The Most Valuable SuiteCRM Dashboard Customizations for your Business

Author Image By Ashish Dwivedi

Last Updated: February 28, 2023

5 minutes

The most valuable aspect of SuiteCRM customization is the dashboard. Normally not much attention is paid to the dashboard undermining its significance however it plays a major role in the functioning of any business. Dashboards are not only part of the CRM but also play an immense role in contributing to the growth of the business. 

What are the benefits of SuiteCRM Dashboard?

Dashboard gives users an overall view of their performance and also highlights other important aspects that need further improvement. While customizing dashboards it is necessary to make sure that they are not overburdened with information. That can prove to be counterproductive and will not allow the full utilization of the dashboard functionality. 

SuiteCRM Dashboard Customizations

Keep Track of Your Performance

Dashboard delivers up to date business process information. This allows businesses to gain a better understanding of their performance and the steps that need to undertake to achieve further growth and progress. Different departments are given different information according to their roles and positions. There are multiple dashboards for multiple departments and teams. The purpose of multiple dashboard is to deliver the right information to the right person. Information that a sales manager will receive from the dashboard will vary from the information that a sales representative will receive on their dashboard. That is the reason behind having multiple dashboards for different individuals. 

Know Your Strengths and Weaknesses

The dashboard also serves the purpose of highlighting the strengths and weaknesses of your business operations. With the help of such information, users can better concentrate on their performance and concentrate on their areas of improvement whether it is sales, marketing or customer support

Make Better Decisions

Apart from this, there is more to the SuiteCRM dashboard customization such as it also provides assistance when it comes to making decisions. It allows you to make effective decisions based on the available data from the dashboard. Information in the form of reports, charts, and forms from the SuiteCRM dashboard. We will discuss these points further ahead to gain a better understanding. 

Dashboard for Sales Department

Dashboard for Sales Department

Businesses concentrate on selling their products and services to consumers. Therefore dashboards will have information containing customer interaction and behavior with your brand in detail. The sales component is the most important part of the CRM dashboard for the functioning of the sales department.

For the sales manager the CRM dashboard will include the following information:

  • Sales forecasts
  • Report for every sale
  • Sales reports according to month/week/day.
  • Number of sales closed

In the case of sales representatives following information will be available:

  • Track for activities status.
  • Flowchart for the sales process.
  • Customer segments & Feedback.
  • Information on leads, sales, invoices.

With the help of this segregated information, users can focus better on their performance and overall growth of the business. This helps save time and effort and increase productivity. 

Dashboard for Marketing Team

The information displayed on the dashboard is not only different for the departments but also, constantly changes according to the business process. Businesses use different marketing strategies some might use ATL whereas some might use BTL and some might concentrate on digital marketing. However, SuiteCRM will further enhance your marketing strategy and the SuiteCRM dashboard will play a key role in doing so.

In order to get the desired results optimization of the SuiteCRM with the following information is necessary such as:

  • Budget & allocation for marketing
  • Cost per Click
  • Cost per Lead
  • Leads generation 
  • Customer engagement with calls & SMS
  • Market research
  • Target audience with region-wise
  • Status of every campaign
Dashboard for Marketing Team

Customer Management Dashboard 

One should never undermine the significance of this dashboard and this department. This particular department can have a huge effect on the overall growth and revenue generation. It also helps with customer retention. In order to ensure that this department services it proposes it is important that their functioning is effective and accurate. It can only be achieved through impeccable customer management. Customer management can be further improved with the help of SuiteCRM and SuiteCRM dashboard also play a major role in achieving this goal.

An ideal dashboard for customer service department should consist of  following information such as:

  • Customer churn rate
  • Age of open cases
  • Status of cases
  • Customer satisfaction data of Customer Service
  • Nature of customer service requests
  • Number of customer service requests

Dashboard for Accounts

Various businesses and their different departments such as sales, marketing, and support benefit form the SuiteCRM and third-party software. Integration with SuiteCRM can further improve the functioning of these departments, software such as quick books allows the accounting department to access relevant information from the CRM and update their records in CRM at the same time. Therefor customized dashboard for the functioning of the accounts department becomes necessary.

Dashboard for account

Account dashboards should consist of following finance-related information such as:

  • Cash versus credit sales
  • Cost analysis
  • Profit analysis
  • Total revenue report
  • Cash status

Such finance-related information allows them to make more actionable decision making. 

Human Resource Dashboard 

SuiteCRM Customization can also be done for the purpose of the human resource department by adding and human resource module into the CRM. Outright Store provided the customization of the SuiteCRM for the human resource department.

Human Resource Dashboard

Again SuiteCRM Customization for the Human resource department also needs a customized dashboard as well. That will smoothen the process and streamlines the functioning of the human resource department processes.

A SuiteCRM dashboard customized for the purpose of human resource department should contain the following information such as:

  • Motivation sessions 
  • Training sessions
  • leaves matrix 
  • Attendance matrix
  • Increments or reimbursement structure
  • Performance matrix
  • Complete turnover 
  • Vacancies structure

The availability of such information will further improve the management of the human resource department. 

Suitecrm dashboard

Final Thoughts

Now that we have fully understood the potential of the customized CRM dashboard and SuiteCRM. We have also learned about the roles that information in the form of reports and charts play in the functioning of various departments. We have also learned about the importance of relevant information been made available to the concerned departments.

You can go through the above-mentioned points and accordingly make additions to your SuiteCRM dashboard that you find useful. If you need assistance in customizing your SuiteCRM dashboard you get in touch with us and we will be glad to assist you in making the right decision. 

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