Five Killer Reports For Your Dashboard
1. Historical Trending Reports
Historical Trending charts track changes over time of a single metric or series of metrics. Thislevel of historical trending enables you to understand how your business if changing overtime, in contrast to only seeing “today’s view.” In this example, you can see that while your sales pipeline size fluctuates over time, the majority of the pipeline is dominated by deals in the $5001-$50000 and $0-5000 range. Track your marketing activity historically by measuring your leads and campaigns. Visually represent how the total number of new leads and the breakdown by type are changing over time.
2. Tiering & Grouping Reports
Tiering & Grouping Reports take any metric and group them for easier reporting and analysis. For instance, it is easy to track deals that are 0-60 days old or opportunities that are between $50,000 – $2000,000. This example shows a breakdown of the sales pipeline by opportunity age and deals that are 0-60 days, 61-120 days, 121-180 days, etc. Sometimes the simplest visualizations are the most powerful. Tiering & Grouping Reports can be used for tracking open support tickets. Measure open ticket status in a simple colored line chart which tracks tickets by number of days open
3. Waterfall Reports
4. Exception Reports
Exception Reporting allows you to track metrics that deviate from any set standard. Tracking where marketing leads, sales opportunities or support tickets are deviating from the norm is an extremely powerful reporting tool. In this example, we are monitoring marketing campaigns spends that are greater than what sales generated.
5. Multidimensional Reports
Share these reports with your co-workers and give them the PDF version. Click HERE to get your free copy.