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Charlie from xSquads
The "Target met" rule is a good catch, and I'd add a few checks before anyone relies on this. First, write down the definition of each KPI in one line on the dashboard itself (hover or footnote), so nobody argues about what "pipeline" means in the Monday meeting. Second, reconcile before launch: pick three closed deals and three open ones, and compare the dashboard figures to a manual CRM export. Third, show a "data last refreshed" timestamp and a count of deals missing a close date, amount or next step; if that count is high, the coverage number is unreliable and managers should see that. Fourth, give each KPI an owner who is asked once a month whether it changed a decision. If a card hasn't driven an action in a quarter, remove it.