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In business, a CRM is a customer relationship management system. This technology allows businesses to keep track of the interactions they have with their customers, and learn more about what drives them to make purchases so that they can provide better service in the future.
A CRM dashboard consolidates all of your sales, activity, and revenue performance indicators into one convenient location, making it simpler to manage sales and analyze team performance. A simple dashboard is usually provided with customer relationship management (CRM) software, although specialized dashboards may need an upgrade to a higher-tiered plan.
Dashboards and How They Work
Dashboards group data in a manner that allows you to see important information at a glance. A CRM dashboard, for example, may show sales, rep activity, and revenue indicators all in one place. A CRM dashboard, such as the one featured in Pipedrive, a CRM built for data visualization, displays data from a variety of sales, marketing, and business operations in simple graphs and widgets.
Dashboards on Pipedrive may be customized (Source: Pipedrive)
CRM Dashboards: Who Uses Them?
From the CEO to individual sales representatives, CRM dashboards are utilized by a range of sales team members. Here are a few individuals on your team that would benefit from a CRM dashboard:
- Managers and directors of sales: View the sales performance, opportunities, objectives, and activities of your whole team or business to verify that progress is being accomplished. Make certain that hot leads are given top priority.
- Account managers: You may use a CRM dashboard to examine the performance of a full team, but you can also filter out and concentrate on individual performance. Reps may use task management capabilities to manage the prospect lifecycle, monitor action items, and narrow down which leads need the most attention.
- Sales development reps: If you’re in charge of prospecting or lead generation, a CRM dashboard is a great method to quantify your efforts. It may assist you in meeting your daily targets, maintaining your sales activity, and following up with prospects.
- Marketing managers: CRM dashboards may be used by members of the marketing team to monitor how engaging their email campaigns are and which pieces of content are resonating with prospects.
Costs of CRM Dashboards
CRM software has a range of price structures due to the number of functions it offers, such as mobile applications or rich visual pipelines. Most companies provide free trials or plans, as well as beginning plans for small and medium-sized enterprises and enterprise plans for bigger corporations.
We looked at four CRM software alternatives that excel in dashboard reporting to get an estimated cost for this feature: Pipedrive, HubSpot, Salesforce, and Zoho CRM. The majority of starting plans cost approximately $24 per month per user. Professional plans cost $172 per month on average, while Enterprise plans cost up to $400 per month.
Free or beginning plans may be a good alternative for small enterprises and startups. Pipedrive’s beginning package costs $12.50 per month per user, while the Advanced and Professional subscriptions cost $24.90 and $49.90 per month per user, respectively.
Go to Pipedrive.com.
Features of the CRM Dashboard
Individual objectives, progress, and tasks may all be seen via CRM dashboards. They may also provide a bird’s-eye perspective of a team’s or an organization’s sales success. CRM dashboards also aid in the management of sales agreements, the identification of top prospects, the tracking of sales activity, and the forecasting of revenue.
Deals & Opportunities
The ability to monitor trends, totals, and performance is one of the major distinctions between evaluating transactions and opportunities in a visual pipeline vs. a CRM dashboard. A typical visual pipeline depicts transactions at different phases of the sales cycle, such as prospect, won, and lost.
You may choose the sales success data you wish to see on a CRM dashboard in relation to deals and opportunities. For example, you may see the number of sales that have been closed, as well as the activity of the whole team or an individual in terms of prospect and customer communication, such as emails, phone calls, and meetings.
In Pipedrive, you can see all of your sales deals at a glance.
Pipedrive’s CRM dashboard allows you to monitor deals (Source: PRNewswire)
Schedule of Events
If you’re a salesman with a quota to fulfill, activity tracking may be beneficial. Your dashboard displays the number of possibilities available, the number of prospects you’ve contacted, and your income projections.
Many CRM dashboards also allow you to evaluate your to-do list. Prospects spend more time in each step of the sales cycle in companies with a longer sales cycle. Setting up tasks will help you remember to follow up with your sales leads on a regular basis. This visual dashboard in Zoho CRM allows you to monitor actions of your choice:
In the Zoho CRM Activities Dashboard, you can track your activities (Source: Zoho)
Forecasting Revenue
It can be cumbersome to calculate revenue opportunities and sales projections manually. Forecasting Revenue options are available in many CRM dashboards, eliminating the need for you to build complex reports to see how close you are to meeting monthly, quarterly, or annual sales goals.
A CRM dashboard from Salesforce, such as the one shown below, provides customizable revenue data, such as a win/loss report, top 10 deals won, a month-over-month sales forecast, and revenue potential per sales rep, allowing sales management to monitor crucial sales data in one single location.
Forecasting Revenue dashboard in Salesforce (Source: Salesforce)
Customizing the CRM Dashboard
Although most CRM dashboards come with preset views, you may personalize them to match your small business’s requirements. Filter by user, organization, month, quarter, deal size, deals won, and revenue estimates with Pipedrive.
Range of dates
Sales goals are typically set monthly, quarterly, and annually. CRM dashboards can filter performance and activity according to standard or specific time periods. For example, in Pipedrive, you can view performance data by today, yesterday, last week, this week, this month, this quarter, or choose a custom range of dates.
