Data Tables

Data Tables Overview

Data Tables give you and your team a quick way to stay on top of the numbers that drive your business forward. Designed for flexibility, clarity, and collaboration, Data Tables make it easy to organize, update, and view key metrics over time — all in one place.

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What Are Data Tables?

The Data Tables Dashboard gives you powerful perspectives on performance:

  • My Data Table: Your personal layout to track and organize your own Metrics and Metrics with Targets based on your goals.

  • Company Data Table: A shared space where everyone can “align” around the company-wide numbers that matter most.

  • Team Data Table: A map of what numbers matter most to your team or department.

Multiple views are designed to help you visualize progress, identify trends, and make confident, data-driven decisions.

Get Started with Data Tables

What You’ll Find in Data Tables

  • Metrics: Simple, clear tracking for any key measurement.

  • Metrics with Targets: Compare actual performance against goals over time

  • More Coming Soon! (see below)

Why Use Data Tables? 

  • Auto-Calculations: Update your numbers in a familiar spreadsheet-style layout. We will do the calculations over time for you to make insights easy.

  • Visualize Progress: Quickly toggle between time periods and historical graphs to understand trends. Create your own custom period for enhanced insight.

  • Stay Organized: Group your strategic KPIs by individual, team, priority, or any combination that fits your workflow.

Types of Data Tables 

  • 1-1: A private data table between two individuals—typically a manager and an employee—used to review performance, set goals, support career development, and solve challenges. Make performance reviews and scorecards simple, structured, and actionable.
  • Sales Team: Track what matters most to identify trends and opportunities for improvement across key sales metrics such as total sales, pipeline value, conversion rates, and average deal size.
  • Leadership Team: Gain clarity into the key company-wide goals driving the business forward. Align around what needs attention, celebrate what’s working well, and keep everyone focused on the numbers that matter most.

Check out your Data Tables 

Coming Soon

  • Access Data Tables directly from your Huddles and on your My and Company Dashboards.

  • Track even more data — including Priorities, Critical Numbers, and Quarterly Targets, plus future projections.