Three quick ways to bring smarter data into your weekly decisions.
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Weekly Tips & Tricks

Hey Mal,

 

I hope your week is off to a great start. Let’s talk data—but not in an overwhelming, “spreadsheet overload” way. Instead, let’s make it practical, actionable, and genuinely useful for your team (whether you’re a frontline teammate or leading the ship).

 

Why it matters:
When your decisions connect directly to meaningful numbers, you don’t just “hope” things go well—you steer toward real results. That’s what Align’s KPI Suggestions and leading vs. lagging indicators are all about: making smart moves today that pull your work into tomorrow’s wins.

 

3 Ways to Bring Data into Your Decision-Making

  1. Make leading indicators visible.
    Use Dashboards and Huddles to surface the metrics that motivate action right now—before results fall behind. Pick the right indicators that tie directly to your strategy. If you’re looking for inspiration, give the  AI KPI Suggestor a try to generate ideas that align with your goals.

  2. Make priorities number-driven.
    If your priorities are task‑focused, add measurable milestones you can check off each week. Instead of “launch campaign,” try “reach 10 engaged leads—this week.” That clarity keeps momentum strong.

  3. Review KPIs at least once per week.
    Set a rhythm. When leading indicators are set up correctly, keeping them “green” each week sets you up to stay “green” at the end of the quarter too.

Take action this week:

  • Try adding a leading indicator to one of your dashboards

  • Ask your team to pair a task priority with a mini KPI

  • Pick a specific time to review your KPIs weekly—make it a routine huddle moment

These steps help build real alignment, accountability, and momentum—one smart, data-powered move at a time.

 

Let me know how it goes, or if you’d like to walk through setting up any of these. You’ve got this—and Align’s here to turn the moves you set into real wins.

Ask Align Topic: Numbers Best Practices

  • Focus Topic: First 10 minutes will focus on best practices and practical advice. Talk through the best practices and what works for your specific company ...or ask questions about what you already have. 
  • Open Q&A: The remaining time will be spent on open Q&A about any topic, feature, or even your individual account.  

Ask Align is the best way to get FREE technical training and Advisory services.  We also love hearing product feedback and success stories.  Help us help you!  Please give us your feedback to make Align Customer Success work for your needs.  Email advisor@aligntoday.com or share at Ask Align!

The Align Team

PS - We added a Weekly Tips and Tricks history page - check out past emails!

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