Changing the range of dates in your Pipedrive CRM dashboard (Source: Pipedrive)
Goals
Many CRM dashboards, unlike visual pipelines, enable you to dig deeper into target performance. As a salesperson, you want to be able to see your objectives, how close you are to achieving them, and how well you’re managing your transactions.
As a sales manager or director, you probably want to know how your team is doing in terms of objectives and quotas on a group or individual basis. You can see how many leads a salesperson has, what their income projection is, and what activities they’ve done, such as how many phone calls or demonstrations.
Goals are measured on the Pipedrive CRM dashboard (Source: Pipedrive)
Pipedrive lets you build your CRM dashboard to monitor objectives based on a range of variables, including:
- Transactions: View the overall number of deals in the pipeline, as well as which ones are going ahead and which ones aren’t. This is perfect for sales managers who may need to teach salespeople or help close a transaction.
- Check out your team’s or an individual’s activities. Examine the total number of calls, emails, meetings, or interactions made over a period of time.
- Forecast: Examine the monetary worth of both open and closed transactions. You can also discover who is generating the most money by filtering by person or team.
Reports
CRM reporting elements are often included in dashboards. Pipedrive provides rapid, personalized reports based on a variety of variables. The following is an example of what you may see:
- Activities have been finished.
- Sending and receiving emails
- Deals that have been begun, are in the middle of being completed, have been won, and have been lost, as well as the reasons why.
- Forecasting Revenue, products sold, and the average value of won deals
How to Create a CRM Dashboard
Using Pipedrive and HubSpot as examples, these are the typical processes for setting up a CRM dashboard. Regardless of the program, you select, the methods will be the same.
To begin, create a new dashboard.
Most CRM dashboards allow at least some level of customization. For instance, you can control which metrics you view, who has access, which teams or individuals to track, and the ability to filter by Range of dates.
Select the option to build a new dashboard to begin. Choose titles for your dashboards that are simple to remember when building several dashboards to save time when you need to discover them later.
You may construct various dashboards for sales reps, teams, and overall performance indicators, for example. It’s tempting to attempt to include every available data on a single dashboard, but having many dashboards might help you rapidly discover critical or actionable indicators.
On Pipedrive, navigate to the “Insights” area in the left-hand menu to create a new dashboard.
(Source: Pipedrive)
You can also quickly and easily develop CRM dashboards using HubSpot. You may construct dashboards from several templates, such as Sales, Marketing, Service, and CMS, by going to Reports and then Dashboards. This can save you time and help you manage sales data by using readymade dashboard templates rather than generating them from scratch.
(Source: HubSpot.com)
2. Make a list of what you want to track.
Choose the widgets or reporting blocks you want to monitor the most when creating a dashboard. These blocks may be adjusted with information relevant to various jobs, like sales, marketing, finance, and company owners.
Without confusing you with unnecessary data, your dashboards should concentrate on vital or actionable information and reporting. Create different dashboards to track deals, leads, and action stages, for example, so you or your team can operate more efficiently and successfully.
Widgets may be turned on or off in Pipedrive by choosing the checkbox in the top left corner. This allows you to choose which data is shown on your dashboard and to hide items you don’t care about. You could be interested in revenue predictions and deal phases, but not in the precise tasks or emails that your sales staff are working on.
In Pipedrive, you may personalize your dashboard (Source: Pipedrive)
You can configure your dashboard in HubSpot CRM with information about new marketing qualified leads, where deals are in the sales cycle, and leads originating by source, as well as flip between views for various team members including marketing coordinators, CEOs, and salespeople.
3. Group & Arrange Sections
You may organize widgets and metrics on your dashboard according to how you wish to view the data. For instance, you could want to keep track of the number of transactions, revenue estimate, and activity to determine whether you need to ramp up your activity to generate more sales.
Using drag-and-drop widgets, you may manage the layout of your Pipedrive dashboard.
Pipedrive’s CRM dashboard widgets may be customized (Source: Spinify)
In HubSpot’s CRM dashboard, you may customize your widgets (Source: HubSpot.com)
Conclusion
CRM dashboards are a fast and easy method to see and track company prospects and performance. When it comes to bringing in leads for your team, they’re especially valuable for sales directors, sales representatives, support employees, executives, marketing team members, and finance experts. To assist you in achieving your company objectives, use configurable CRM dashboards to arrange the data in your CRM.
Customer relationship management (CRM) dashboards are a modern tool that helps sales managers to better understand and manage their customers. They can be used by sales teams, marketing departments, customer service representatives, and anyone else who has the responsibility of interacting with customers. The purpose of CRM is to help companies keep track of their customers in order to provide them with personalized experiences.
Frequently Asked Questions
What is a CRM dashboard?
A CRM dashboard is a business tool used to track how your customers are interacting with the company. It includes statistics on what services, products, or marketing campaigns you’re getting most of your revenue from, whos buying them, and when they bought them.
What should a sales dashboard include?
A sales dashboard should contain a list of all key metrics, including current/daily active users and top performers. You would also want to see how well your content is trending over time and improve on this metric in the future by setting up an algorithm or implementing machine learning techniques.
