CxO Institute · Reporting Redesign · Workstream 2
A light, share-ready rebuild of the Sales, Marketing-Sales and Delegate dashboards — built for engagement, variety and gamification — paired with a complete data audit. Every screen uses your real reps and figures; every design choice is annotated with why it works and how to build it in Looker Studio; and the checklist below spells out, line by line, what the team keeps, adds, or moves — and why.
The engagement, UX or gamification reason an element earns its place. If a widget can’t answer “why”, it doesn’t ship.
The exact Looker Studio capability that powers it — so the team can build it without guesswork. All native unless noted.
Every data point currently in the four dashboards, plus ones worth adding. Status shows whether it’s already represented in the redesign, recommended to add, moved to a separate trend report, or a data-quality fix. The “team action” and “why” columns are the brief.
| Data point (measured today) | Status | Team action | Why |
|---|---|---|---|
| Revenue – Overall (£ + count) by rep | In redesign | Leaderboard sorted by revenue; scorecards with WoW delta. | The headline score. Rank order is the core engagement change. |
| Revenue by lead type Rebook · New Business (personal) · Marketing Leads · MQL · Call Scheduled | To add | Add a lead-type filter control + split the leaderboard metric, or a small segment bar. | Rebook vs new-business is a key health split — currently invisible in any single view. |
| Revenue – by Event | In redesign | Race to Target lanes, one per event, vs £ target. | Pacing the live slate; shows which event needs the push. |
| New Opps (count + £) | To add | Stage 1 of a conversion-funnel component (new). | Leading indicator — pipeline creation before revenue lands. |
| Advances (count + £) | To add | Stage 2 of the funnel. | Mid-funnel momentum; where deals stall shows here. |
| Contracts (count + £) | To add | Stage 3 of the funnel. | Near-close volume; the bridge to revenue. |
| Outreach – Emails sent | To add | Activity / effort leaderboard (new component). | Leading effort metric — ideal for daily gamification on a thin-data day. |
| Outreach – Calls | To add | Activity leaderboard column. | Effort signal the team controls directly. |
| Outreach – Sales Navigator (InMail sent / accepted / replied) | To add | Activity leaderboard column. | Social-selling effort and response quality. |
| Outreach – Lusha lookups | Optional | Optional activity tile. | Prospecting effort; lower priority than calls/emails. |
| Quarter & Year revenue / opps / advances / contracts | Trend view | Move to a separate weekly/monthly trend report. | Not daily decisions — keeps the daily uncluttered. |
| Data point (measured today) | Status | Team action | Why |
|---|---|---|---|
| Registrations – New Business (count + Deal Points) by rep | In redesign | Core leaderboard, Your Scorecard, Hall of Fame. | The main score; Deal Points is the quality currency. |
| Registrations – Rebook (count + points) by rep | To add | Add rebook as a segment/column alongside new business. | Rebook is a distinct motion and a retention signal — shouldn’t be hidden in the total. |
| Deal Points (quality-weighted) | In redesign | Use as the leaderboard metric, not raw count. | Rewards quality registrations over volume. |
| By Grade (Gold / Blue / Green / Red) per rep | To add | Grade-mix bar per rep (new component); team grade-mix tile. | Quality, not just volume — and it ties straight to the Pre-Event Grade Mix and commission grading. |
| By Peer Group per rep | Optional | Optional breakdown / filter control. | Useful for targeting mix; lower daily priority. |
| Registrations by Event | To add | Event filter / by-event mini-view. | Shows which event each rep is filling — pairs with Pre-Event run-rate. |
| New Opps & Advances (count + points) | To add | Delegate conversion funnel (new component). | Leading indicators before a registration confirms. |
| Blow Outs (count + points) | To add | Attrition flag + “net of blow-outs” figure (new component). | Net quality — discourages padding the board with registrations that cancel. |
| Outreach – Calls (count + duration) | To add | Activity leaderboard; duration as a quality signal. | Effort the rep controls; duration hints at conversation quality. |
| Outreach – Emails / Sales Nav / Lusha | To add | Activity leaderboard columns. | Leading effort metrics for the daily. |
