Streamline requests, process ticketing, and more. Whether youre working independently or with a sales team, using a dashboard can give you a clear picture of your most successful lead sources, conversion rates, and how close you are to reaching your goals. Three of the dashboards widgets break down revenue by company, country, and lead source. The average customer satisfaction score, based on Customer Voice survey submitted by the customer. KPI insights: Important subjects that impact performance, such as CSAT pertaining to priority, volume pertaining to channel, and open cases pertaining to queues.
You have a couple options for getting started with your own dashboard. The following metrics are displayed in the charts. Read our tutorial on how to create a dashboard in Excel. This sales analysis dashboard provides a detailed breakdown of a companys sale. Download the Retail Analysis Dashboard Template. Find tutorials, help articles & webinars. While this may be beyond the scope of data analysis for some dashboards, including the impact will make your recommended actions hold more weight. Maximize your resources and reduce overhead. Download the Lead Generation Dashboard Template. Ultimately, a dashboard has the potential to save time, provide clear communication, and drive business goals in the right direction. Download the Social Media Dashboard Template. A dashboard report provides visual feedback on the performance of a business, department, project, or campaign. The average length of time taken by an agent to resolve the case. On the page that appears, select Summary. All Rights Reserved Smartsheet Inc. The people collecting and analyzing data may not be the final decision-makers, so including analysis and recommended actions in the dashboard can create a more useful report. This template is just one executive dashboard example - to learn more, read our post on executive dashboard types and best practices. Viewers can also see the number of accounts, won and lost opps, and won and lost revenue. A social media dashboard allows you to monitor your performance on multiple channels in one report. Analyze your weekly call center metrics - including agent performance, customer satisfaction, calls per minute, and more - with a customer service dashboard. Find the best project team and forecast resourcing needs. Access eLearning, Instructor-led training, and certification. These charts show you the customer support topics that are generating the most volume and emerging topics with the highest rate of change in volume, helping you identify areas for improvement that can have the greatest impact on system performance. This Salesforce opportunity dashboard provides an overview of a companys sales outlook. Use this sales management dashboard template to track performance by salesperson, product, region, and more. This dashboard template is designed for reviewing a digital marketing campaign across various channels, including paid advertising. Overview of core case metrics in relation to other metrics and date. Streamline operations and scale with confidence. The top 10 AI-discovered topics by case volume. Try Smartsheet for free, today.
Track your return on investment, traffic sources, costs, revenue, and more. Adjust the dashboard metrics to suit your business goals and website performance. It is also worth noting that viewers can filter the dashboards data using the date filter at the top of the dashboard. Connect everyone on one collaborative platform. Stages here means the number of divisions or graphic elements in the slide. Download the Project Management Dashboard Template. A DevOps dashboard can help keep developers on track for any project, and supports an Agile approach by highlighting features, releases, and unresolved issues. Use this support dashboard template to track tickets and response time, and assess daily, weekly, and monthly performance. Download the Supply Chain Dashboard Template. Align campaigns, creative operations, and more. Watch the demo to see how you can more effectively manage your team, projects, and processes with real-time work management in Smartsheet. Topics to watch: Topics that rank high across the three key areas to make it easier for customer service managers to discover top issues. With a sales manager summary dashboard, you can track the metrics you depend on to meet short and long-term goals and keep your team running smoothly. 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The Summary dashboard gives you a broad overview of the customer service experience in your organization. Additionally, this can help close any communication gap between analysts and executives who need thorough information in order to make strategic decisions. Download the Development Operations (DevOps) Dashboard Template. Meet or exceed your security and governance needs. Choose your KPIs based on organizational goals and quantifiable measures of success. This simple template provides marketing performance metrics at a quick glance to help you gauge the success of your campaigns. Manage and distribute assets, and see how they perform. However, an effective dashboard provides more than just a summary of relevant data - if insight and analysis are also included, a dashboard can be a great tool for quickly reviewing key metrics as well as actions that need to be taken. Secondly, who are our top ten sales leaders? The average sentiment score, based on Customer Voice survey written feedback submitted by the customer. You can include employee satisfaction along with productivity KPIs to assess the relationship between performance and satisfaction. Work smarter and more efficiently by sharing information across platforms. Empower your people to go above and beyond with a flexible platform designed to match the needs of your team and adapt as those needs change. Deliver results faster with Smartsheet Gov. An executive dashboard provides a big-picture view of an organization by consolidating KPIs into an easy-to-read, graphical report. Organize, manage, and review content production. The summary dashboard includes a variety of charts with graphical views of key performance indicators in Customer Service. For example, if you want a 4 piece puzzle slide, you can search for the word puzzles and then select 4 Stages here. Explore modern project and portfolio management. Download the Customer Service Call Center Dashboard. The Smartsheet platform makes it easy to plan, capture, manage, and report on work from anywhere, helping your team be more effective and get more done. You can adjust this template to include whichever metrics are most useful for your business, whether its employee salaries, recruitment, benefits, or employee satisfaction. From managing daily operations to preparing for customer demos, sales managers rely on KPIs to ensure their teams are on track to meet their goals. This sales dashboard lists orders placed with the fictitious supply company