To function properly, a business must keep many different aspects of management under control.
And in some cases, you may need to create multiple dashboards, each focused on a specific aspect, such as accounting or projects.
Here are some examples of dashboard types qatar whatsapp number to give you an idea of the information they can contain:
Executive Dashboard : If you're the manager of your own company, it can be difficult to keep track of everything. And one way to make it easier is to summarize the most important aspects of the business. In this case, it's about showing the main indicators, such as the financial health or the progress of your projects:
Outstanding invoices and ongoing sales volume
Project status and assigned workload
Staff status
Summary of incidents
Sales Dashboard: If you use a sales CRM in your company, then you will have a lot of historical information at your disposal. All of this can be used to create a dashboard that allows you to see the current status of your leads and sales funnels:
Sales in progress
Average time to close a sale
Pending activities on potential businesses
Sales Dashboard: In small businesses, keeping track of your billing is very important. You have to meet deadlines for collecting invoices, and in many cases you may have to spend time collecting your invoices. A sales dashboard helps you keep track of everything you have to do at a glance:
Outstanding invoices to be collected
Recording costs
Recurring billing and subscriptions
Operational Dashboard : A company's operations typically center around project management. This is where collaboration comes into play--even if you only have a small team, communication is vital to getting projects completed on time:
Active projects and assigned users
Workload and schedule of activities
Project status
Advantages of company dashboards
Using a dashboard in your company has many advantages.
Mainly, they provide you with the convenience and speed to know what is happening in your company. Your coworkers can use them to optimize their daily work. And in general, they are a very powerful productivity tool.
Let's take a look at some of the strengths of a dashboard:
Overview of your company
The main function of a dashboard for your company is to have all the information at a glance.
Imagine for a moment that you are using a CRM to manage your sales (like Vendomia). While the CRM can give you detailed reports of everything that happens in your sales process, having one place to go to see the summarized information is much more convenient.
Maybe you want to know how many sales you've made each day during the week. Or you might want to see what invoices you have pending so you can call customers. You might even want to see the status of your sales funnels .
With a dashboard, you can set everything up in one place, without having to access each section separately and filter through information by hand.