About this event
Join us for our 30min Lunch & Learn webinar for commercial leaders on: Building dashboards that tell the whole funnel story.
We’ll be running through how to build and structure a centralised commercial dashboard, aligning all teams, that we always put in place for our clients. This kind of dashboard helps tackle the big questions we hear every week:
What’s actually working – and why?
Which channels are really driving revenue?
Where are we losing deals or momentum?
Where are the leaks in the funnel?
Too often, teams are misaligned on data – different functions reporting on the “same” funnel, but using different metrics, definitions, and dashboards. The result? Confusion, slow decisions, and missed growth signals.
In this session, we’ll share what we’ve learned from working with teams across different revenue models – what to report (and when), where to discuss which data, how to collect the right inputs, and how to turn reporting into genuinely actionable insight.
We’ll tackle the big questions we hear every week:
What’s actually working – and why?
Which channels are really driving revenue?
Where are we losing deals or momentum?
Where are the leaks in the funnel?
What we’ll cover
How to build dashboards that deliver:
We’ll walk through the our key 'Commercial Dashboard' sections that answer these questions, and how to get there – so you can plan strategy with confidence.
Why now?
Because 2026 planning is here, and starting the year with messy dashboards makes it almost impossible to answer the one question that really matters:
Are we going to hit target, and what’s the plan if not?
Moving towards actionable dashboards
Reporting without insight is noise. We’ll show how the right data foundation enables commercial teams to move from noisy reporting to the “so what?” – and from insight to action.
Hosted by
Sales with Scale is a sales consultancy specializing in providing fractional sales, marketing, and Hubspot expertise to B2B startups and scaleups. They focus on building scalable processes and improving conversion rates through the sales funnel.
