The Impact of Custom Dashboards on CRM Systems

Tailored insights for productivity, precision, and business success.

The data stored in your Customer Relationship Management (CRM) system is vital to the success of your business. With it, you can unlock valuable insights to make strategic decisions. But what happens when you are unable to view or sort the data in a meaningful way?

In today’s current business landscape, where data is king and customer relationships are paramount, the role of CRM systems cannot be ignored. A CRM helps streamline processes, manage interactions, and foster meaningful customer connections.

Custom dashboards are a key customization feature for businesses seeking a competitive edge. They empower users to tailor their CRM experience, placing the most relevant information and key performance indicators (KPIs) front and center. Having the ability to customize your CRM dashboards ensures that the tools you rely on can adapt to changing business requirements. A customizable CRM provides the flexibility needed to stay ahead.

Custom Dashboards

Simply put, a dashboard provides a snapshot of essential information. Dashboards enable you to showcase data, attain fresh insights, and collaborate with your team. In Insightly, Dashboards share some similarities with reports. Both reports and Dashboards can contain the same type of information. However, how the data is presented is different. Standard Dashboards present a graphical view of the data right up front.

Custom dashboards allow users to curate the most pertinent information to their roles and responsibilities. Whether it’s sales metrics, deal progress, or customer satisfaction scores, having a focused and relevant dashboard enhances productivity by eliminating noise and providing a clear overview of what matters most. 

Why Custom Dashboards Matter

In a competitive business landscape, having a CRM system tailored to your needs can be a significant differentiator for your success. It allows your team to work more effectively, respond to changes quickly, and stay ahead of the competition.

Custom dashboards allow your business to make strategic decisions. Insightful decision-making is contingent on having real-time, relevant data at your fingertips. Custom dashboards enable businesses to track and analyze key metrics, helping leaders make informed decisions. Whether it’s identifying sales trends, monitoring customer engagement, or evaluating project timelines, the ability to customize dashboards ensures that decision-makers have the right information when it matters most.

Custom dashboards transform raw data into actionable insights. With the ability to track and analyze key performance metrics, businesses can make informed, data-driven decisions. This strategic approach fosters growth and ensures that resources are allocated to areas that yield the highest return on investment.

Additionally, custom dashboards enhance user experience by allowing individuals to tailor their CRM interface to align with their preferences. As with most things, one size does not fit all, especially regarding software adoption. This level of personalization boosts user engagement and adoption, as team members are more likely to embrace a CRM system that caters to their specific needs and workflows.

Setting Up Custom Dashboards in Insightly

Setting up a dashboard in Insightly CRM is a seamless process, empowering users to tailor their workspace for maximum efficiency and relevance. Begin by accessing the “Dashboard” section in the Insightly platform, where you’ll find customization options to personalize your view. 

  1. Click Dashboards on the navigation bar
  2. Click New Dashboard
  3. Fill in the dashboard name, description, and visibility permissions
  4. Click Save
  5. To start adding cards, click Actions and select Create New Card

Choose from an array of pre-built widgets, such as charts, graphs, and tables, or create custom widgets to display specific data points critical to your workflow.

Defining metrics and Key Performance Indicators (KPIs) is the next step in creating an impactful custom dashboard. Insightly allows users to pull data from various modules, such as leads, opportunities, and projects, providing flexibility in tracking and monitoring specific metrics aligned with organizational objectives. The easy-to-use, drag-and-drop functionality within Insightly simplifies the arrangement of widgets to suit your preferences. 

Sharing and collaboration are integral aspects of custom dashboard setup. Once your personalized dashboard is created, leverage the platform’s collaboration features to share it seamlessly with relevant team members.

Insightly, the Modern, Customizable CRM

Modern companies need a modern CRM to get the edge in today’s business landscape. The ability to tailor the CRM experience through custom dashboards enhances relevance, promotes user adoption, and empowers businesses to make informed decisions. As businesses continue to recognize the importance of data-driven strategies, customizable CRM systems will remain indispensable tools for unlocking and maximizing business potential.

Ready to learn more about custom dashboards in Insightly? Watch a demo on demand at your convenience, or schedule a personalized Insightly demo with a team member.