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With this CRM dashboard example, monitor specific metrics such as sales revenue, customer satisfaction scores, and lead conversion rates. Break down the data by region, sales team, or product category to identify areas for improvement and optimize performance.
Suggest sharing the dashboard via PDF, link, or email, allowing users to influence teams or clients with data-driven insights. Share performance reports with sales managers to align strategies or send customer satisfaction scores to the marketing team to refine messaging.
Answer questions like “Which region has the highest sales revenue?” or “Which salesperson has the highest lead conversion rate?” to make informed decisions and drive growth. Identify trends in customer behavior to tailor marketing campaigns or prioritize leads for better conversion rates.
Customize the template’s metrics and dimensions as you like. See all available fields.
– Conversion rate
– Cost per acquisition
– Return on investment (ROI)
– Conversion rate
– Average deal size
– Sales cycle length
– Number of new CRM contacts acquired
– Average time spent per CRM contact
– Conversion rate of CRM contacts
– Demographic breakdowns: age, gender, income
– Geographic breakdowns: country, region, city
– Psychographic breakdowns: lifestyle, personality traits, values
– Demographics
– Psychographics
– Behavior
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Data blending
A CRM dashboard is a centralized platform that displays key metrics and data related to customer relationship management, helping businesses to track performance and make informed decisions. It often includes elements like customer interactions, sales metrics, customer satisfaction scores, and lead conversion rates. Tools like Salesforce, Zoho, and HubSpot are commonly used to create these dashboards. Real-time data monitoring is crucial as it allows businesses to respond promptly to changes and trends. For a detailed guide on creating a marketing dashboard using Looker Studio, visit our YouTube channel: https://www.youtube.com/@porter.metrics.
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