CRM reporting and dashboarding
Translating business KPIs into measurable metrics and building visual CRM dashboards.
82% of organisations use CRM for sales reporting
- Grandview Research
Accurate CRM reports and dashboards give businesses clarity over their sales performance and the ability to more accurately forecast future revenue.
The benefits of CRM reporting and dashboards
Visualise and track sales
Track the performance of the sales funnel, monitor deal progression and measure sales conversions using CRM dashboards that have easy-to-understand data visualisations.
Track sales performance
Track sales performance against specific targets such as number of sales calls, meetings, proposals issued and percentage of deals won.
Sales forecasting
More accurately forecast revenue and sales based on historic sales performance. Factor in sales pipeline value, average time to close a deal, and average close rates to get a clear picture of how the business is performing now and is likely to grow tomorrow.
Businesses often lack clarity around sales performance, which can result in businesses making capital allocation mistakes or taking an overly frugal approach to business investment which constrains growth
With total transparency around sales performance and accurate sales forecasting, businesses can confidently invest in initiatives to grow their business. Equally, businesses can identify sales performance issues earlier, enabling them to better control cash flow and be more agile to their changed circumstances.
Our approach to CRM reporting and dashboards
Our three-step process to building powerful CRM reports and dashboards
Define business KPIs
Translate business targets into measurable metrics that can be tracked within the CRM system.
Configure dashboards
Gage overall business performance by configuring dashboards that track KPIS against business targets.
Deploy CRM dashboards
Deploy custom CRM dashboards to enable the business to track performance using the most meaningful metrics.
CRM reports and dashboards allow businesses to gain complete clarity over sales performance and more accurately predict future sales and revenue. This enables businesses to make more informed capital allocation decisions to fuel their long term growth.
Related Services
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CRM content development
Producing CRM email scripts, sales sequences and sales collateral
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CRM Strategy
Developing the CRM blueprint, CRM operating framework and deployment roadmap
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CRM implementation and configuration
Custom CRM configurations, third party integrations and data synchronisation
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CRM Training
CRM capability development and tailored CRM training
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CRM vendor selection
Developing CRM specifications, analysing CRM vendors and selecting tools
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CRM integrations
CRM integrations for tailored sales workflows, data synchronisation and sales automations
The team have worked with some of the biggest brands and ambitious startups in the world
The company we keep
Our 50 years of combined experience working with over 80 global brands means we deliver at a world class standard.
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Founder – R&R Bespoke Accountancy
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CEO – Maverrik
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