last 7/30 Days) (Bar Chart or KPIs)
- Shows: A count of key sales activities performed by the salesperson recently (e.g., Outbound Calls, Emails Sent, Onsite/Virtual Meetings, Demos Conducted).
- Relevance: Tracks recent effort and engagement levels, which are leading indicators. Helps discuss activity consistency and effectiveness.
Component 6: Table – Opportunities with No Recent Activity / Stalled Deals
- Shows: A list of the salesperson’s open opportunities that haven’t had any logged activity or stage change in a defined period (e.g., last 14 or 30 days).
- Relevance: Highlights deals that need attention and can be a focus for coaching on how to re-engage or move them forward.
Component 7: Metric – Win Rate % (Current Quarter/Year) (KPI Display)
- Shows: The salesperson’s win rate: (Won Opportunities / (Won + Lost Opportunities)) * 100 for the selected period.
- Relevance: Measures their sales effectiveness and conversion efficiency. Can be compared to team average or historical performance.
Component 8: Metric – Average Sales Cycle Length (Closed Won Deals) (KPI Display)
- Shows: The salesperson’s average time to close deals for the selected period.
- Relevance: Indicates their sales velocity. Significant deviations might warrant discussion on deal management or qualification.
Component 9: Table – Recently Closed Deals (Won & Lost – Last 30 Days)
- Shows: A list of deals recently closed (both won and lost), including Opportunity Name, Account Name, Amount, and Close Date. For lost deals, the ‘Reason Lost’ is crucial.
- Relevance: Facilitates a review of recent successes and failures, providing learning opportunities and insights into competitive pressures or objections. This aligns with the “prepare reps for sustained success” theme from the State of Sales Enablement Report, as coaching is key.
Component 10: Chart/List – Progress on Specific Goals/Development Areas (Custom – if tracked)
- Shows: If the salesperson has specific development goals (e.g., improve product knowledge on a new benefit, increase prospecting in a certain segment), this component could track progress. This might require custom fields or integration with a learning/coaching tool.
- Relevance: Ensures that 1:1s also focus on development and skill improvement, not just numbers. Sales coaching and talent development are key enablement functions.
This 1:1 Dashboard should empower both the salesperson and the manager with the data needed for a productive, focused, and actionable conversation, driving individual performance and development.
Salesforce Dashboard 6: CRM Hygiene / Wall of Shame
Dashboard Filters: Region, Team, Person, Duration (e.g., looking at records created/modified in the last 30/60/90 days, or all open records)
Component overview for the “wall of shame” dashboard:
Component 1: Table – Opportunities Missing Key Information
- Shows: A list of open Opportunities (owned by the selected team/person) that are missing critical fields like ‘Expected Close Date’, ‘Amount’, ‘Next Step’, or ‘Primary Contact Role’.
- Relevance: Highlights incomplete opportunity records which hinder accurate forecasting and pipeline management. Data and analytics are crucial, and good data is the foundation.
Component 2: Metric – % of Opportunities with Overdue Close Dates (KPI Display)
- Shows: The percentage of open Opportunities where the ‘Expected Close Date’ is in the past. Calculated as (Count of Open Opps with Past Due Close Date / Total Count of Open Opps) * 100.
- Relevance: Indicates a lack of timely updates to opportunity timelines, leading to inaccurate pipeline views and forecasts.
Component 3: Table – Open Opportunities with No Recent Activity
- Shows: A list of open Opportunities that haven’t had any logged activity (e.g., call, email, meeting, task update) in a defined period (e.g., last 30 days). Include Opportunity Name, Account Name, Stage, and Last Activity Date.
- Relevance: Identifies potentially neglected or stalled deals that need follow-up or re-evaluation. This is crucial for maintaining a healthy pipeline.
Component 4: Metric – Count of Overdue Tasks (KPI Display)
- Shows: The total number of open Tasks assigned to the selected team/person where the ‘Due Date’ is in the past.
- Relevance: Highlights missed follow-ups or pending actions that could impact deal progression or customer relationships.
Component 5: Table – Leads Not Updated/Converted in X Days
- Shows: A list of Leads (owned by the selected team/person) that haven’t had a status change or significant update in a defined period (e.g., last 14 or 30 days) and are not yet converted.
- Relevance: Points to potential delays in lead follow-up or qualification, which can result in lost opportunities.
Component 6: Chart – Opportunities Stuck in Early Stages for Too Long
- Shows: A count of open Opportunities that have remained in early sales stages (e.g., “Prospecting,” “Qualification”) for longer than a defined threshold (e.g., > 45 days). Can be a bar chart showing counts per stage.
- Relevance: Helps identify deals that are not progressing, possibly due to poor qualification or lack of engagement.
Component 7: Table – Accounts with No Recent Contact
- Shows: A list of Accounts (owned by the selected team/person) that have not had any logged activity (calls, emails, meetings) against them or their related contacts/opportunities in a defined period (e.g., last 90 days).
- Relevance: Highlights potential neglect of existing client relationships or key prospect accounts. Customer experience and retention are key drivers.
Component 8: Metric – % of Contacts Missing Email or Phone Number (KPI Display)
- Shows: The percentage of Contact records (related to accounts owned by the team/person) that are missing either an email address or a phone number.
- Relevance: Incomplete contact information hinders communication and marketing efforts.
Component 9: Table – Opportunities with €0 or Low Amount
- Shows: A list of open Opportunities where the ‘Amount’ field is €0, blank, or below a certain minimum threshold (if applicable for your business).
- Relevance: Indicates missing financial information crucial for pipeline valuation and forecasting.
Component 10: Chart – Data Entry Consistency (Example: Lead Source Usage)
- Shows: A pie chart or bar chart of how ‘Lead Source’ is being populated on new Leads or Opportunities. Look for high usage of “Other” or blank values. (This can be adapted for other key picklist fields where consistency is important).
- Relevance: Highlights inconsistencies in data entry that can affect reporting accuracy and the ability to analyze the effectiveness of different channels or initiatives.
Important remarks when considering the implementation of “Wall of Shame” Dashboard:
- Focus on Actionability: Ensure each component clearly shows what needs to be fixed and by whom.
- Positive Reinforcement: Consider pairing this with a “Wall of Fame” or recognition for good CRM hygiene to balance the message.
- Training & Support: Use the insights from this dashboard to identify areas where reps need more training or support on CRM processes. The goal is improvement, not just pointing out flaws.
- Gamification (Optional): Some teams use scores or leaderboards (for good hygiene) to make it more engaging.
- Clear Definitions: Ensure everyone understands what constitutes “good” vs. “bad” data for each metric.
