How does a CRM Dashboard work?

Many entrepreneurs would think that having a CRM system is enough to manage clients efficiently. But, actually, they need to understand that they have to learn the fundamental aspects of the CRM system. One of them is the CRM dashboard, which we will talk about in this article.

If you are recently starting to learn about CRM systems, this article is perfect for you. Here, we will explain the main principles of the CRM system dashboard. With us, you will learn how to use your CRM and manage your clients efficiently.

First steps

When you have purchased and installed a CRM system from a reliable provider, you can get started with its adjustment. First thing after you log in to the system, you are introduced to a CRM dashboard.

Any kind of information added to the database is shown on this dashboard with a complete data summary. The information in these summaries can be presented in pie charts, bar charts, and graphs.

You must understand that every CRM system provides customized types of different charts or graphs. It is up to you to choose software as per your convenience and preference. It is also up to you which graphs or charts you want to show on your dashboard and which one to hide.

How to use a CRM dashboard

Let’s get to know the work of a CRM system dashboard with an example. CRM dashboard shows all kinds of information of the database. It can be the real-time log of customers, their queries, purchases, complaints, returns, etc. You can see as well real-time data of sales, revenues, and profits.

If you are the head of the office, it would be crucially important for you to supervise the working process. And on the CRM dashboard, you will see exact information about the sales, revenue, and results of employees. You will also have all the relevant information about the clients: their purchases, interests, preferences, etc.

You can customize your CRM dashboard as per your preference. Hide all irrelevant charts and graphs and show the information that is interests personally you. With a CRM system dashboard, you will work faster and see only the relevant information related to your department. Now you will not have to search for the pertinent data of a loaded dashboard with a range of unnecessary details.

Why is it important to know how to use a CRM system?

It is critical for every business to use a CRM system that they understand well and know how it works. Remember that the employees should also have enough information and training to use a CRM system dashboard effectively. Otherwise, they won’t be able to bring expected results from the working with CRM system.

CRM dashboard add-ons

A CRM system dashboard comes with a variety of widgets, which can be added or deleted. One of the essential CRM widgets is the sales funnel which shows all sales information and data. A relevant employee can see his sales data, the data of his team, or even the entire organization’s data through this widget.

Key metrics widget is another important part of the dashboard. It shows key performance indicators and various statistics. For example, opened tickets, solved queries, and hot leads, etc.

The sales pipeline is another part of the dashboard, which is quite informative and helpful for the managers. With it, they can see the performance of their teams.

Conclusions

Now, when you know what a CRM dashboard is and how to use it, you can effectively manage your clients. You also will be aware of the performance of your employees and will know what to improve in their work.

Try the demo version of Pentview CRM today and make sure that it is the perfect software for your clients’ management. With us, you will be able to monitor the work efficiently and significantly increase sales.

How to apply?

In order to apply you need to send an email to hr@pentview.comincluding the following information and questions:

  • LinkedIn link profile
  • Attach Resume/CV
  • Full name
  • Email
  • Phone
  • Current company

Please answer the following questions

  • Where do you currently live? (Country, city)
  • What is your Nationality?
  • Do you have working permission in the country you currently live?
  • What is your motivation to apply for this position?
  • What is your previous experience related to this position?
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