The most common buzzword in CRM these days is “Digital Dashboard.” In effect, this refers to creating a one-stop location where a manager can see tables and graphs that reflect information from the many areas they are responsible for. For example, a sales manager might want to see a summary of calling activity, appointments set, and sales pipeline information, broken out by sales rep, all in a single view, like the one pictured here.
Sample Dashboard (Click to View Full Size)
In about an hour, we put together this dashboard for a client using readily available functions and components in Excel and MasterMine. You can do this too, or we can do it for you, by fitting together several MasterMine pivot tables and using spreadsheet formulas to read the data into a summary report.
In this case, we started with a standard MasterMine “Call Activity” report showing call activity broken out by result codes. We grouped the codes into two categories, “Connection” and “no connection.” We included the row totals, but hid the “no connections” column so we just show real contacts and total attempts. Read More→