Who's winning, and who's carrying the number?
Golden puts regions, product lines, and reps on one dashboard with year-over-year context, so Monday's questions are answered before anyone asks.
Every Monday, the same three questions
Maya runs sales ops for an office and tech retailer. Every Monday, leadership asks the same things: which region is winning, which product lines are making (or losing) money, and which reps are carrying the number.
The answers live in a spreadsheet that takes half a day to refresh. And every regional manager who wants their own slice is one more request in Maya's inbox.
One screen anyone can filter
Golden builds the whole thing from one sentence: KPI cards with year-over-year deltas, regional trends, profitability by sub-category, and a rep leaderboard, with slicers for region and date.
Maya shares it once. Regional managers filter to their own patch, and Monday's meeting starts with the answers already on the wall.
How Golden answers it
Describe the dashboard
Open a new dashboard, hit Ask AI, and type what you want in plain English: four KPI cards with year-over-year comparisons, sales by region, a monthly trend, a profitability treemap, a rep leaderboard, and slicers.
Read the regional race
Sales by region, colored by year, shows East on top for two years. The monthly trend shows the moment it flips: West and East cross in March 2025.
Find what's losing money
A treemap sizes each sub-category by sales and colors it by margin. Filter to Q1 2025 and Furniture turns red while Copiers and Phones stay green. A combo chart then lines up Furniture's profit bars against its discount line.
Rank the reps
A horizontal leaderboard sorted by sales, colored by region. Step through the years with a single filter and watch the top bar stay put.
Add the callout
Drop a callout card with the one sentence leadership needs to hear, and share the dashboard to the workspace.
Four things leadership hears on Monday
- 01$5.9M in sales and $1.49M in profit across 8,086 orders, a 25.2% margin
- 02West overtakes East: up 34.0% year over year in H1 2025 while East grows 4.6%
- 03Furniture lost $29,212 in Q1 2025 on a 37.5% average discount, against 8.5% in every other quarter
- 04Priya Natarajan is the #1 rep every year, with $884,806 total against $617,947 for the runner-up
From dashboard to decision
Click February and April 2025 on the West line and ask "Why did this change?" Golden attributes the jump to California and Washington. Turn on a 6-month forecast to see if West holds the lead through year end.
When it's time for the meeting, generate a data story from the dashboard. The Furniture discount finding gets its own slide.
Give Monday its morning back
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