Skip to content- Use the calendar people actually work byA long-time member of our monthly council of agency owners and reps once asked me why the dashboard had no way to save a date range of her own alongside the built-in ones.Part 1 of 7 in People Log In with a Question·
- Let each finding become the next questionAsking someone to set up the right report before they start assumes they know where their questions will lead.Part 2 of 7 in People Log In with a Question·
- Show evidence, not verdictsReps and the agencies they work for trusted a rule of thumb: a retailer who hasn’t ordered in a while probably hasn’t been visited in a while, since reps take many of their orders in person.Part 3 of 7 in People Log In with a Question·
- Decide who does the workReps and agencies used to exporting everything to Excel pushed hard for a download on the dashboard, so I included one, and in the first six months after release fewer than one active user in twenty used it.Part 4 of 7 in People Log In with a Question·
- Let people mark what they can’t explain yetAt a session of our monthly council of agency owners and reps, I asked one agency owner why a number on their dashboard was violet.Part 5 of 7 in People Log In with a Question·
- Build what the workaround was forEach number on the dashboard sat on a card with its own timeframe and a small chart of its trend.Part 6 of 7 in People Log In with a Question·
- Don’t make people start overYou’re on the phone with customer support about a delivery that never arrived.Part 7 of 7 in People Log In with a Question·