CRM Dashboard

What’s this and how does it benefit my business?

Tired of having to manually copy paste data from your CRM to have a comprehensive reports to understand how your sales are doing?

Wait no more. This CRM dashboard provides you with all the data you need in real time, so you won’t have to base your decisions on data from last month, you can base them on data from today. 

The dashboard shows you all the steps of your sales funnel in an easy-to-understand way. Simply put, the sales funnel is your customer’s journey towards purchase: lead, trial request, negotiation, deal won.

Seeing how many customers are going through each one of the sales funnel steps is useful for a variety of reasons. First, it helps you figure out if you’re succeeding or not, which is no small task. Secondly, it helps you troubleshoot what’s not working.

Let’s say your report shows that last month you had:

• 500 leads
• 500 trial sign-ups
• 480 negotiations
• 80 deals won
• 400 deals lost

It’s obvious that most customers were interested in your product after the free trial, but walked away during the negotiation process. So, the problem is not the product itself, but something that happened during negotiation. Maybe the price is too high.

Now, let’s look at a different report:

• 500 leads
• 500 trial sign-ups
• 80 negotiations
• 40 deals won
• 40 deals lost

This time, the problem is the product itself, as most customers weren’t interested anymore after the free trial. Maybe there are not enough features or the interface is difficult to use.

The spreadsheet interface lets you build a report that is tailored for your specific needs. You can customize each step of the funnel to represent your actual sales process.

The template also monitors the cumulative conversion rate for each stage of the funnel. This important metric shows you the percentage of customers who reached each stage.