💬Communication

Weekly team meetings

During weekly team meetings, team leaders using Whaly likes to present a dashboard as their communication support. This dashboard help them discuss the following topics with their team:

• Which team member is on top and should to be celebrated

• In the opposite, which team member could get a little help as they are lagging behind

• Is the team level of work increasing or decreasing

• What is the impact of the team work

This is something very popular among Sales team for example.

Daily/Weekly digest on Slack

Every week (or even day!) someone on the team is getting data from dashboards and build the current “narrative” of the team and push it on Slack with the attached screenshot of the main KPIs mentioned. For example, it can be giving the number of calls done so far in the week and encouraging people to keep pushing as the team is on track with its objectives.

This is giving a good “async” pulse on where the team is at and keep everyone engaged, even when they couldn’t attend a weekly meeting.

TVs on the wall

A lot of Whaly users reported that they have Whaly dashboards on TVs screens around their offices.

Putting rotating dashboards on the room TVs is a great way to push for dashboards awareness and to communicate the metrics to everyone in the team.

It helps awareness of what the company is keeping track of and give an easy way for everyone to always have a good view of where the metrics are at.

It’s also a good way to set-up a data culture as any new employee understand in the first glance that the company run on top of its data.

Notion/confluence pages for each dashboard

Whaly users that relies a lot on their knowledge management system such as Notion for their internal communication are creating a “Dashboard gallery” section with direct embeds to share dashboards with anyone having access to Notion in their team.

As the dashboards are embeds natively integrated with Notion, people can change filters and update the dashboards metrics directly from Notion without having to switch between tools.

The Notion page can contains additional information such as who is in charge of the dashboard, associated objectives and give some more context of how it’s being used.

Newsletter

Whaly users are sending newsletter to their entire team periodically (monthly / quarterly) to give an hindsight of what are the latest progress.

Whaly users that do so are extracting some metrics from dashboards in order to include them in their newsletter to be as data oriented as possible.

It’s a good way to communicate company metrics to people that are not accessing the dashboards directly.

Dashboard integration in your CRM

Some audience such as the Sales people are heavy users of their CRMs (Hubspot, Salesforce) so in order to deploy analysis to them, Whaly users are embedding Dashboards and Charts directly in the CRM interface.

This way, the analysis done with Whaly can be distributed in the daily workflow of the Sales audience without any friction and it improves the adoption rate!

Dashboards integration in your Product / App for your customer facing reports

Whaly users that built strong internal reports naturally want to share them with their customers. When they have developped an interface/product on which their customers are connecting, they are integrating Whaly dashboards directly inside their applications to distribute their dashboards to their customers.

As the dashboards are already existing in Whaly, doing it is saving precious engineering time from your tech team and is lowering your time to market on building your reporting features.

As Whaly dashboards are flexible and lightweight to configure, it's giving you a good way to prototype your dashboards in no time and iterate like crazy instead of having a slow iteration speed due to your engineering constraints.