Documentation
Learn how to use Obeya.io to transform your business metrics into actionable insights.
Documentation
Need Help?
Can't find what you're looking for or have questions about using Obeya.io?
Visit Help CenterGetting Started with Obeya.io
Welcome to Obeya.io! This guide will help you set up your account and start analyzing your business metrics.
1. Create Your Account
To get started with Obeya.io, you'll need to create an account. Visit our sign-up page and follow the instructions to create your account.
Create Account2. Connect Your Data Sources
Obeya.io works by connecting to your existing business systems. You can connect to popular CRMs, marketing platforms, and other data sources.
Manual Data Import
Import data from CSV files or spreadsheets if you don't use a supported CRM.
Learn More3. Set Up Your Dashboard
Once your data is connected, you can set up your dashboard to track the metrics that matter most to your business.
- Navigate to the Dashboard section
- Click "Add Widget" to add a new metric visualization
- Select the metric type (Sales Velocity, Win Rate, etc.)
- Configure the widget settings and filters
- Save your changes
Next Steps
Understanding Sales Velocity
Learn how to analyze and improve your sales velocity metrics.
Win Rate Optimization
Discover strategies to improve your win rate using Obeya.io.
Rep Performance Analysis
Learn how to track and improve individual sales rep performance.
Sales Forecasting
Use Obeya.io to create accurate sales forecasts.
Need Additional Help?
Our support team is ready to assist you with any questions or issues you may have.