Northwind Traders. Download the KPI Business Dashboard Template. Get expert coaching, deep technical support and guidance. Get expert help to deliver end-to-end business solutions. The percentage of cases that have been escalated. Automate business processes across systems. Compare financial data with information from previous years, and make future estimates based on performance. Thirdly, how many opportunities and leads do we have? The data filtering options allow you to select data for specific time periods, channels, queues, and agents. Build easy-to-navigate business apps in minutes. Improve efficiency and patient experiences. See how you can align global teams, build and scale business-driven solutions, and enable IT to manage risk and maintain compliance on the platform for dynamic work. Download the Financial Dashboard Template. Move faster, scale quickly, and improve efficiency. Download the Email Marketing Dashboard Template. We have categorized all our content according to the number of Stages to make it easier for you to refine the results. Download the Insurance Claims Dashboard Template. The number of cases created to support customers. First, with the card widgets along the top and right side of the dashboard, leaders can easily see the teams total opportunities and leads. Yes, Id like to try Smartsheet for free. If you switch to a different dashboard, the filter you specify persists and is applied to the data on all dashboards. ET. Assess your lead generation and conversion performance with this dashboard template. This may provide insight into company culture as well as business objectives. Track website analytics over time, including new visitors, bounce rate, and average time on site with a simple dashboard template. A red indicator indicates the percent change in a negative direction. This sales dashboard template is designed specifically for tracking e-commerce metrics, including user visits and conversions, revenue and profit margin, and more. Find answers, learn best practices, or ask a question. A comprehensive dashboard report can show trends over time for a greater understanding of support performance. The number of cases that are currently open. Creating a Dashboard in 5 Minutes or Less with Bold BI - Thursday, March 25, 10 A.M. Use the template as is, or customize it to suit your specific needs. Having all of this data visually represented in one place facilitates communication with team members and helps to keep projects on schedule and within budget. This data can help sales and marketing leaders see where their efforts have been most successful and where they may want to focus their outreach. Use this dashboard template to track audience engagement and make strategic decisions about where to focus your social media marketing efforts. By default, the dashboard shows you KPIs for the past month and for all channels, queues, and agents in your system. Strategic Portfolio Management Tools, Q1 2022. Use the dashboard to get a clearer idea of whats working, and adjust your email campaigns as needed. An SEO dashboard can give you a snapshot of current performance and direct your goals for future improvement. Summary dashboards like this one can help leaders track the key metrics they depend on and set their teams up for success. A financial dashboard can have various uses, whether youre tracking sales revenue, analyzing business growth, or making strategic decisions based on fiscal performance. Download the E-commerce Dashboard Template. Quickly automate repetitive tasks and processes. Deliver consistent projects and processes at scale. This sales activity tracker dashboard displays key data sets relating to ticket sales. Learn how the Smartsheet platform for dynamic work offers a robust set of capabilities to empower everyone to manage projects, automate workflows, and rapidly build solutions at scale.
Plan projects, automate workflows, and align teams. Streamline your construction project lifecycle. With this dashboard, sales leaders can, This sales leads tracking dashboard provides a detailed breakdown of a companys lead and account details. Smartsheet Contributor This sales manager summary dashboard provides a detailed breakdown of a companys revenue details, leads, and sales pipeline. Track key metrics in order to drive marketing decisions and goals. Move faster with templates, integrations, and more. Configure and manage global controls and settings. Getting a quick, visual picture of financial data is one of the benefits of using a dashboard. With this dashboard, This sales activities tracker dashboard provides a detailed breakdown of a sales teams work. Evaluate productivity for a department or team, or for individual employees with a simple dashboard template. The year-over-year trend of CSAT from Customer Voice survey responses. Track your team's revenue details, sales pipeline, and more. This sales KPI dashboard provides a detailed breakdown of a companys key metrics. Report on key metrics and get real-time visibility into work as it happens with roll-up reports, dashboards, and automated workflows built to keep your team connected and informed. Streamline your project management process by using a dashboard to track your timeline, task status, financial data, risk analysis, revisions, and more. This template provides the layout for a monthly insurance claims report. A dashboard allows you to compile data at various levels, from overall call center performance to departments and individual agents. Track your companys key performance metrics in a dashboard that shows data in both table and graph formats. A breakdown of cases by the amount of time in an open state. Use an insurance claims dashboard to view data such as claim type, status date, and claimant information. Having this data at your fingertips can provide insight into any issues that may need to be resolved, enhance employee accountability, and drive progress. With this dashboard, This sales opportunities dashboard provides a detailed breakdown of a companys opportunities and revenue. You can filter these areas by duration, channel, queue, and agent. Download the Executive Dashboard Template. See how our customers are building and benefiting. Use it for documenting KPIs and creating consistent reports for stakeholders. This KPI dashboard example offers a simple, eye-catching layout for easy sharing and deciphering. The KPI summary charts summarize the key performance indicators for the specified time period and the percent change over the period. Of course, the content of a dashboard report will depend on the audience - keep this in mind when customizing your dashboard to make it more effective. To filter data by duration, channel, queue, or agent, select a value from the respective drop-down list. Manage campaigns, resources, and creative at scale. Compare your current e-commerce performance to previous time periods, and create an action plan for moving forward.
