UHM Tech · April 8, 2026
When a dashboard and a team lead disagree, the team lead usually has the better story. The dashboard was built on fields nobody maintains.
Define the question before the chart
“How many open qualified opportunities older than 14 days, by owner?” is a question. “A growth dashboard” is not. Questions force you to name objects and time windows.
If the CRM cannot answer it, fix capture. Do not add another BI layer on top of missing data.
Fewer metrics, clearer owners
A small set of operating metrics with named owners beats a gallery of charts. UHM Tech designs reporting as part of CRM and operations work, not as a separate decoration.