What is a CRM dashboard? CRM dashboard examples and tips you need to know
CRM dashboards provide a centralized view of your business’s data, sales, and key performance indicators. Your customer relationship management (CRM) solution contains a wealth of essential data on your customers, leads, in-progress deals, marketing campaigns, and more.
But it’s not enough just to store that information.
You need to be able to access it quickly and use it to make better decisions.
That’s where CRM dashboards come in.
CRM dashboards give you insights into your customers, sales, marketing activities, and progress toward goals.
This article introduces CRM dashboards, explains why you need them, and shows you how to create dashboards that benefit your business.
CRM dashboards give you quick access to real-time information about your sales activities and performance. Dashboards are a feature of most modern CRM systems. The best ones offer a wide variety of easy-to-understand graphs and charts.