Monitor the number of prospects contacted daily, the number of replies your sales emails receive, how many prospects are engaging with your sales team, and more.
Integrations | Jul 1
John Bonini on September 3, 2019 • 3 minute read
Today, we’re excited to announce our new integration with Asana, allowing you to track and visualize the status of your projects alongside all of the other KPIs that are important to your business.
At launch, there are 37 default Asana metrics available. This means that there are 37 pre-built visualizations for some of the most popular metrics available in Asana.
There are also 9 calculated metrics available, too. These are custom metrics that are commonly created by Asana users that we’ve created using Data Calculations. These are also pre-built, meaning all you need to do is drag-and-drop them into your dashboard to visualize your performance.
No code or design necessary.
Also, in addition to having the ability to quickly drag-and-drop your most important Asana metrics, you can just as easily customize your dashboards to include data from other integrations that your business relies on, too.
I’ll show you how to do that below.
First, let me show you how to quickly get started via a pre-built Asana template.
Want a quick way to visualize the status of all of your projects from Asana?
Next, you’ll be prompted to connect your Asana account.
Then, voila! Watch as your dashboard automatically populates with all of your project management KPIs.
In addition to the Company Overview template, we also have 2 other pre-built templates ready to plug-and-play with you Asana data:
In the dashboard designer, search for the Asana integration on the left side menu.
From there, you’ll be prompted to connect your Asana account.
Now, you’ll see a menu consisting of 37 default Asana metrics as well as 9 calculated metrics (these are custom metrics commonly used by Asana users that were created using Data Calculations) available to drag-and-drop directly into your dashboard.
Drag-and-drop the desired metric anywhere you’d like in your dashboard. You can resize these Datablocks or even rearrange them once you’ve added more.
Then, your Asana data will automatically populate.
Now, if you’d like to add KPIs from other tools into this dashboard in order to create a comprehensive view of marketing and sales, simply click back into the left side menu to search for the desired integrations you’d like to pull from.
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Integrations | Jul 1
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