Best CRM Templates for Reporting Every Marketer Needs in 2024

What is a CRM dashboard?

A CRM dashboard is an essential CRM software feature that summarizes your sales activities and key performance indicators (KPIs). It usually emphasizes on visuals, graphs, and figures rather than long portions of text. CRM dashboards are used by sales teams to gain an overview of the success of their sales pipelines and to identify which activities need to be accomplished next.

CRM dashboards are highly customizable, allowing sales teams and managers to track the most essential CRM indicators for their organizations. For example, you might concentrate on acquired leads, closed sales, KPIs, and other metrics. CRM dashboards are also useful for measuring the success of individual sales team members toward particular performance objectives. 

Who uses CRM dashboards?

Team members throughout the organization can benefit from intuitive representations of vital data. Some dashboards, such as task lists, are designed for people. Others, such as campaign performance reports, are shared throughout whole teams.

Sales

CRM dashboards assist sales teams in managing their pipeline and prioritizing key transactions and opportunities. Dashboards can show transaction statuses, sales predictions, individual sales rep performance, and more. 

Marketing 

Marketing CRM dashboards measure crucial parameters such as contact list size and email performance.

Customer Support

Customer service representatives may utilize dashboards to gain information about the ticketing workflow, such as the average ticket response time and the number of tickets in the pipeline. The customer care personnel may also look into marketing campaign dashboards to gain a feel of what makes consumers happy and how to improve their experience.

Executives

Business executives do not want to go deeply into each contract or marketing effort; instead, they want to rapidly identify what is working well and what needs to be improved. They want sales predictions, revenue projections, and other high-level data.

Dashboards are an excellent tool for executives to gain a wide picture of the organization's performance. 

Benefits of CRM Dashboards

When organizations decide to invest in a CRM, they generally want to automate repetitive operations or manage contacts and prospects. Dashboards can improve your operations, decision-making, and communication. Here are the top ten advantages of a CRM dashboard.

1. Prioritize and communicate team goals: With a CRM dashboard, teams can constantly see which goals are most directly related to team success. It enables the firm to measure progress, so you always know how near you are to meeting your goals. It also educates team members about the tasks, initiatives, and opportunities that need to be prioritized so that they may move forward as quickly as possible.
2. Forecast accuracy: A CRM dashboard allows you to predict market changes and capitalize on opportunities while mitigating risks. Predict the business's path based on existing trends, measurements, and insights, and make real-time changes and enhancements. Learn which marketing initiatives are most effective so that you can calibrate and adjust campaigns.
3. Identify patterns: A CRM dashboard's clear data presentation enables users to easily identify business trends. It is far easier to extract patterns from an easy-to-digest graph than from numerical spreadsheets, unstructured data, or lengthy reports in the past. Assess the effectiveness of your brand's marketing initiatives and sales techniques.
4. Concentrate decision-making: CRM dashboards enable intelligent decision-making and focused action by addressing critical sales questions, showing where and how to deliver value, and notifying you of what is and isn't working to support precise, data-driven decisions.
5. Sell in big concepts: A CRM dashboard's seamless data visualization contributes to the creation of a compelling and clear story that persuades colleagues and clients to embrace your tactics. 
6. Identify your target audience. CRM dashboards show you exactly where audience members are being impacted, as well as which engagements are contributing more to the purchase path, allowing you to make more accurate and successful marketing bets.
7. Provide superior customer care. A CRM dashboard collects and organizes client information, allowing reps to provide faster, more tailored customer care, resulting in increased customer satisfaction. Streamlined procedures shorten project turnaround times, accelerating the sales cycle and making consumers feel listened to and cared for.
8. Respond to consumer concerns. A CRM dashboard's social media features may be set up to do social listening, monitor social activities such as shares, mentions, and likes, and automatically adjust social media strategies depending on predefined campaign parameters.
9. Monitor staff activity. With a CRM dashboard, company executives can constantly see how each team member is performing, allowing them to adapt, coach, reward, and manage people to reach their full potential at work.
10. Automate repetitious tasks: A CRM dashboard provides an overview picture of automated, repetitive processes like as order processing, tracking, and inventory control. When the CRM handles duties such as forwarding client communications to the appropriate agent and delivering automated email messages to customers at the appropriate times, teams can focus on the high-touch/high-yield portions of the sales journey.

