The purpose of CRM Dashboards is to help the user visualise key data from a variety of sources and to place it in context.
Data can be pulled in from any table within WiredContact, calculations are performed at the time of pulling in the data and then the answers are displayed in a format the user is comfortable with which could be a tabular report, Pie chart, Gant chart, Spot or Hi/lo chart. The output options are endless.
Because WiredContact is an open architect it is possible to use standard Microsoft reporting tools such as MSSRS, and a host of other leading business intelligence tools (search for BI tolls for CRM Dashboards)
Type of CRM dashboards
Company specific dashboards are going to be high level and give a snapshot in time. Many Police stations have these available in the reception area of larger stations. They are available to everyone across the enterprise, and tend to contain elements that apply to the company as a whole. User and department specific dashboards will generally contain data that is relevant to the user, team or department, such as their open activities or the accounts they are personally following.
Defining key dashboard elements
Define which tables and fields you will be reporting from, if it’s sales then it’s likely you will want to report on data from the sales table which is a sub-entity to the parent Contact or Company record depending on how your system is set-up.
Set the Scope:
Will you sort campaigns by budget and ROI or shortest sales cycle by product and channel ?
Choose key dates:
It would be meaningless to select a date range from 20 years ago to today, the information is unlikely to give the insight for which a Dashboard is intended. Select periods you and the team can relate to such as Fiscal Year and Quarter, your billing cycle, your sales deadlines and when the budget of your target audience is announced and released.
Show combination of chart styles:
Not everyone will instantly get the message from your chosen style or presentation so be sure to have a few different versions and to take regular feedback from all users. A CRM Dashboard that works for a call centre showing calls on hold, average call duration is probably not going to work for the accounts department who want to see longest overdue account, best clients, fastest moving products and low margin solutions.
Often islands of data will exist within every organisation, Accounts, Production, Distribution and marketing. A CRM Dashboard can link into the islands of data to present a real-time snapshot of what’s happening in your company.
Automated reporting once critical stages in any cycle can then send reports to suppliers and managers to let them know key stages have been reached. Reports can be sent as a link and can also be sent as an SMS.
With WiredContact you control the tables in the system, the fields in the tables and then the types of data held in each field. All things are possible with WiredContact which explains why it is the Bespoke CRM system of choice for so many companies. If you want to discuss a CRM Dashboard for your company please contact us on 020 8099 3032 for an initial discussion.