A solid CRM dashboard handles the boring number-crunching <\/strong>and displays data in a visually appealing way that makes it easy to track your campaigns. In this guide, you\u2019ll learn what sales CRM dashboards should look like and how to make one effortlessly.<\/p>\n\n\n A CRM dashboard is a centralized interface that gives sales managers a comprehensive visual overview<\/strong> of key metrics, overall sales performance, and customer data. While the specific information might vary, a CRM dashboard typically shows the following:<\/p>\n\n\n\n Your CRM dashboard pulls data from various sources and aggregates it to give sales reps the most valuable insights<\/strong> and fine-tune your CRM strategy<\/a>. A solid CRM software should present these insights in a dynamic, interactive way and ensure real time updates<\/strong> to help you make well-informed decisions<\/a>. <\/p>\n\n\n\n With this in mind, a CRM dashboard is much more than a collection of charts and graphs. If structured and used wisely, it can prevent shots in the dark and maximize the results of your sales and marketing efforts. \ud83c\udfaf<\/p>\n\n\n\n The most notable benefit of a robust CRM dashboard is faster and more confident decision-making<\/strong>. \ud83e\udd14<\/p>\n\n\n\n Want to know which stage of the buyer\u2019s journey<\/a> your leads are stuck in? Have a look at the funnel report. Need to optimize sales costs? The activities dashboard will tell you what to double down on and what to eliminate. <\/p>\n\n\n\n Using a dashboard comes with lots of additional perks, such as:<\/p>\n\n\n\n There\u2019s no one-size-fits-all CRM system for every sales manager. The features to look for will depend on your sales processes, customer base, and other factors. Still, there are six universal features<\/strong> every solution should have:<\/p>\n\n\n\n Unless you\u2019re using CRM software<\/a> with a built-in dashboard, you may want to take a DIY approach to creating one. \ud83d\udee0\ufe0f<\/p>\n\n\n\n Doing so might be a wise move even if your platform does<\/em> offer a dashboard, as you have unlimited flexibility to create a custom one that suits your workflow and goals. If you\u2019re unsure where to start, below you\u2019ll see the main factors to consider<\/strong> when building your CRM dashboard.<\/p>\n\n\n\n While the point of a dashboard is to provide a centralized overview of various data, you should still be selective when deciding what to include. You can only add so many reports and charts before the dashboard starts feeling cluttered, which would defeat its purpose.<\/p>\n\n\n\n Start by identifying the key aspects of your workflow that require visualization<\/strong>. For example, if you\u2019re already getting all the info on digital marketing performance from Google Analytics or the Search Console, there\u2019s no need to fix what\u2019s not broken and create an entirely new overview.<\/p>\n\n\n\n Instead, focus on the data that currently isn\u2019t laid out intuitively enough. This includes any details on your sales funnel, customer service data, lead scores, etc. Highlight the least structured yet important parts of your CRM strategy and build the dashboard around them. \ud83d\udcca<\/p>\n\n\n\n To build on the above point, there are tons of KPIs you can track\u2014but not all of them are worth a spot on your dashboard. So how do you know which indicators to include?<\/p>\n\n\n\n There are two factors to consider here:<\/p>\n\n\n\n If you use the SMART technique<\/strong><\/a> to set your goals<\/strong>\u2014which you should\u2014identifying KPIs won\u2019t be an issue. This is because a part of the SMART goal-setting process<\/a> involves thinking about how you\u2019ll measure progress.<\/p>\n\n\n\n For instance, if you run an email campaign with the primary goal of improving customer retention by 20%, the main KPIs you should include are:<\/p>\n\n\n\n The second relevant factor is data availability<\/strong>, which is essential to ensuring your dashboard presents accurate numbers. In the above example, you can pull the necessary data from your email marketing platform. Still, you\u2019d need to ensure your CRM dashboard integrates with it to avoid unnecessary legwork. \ud83d\ude2e\u200d\ud83d\udca8<\/p>\n\n\n\n When creating a dashboard, you should keep its main users in mind<\/strong> to ensure all departments can access the most pertinent information. \ud83e\uddd1\u200d\ud83d\udcbb<\/p>\n\n\n\n In most cases, your dashboard will serve the following departments and team members:<\/p>\n\n\n\n Your dashboard should be dynamic and allow different teams to focus on the data they need without obstructions caused by unnecessary information. It helps to have different view options and\/or tabs for each team to ensure clarity. <\/p>\n\n\n\n Once you\u2019ve worked out the information your dashboard should include, you need a dashboard software<\/a> solution that will lay it out properly. While you can take the old-school approach and use spreadsheet apps<\/a> to create a dashboard, you should look for a more tech-forward option.<\/p>\n\n\n\n Not sure where to find one? You just did\u2014ClickUp<\/a>! It\u2019s an all-in-one visual project management platform<\/a> with numerous CRM-focused features<\/a>. ClickUp lets you build advanced dashboards regardless of your tech skills, thanks to an intuitive interface and outstanding customization features.<\/p>\n\n\n\n But enough bragging\u2014let us show you precisely how to use ClickUp to create automated, comprehensive CRM dashboards<\/strong>. \ud83e\udd29<\/p>\n\n\n\n Building a dashboard from the ground up might seem like a tedious endeavor. Fret not, as we\u2019ll guide you through the key steps and show you it can be a piece of cake. \ud83c\udf70<\/p>\n\n\n\n Between prospect lists, schedules and timelines, and activity sheets, your sales team probably has too much on their plate to bother with creating all of this from scratch. The good news is that you don\u2019t have to, as you can use pre-built templates<\/a> to get a massive headstart.