It’s no secret that your relationship with your customers is central to your business’ success. Your customers drive your business by bringing in revenue and providing crucial feedback for your products. With a good sales CRM system, you can optimize everything about your business easily. Manage how you connect with your customers, your sales team’s productivity, and the entire sales process from acquisition to retention.  So what’s the best way to track all of your business data? CRM Dashboards help you track and analyze your most important data so you can improve your sales process and enhance your customer relationships.

What are CRM Dashboards?

Dashboards are graphs, charts, lists, or diagrams that analyze and provide a visual overview of your data – in real-time. Users, managers, and administrators can create custom dashboards to include the data relevant to their needs. Custom dashboards are extremely useful because they give users the flexibility to analyze the data that is most important to their job function.

Common uses of CRM Dashboards

While they are a myriad of ways to construct your dashboards, there are definitely some more commonly used.

Tracking Leads by Stage

crm dashboard 1
Get a visual snapshot of your deals and which stage they are currently in. This helps you make informed decisions about what steps you need to take next so you can close deals faster.

Analyze your team’s productivity

team dashboard
With dashboards, it’s much easier to see each employee or user’s productivity. You can create dashboard to view their tasks status, how many leads they have, how many deals they’ve closed during a time period, etc.

You can also create a sort of leaderboard that tracks each team members performance to give your team the incentive to excel.

Track sum of deal amount for each account

dashboard in CRM
View your accounts by their total deal amounts to see which are the most valuable. You can decide which action to take next to win your deals.

Dashboards are an excellent tool for analyzing your business and it helps to know exactly which information you want to track. If you are new to CRM dashboards, you can read up on different use cases and how to create dashboards so you can maximize their usefulness and improve your business.


Written by

Cookie Solomon

I am a devoted writer and marketing specialist with a passion for anything related to sales and customer experience.

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