| Quarter & Year totals | Trend view | Separate weekly/monthly trend report. | Longitudinal, not a daily decision. |
| Data point | Status | Team action | Why |
|---|---|---|---|
| Scorecards: Registrations %, Logged-in %, Calendar Accepted %, VIPs Not Logged-in %, Problem/On-Hold % | Keep | No change; reuse the scorecard + progress-bar pattern in the daily reports. | These are the proven components we’re borrowing. |
| Registration Run-Rate vs Target (+ prior-year overlay) | Keep | Reuse the chart inside Race to Target. | Best pacing visual you already have. |
| Stage Completion funnel (Registered → Calendar → Logged-in → Welcome Call → Agenda Call) | Keep | No change. | Readiness funnel for the event. |
| Grade Mix + Gold+Blue + Red | Keep | Mirror the grade-mix idea into the Delegate daily (see “By Grade” above). | Quality view; should also live on the team’s daily. |
| Rep Performance Grid (Registrations, Calendar %, Logged-in %, Live Retention %) | In redesign | Reused directly in The Boardroom heatmap. | Per-rep readiness — already the right pattern. |
| Countdown to event date | In redesign | Keep in the header / subject lines. | Urgency driver. |
| Data point | Status | Team action | Why |
|---|---|---|---|
| Onboarding readiness Welcome Email · Onboarding · Key Meeting · TAL Requested/Received · Accounts Survey · Venue Logistics · Sponsor Briefing → Readiness Score | Keep | No change. | Sponsor delivery tracking — the status-chip + readiness-score pattern is exactly right. |
| Marketing Deliverables readiness Logo · Collaterals · Sponsor/Speaker Announcement · Insights 1–2 · Newsletter 1–2 → Branding Score | Keep | No change. | Marketing delivery to the sponsor. |
| Speaker readiness Onboarding Form · Session Title/Synopsis/Bio · Prep Call · Final Logistics → Speaker Score | Keep | No change. | Content/session readiness. |
| Matchmaking readiness DS Logins · DS Profile · Initial Selections · Final Itinerary → Matchmaking Score | Keep | No change. | Matching readiness per sponsor. |
| Pre-Event readiness Prep for Matchmaking · Selections Check-in · Pre-Book & Logistics → Pre-Event Score | Keep | No change. | Final-week prep. |
| Post-Event renewal funnel Data Sent → Review/Rebook → Growth Call → Sales PreBook → Booking Form → Decision Call → 3 readiness scores | Keep | No change to design. | Sponsor renewal/upsell pipeline — strong as-is. |
| List of Sponsors — Event Manager column | Fix | Assign owners to the blank rows in the post-event matrix. | Some sponsors fall out of the readiness matrix when no Event Manager is set. |
| Report lifecycle (per-event start/stop) | Fix | Set explicit stop dates (Workstream 4 control sheet). | A post-event report is still sending weeks past its window. |
The parts every option is assembled from — including the four new components the audit surfaced (funnel, activity leaderboard, grade mix, attrition). All native Looker Studio.
One glance: where we are, which way it’s moving, how close to target.
BuildRank order turns a list into a competition; the leader’s row is gilded.
BuildProgress people can feel; streaks reward consistency and keep the mid-table in.
BuildShape over time without spending a chart — is a rep climbing or fading?
BuildA target you can see filling up — perfect for the personal rep view.
Build| 84% | 56% | 9% | 77% |
Calendar · Logged-in · Conversion · Retention
Green = celebrate, red = act. Already proven on the Pre-Event grid.
BuildShows where deals stall — the diagnostic the current tables can’t give.
BuildLeading indicators the team controls — keeps the daily alive when revenue is slow.
BuildVolume isn’t quality. Mirrors the Pre-Event Grade Mix at rep level.
BuildNets out cancellations so the board rewards registrations that stick.
BuildThe same metric across eight time-window columns, flat grey, sorted alphabetically, full of zeros — and that’s just one of a dozen near-identical tables per report. Nothing celebrated, nothing flagged.
| Name | This Week – Count | This Week – Pts | Last Week – Count | This Month – Count | This Month – Pts | Last Month – Count |
|---|---|---|---|---|---|---|
| Adriatik Gashi | 4 | 50 | 2 | 6 | 95 | 4 |
| Auron Hoxha | 9 | 120 | 6 | 16 | 140 | 28 |
| Erblina Limoni | 1 | 0 | 1 | 2 | 30 | 6 |
| Ervin Mahmutaj | 4 | 80 | — | 4 | 80 | 5 |
The flagship redesign — the Delegate data re-ordered into a live league table with rank, movement, streaks, a sparkline and pace-to-target, topped with team scorecards and three “who’s hot” callouts.
