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Set up data-monitoring dashboards in your CRM

A practical dashboard combines connected data, useful measures and a routine for acting on what the numbers show.

2 min readGuide

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Connect the sources

Bring lead and campaign information from connected marketing platforms into the CRM, retaining the details needed for analysis.

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Select measures that reflect business goals, from enquiries and campaign costs to follow-up and sales outcomes.

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Arrange the most useful figures in an accessible view that teams can scan and tailor to their responsibilities.

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Track how enquiries move through the pipeline and identify delays, missed follow-ups or changes in lead quality.

A current shared view reduces manual report gathering and helps teams act while campaign information is relevant.

Use regular reviews to refine the dashboard, resolve data gaps and make decisions based on consistent information.