Value of SuiteCRM Dashboard Customization | Outright Store

1. The Most Valuable SuiteCRM Dashboard Customizations for your  Business  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 the only part of the CRM however they do play an immense  role in contributing to the growth of the business.     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. functionality.      

2. Keep Track of Your Performance  Dashboard delivers up to date business process information. This 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. There are multiple dashboards for multiple departments and teams.  The purpose of multiple dashboard is to deliver the right information to the  right person. Information that a sales manager will receive from the dashboard  will vary from the information that a sales representative will receive on their  dashboard. That is the reason behind having multiple dashboards for different  individuals.     Know Your Strengths and Weaknesses  The dashboard also serves the purpose of highlighting the strengths and  weaknesses of your business operations. With the help of such information,  users can better concentrate on their performance and concentrate on their  areas of improvement whether it is sales, marketing or​​customer support​.   Make Better Decisions  Apart from this, there is more to the SuiteCRM dashboard such as it also  provides assistance when it comes to making decisions. It allows you to make  effective decisions based on the available data from the dashboard. Information  in the form of reports, charts, and forms from the SuiteCRM dashboard. We will  discuss these points further ahead to gain a better understanding.    

3.     Dashboard for Sales Department  Businesses concentrate on selling their products and services to consumers.  Therefore dashboards will have information containing customer interaction  and behavior with your brand in detail. 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     

4. 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.  With the help of this segregated information, users can focus better on their  performance and overall growth of the business. This helps save time and effort  and increase productivity.   Dashboard for Marketing Team The information displayed on the dashboard is not only different for different  departments but it constantly changes according to the changes introduced into  the business processes. Businesses use different marketing strategies some  might use ATL whereas some might use BTL and some might concentrate on  digital marketing. However, ​SuiteCRM​ will further 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   

5.     Customer Management Dashboard   One should never undermine the significance of this dashboard and this  department. This particular department can have a huge effect on the overall  growth and revenue generation. It also helps with customer retention. In order  to ensure that this department services it proposes it is important that their  functioning is effective and accurate. That can only be achieved through  impeccable customer management. Customer management can be further  improved with the help of SuiteCRM and SuiteCRM dashboard also play a major  role in achieving this goa​l. An ideal dashboard for customer service department should consist of  following information such as:  ● Customer churn rate  ● Age of open cases  ● Status of cases 

6. ● Customer satisfaction data of Customer Service  ● Nature of customer service requests  ● Number of customer service requests    Dashboard for Accounts  Various businesses and their different departments such as sales, marketing,  and support benefit form the SuiteCRM and third-party software​​integration  with SuiteCRM​ can further improve the functioning of these 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  Such finance-related information allows them to make more actionable  decision making.   Human Resource Dashboard       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​ provided the customization of the SuiteCRM for the human  resource department. 

7.         Again SuiteCRM customization for the Human resource department also needs  a customized dashboard as well. That will smoothen the process and  streamlines the functioning of the human resource department processes.    A SuiteCRM dashboard customized for the purpose of human resource  department should contain the following information such as:  ● Motivation sessions   ● Training sessions  ● leaves matrix   ● Attendance matrix  ● Increments or reimbursement structure  ● Performance matrix  ● Complete turnover   ● Vacancies structure 

8. The availability of such information will further improve the management of the  human resource department.     In Conclusion  Now that we have fully understood the potential of the customized CRM  dashboard and SuiteCRM. We have also learned about the roles that information  in the form of reports and charts play in the functioning of various  departments. We have also learned about the importance of relevant  information been made available to the concerned departments.    You can go through the above-mentioned points and accordingly make  additions to your SuiteCRM dashboard that you find useful. If you need  assistance in​​customizing your SuiteCRM dashboard​ you get in touch with us  and we will be glad to assist you in making the right decision.