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Business Visualizations, Business analytics, Business Intelligence, Creatio CRM

8 Min Read

Better Decisions - More Agility -Creatio Analytics

We often "hear" the unspoken request of the desire of business owners, sales professionals and customer service representatives for the capability to make better decisions, faster and easier.  They know their CRM database system has valuable information to be harvested.

According to Gartner:

“Organizations will need to become better at exploiting and managing higher volumes of customer data, and at increasing their use of analytics to keep pace with the empowered consumer.” *

More business agility from better decisions

You have a wealth of information about your prospects and customers gathered over several years of business activity.  Now you want a better way to analyze this information, to gather new insights and improve the management of your business.

Yes you are even one of the lucky ones and have been successful with your CRM system implementation.  Users of the CRM system are successfully engaging with prospects, the customer experience is evolving but sales have been rather flat over the last few years.

Now is the time to do a little digging around to see what you can find in your CRM knowledge database and hey, maybe even link in customer product sales history from your accounting system.

For example, Creatio low-code CRM  has several options to get a view of what is happening in your business.  Many business owners will start with reporting on the newest opportunities, those recently won or lost sales opportunities, and their customer year to date sales listings.

Creatio Dashboards that come ready to use

Marketing   Lead source - Marketing Creatio

  • Campaign Totals
  • Event Totals
  • (Bulk) email totals
  • Lead Management
  • Lead Totals




Sales Opportunity Management dashboard numbers

  • Opportunity Management
  • Order Management
  • Sales Pulse
  • Sales Rep Dashboard
  • Top Performers





Customer Service  Case satisfaction score- Service Creatio

  • Case Management
  • Current Status
  • CSR's Leader Board
  • General KPI Indicators
  • Monthly KPI's
  • User Feedback


Personalized Management Dashboards

Having easily accessible dashboards to gain better decisions and gain agility. Quickly view those key performance metrics that are important to your business.

Each dashboard is easily filtered by selecting a folder of records you want to use in the metrics.  Want to filter for just your Open Opportunities?  Just select "My open opportunities" folder and watch the dynamic dashboard update.

My folder for Open opportunities


My Sales pipeline in Creatio low-code CRM


Yes, all the information for each section (data entity) has their set of dashboards.  Each dashboard is dynamically updated by the folder of records you select whether it is the "All" folder, the "Accounts in My Region",  the "Opportunities to close in 90 days".

Analytics built within Creatio CRM lets you filter your data interactively, and gives you answers instantly. It also lets you rapidly create clear and concise, yet sleek and colorful visualizations in the form of bar charts, cross tables, scatter plots and many more valuable tools that will help you respond to events that affect your business. 

Related articles:

Triple Threat Capability. You win.

What are your Critical Numbers?

Ultimate Guide to Sales Success - Apply Benchmarking


When you need the capability for better decisions, faster and easier - consider giving us a phone call (269-445-3001).  Schedule a Call with Dick


Topics:   Business Visualizations Business analytics Business Intelligence Creatio CRM

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