How do I create a data hygiene dashboard?

I would definitely recommend something your reps can have access to, even if instead of a full dashboard, it’s just a few hygiene widgets on a 1:1 dashboard.  In my time as a Clari customer, the true value prop for me was transparency between Leadership + Ops and Reps in what was expected and an easy system to accomplish it. 

Having a couple of key widgets can make it super simple for someone to understand what they need to do (ex. not have close dates in the past) and immediately be able to click in and rectify in real time (by opening up the opportunity grid from that widget and editing those right then).  

As far as what to put on this, there’s a few ideas in this article that can get you started! 

https://claricommunity.force.com/customer/s/article/Top-Deals-Widgets-for-a-Pipeline-Hygiene-Dashboard updating the article with the new link 

I also highly recommend watching this helpful Pipeline Hygiene Webinar that illustrates the many ways customers today are helping reps maintain their CRM and to help managers keep them accountable during their 1:1s.

@Vinod Nagarajan Hi Vinod,

Our team has added a lot of great resources on Hygiene Dashboards in Clari in this thread. I thought you might find it helpful. 

Thank you @lyuda.rogers - This is very helpful

@John Bosch this might be helpful in terms of setting up Pipeline Hygiene practices. Check this post/thread. 

@James Rodger Here’s something that might help as you continue to build on the dashboard