Business intelligence dashboards transform Customer Relationship Management data into graphical reports and analytics to create rich business insight that can be acted on for proactive, nimble decision making.
By placing pervasive business intelligence in the hands of business owners, managers and end users, everyone has real-time access creating a culture of performance and accountability
CRM business intelligence dashboards adapt to job roles and individual preferences to report throughout all business areas from pre-sales to customer care and everything in between.
Personalise your own CRM dashboards and share them with others to measure performance and answer crucial business questions like:
- What does my lead and opportunity pipeline look like?
- Have I neglected any of my accounts?
- How many leads did our last campaign create?
- Is there a bottleneck in our sales pipeline?
- How many quotes are we working on? Have any been cancelled?
- How long is it taking to resolve customer issues?
Sales Analytics
Sales dashboards measure performance against targets and provide sales pipeline analysis by stage, geography, product and salesperson to understand and improve sales effectiveness.
CRM sales analytics can includes:
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Top opportunities/salespeople per quarter
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Sales cycle duration
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Lead and opportunity conversion rates
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Overdue opportunities
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Opportunities won/lost per month
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New opportunities per week
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Marketing campaign effectiveness, lead generation rates
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Sales pipeline and forecast reports by: month, quarter, year, salesperson, region, product & sales stage
Customer Service Analytics
Customer service dashboards and reports track trends including spikes and dips in service calls and customer complaints to measure service teams against key performance indicators including:
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Customer satisfaction rates
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Case resolution times and average days open
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Open and overdue activities by owner, team, type, priority, account
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Service activities created in the current month vs last month
Marketing Analytics
CRM marketing dashboards provide marketers with the insight to measure campaigns and interpret their results. Analytics are used to measure lead generation activities, track marketing spending and assess customer value.
Marketing metrics can include:
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Overall campaign effectiveness and ROI
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Campaign cost analysis and cost variance
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Most profitable/responsive market segments
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Number and value of leads/opportunities by campaign
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New leads per week/month
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Lead conversion per month
- Leads by owner, source, campaign, channel
By presenting information from several places in one easy to visualise format, CRM business dashboards improve the speed and quality of decision-making enabling timely decisions to be made on the basis of complete and accurate data.
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