In today’s business world, it seems like everywhere you turn you are being asked “How is this campaign performing?” or “What is does the pipeline look like?” It can all be overwhelming to decipher what metrics are useful, what management would like to see, and how to act on them.
I often find myself asking many of the same questions during my business day. I recently came along an article, “How to Create an Actionable Marketing Dashboard (and Why You Need One)” from Marketing Professors. After I read it, I thought it simply outlined the steps that can benefit anyone looking at creating their own dashboard. Here are the pointers that might make it easier to start down the path of an actionable dashboard:
1. Align reporting to business outcomes
2. Choose your metrics
3. Document the data chains
4. Acquire the data
5. Validate and review
Read entire article from Marketing Professors for more details.
Luckily, Sage SalesLogix Advanced Analytics gives you a leg up with reporting, analytics, and dashboards that can be used effectively at all levels within an organization. You can leverage a comprehensive library of pre-built, interactive dashboard content and metrics that span CRM functions, including Sales, Marketing and Customer Support. Some key areas that Sage SalesLogix Advanced Analytics covers are:
• Assess key sales performance metrics with pre-built dashboards covering Sales by Geography, Historical Sales, Sales Forecast, Sales Pipeline, Win/Loss, Opportunity Trends, Ranking and Productivity Analysis.
• Measure the effectiveness of marketing campaigns using the Campaign Analysis dashboard to analyze response metrics and determine ROI.
• Improve customer service and support by acting on insights provided by dashboards covering Ticket Volume Trend, Open and Closed Tickets and Ticket Activities.
We recently conducted a great webcast covering this powerful solution. If you missed it, I invite you to view the webcast Sage SalesLogix Advanced Analytics.
