MIS 2101 Chapter 6: 6 Example of How to Use CRM dashboards
24 May 2018
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6 Example of How to Use CRM dashboards
• Common requirement is dashboards and what they should display
• Having real-time display of critical information is key piece of the puzzle for a team to be
able to diagnose problems
• Information with a Purpose
o CRM dashboards serve to quickly provide a user, manager, or administrator with
a quick overview of data related to a particular job function or department
o Usually created shortly after a new system goes live ad reportable data is
available
o Developed from user and management feedback
o Most CRM solutions are flexible enough to let each user choose which
dashboard components they want to see. Multiple components can be grouped
together
• CRM Dashboard Data Examples
o Sales dashboards
▪ Current lead status
▪ Opportunities by stage
o Marketing dashboards
▪ Campaign status
▪ Leads by source
o Customer support dashboards
▪ Age of open cases by rep
▪ Case status by rep
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