How to Use Dashboards in the CRM Follow
The CRM proudly supports a custom Dashboard feature that is powered with the latest visualization technologies. These available dashboards are immersive which will help manage and grow your firm with data-backed decisions.
This article will help familiarize you with how to use Key Performance Metrics (KPIs) available in the Dashboards. KPIs create an analytical basis for decision-making and help focus attention on what matters most to your business. It is critical to measure the right things to help improve better decision-making in your business. In addition, it is a great idea to measure staff productivity and vendors over time to identify historical trends and patterns.
Video Tutorial:
Table of Contents
User Permissions – I Cannot See the Dashboards
Using CRM Dashboards
Inside the CRM, use the main navigation menu on the left-hand side and navigate to “Dashboard”.
In the main Dashboard screen, you will find several tiles that each track different metrics. You can click the “Explore” option next to each tile to examine the data behind the metric which will allow you to drill down to see the underlying data as well as apply even more filters.
In the upper-left corner of the screen, you will find the "Date Range" dropdown which can be used to select a date range for the data displayed in the Dashboard.
Key Performance Metrics (KPIs) in the Dashboard
- Open Leads (All Dates) – This tile is based on all new leads that were created in your CRM system that are waiting to be worked on. A lead is determined to be "open" if it is in any of the statuses that are included in the "Open" Dashboard Category.
- This will measure the effectiveness of your marketing efforts and the readiness of your intake team.
- This will measure the effectiveness of your marketing efforts and the readiness of your intake team.
- Total Leads (By Date) - This tile displays the total number of leads created in your CRM system during the selected date range.
- This will measure the effectiveness of your marketing efforts.
- Pending E-Signs – This tile displays the number of leads (not cases) with an e-sign sent, during the selected date range, that has not yet been signed. If a lead is sent more than 1 e-sign document on the same record, they will not be counted more than once. Once a lead signs an e-sign they will be removed from the Pending E-Signs tile and show up in the New Signups tile.
- This will measure the quality of leads since it shows how many were qualified and sent an e-sign.
- This will measure the quality of leads since it shows how many were qualified and sent an e-sign.
- New Signups – This tile displays the number of new signups within the selected date range based on the date that either an e-sign is signed or a lead is made into a case (including new cases made via API, imported, or manually created – this applies to the Law Ruler case management module only). If a client signs more than 1 e-sign on the same record, they will not be counted more than once. Additional filters are available in "Explore" that let you evaluate e-signs vs cases signed up through other means.
- This will measure the sales acumen and effectiveness of your intake team as well as the quality of leads.
- Signup Rate - In the New Signups tile, directly next to the number of new signups, a percentage appears that reflects the Signup Rate. The Signup Rate is the total number of signups divided by the total number of leads in the selected date range.
- Example of how it works: In one month, there are 10 new leads. 2 e-signs were sent and both were signed, thus the Signup Rate = 20.00%
- Marketing Spend – This tile displays the number of marketing expenses within the selected date range. Currently, this only supports marketing expense tracking on a monthly basis (not daily/weekly).
- This will measure how much money you are investing in marketing/advertising to see if it works.
- This will measure how much money you are investing in marketing/advertising to see if it works.
- New Leads by Source – This tile displays the number of leads by sources that were created within the selected date range. This will show where you got your business from historically.
- This will measure the effectiveness of Marketing Sources/Vendors to tell you who produces for your firm.
- This will measure the effectiveness of Marketing Sources/Vendors to tell you who produces for your firm.
- New Signups by Case Type - This tile displays the number of new signups by case type within the selected date range.
- This will measure which case types are bringing in the majority of new cases.
- Appointment Tracker – This tile displays the number of appointments scheduled within the selected date range along with a breakdown of the statuses of those appointments (attended, rescheduled, etc).
- This will measure the effectiveness of the firm's appointments and track the overall attendance rate.
- This will measure the effectiveness of the firm's appointments and track the overall attendance rate.
- Sent Referrals by Firm – This tile displays the number of leads/cases that were sent to different referral firms within the selected date range. For example, if you sent 1 case to 3 different firms, all three firms will count as referrals sent, but the data will display based on the date that you sent the referral, not the date that the lead or case was created.
- This will indicate where your cases are being referred and thus who might owe you referral fees.
- This will indicate where your cases are being referred and thus who might owe you referral fees.
- Milestone Phases – This tile displays the current milestone phase of each lead/case created within the selected date range.
- This will measure employee productivity and help determine if you have enough or too much staff.
💡 Please note that any leads/cases in a status that uses the "Don't Display" Dashboard Category will not show in the Dashboards. For example, your firm may have doctors or vendors or junk/spam leads that you do not want to include in your Dashboards since it can skew the numbers.
Other Dashboards?
The CRM product team is currently working on several other dashboards that will be made available soon for intake and call center management.
Don’t see the Dashboard that you need? Please contact the support department to put in a feature request or request a proposal for a custom dashboard.
User Permissions – I Cannot See the Dashboards
If you believe that you should have access and cannot see the dashboards, then please note that you must be a user with the "Reports" permission, otherwise you will not be able to see the Dashboard option in the main navigation menu. Please ask your firm administrator or IT department if you need assistance.
Support/Assistance
If you need further assistance with your CRM system, please reach out to the support team.
🤗 Thank you very much for choosing CRM!