Key Features of an Effective CRM Dashboard Tool

CRM dashboards enable your sales and marketing teams to monitor real-time KPIs and make educated choices. However, not all dashboard technologies have real-time data processing capabilities. To pick the right tool for your organization, here are some elements to consider for a greater ROI: 

1. Focus on scalability.

   Your CRM systems create massive volumes of data, which will continue to expand as you progress. To analyze such big datasets, you'll need a scalable data analytics platform with real-time processing capabilities to get a complete picture of your data. Ensure that your dashboard solution has the technological scalability to handle massive amounts of data and provides AI support for data modeling, allowing your team to focus more on data analysis and less on manual processing. 

2. Promotes engagement.

   Interactive data visualizations are essential for telling captivating data stories. With the ability to drill down and study particular data points, you encourage users to interact with data and find relevant trends, patterns, and insights. Furthermore, current analytics solutions enable users to make comments or highlight certain data points to provide more meaning to their data story, resulting in speedier decision-making. 

CRM Dashboard Examples

CRM dashboards, like every business goal, exist in a variety of formats, each providing a distinct viewpoint. Let's look at some of the best CRM dashboard examples to understand how they may help you make better business decisions: 

Sales pipeline dashboard

This CRM dashboard summarizes the many steps of the sales process, from lead creation to contract conclusion. This dashboard provides sales executives with visibility into all transactions and opportunities in the pipeline, allowing them to measure progress, discover opportunities, and make educated decisions to enhance sales strategy. Here are some of the most important KPIs in a sales funnel dashboard:

• Pipeline value: Calculates the overall value of all agreements presently in the pipeline. This KPI shows the potential income your team may produce if all opportunities are successfully closed.
• Sales cycle length: Sales cycle duration is the average time it takes for leads to travel through the sales funnel, from initial contact to close.
• Sales opportunities: Determines possible sales transactions or prospects that have expressed interest in acquiring your product or service.

Campaign performance dashboard

Marketing directors use this CRM dashboard to get a high-level picture of running campaigns and track consumer behavior. It enables them to find opportunities to improve the consumer experience across channels and develop targeted content. A campaign performance dashboard might include the following metrics:

• Click-through rate (CTR): A ratio that displays how many people clicked on your ad relative to the total number of views.
• Cost per acquisition (CPA): Calculates the cost of obtaining a new client.
• Conversion rate: The total proportion of users that completed a desired action (e.g., made a purchase or filled out a form) after clicking on your advertisement or video campaign. 

Lead generation dashboard

This CRM dashboard enables your marketing team to evaluate the efficacy of their lead-creation initiatives. It provides a visual depiction of critical data and indications, allowing your team to assess how marketing efforts are turning into prospective pipelines and bookings. Here are the most important marketing KPIs on a lead generation dashboard:

• Marketing qualified leads: MQLs are the total number of persons who have expressed interest in your company's products or services as a result of your marketing activities.
• Sales qualified leads (SQLs): Quantifies the total number of leads that have been evaluated by the marketing team and are prepared to interact with the sales team.
• Cost per lead: Determines the average cost required to generate a lead.

Activity dashboard

An activity dashboard displays a summary of all sales professionals' actions, such as calls made, emails sent, meetings arranged, and time spent prospecting. It enables the sales team to monitor their performance and acquire vital insights into the effectiveness of their efforts to convert leads into clients. An activity dashboard contains the following sales KPIs:

• Monthly sales rep calls: The total number of phone calls initiated by sales reps within a certain period.
• New business meetings scheduled: The total number of meetings organized by sales reps or account managers within a certain period.
• Response time: It is the average time taken to reply to client queries, requests, or messages.

Bottom

A CRM dashboard is a visually appealing, quick-access resource that delivers real-time, focused-on goals data to assist shape and perfecting sales, marketing, or customer support initiatives. When businesses deploy CRM dashboards, they can expect to see improvements in strategy, people management, and bottom-line results.