Sorting by points (not name) is the whole game — position becomes visible and worth chasing.
“Mover”, “streak” and “closest to next rank” give everyone a way onto the board, not just the leader.
4 scorecards w/ comparison range · table sorted by Points desc + RANK() · pace/streak/movement = calc fields · callouts = single-row filtered tables.
Low — existing Delegate source, re-laid-out.
Sales as a race to the finish line (the target). Real revenue-vs-target by event — London’s over the line, the rest are chasing — with a run-rate trend and a one-word verdict.
A target you race towards beats a number you report. The dashed line is the goal; the bar is the runner.
“Finished / Behind / Push” reads in half a second and sets the day’s priority.
Each lane = horizontal bar with target reference line · verdict = CASE calc field driving colour · run-rate = time-series with reference line (your Pre-Event pattern).
Revenue + targets live in the Integrated Production Schedule.
The supervisor cut — calm and diagnostic. A KPI wall, the full rep × metric heatmap (the Pre-Event grid pattern applied to the team), and a “needs a nudge” list that does the triage.
| Rep | Regs | Calendar % | Logged-in % | Retention % | Pts |
|---|---|---|---|---|---|
| Auron Hoxha | 82 | 84% | 56% | 77% | 120 |
| Uran Hoti | 4 | 63% | 38% | 89% | 80 |
| Etrit Jakupi | 11 | 44% | 56% | 82% | 45 |
| Adriatik Gashi | 11 | 9% | 18% | 100% | 50 |
| Erblina Limoni | 9 | 11% | 33% | 100% | 0 |
| Leke Vranica | 6 | 50% | 33% | 100% | 45 |
| Jake Hanbury | 1 | 0% | 0% | 100% | 15 |
Managers need the spread and outliers, not the podium. The heatmap shows the team’s shape at a glance.
The nudge list surfaces the four people to speak to today.
Reuse the Pre-Event rep-grid (colour-scale conditional formatting) · nudge list = table filtered to any metric below threshold, worst-first · same source as Option 01, no rep filter.
Share-restricted to GM + supervisors.
The personalised view — one report filtered by the viewer’s email so each rep sees only themselves plus where they sit. Big rank, points, streak, a gap-to-target ring and a “you ±2” mini-table so the next place feels catchable.
Leads with the rep’s own rank and target, then the one number that closes the gap — “40 points clears 1st”.
Showing only the places either side keeps the next rank reachable, not demoralising for someone sitting 9th.
One report with “filter by email” row-level security on the Rep Email field · rank, gap and ring = calc fields · reps get a link, subject line carries the hook.
Rep Email field mapped from HR Master.
The celebratory bookend — a podium, a champion and earned badges. Run it weekly and at the close of each event “season”. The one that gets screenshotted into the team chat.
A weekly champion and shareable badges turn results into recognition — a stronger motivator than the number alone.
“Biggest climb”, “fastest start” honour people who didn’t top the table.
Podium = three scorecards filtered to ranks 1–3 · badges = single-row tables filtered to each max (streak, climb, start) · schedule weekly + at event close.
One component library, one data source. The recommended everyday pairing is The Daily Standings (team) + Your Scorecard (rep), with The Boardroom for managers and the two celebratory views on a weekly / event rhythm. The funnel, activity, grade-mix and attrition components slot into whichever views the team prioritises.
| Option | Edition | Cadence | Role |
|---|---|---|---|
| The Daily Standings | Team | Daily (weekdays) | The everyday scoreboard — start here; fastest win on the Delegate data. |
| Your Scorecard | Rep (Route A) | Daily link | The personal companion — same data, filtered by email. |
| The Boardroom | Manager | Daily / weekly | GM + supervisors — diagnosis and the nudge list. |
| Race to Target | Sales / team | Per event | Revenue pacing overlay for the live slate. |
| Hall of Fame | Team / broadcast | Weekly + event close | The recognition bookend — retires with the event. |