Folk Dashboards lets you build custom dashboards to analyze your sales efforts, measure your business health and gain insights to inform your sales strategy.
When creating a new dashboard, you'll uncover trends from your group activities, such as sales team performance, prospecting, and recruitment.
Folk automatically suggests key metrics to help you track and measure your data effectively.
How to create a dashboard
Go to the Dashboard section at the top left and click 'New dashboard.' Then select the group you want to analyze and the data you want to measure from this group—people or companies—and click "Create dashboard."
As dashboards are linked to groups, people with access to the group will have access to the associated dashboard. This means that if you create a dashboard for a private group, only you can access this dashboard.
Type of charts and customization
You have 3 types of charts in your dashboard:
Metric charts
Bar charts
Pie charts
And you'll be able to customize your chart by selecting:
Measure: field and value you'd like to visualize
Formula: how you want to calculate or aggregate your measure
Count: tallies the number of rows or non-null values in a specified column
Sum: adds up all the values in a specified numeric column
Average: calculates by summing up all values and dividing them by the total count of values
Ratio: compares two numbers and is expressed as a percentage
Filters: narrow down the data displayed in your chart
Show empty values: include or remove empty values
How to edit a chart
To edit a graph, click on the top right of the graph to access the customization options. You can also rename the chart by tapping the title to edit it.
Getting started
To help you quickly assess your sales performance and business health, we've automatically populated your dashboard with pre-made charts featuring key metrics. These charts are customizable and will need to be set up by you.
Get in one glance a sense of your sales performance
Generated revenue
Generated Revenue helps you track your sales team's total financial performance. You can measure any custom field added to your group, such as Annual Recurring Revenue (ARR) or deal value. To gain deeper insights, you can apply filters to view Generated Revenue by assigned teammate, industry, or any custom tag.
Conversion rate (nb. of deals closed)
Calculate the number of leads or accounts your team has closed over time.
You can measure the "Status" field added to your group using the value "Closed" or "Won" and selecting the right formula (Count or Ratio). You can add filters to see the number of deals closed by an assigned teammate, industry, or any custom tag.
Average deal value
Get an insight into the average deal value your team closes over time. You can calculate this metric by dividing the total value of closed deals by the number of deals closed within a specific period. You can then add filters to analyze average deal value by product category, region, or any custom field relevant to your business.
Understand how your sales performance is trending over time
Leads by creation date
Track the number of leads created each month. You can choose to view leads based on when the contact was created in Folk or when it was added to the group. You can add filters to analyze lead creation by source, campaign, or any custom field relevant to your business.
Leads, revenue and average deal value by closing date
You'll have available 3 charts to monitor the business you are closing month over month.
Note that you need to have a "Close Date" custom field in your group to set up this chart.
Leads by closing date: track the number of leads closed each month.
Revenue by closing date: monitor the total revenue generated from closed deals each month
Average deal value by closing date: track the average value of closed deals each month.
Gain deeper insights into your leads
With these visualizations, you can segment and analyse your leads by status, industry, and lost reasons.
Leads by status: track the distribution of leads across different stages in your sales pipeline, providing a snapshot of your current sales process.
Leads by industry: visualize how your leads are distributed across different industry sectors, helping you identify your most prominent markets.
Leads by lost reason: analyze the reasons behind lost deals to improve your sales process, helping you identify common themes in your sales funnel and customer feedback.
Visualise your sales team performance over time
You can track your sales team's performance trends across key metrics. You can view leads generated and revenue earned, organized by either creation date or closing date.
This chart helps you assess the effectiveness of lead acquisition and deal closure.
Leads by creation date by assignee: monitor how many leads each team member brings over time.
Leads by closing date by assignee: track individual performance in converting leads to closed deals.
Revenue by closing date by assignee: track each team member's revenue over time.
Compare segment and understand where you perform best
Track which segments are converting best and contributing most to your growth. You can customize these categories based on custom fields specific to your business, such as product lines, customer types, or market sectors.
Deals by closing date by category: identify which categories drive your sales and how their performance trends over time.
Revenue by closing date by category: track how different product or service categories contribute to your overall revenue over time.
Current beta limitations:
Dashboards are not available for custom objects
All charts display all-time data; date filtering is not yet available
Deleting individual charts is not supported
New charts cannot be created; only existing ones can be edited
The Sum formula is limited to number custom fields
"Date Added to Group" and "Date Created" fields are exclusive to dashboards
Dashboard export functionality is not yet available