Monthly Archives: November 2019


Sales and Workflow Dashboards Improve Processes and Accountability


by on Nov 14, 2019 12:06 PM

Sales and Workflow Dashboards

Sales and workflow dashboards are a great way to keep employees on task while providing real time insights for management. That’s why I can’t believe I am admitting this, but I only recently created a sales dashboard for my company. Sales and workflow dashboards are a collection of data that provide an overview of the reports and metrics that you care most about. Don’t get me wrong, we use an EOS® Scorecard with metrics which we review each week. However, customizing a dashboard from the data in our project management tool monday.com has been a real game changer for us. We now can review in one place information such as:

  •  # of leads in the sales pipeline
  •  Source of leads (Referrals, Marketing, etc.)
  •  Revenue generated YTD
  •  # of current engagements
  •  % of goals achieved

The data displayed in the various types of charts and graphs are all in real time. By having this data at our fingertips, we can easily re-direct our focus and understand what is and isn’t working. The dashboard also solidifies what we felt intuitively but couldn’t verify. No matter if your dashboard is geared toward sales, customer service or financials, it’s worth taking the time and effort to find the right tool and build it.

I started to ponder what my hesitance was to build a dashboard. I certainly knew the importance of gathering, measuring and analyzing data. I then realized the obvious – we didn’t have an automated mechanism to gather the data so I became complacent thinking that the Scorecard was enough. Now that we have a system to hold and track pertinent information in once place, I understand what Trilogy Partners was missing. I’m grateful that I found software that works for us and tailors to our needs as an organization.

My advice is to take the leap and build your sales and workflow dashboards especially with the new year coming. No matter what system you choose, make sure you are gathering the information that matters most to your company. If you would like to learn more about the benefits of dashboards or monday.com, contact us for a free consultation.


About Andrea Grubb

Andrea Grubb is the Chief Integrator Officer at Trilogy Partners. Trilogy Partners is an advisory & implementation firm whose mission is to help companies grow and transform.  We accomplish this by focusing on 3 critical business areas: Financial, Strategy & People

Accountability in Business: Changing Mediocrity into Excellence


by on Nov 7, 2019 3:53 PM

Accountability in Business Changing Mediocrity into Excellence

I hear about ‘Accountability in Business’ over and over. To be clear, I hear the concern about accountability not existing in organizations and the desire by owners to embed it into their culture. But what exactly is accountability? From my perspective, it is the difference between mediocrity and excellence.

Accountability in business starts at the top. Leadership defines the culture of the organization. If leadership is unwilling to confront issues or uses passive-aggressive behavior and empty threats to derive change, then the organization’s culture will shift toward mediocrity. On the other hand, an organization can move towards excellence when everyone:

  • Naturally & respectfully challenges the clarity of an answer
  • Defines an action with identified responsibilities and due dates
  • Clearly states expectations for individuals and groups
  • Implements consequences for missed commitments

To improve accountability in business or any organization, the leader must take the initial steps to not accept mediocrity and to address issues head on, even if it creates tension. Healthy conflict or tension between two or more people is foundational to building accountability into an organization because it involves correction, adaptation and results. Simply demanding excellence or wanting mediocrity to go away just doesn’t get the job done. Nothing will improve without first stepping through healthy conflict or tension.

Interestingly, employees often respond well to an emphasis on accountability. Structure, feedback, and consistency allow employees to better understand what is expected of them. As you plan to attract and develop talent, expressing accountability as a value might be enticing.

At Trilogy Partners, we’ve seen many companies struggle with accountability. Believe me, I had to learn the hard way how to really improve the culture of my own organization starting with accountability for everyone (including myself). If you’re struggling on how to hold your team accountable, contact us for a free consultation. I know we can help.


About Hal Levenson

Hal Levenson is the Founder and Chief Visionary Officer at Trilogy Partners. Trilogy Partners is an advisory & implementation firm whose mission is to help companies grow and transform.  We accomplish this by focusing on 3 critical business areas: Financial, Strategy & People.

Trusting the Process for Business Success


by on Nov 7, 2019 7:45 AM

Trusting the Process for Business Success

Trusting in a business process or methodology is often very difficult for entrepreneurs who are accustomed to thinking outside the box. When Trilogy Partners celebrated its 10th anniversary in February 2019, I contemplated the reasons for its longevity. One conclusion I came to may be a bit surprising to anyone who knows me.

I trusted the process.

I don’t like to adhere to processes. As a Visionary, it’s in my DNA to break the rules. So, it was eye-opening and not so ironic to realize that part of Trilogy Partners’ own success stems from the Trilogy 9-Step Process™ that we use with clients which includes:

  1. Discovery – digging deep to find the pain points that inhibit growth
  2. Diagnosis – presenting and understanding the reasons for stagnation
  3. Willingness to Change – the most critical point of the process
  4. Assessment – evaluating from a holistic view
  5. Road Map – building the strategy and action plan
  6. Accountability – setting and adhering to expectations
  7. Measure Results – gauging the ROI (Return on Investment)
  8. Raising the Bar – course correcting and constructing new steps
  9. Celebration – recognizing success

There was a time when I didn’t know where to take Trilogy Partners. I was unsure whether I wanted to be “all in”. With the guidance of my internal team and Alliance Partners, they maneuvered me through the Trilogy 9-Step Process™. It wasn’t easy for me, especially my willingness to change, but the results remain unwavering; the company gained traction, heightened its quality service offerings, strengthened its infrastructure, and continues to evolve by my trusting the process.

The Trilogy 9-Step Process™ is our proven method for success. I’m glad to know that Trilogy Partners practices what it preaches, even when I might want to skip a step. If you’re looking to build your company and would like to know more about our process, contact us for a free consultation.


About Hal Levenson

Hal Levenson is the Founder and Chief Visionary Officer at Trilogy Partners. Trilogy Partners is an advisory & implementation firm whose mission is to help companies grow and transform.  We accomplish this by focusing on 3 critical business areas: Financial, Strategy & People.