A well-customized CRM dashboard is essential for businesses to make informed decisions. The goal of an optimized CRM dashboard is to channel the team’s focus and provide a visual reporting structure that shows the right metrics to the right audience in the right configuration.

Benefits of Customization

Customizing a CRM dashboard creates a display that aligns with the key decisions a particular role is concerned with. For instance, a sales manager’s dashboard and a marketing manager’s dashboard should not be the same, as their roles and objectives differ.

A well-customized dashboard is a living tool that requires updating as business priorities change. It represents how the business really runs, integrates the most important KPIs, and shifts as business priorities change.

Best Practices

The most effective CRM dashboards include a mix of leading and lagging KPIs. Lagging KPIs show past results, and leading KPIs predict future outcomes. An example of a lagging KPI is the win rate, while a leading KPI example is the number of weekly demos scheduled.

A useful rule to follow is to limit dashboard views to between seven and 10 KPIs. Displaying more KPIs than this typically leads to information overload and less insight.

Original reporting: KEYT (Ventura/Santa Barbara) — read the source article.