When teams have clarity into the work getting done, theres no telling how much more they can accomplish in the same amount of time. Also, focus on a clean, uncluttered design for your dashboard so that viewers can easily identify and drill down into key metrics. This table shows the key performance indicators that are displayed in the report. Download the Digital Marketing Dashboard Template. Package your entire business program or project into a WorkApp in minutes. Upgrade to Microsoft Edge to take advantage of the latest features, security updates, and technical support. To view the Summary dashboard, in Service, in the site map, select Insights, and then select Customer Service historical analytics. An overview of the core case metrics by channel. Scroll through the Excel dashboard examples listed below and choose a template to download for free. Use the dashboard for communication among a DevOps team, to monitor performance, and to keep the development process running smoothly. No-code required. Download the Sales Management Dashboard Template. Diana Ramos. This feature is especially useful for leaders who wish to focus their reviews on specific periods of time. Finally, how do sales break down by country, company, and lead source. Monitor your supply chain performance with KPIs, and then identify opportunities for greater outcomes once your organization is meeting its measurements for success. Track product revenue and time to market with a product metrics dashboard. Get answers to common questions or open up a support case. Finally, the Opportunity Details grid details each opps name and status, along with the estimated close date and revenue. 2022.
A retail analysis dashboard can provide insight on product, customer, and salesperson performance. Learn why customers choose Smartsheet to empower teams to rapidly build no-code solutions, align across the entire enterprise, and move with agility to launch everyones best ideas at scale. A blue up-and-down indicator next to the value indicates the percent change in a positive direction. This Infusionsoft dashboard provides a detailed breakdown of a companys recent orders. A supply chain dashboard can be used for reviewing inventory, orders, and process efficiency. With this dashboard, we can answer, In the hospitality industry, you need to be able to monitor everything, In the information technology field, you need to be able to monitor everything, From evaluating claim settlement times to analyzing customer satisfaction. Download the Product Metrics Dashboard Template. With this dashboard, we can answer the following questions: From tracking sales KPIs to preparing for customer demos, sales managers have a lot on their plates. Report: Empowering Employees to Drive Innovation, Development Operations (DevOps) Dashboard Template, Make Better Decisions, Faster with Smartsheet Dashboards. This ticket sales analysis dashboard provides a detailed breakdown of key data sets. It uses AI to provide insights into which topics are generating the highest volume and which topics are emerging with the highest rate of change in volume. Track monthly, quarterly, and yearly metrics to analyze your retail business, obtain a more accurate forecast of future performance, and make strategic decisions. Find a partner or join our award-winning program. Get a visual report of human resources data with an HR dashboard. Create combination of widgets in an intuitive fashion, Discuss the metrics with your team easily and productively, Choose the deployment environment that suits you, Customizable features to meet application needs, Have complete control over every aspect of embedding, Predict outcomes, identify risks and understand trends, Granular control over access permissions and data security.
The case volume drivers and emerging case volume by topic charts use natural language understanding to group support cases as topics that are a collection of related cases. Or, build your own dashboard in Smartsheet to get access to enhanced collaboration and customization features. Bold BIs sales performance dashboard provides a detailed breakdown of key data sets. Next, the Top 10 Sales Leaders bar chart outlines the teams top sales reps while the Sales Pipeline funnel shows the percentage of opps in each stage. Monitor your email marketing efforts by tracking leads, subscribers, and other performance indicators. The dashboard format makes it easy to view large sets of data quickly, and is represented in charts and graphs. Use these key metrics to improve customer service and inform weekly goals. Download the Marketing Dashboard Template. Download the Web Analytics Dashboard Template. In addition to strategic key performance indicators (KPIs), insights, and recommendations based on data analysis, you should also demonstrate the business impact of the recommended actions. This template offers a simple layout for viewing metrics on multiple products. This financial analysis dashboard provides a helpful overview of a companys key financial metrics. Get actionable news, articles, reports, and release notes. Get insight on your SEO efforts by following metrics on how your top keywords are ranking. The top emerging AI discovered topics based on increase in case volume .