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A great-looking dashboard can still be fundamentally wrong.
Joshua Oakes, who we call Oaks, told a story about a stakeholder who connected an AI tool to HubSpot and built a sophisticated dashboard outside it. The problem was in the fields it used: they're looking at "date became a customer, not is their subscription still active." The result, in Oaks' words: "they're like, oh, we have fifteen times as many customers as our actual metrics say."
His rule: "the more powerful the tool, the more dangerous it is to use incorrectly." And "that's still not a solved aspect of this level of power in any of these solutions."
If you're handing out access, make sure someone knows which properties mean what.
The next step