How To Create a CRM System Dashboard

Customer Relationship Management is a strategy for managing business performance. Organizations use CRM systems to analyze and compile information on customers and manage interactions with customers and leads. It helps to improve business relationships with customers, assisting in customer retention and driving sales growth.

CRM Dashboard is used to monitor the CRM system's data and reports, to provide an interactive overview of business performance using charts, graphs, and maps. The set of professionally designed CRM samples and templates included to the CRM Center Dashboard solution helps create CRM Dashboards and CRM Center Dashboards quickly. There are 5 stencil libraries containing 192 vector objects and pictograms. It allows displaying the interactive data by connecting with the data source file.

1. Run ConceptDraw DIAGRAM.
2. Reveal the CRM Center Dashboard solution in the Solutions panel. You can start with using a template found in the Templates section.
3. Click a template preview to open it. Now you have a workspace for your CRM dashboard and also the set of corresponding libraries.

4. In order to connect the library objects with your particular data, you should open data source XLSX file. Use the Solutions panel to find out the data source file for your template.
 
5. Edit the Data Source file according to your particular data and save it using the Save as option.

6. Further data changes must be done using the Action menu of the Live Object. Click the icon in the upper right corner of the object. Choose Select Data Source and select your saved data source file. The Live Object wiill show the actual data from your source file.

Result: Now you can track any aspect of your business performance flow with a real-time dashboard. CRM dashboard shows the actual data from your data source files. The Live Objects will refresh the data every 5 seconds. So as the data updates in one of the data source files, the corresponding Live Object on your dashboard shows the new data within the next 5 seconds.