Step 3 – Define the Questions That Matter

❌ The Problem

You’ve got dashboards.
Maybe too many.
Conversion rates, pipeline velocity, deal values, stages by rep… it's all there.

But when your team sits down to make a decision, you're still asking:

“Wait… where did this number come from?”
“Is this good or bad?”
“How come that rep's pipeline is so different?”

CRM reporting often feels like a firehose of numbers — but not insight.

Here’s the hard truth: if your reports aren’t directly answering the most important business questions, they’re just decoration.

🧩 What We See Too Often

In our client audits, we consistently find:

❌ Dozens of dashboards, none of which are used

🔍 Reports built around available data, not strategic questions

📉 No alignment between leadership, sales, and marketing on KPIs

🔄 Weekly meetings spent reconciling or explaining numbers — instead of making decisions

The result?
Distrust in the system. Reps stop logging data. Leadership flies blind.
And everyone starts building their own spreadsheets again.

🛠 The Fix: Start with the Right Questions

Before building dashboards, ask the questions that matter — across all levels of the team.

🎯 Executive Questions (Quarterly / Monthly)

Are we on track to hit revenue targets
Where are we losing the most deals, and why?
Which channels bring in the most high-quality leads?

🧩 Manager Questions (Weekly)

Which deals are stuck and need attention?
Who needs coaching based on recent activity?
Is our follow-up time improving or slipping?

📋 Rep Questions (Daily)

What do I need to follow up on today?
Which deals need next steps before the week ends?
Where am I in terms of quota progress

Once this list is clear, your CRM reports become a decision engine, not a vanity dashboard.

We help you turn these questions into:

Dashboards with real-time answers
Alerts or triggers when something’s off
Reports that drive action, not just reflection

💬 Real-World Snapshot

A sales director at a franchise group came to us overwhelmed by reports:
“We’ve got 12 dashboards and none of them tell me what I actually need.”

After a discovery session, we identified 8 core questions the exec team really cared about.
We rebuilt 2 dashboards — one for leadership, one for managers — each focused solely on those questions.

Result: The team saved over 4 hours/week in reporting time and finally had a single source of truth for weekly pipeline reviews and monthly forecasting.

Their HubSpot skills are top-notch, they're pro-active with recommendations when there could be a better way to get something done, and they're always available to get work done or help.

Phil Khuenen

CEO

Amazing experience working with Kamkod. They helped us craft a fantastic deal flow experience for our customers and sales team as well as improve how we manage complex events and cycles within our organisation.

Sebastian Bates

CEO

Theye were extremely quick at understanding our pain points and grasping what was required. And they was always looking for creative ways to address our requirements without breaking the bank.

Nicole Durell

Head of Sales

Their expertise in CRM systems is impressive, ensuring a seamless and efficient workflow.

Sofya Tsiropoulos

CEO

Your CRM Reports Are Only As Useful As the Questions They Answer.