Creatio Analytics & Intelligence

Video: Dashboards in Creatio CRM

Home page dashboard editor:

Watch this 12-minute tutorial to learn how to set up dashboards in Creatio CRM (formally bpm'online) system, analyze any kind of data and monitor your success. Customize your dashboards and get generate the reports you need. The tutorial explains how you can configure different types of dashboards and perform certain types of calculations that you need in your everyday routine.

The following shows examples of dashboards that are holistic to the business, and sales, service, and marketing specific.

Holistic Business Related

Out of box dashboards to Jump-Start business analysis and better decision making

Campaign Totals
- Total number of contacts in the system
- Campaign participants
- Campaigns started by month
- Audience by months
- Recently started campaigns
- Upcoming bulk emails
- Upcoming events
Current Status (cases)
- Overdue cases
- Number of active cases
- Workload per support line
- Scheduled vs actually resolved cases this week
- Top services by active cases
Email totals
- Sent, delivered, opens, clicks, soft bounce, hard bounce, unsubscribes
- Upcoming bulk emails
- Recent bulk emails completed
Event totals
- Expected budget, actual cost, expected revenue
- Upcoming events
- Events by type
General Indicators
- Cases by status
- Cases by category
- Cases by source
- Scheduled vs Actually resolved cases
Half-yearAnalytic
- Registered vs. closed cases
- Overdue cases
- Top services by incidents
- Registered vs. closed problems by month
- User satisfaction statistics
KPIs
- Closed cases, rated closed cases, overdue closed cases
- Average user rating
- Average call time
Lead Totals
- Lead pipeline
- Leads by need maturing
- Lead sources
Leaderboard
- Top agents by closed cases
- Top agents by user rating
- Customer feedback
Leaders of the week
- Top employees by user rating
- Deadline compliance leaders
- User Feedback
Licenses
- Average contacts (Paid), average contact (used)
Monthly KPIs
- Overdue response and overdue resolution
- Number of registered cases rated close cases
Sales Pulse
- New opportunities by category
- Sales Pipeline for the date range
  - Number of opportunities
  - Stage Conversion Rate
  - Pipeline Conversion
- Invoice payment dynamics
- Pending payments this month
- Top 5 unpaid invoices
Sales Rep Dashboard
- Top 5 unpaid invoices and upcoming payments
- Number of active opportunities and top 5 to close
- Number of overdue tasks and my overdue tasks
- Number of calls this month, meetings this month, opportunities by close this month
Top Performers
- Top 5 sales reps by opportunity amount
- Top 5 sales reps by number of calls
- Top 5 sales reps by paid invoices
- Top 5 sales reps by number of meeting
User Feedback
- Customer satisfaction level dynamics
- Average user rating