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SuiteCRM Dashboard Customization | Outright Store

Clients get a chance to know about their daily activity task which they have to do, SuiteCRM Dashboard is basically for that purpose. Even you can say that an overview of your daily task, Dashboard can present that information.

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SuiteCRM Dashboard Customization | Outright Store

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  1. The Most Valuable SuiteCRM Dashboard Customizations for your Business The Most Valuable SuiteCRM Dashboard Customizations for your Business

  2. The most valuable aspect of SuiteCRM customization is the dashboard. Normally not much attention is paid to the dashboard undermining its significance however it plays a major role in the functioning of any business. Dashboards are not only part of the CRM but also play an immense role in contributing to the growth of the business. What are the benefits of SuiteCRM Dashboard? What are the benefits of SuiteCRM Dashboard? Dashboard gives users an overall view of their performance and also highlights other important aspects that need further improvement. While customizing dashboards it is necessary to make sure that they are not overburdened with information. That can prove to be counterproductive and will not allow the full utilization of the dashboard functionality.

  3. Keep Track of Your Performance Keep Track of Your Performance Dashboard delivers up to date business process information. It allows businesses to gain a better understanding of their performance and the steps that need to undertake to achieve further growth and progress. ● ● Different departments are given different information according to their roles and positions. The purpose of multiple dashboard is to deliver the right information to the right person. ● ●

  4. Dashboard for Sales Department Dashboard for Sales Department The sales component is the most important part of the CRM dashboard for the functioning of the sales department. For the sales manager the CRM dashboard will include the following information: Sales forecasts Report for every sale Sales reports according to month/week/day. Number of sales closed ● ● ● ● In the case of sales representatives following information will be available: Track for activities status. Flowchart for the sales process. Customer segments & Feedback. Information on leads, sales, invoices. ● ● ● ●

  5. Dashboard for Marketing Team Dashboard for Marketing Team SuiteCRM enhance your marketing strategy and the SuiteCRM dashboard will play a key role in doing so. In order to get the desired results optimization of the SuiteCRM with the following information is necessary such as: Budget & allocation for marketing Cost per Click Cost per Lead Leads generation Customer engagement with calls & SMS Market research Target audience with region-wise Status of every campaign ● ● ● ● ● ● ● ● calls & SMS

  6. Customer Management Dashboard Customer Management Dashboard This particular department can have a huge effect on the overall growth and revenue generation. Customer management can be further improved with the help of SuiteCRM dashboard also play a major role in achieving this goal. SuiteCRM and SuiteCRM An ideal dashboard for customer service department should consist of following information such as: Customer churn rate Age of open cases Status of cases Customer satisfaction data of Customer Service Nature of customer service requests Number of customer service requests ● ● ● ● ● ●

  7. Dashboard for Accounts Dashboard for Accounts Integration with SuiteCRM Integration with SuiteCRM can further improve the functioning of departments, software such as quick books allows the accounting department to access relevant information from the CRM and update their records in CRM at the same time. Therefor customized dashboard for the functioning of the accounts department becomes necessary. Account dashboards should consist of following finance-related information such as: Cash versus credit sales Cost analysis Profit analysis Total revenue report Cash status ● ● ● ● ●

  8. Human Resource Dashboard Human Resource Dashboard SuiteCRM Customization SuiteCRM Customization can also be done for the purpose of the human resource department by adding and human resource module into the CRM. Outright Systems Outright Systems provided the customization of the SuiteCRM for the human resource department. Dashboard customized for Human Resource contain the following information such as: Motivation sessions Training sessions leaves matrix Attendance matrix Increments or reimbursement structure Performance matrix Complete turnover Vacancies structure ● ● ● ● ● ● ● ●

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