<\/p>\n\n\n\n For example, the ClickUp CRM Template<\/strong><\/a> is equipped with the most common workflows and elements you need for various CRM tasks. When you open it, you\u2019ll see several custom views, most notably:<\/p>\n\n\n\n ClickUp offers templates for various other functions like account management<\/a> and customer service<\/a>. Each template comes with specific views and fields you can use to structure your database, which eliminates mundane work.<\/p>\n\n\n\n All templates are fully customizable<\/strong>, so you don\u2019t need to use them as given. Feel free to move things around until you get the format you need.<\/p>\n\n\n\n The moment you open your dashboard, you should clearly see how close you are to hitting your targets. The first step towards this is to set sales and\/or customer service goals, which you\u2019ll then track through different charts, progress bars, and similar graphs.<\/p>\n\n\n\n ClickUp Goals<\/a> lets you set and track all your targets in one place. You can set up specific target formats<\/strong> for measuring your progress, such as:<\/p>\n\n\n\n Different access controls let you share specific goals with the corresponding teams to ensure clarity and keep everyone on the same page. You can also give your team editing access to foster streamlined collaboration<\/a> and make relevant updates visible to everyone involved.<\/p>\n\n\n\n For easy organization, you can group goals into folders<\/strong> and gain a bird\u2019s-eye view of all crucial targets and goal progress. \ud83d\udcc2<\/p>\n\n\n\n Once you\u2019ve set your goals and targets, it\u2019s time to start moving your team towards them. If you already have a productivity tool<\/a> you use to delegate work and keep track of tasks<\/a>, you can keep relying on it. However, you can\u2019t create a cohesive ecosystem if the tool doesn\u2019t integrate with your dashboard software. <\/p>\n\n\n\n ClickUp ensures you don\u2019t need to deal with such an annoying disconnect. You can use ClickUp Tasks<\/strong><\/a> to manage your workflow without the need for separate platforms.<\/p>\n\n\n\n Assign tasks with custom statuses, priorities, and dependencies to streamline your sales funnel<\/a> or customer care workflow. Use multiple views to visualize all tasks and rearrange them in seconds.<\/p>\n\n\n\n ClickUp also simplifies your workflow through recurring tasks and various custom Automations<\/strong><\/a>. You can automate status changes and other repetitive tasks to avoid wasting time on low-value work. \ud83d\udd04<\/p>\n\n\n\n Other useful extras you get with ClickUp Tasks include:<\/p>\n\n\n\n Your productivity app isn\u2019t the only platform you\u2019ll want to integrate with a CRM dashboard. Your sales team likely uses various tools to go about their daily work, and your dashboard should be able to pull relevant data from them. Otherwise, your workflow might be full of inefficiencies and manual data entry<\/a>.<\/p>\n\n\n\n If you create a dashboard in ClickUp, you can enjoy the convenience of over 1,000 integrations <\/strong>with the most popular tools. For example, you can connect ClickUp with Zendesk<\/a> to streamline your customer support workflow in many ways, such as:<\/p>\n\n\n\n ClickUp also integrates with Salesforce<\/strong><\/a> to help you manage Opportunities more efficiently. As soon as a new Opportunity is added in Salesforce, you can create a ClickUp task to ensure the lead doesn\u2019t turn cold.<\/p>\n\n\n\n If you want to learn about the many other apps ClickUp connects to, explore the full list of integrations<\/a>. \ud83e\udde9<\/p>\n\n\n\n After you\u2019ve completed the above steps, the hard part is over. All that\u2019s left to do now is to visualize your data, which you can do instantly with ClickUp Dashboards<\/strong><\/a>.<\/strong> <\/p>\n\n\n\nWhat Is a CRM Customer Dashboard?<\/h2>\n\n\n\n
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![\"ClickUp](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/10\/image-431.png\")
What Are the Benefits of a CRM Dashboard?<\/h2>\n\n\n\n
![\"Using](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/06\/image1-1.png\")
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What Are the Essential Features of a CRM Dashboard?<\/h2>\n\n\n\n
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What to Consider When Creating Your CRM Dashboard?<\/h2>\n\n\n\n
Primary uses<\/h3>\n\n\n\n
Goals and KPIs<\/h3>\n\n\n\n
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![\"SMART](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/12\/S.png\")
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Teams and departments<\/h3>\n\n\n\n
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Dashboard software<\/h3>\n\n\n\n
How to Create a CRM Dashboard<\/h2>\n\n\n\n
Step 1: Use templates to lay the foundation of your dashboard<\/h3>\n\n\n\n
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![\"Board](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/04\/crm-clickup-template-1.png\")
\nStep 2: Set and track goals<\/h3>\n\n\n\n
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![\"ClickUp](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/07\/targets-in-clickup-goals.png\")
\nStep 3: Assign tasks<\/h3>\n\n\n\n
![\"ClickUp](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/11\/ClickUp-3.0-Task-view-Adding-Assignees.png\")
\n![\"ClickUp](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2023\/11\/image.gif\" "\\"ClickUp")
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Step 4: Connect the dashboard to the rest of your workflow<\/h3>\n\n\n\n
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![\"ClickUp](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2022\/08\/ClickUp-Zendesk-Integration-to-Link-Tasks.gif\")
\nStep 5: Aggregate key data into a unified hub<\/h3>\n\n\n\n
![\"Track](\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/12\/ClickUp-Dashboards-1.jpg\")