While working in customer relationship management, the professionals not only have to call on leads and convert them into sales, but there are several other processes that Customer relationship management works on. Tasks like managing client status, detecting conversion rates, handling documents and regularly connecting with marketing are some of the common CRM related tasks that every company needs to process. To manage such diversified tasks, departments always look for a tool that comes with a feature-rich dashboard. With the help of the right project management software, you can manage your dashboard and sales insights smartly, resulting in better lead tracking and higher conversions. In this blog, you will get to know in detail how these tools help professionals in creating CRM dashboards and sales insights.
What is a CRM Dashboard?
The term CRM dashboard refers to the visual representation of key metrics and Key Performance Indicators (KPIs) detected for a specific CRM dataset. Unlike static reports, dashboards help professionals in analysing dynamic, real-time views of sales activities, customer engagement, pipeline health, and team performance. These dashboards are personalised, which basically means that different departments like sales, marketing, and customer service can track metrics that are relevant to their roles. The core motive of the CRM dashboard is to eliminate guesswork and give stakeholders the insights they need at a glance.
Why Dashboards in CRMs Are Essential
The importance of CRM dashboards goes far beyond aesthetic appeal. Here’s why every modern business should leverage them:
- Real-Time Visibility: Stay updated with current sales figures, lead conversion rates, and campaign performance without waiting for weekly reports.
- Faster Decision-Making: Dashboards provide instant access to relevant data, enabling leaders to act quickly and confidently.
- Improved Accountability: Teams can be evaluated based on transparent and trackable KPIs.
- Custom Insights for Roles: Sales managers, executives, and reps all need different metrics—CRM dashboards can be tailored accordingly.
- Increased Efficiency: With data visualisation and automation, you reduce time spent manually analysing or compiling reports.
Must-Have Metrics to Include in CRM Dashboards
The value of your dashboard hinges on the quality of data it presents. Here are some critical metrics you might consider integrating into your CRM software with Automations:
Sales Metrics:
- Number of deals closed
- Monthly sales target progress
- Average deal size
- Sales velocity
- Win/loss ratio
Lead Metrics:
- Lead conversion rate
- Source-wise lead tracking
- Sales funnel stage distribution
- Response time to leads
Team Performance:
- Activities per rep (calls, emails, follow-ups)
- Lead response times
- Opportunities owned and status
Customer Insights:
- Customer lifetime value
- Churn rate
- Customer acquisition cost
- Net Promoter Score (NPS)
These metrics can be displayed through pie charts, bar graphs, line charts, or heatmaps for ease of interpretation.
Features to Look for in CRMs with Customised Dashboards
The best CRM software for Indian businesses should offer powerful dashboard features. When evaluating a platform, look for these functionalities:
1. Drag-and-Drop Dashboard Builder
Non-technical users should be able to design their dashboards using a visual builder—choosing chart types, filters, and layouts effortlessly.
2. Custom Filters and Segmentation
Let users view data based on filters such as time period, sales region, pipeline stage, or product line for contextual insights.
3. Role-Based Access
Grant different levels of access to dashboards based on user roles. Sales reps can view their metrics, while managers can monitor overall team performance.
4. Live Data Sync
Real-time syncing ensures that dashboards reflect up-to-the-minute information without manual refresh.
5. Automated Reports
Configure dashboards to send automated summaries or alerts via email or Slack, keeping teams informed without logging in.
6. Mobile-Friendly Interface
With remote work and field sales in play, CRM dashboards should be accessible and interactive on smartphones and tablets.
How to Create and Share CRM Dashboards: Step-by-Step Guide
Crafting an effective dashboard in CRMs isn’t just about visuals—it’s about clarity and usability. Here’s how to do it right:
Step 1: Identify the Audience
Who will use this dashboard? Executives may want high-level overviews, while sales reps need day-to-day metrics.
Step 2: Define Key Objectives
Decide what the dashboard should answer. For instance:
- Are we on track to meet our monthly targets?
- Which products are performing best?
- How effective are our recent campaigns?
Step 3: Select Relevant KPIs
Don’t overcrowd the dashboard. Choose 5–10 high-value KPIs that align with your business goals and role-specific priorities.
Step 4: Design the Layout
Use a clear and intuitive layout. Group similar metrics together, place the most important insights at the top, and avoid information overload.
Step 5: Use Visual Cues
Colors, icons, and alerts can highlight trends, achievements, or issues—making dashboards more actionable at a glance.
Step 6: Enable Sharing and Automation
Schedule automated reports to be sent daily, weekly, or monthly to specific team members. Enable live sharing via secure URLs or login-based access.
Step 7: Review and Optimize
Periodically review dashboards to ensure they’re still relevant. Update metrics as business priorities shift or new processes are introduced.
Real-World Use Cases of CRM Dashboards
CRM dashboards serve varied needs across industries:
- Sales Teams: Monitor deal closures, aging opportunities, and quota achievement in real time.
- Marketing Teams: Track campaign performance, lead source effectiveness, and cost-per-lead data.
- Customer Support: View ticket volume, resolution time, and customer satisfaction metrics.
- Executives: Get top-down visibility into revenue trends, team efficiency, and growth projections.
For example, a retail business can use CRM dashboards to track regional sales figures and seasonal product demand, while a SaaS company can analyze user engagement and onboarding metrics directly from its CRM.
Best Practices for Effective Dashboard Use
To extract the maximum value from your CRM dashboards:
- Keep it Clean: Simplicity and clarity are key. Avoid clutter and keep dashboards focused.
- Update Regularly: Review KPIs monthly to ensure they still align with your business strategy.
- Train Your Team: Teach users how to read dashboards and take action based on insights.
- Encourage Feedback: Continuously improve dashboard relevance based on user input.
- Integrate Automation: Use CRM software with automations to trigger actions like alerts or follow-ups based on dashboard data thresholds.
Now, with the help of integrating with smart Customer relationship management software, you can handle your leads smartly and can accelerate conversions. These tools offer you a platform where you can handle repetitive tasks with smart automations. Also, make sure that you choose the right tools that smartly connect the team with machine learning. With the help of powerful machine learning, you can set reminders, personalised emails and follow-ups offering effortless customer management. If you are looking for software that smartly handles all the major tasks in CRM, you can freely switch to DoInsights. Here you will get connected with a user-friendly interface, a personalised dashboard and real-time sales insights, offering an effortless option to manage leads and sales.
