A CRM dashboard represents a center point of effective customer relationship management in the modern data-driven business world. As this would be the command center, it integrates all the important metrics, customer interactions, and key performance indicators into a single, user-friendly interface.
Understanding how to use a CRM dashboard will allow your organization to take advantage of every opportunity it offers: everything from simplifying sales-related processes and tracking customer trends, to team productivity enhancements.
To add to this, more than 13% of companies have invested heavily in CRM dashboard for your business. This is where you should not be behind and invest in at the right time to keep the momentum going.
In this article, we will be exploring the CRM dashboard, the basic controls in the dashboard, and ways to use this dashboard effectively for customer analytics. This will provide you with the complete information to scale up your business by integrating such CRM dashboards on your business platform.
What is a CRM dashboard?
the CRM dashboard is that visualization tool through which all your sales and customer data are represented in front of you in a nicely understandable format, with relevant metrics in real-time for you to stay up to date regarding the actual activity generating sales.
By having a fully customizable CRM Dashboard, you’ll be able to assess where each and every single lead is within your sale pipeline; view every strand of information your company is in possession of about them all in one place; and start running generalized reports to build not only your perfect customer profile.
This helps in two ways for a CRM dashboard to help you in the process. This is as follows –
• It would allow one to look into the system for a customer the sales team is dealing with at any given time, and the salesperson would know how to treat them: what the lead is interested in, how they came to find out about the company and products, and, more importantly, what kind of products they like, potentially the price range they are looking at.
NOTE – It will be evident whether they respond better to phone calls or emails, and the salesperson can tailor their approach accordingly. It has the benefit of putting the customer at ease, making them feel valued, and in a better position to close the deal with the salesperson.
• The second way this will help is that the overall profile built, incorporating all customers, will show the most common way the customer found your business, the most popular product, how the sale was closed, and the price paid.
NOTE – This lets you know where the best place to focus your marketing activities needs to be, along with producing a sales forecast that matches the reality of what is to be expected within your market.
What are the basic controls in a CRM dashboard?
A CRM dashboard loaded up with all this information has the potential to be only a little effective, although it would seem otherwise theoretically. The human mind clings to the tendency of seizing upon a mountain of varied information and picking out select pieces that best fit the idea that the brain wants to derive from it, rather than what is actually happening or relevant.
At Kenyt.AI you can build and customize your own CRM dashboard, putting information that you need to know right at your fingertips. You’ll be able to hand-pick the most relevant and vital reports that give your business the competitive advantage to dominate the competition.
• The report will show you the flow of all your leads through the sales pipeline. You’ll see a numerical figure representing those at each stage of the pipeline, so that will give you an immediate assessment about the effectiveness of the sales pipeline.
• You can drill into information and find out exactly what people are doing in each stage, both leads and salespeople.
• The CRM dashboard includes not just digital input, like responses from landing pages, browsing activity on the site, and email campaigns, but also real-world actions by the sales team, such as calls or meetings set up.
By setting up your own settings to score the strength of your leads, each lead can be given a score that allows the sales team to understand who to tackle next. The highest scoring leads are those that most closely match your perfect customer, so your salespeople can convert those leads into sales more easily than other less-perfect leads.
Another reason is that the CRM dashboard provides you with information that may come to light to help you target your business. As part of the process of tracking the leads, their geographic location will be stored. This enables adding a report to your CRM dashboard – highlighting such useful information as the most common location the leads are from and, importantly, the most common locations where leads become customers.
This will then enable you to run ads targeting those leads that will actually convert. If, after all this, one area just simply is never converting, you’ll either have to change your approach or move your ads elsewhere.
You could also find other key data in age ranges, gender, or the current position of the lead within his company. Whatever is stored can be useful for building the picture of your perfect customer, which in turn will make the sales process much more reliable going forward.
How to use CRM dashboard for customer analytics?
Now that we have understood the basic controls of a CRM dashboard, let’s move to the nitty-gritty process of understanding customer analytics with the CRM dashboard.
• You’ll easily be able to view how many leads were converted to customers over any given time period and find out how long your sales team takes to make it happen.
• With the real-world tracking included, it will then become easy to spot those activities most likely to make it happen.
• Some markets respond with emails, some with phone calls, and others with text messages, while others want to see you face to face.
• You may think you know your market, but where are the statistics to prove this fact? Using a CRM Dashboard just may change your strategy-for the better. You will have better understanding of your users.
• With all these information, you can launch product updates and discounts at the right time to gain attention and improve customer engagement.
Conclusion
A CRM dashboard is more than just a tool—it’s a strategic asset that simplifies decision-making and fosters better customer engagement. By mastering its basic controls, businesses can harness the power of data to drive meaningful outcomes.
We at Kenyt.AI focus on providing our users with the best-in-class service with customizable and powerful dashboards for your business requirements. Contact our sales team now.
Frequently Asked Questions
A CRM dashboard is a user interface within a Customer Relationship Management (CRM) system that provides an overview of key business metrics, customer data, and performance insights. It helps businesses manage and analyze customer relationships more efficiently.
A CRM dashboard collects and displays data like customer behavior, purchase patterns, and engagement levels in real-time. This helps businesses make informed decisions, identify trends, and improve customer satisfaction.
A typical CRM dashboard includes features like sales performance tracking, lead management, customer interaction history, analytics reports, and key performance indicators (KPIs). These features are designed to provide a comprehensive view of business operations.
CRM dashboards are beneficial for sales teams, marketing professionals, customer support agents, and business managers. They streamline workflows, enhance productivity, and provide actionable insights to drive customer-centric strategies.
Aaron Jebin is an enthusiastic SAAS technical content writer interested in writing for new and existing technologies, platforms, and tools. With an experience of over 4 years in technical writing, he is keenly focused on developing articles to provide readers with complete solutions to the common problems that arise in the everyday workplace. His writing mostly focused on team building, work ethics, business analysis, project management, automation, AI, customer and employee engagement methodologies. He has an interest in baking cakes and making stained glass art. He is currently honing his drifting skills.
