Harness the power of Lido and create a Sales Dashboard for your company in under 5 minutes. Enter your email below to get started for free!
Built for Sales Professionals: We interviewed the world's best sales and marketing professionals and built them a tool from the ground up. The result is the world's most cutting edge sales performance dashboard. Try our software for free and see why companies around the world are switching to Lido.
Import Data from Anywhere: Stop pulling reports from multiple platforms each day. In just a few clicks you can centralize all of your data and watch as it updates in real-time. Supports all popular sales integrations such as google ads, facebook ads, klaviyo, pipedrive, click funnels and more! Need an integration we don't have? Our team of world class programmers will add it!
Automate Repetitive Tasks with Ease: With Lido it's easy to automate repetitive tasks with our drag and drop automation builder. Want to schedule a report each day and automatically send it to stakeholders? Want to automate commission and bonus structures? Everything is possible with Lido and the possibilities are endless.
Pre-Built and Custom Templates: We have created spreadsheets for sales and marketing professionals from the world's biggest companies. Sign up and you can immediately use the same templates used by fortune 500 companies. Want to create a custom template or modify an existing template? In just a few clicks you can create a custom solution.
Visualize KPIs with Customized Dashboards: With Lido you can easily visualize your aggregated sales data with dashboards so you only track the key performance indicators that truly matter. Embed dashboards or share them with team members or clients so everyone is centralized around company sales goals.
5 Minute Set Up: Tracking sales performance has never been so easy. Sign up, pull in all your data and visualize KPIs for all of your marketing channels in minutes!
Turn your Spreadsheets into Software: Lido was built to have all of the of familiarity of google sheets or excel but the power of cutting edge software. Take your existing spreadsheets into the future today!
It is easy to create a dashboard using Lido. Here are the steps:
Step 1: Create Lido Account
Sign up with your email or through Google authorization.
Step 2: Connect data sources to Lido
Clicking Data on the upper-left corner of Lido to select the source.
Follow the instructions on entering access info and selecting the data columns to import in the Dataset Editor. Once you have finished selecting your data, click Save dataset & edit view in the top right corner. The data is now loaded to your Lido spreadsheet.
Step 3: Set up a dashboard
To set up the dashboard, you need to do two things. First is to set up the formulas for the metrics you want to include. The formulas generally work just like in Google Sheets.
After loading the data, click the Dashboard on the top of the Lido spreadsheet, then click the Components tab on the right side. Drag-and-drop components and add data to them.
Once you have finished constructing your digital report, click Preview on the upper-right corner to see how it will look once deployed.
If you are satisfied, click Share to share your real-time reports with others!