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DESIGN

Tools and Systems to Get Started

Dashboards & Reporting Systems

Even early on, dashboards help keep your team focused and aligned. This section explains how to create simple, low-cost dashboards using Google Sheets or Looker Studio that keep your key metrics visible.

Why it's Important
  • Makes key metrics accessible to everyone.

  • Enables early data-driven discussions.

  • Provides a single source of truth.

  • Helps you spot trends and anomalies.

  • Keeps your team focused on what matters most.

How to Implement
  • Choose a tool: Google Sheets, Looker Studio, Notion tables.

  • Define 5–10 core metrics to track weekly.

  • Set up basic automations (e.g., Supermetrics, Zapier) to pull in data.

  • Create views by category (e.g., acquisition, engagement, revenue).

  • Share dashboards weekly and pin them in Slack/Notion.

  • Schedule weekly metrics review with the team.

  • Update dashboard format as metrics evolve.

Available Workshops
  • Metric Prioritization Exercise: Decide what matters now.

  • Build Your First Dashboard Sprint: Create it live in Google Sheets.

  • Metric Ownership Map: Assign leads to each metric.

  • Weekly Metrics Review Ritual: Simulate a reporting meeting.

  • Visualize the Story Drill: Turn raw data into insights with charts.

  • OKR Tracker Setup: Align dashboard to your objectives.

Deliverables
  • A live, team-accessible dashboard.

  • Weekly reporting process documented.

  • Assigned owners for each metric.

  • Automation workflows for data entry.

  • Archive of past weeks’ reports for trend spotting.

How to Measure
  • Frequency of dashboard updates.

  • Dashboard view/engagement stats (if hosted).

  • Time to update weekly metrics (goal: <30 min).

  • Action items or decisions sourced from dashboard reviews.

  • Feedback from team on dashboard clarity.

  • Number of experiments launched based on dashboard data.

Real-World Examples

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Buffer

Maintained a public metrics dashboard as part of their transparency ethos.

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Linear

Shared internal growth metrics weekly via Notion dashboards.

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Morning Brew

Used a simple Google Sheet to align their content and growth teams early on.

Get It Right
  • Start with just a few metrics that really matter.

  • Make it visual and easy to understand.

  • Tie dashboards to real decisions (not just tracking).

  • Automate data pulls where possible.

  • Build review habits around your dashboard.

Don't Make These Mistakes
  • Creating a dashboard and never looking at it.

  • Making it too complex to update weekly.

  • Mixing lagging and leading indicators with no clarity.

  • Hiding it in private folders—transparency matters.

  • Forgetting to clean up unused or broken reports.

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