While choosing a CRM system, one of the most looked feature is dashboard. The dashboard is used to provide a quick picture of updates. For example, sales activity, support ticket responded, key performance indicators etc. Talking about the CRM dashboards, the things that comes to the mind are graphs, charts, reports etc. as they are the key components of any dashboard. What makes dashboards a good tool, is the ability to customize them extensively. This allows users to highlight only those metrics that are most used or searched most. Dashboards also allows to track the progress on different aspects of the business. Viger CRM also provides dashboard, which can be used to achieve the motives discussed earlier. In this article, we will look at Vtiger CRM dashboard and its uses.
Elements of Dashboards
Lets start with what elements should be included in the CRM dashboard. Following are some of the most commonly added dashboard elements
Urgent tasks: The list containing the urgent tasks is a part of almost every dashboard. At first glimpse of the CRM, the user should know what are the tasks that require urgent attention and cannot be delayed. It can be done by generating a report showing the tasks whose deadline is approaching and need immediate attention
Upcoming events: User of the crm should know about the upcoming events just by looking at the dashboard. The upcoming events usually contains interviews, calls, meetings etc.
New leads: List of new leads will show the recently acquired leads. By doing this you team will put more effort to convert these leads into potential sales.
Sales Pipeline: Add the sales pipeline on your dashboard, so you team should know how many sales deals are going through your sales pipeline. You can also show the dollar amount and percentage work you have performed on the different sales deals
Advantages of Dashboards
A thoughtfully configured dashboard can yield a wide range of benefits for a business. Here are some of the advantages of using a dashboard in your CRM
Real time updates: All of your team members are kept updated with the real time updates on different tasks. So, instead of looking at each task manually, they can just check the dashboard and see the updates in a screenshot
Increased Transparency: When all the data is available to the different teams, then the transparency of the data is increased. Dashboard provide an unbiased view of the performance, which increases transparency.
Better decision making: When the whole process and all the data can be accessed from a single touch point, then the decision making is also improved. As the team members can gather all the information using one single point and use it to improve decisions
Interactivity: Dynamic dashboard do not provide static information, instead they provide regularly updated information. Moreover, the use of charts and shapes makes the data more interactive
Although VTiger CRM’s default dashboard provide good enough features, but some users have advanced requirements. for example they want to add pivot report to the dashboard. VTiger default dashboard cannot do this. So, in such scenarios a more powerful dashboard related tool is required. VTExperts designed the Vreports and dashboard extension to cater the advanced needs of the users.
What is Vreports and Dashboards
Reports & Dashboards for VTiger is a tool built to fulfill the needs of all the businesses looking to run complicated, but easy to use dashboards and reports. All the charts and reports can be placed on the dashboard for quick & easy access. Extension includes a lot of unique features such as drag & drop interface, completely redesigned interface for creating reports, highlighting columns, up to 3 charts per report, both detail and chart reports added on the homepage dashboard, custom permissions, scheduled reports. Following are some of the most used features of Vreports and dashboards
Compatible with Dashboards on the Home Page
Supports adding charts on the home page
Supports adding lists/detailed report previews
Includes Boards (shared and private)
There is no denying to the fact, that list of Vtiger CRM dashboard and its uses is a long one. But, if a user need a more advanced solution then VTExperts reports and dashboard is a perfect solution