In Build Dashboard with CRM Analytics – Mortgage Banking Technology | Origination Strategy Consulting (takefiveconsulting.com) , we learned about how to build a dashboard. In this article, we can see how to build a sample dashboard with CRM Analytics using several widgets to display the key metrics of a business.
Most widgets have a wizard that you can use to build the widget, including the underlying query. You can also build your own custom query and apply it to a widget. Multiple widgets can use the same query.
On the dashboard designer, we have several options to add widgets like chart, table, link, text, number and even to add other dashboard components. This article demonstrates a sample dashboard where four types of widgets are used-the Chart widget, Table widget, Text widget and Number widget.
Chart Widgets to Visualize Data
Charts in a CRM Analytics dashboard allow you to visually summarize and trend your data. For example, a donut chart can show the distribution of opportunities across industry type.
Text Widget to enrich Your Data with Dashboard
Text widgets are used to emphasize important data and make your dashboards more scannable.
Number widgets help track key metrics the business. For example, you can show the total number of opportunities, or total opportunity amount, Number of Closed opportunities etc using a number widget.
Widget Properties for Analytics Dashboard
Widget properties define how widgets appear in the Analytics dashboard. For example, you can apply labels, backgrounds, and borders. To make widgets look consistent, you can set up default widget properties in the layout and then assign them to each widget.
Below displays an Opportunity dashboard which displays amount, number of opportunities across various US states, the distribution of opportunities to different opportunity owners and Opportunities by various stages.
This is a basic sample dashboard with CRM analytics built on the opportunity object.
Click the link below to view the demo
To learn more about how to build dashboards with crm analytics, click Build CRM Analytics Dashboards (salesforce.com)
Take Five Consulting is a technology company, based in Virginia U.S., that specializes in the Mortgage Banking vertical especially LOS implementation and application development. Take Five Consulting creates and implement mortgage technology and software specifically for Mortgage Industry.