CEO Dashboard
The goal of a Dashboard is Just One:
To help us make better decisions according to the business data.
But Here’s the Problem:
All the business information is typically scattered across different systems and with different people.
When there’s no single place that centralizes everything, it’s simply impossible to make accurate decisions.
A Dashboard is the Control Panel of Your Business!
It centralizes the most critical numbers in real-time ,and sometimes, with just a glance of a fraction of a second, we can get an accurate snapshot:
- What's the status of leads today?
- How are we doing on monthly revenue targets?
- Which salesperson delivered amazing performance this week and deserves recognition in the WhatsApp group?
- And who needs a kick in the behind?
- How are the profits from the new campaign?
- What's the inventory status and more...
And Why is This Thing So Important?
Only this way can we control the big picture, and also analyze the data, identify trends, and make properly informed decisions.
Life Without a Dashboard
- Trying to gather information from countless sources to understand the overall picture
- Difficulty understanding information when it appears in cumbersome tables
- Looking at historical data and struggling to make forward-looking decisions
- Working with inaccurate data collected from several different places
Life With a Dashboard
- Control over business data at a glance
- Easy and convenient analysis of visual and graphical information
- Identifying trends and forecasting future performance thanks to working with real-time data
- Working with accurate, real data
Here are several types of business dashboards:
- כל הלידים מגיעים למקום אחד מסודר
- לכל נציג יש את התצוגות שלו: איפה הלידים החדשים, את מי עוד לא הצליח לתפוס, מי בתהליך פולואפ וכו'
- לכל משתמש יש את המשימות שלו: לאיזה ליד לחזור ומתי, מי צריך להשלים גבייה,מי צריך לקבל שיחת אפסייל וכו'
- שליחה בקליק (או אפילו 100% אוטומטי) של תבניות למייל ולווצאפ
- שליחת הצעות מחיר \ סיליבוסים מתוך הכרטיס לקוח
- ניהול פרויקט ותפעול תהליכים פנים ארגוניים בצורה ויזואלית ונוחה
- דאשבורד לכל עובד! לאיש מכירות (דו"ח יעדים מול ביצוע) למנהל מכירות (דו"ח כללי של כל הנציגים) וכמובן למנכ"ל (דו"ח הכנסות, דו"ח שיווק, דו"ח חריגים וכו')
Sales Dashboard
Daily, weekly, and monthly revenues compared to targets. Team-level breakdown, identifying expected revenue trends
Marketing Dashboard:
Analysis of traffic sources and optimization of advertising channels. ROI (Return on Investment) calculation
Finance Dashboard
Revenue, expenses, and profits per product
Operational Dashboard
Project management, exception reporting, and team task management
CEO Dashboard
Consolidation of all the most important numbers and critical exceptional metrics in one place
How to Define a Dashboard?
The good news:
These are just the tip of the iceberg of what business dashboards can do for you.
Imagine the peace of mind and total control you’ll feel when everything you need to know about your business is just one click away. So, who needs a business dashboard that will upgrade how you manage your business? Leave your details in the form, and we’ll start planning the ideal dashboard for you!