Projections

Here you will learn how to use the Projections dashboard.

Projections Walkthrough

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Understanding Projections Dashboard 📊

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Projections 📊 is a dashboard designed to showcase data related to team and individual projections, including BAMs, goals, progress status, and achievement rates.

Keeping this information on track helps evaluate performance, identify opportunities for improvement, and make informed decisions.

The information you see is tailored to your role:

• For managers, the dashboard offers a dual perspective. You can monitor your team's collective progress while also viewing the specific projections and goals that have been set for you.

• For individual team members, the dashboard provides a focused view of your personal projections, allowing you to easily see and track the goals that have been set for you.

All data displayed here comes from the input tables of Projections 💼.

Projections

Here is an example of what this dashboard looks like:

Remember, you can view the team members performing best based on the Projections KPIs by checking the Projections leaderboard. For a deeper understanding of how leaderboards work, please refer to its dedicated section:

LeaderBoards

Moreover, to better understand each section of the dashboard, we recommend reviewing the dashboard’s UI design, which you can consult here:

UI Design

You’ll also encounter many terms used within the dashboard that may be unfamiliar to you. Don’t worry, you can find complete definitions here:

Projections Terms

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How to Use It Like a Pro

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Now that we understand what this dashboard is and the information it provides, that alone isn’t enough. To truly benefit from the data, we need to approach it with a business mindset and ask the right questions. That’s why the Filtering section is the most crucial part of using any dashboard effectively—it determines what data is shown and how it’s presented. Without knowing how to use the filters to answer the questions that matter to you, the information loses its value.

You can consult the Filtering section to understand it better here, read it, and then come back:

Filtering

If you're unsure what a filter does or what a term means, you can find all filter definitions here:

Filtering Terms

Now that we understand how to use the filters and where to find their definitions, we’re ready to ask better questions that lead to smarter business decisions.

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Most Used Filters in Projections Dashboard📊

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Below are some of the most frequently used filters and how they can help you to optimize your operations.

• Clients: If you are working with more than one client, this helps you segment and view the data of each client individually.

• Managers: If you are working with more than one manager, this helps you segment and view the data of each manager individually.

• Agencies: If you are working with more than one agency, this helps you segment and view the data of each agency individually.

• Failed Projections: Shows projections that were not achieved, allowing you to analyze what went wrong.

• Progress Projections: Displays all ongoing projections, helping you stay updated and track their progress.

• Weekly Projections: Shows projections that were set on a weekly basis and helps you track their progress week by week.

• Monthly Projections: Displays projections established monthly and allows you to monitor their monthly progress.

• Quarterly Projections: Shows projections set for each quarter and helps evaluate progress on a quarterly basis.

• Yearly Projections: Displays yearly projections and lets you track their long-term performance.

• Projections by Week: Groups and displays projections by week for easier tracking.

• Projections by Month: Groups and displays projections by month for better monthly oversight.

• Projections by Quarter: Groups and displays projections by quarter to evaluate performance over each quarter.

• Projections by Year: Groups and displays projections by year to assess annual trends and results.

• Status: Allows you to filter projections by their status to identify trends, such as whether most projections are being achieved or missed.

• Projector: It allows you to filter by the person responsible for the projection, enabling you to evaluate their effectiveness.

• Team: Allows filtering by the team associated with the projection to evaluate team performance.

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