importance of reports and navigating the dashboard

Why Good Dashboard & Reporting System Important

Second CRM Team's picture

The numbers are in! Thanks to smartphones, the average attention span has dropped from 12 seconds in 2000 to a mere 8 seconds in 2015. This translates into a need for information to be condensed into easily digestible reports and colourful graphs. People want information to be readily apparent, and come in an attractive package too. The statistics below show that keeping it short and sweet is the key to working within shortening attention spans.

internet browse statistic

Source: Attention Span Statistics, April 2015

However, a study done by Microsoft shows that people’s ability to multitask has improved.



But how does this affect my business? Well, nowadays, no one has the time, or even if they did, no one has the inclination to click through a list of hundreds of sales details just to get to the meat of the matter – Is the business doing fine this month? Are we meeting sales targets? Is anyone under performing?

Here are a few things that a good reports system can help you uncover:
  • Who your customers are
  • Where your leads are coming from
  • Top performing employees
  • Campaign success rate
  • Closing rate
  • Weaknesses in the sales pipeline

This is where cloud-based sales applications (like Second CRM) can be powerful tools for efficient decision-making by helping you generate reports that can be viewed from a customisable dashboard. This post will helps you understand the importance of reports and navigating the dashboard in Second CRM.

Report basics

Now that I have convinced you of the power of reports, here’s how to get started.

This is what a report of the top potentials (that is, the potentials worth the most money) in Second CRM looks like:

sales report

You can schedule Second CRM to automatically generate reports like this by checking the Schedule Reports check-box when creating a report. This would automatically generate the same report with updated information on the chosen date.

You can choose to export the report in CSV or Excel formats to email to stakeholders to keep them updated. You can also create a report that displays data in the form of a chart, as shown below.

report chart

The finished chart report can be made to appear on your dashboard by selecting the corresponding button.

Making the most of Second CRM by using workflows to automate functions really saves you time and brain power, besides boosting your ROI as it allows the system to work for you.

Think of it as an all-in-one employee, that reminds you of upcoming events, captures leads, manages your customer interactions, sends out marketing emails and so much more.

Click here for a step-by-step guide on how to create and manage reports.

Navigating the dashboard

You are likely already familiar with the concept of a dashboard. It is basically a summarisation of anything that happened while you were gone, while keeping you informed of the latest highlights. The dashboard in Second CRM isn’t much different.

Here it is navigated through a series of widgets that you have the freedom to choose and arrange as you like. These widgets display a graphical representation of current status and key performance indicators to keep you on top of things. The list of available widgets can be seen here, but this is an example of what the home page looks like.

secondcrm-dashboard

You can select widgets using the [Add Widget] drop-down button, and click and drag on the header field to arrange them as you like. You don’t have to create a report for the data to be available as a widget – this data is automatically compiled from the information within Second CRM.

Utilising the dashboard and reports functions allows you to stay appraised of the performance and status of your business without any morale-dampening micromanaging.

Find out more about how to use reports, create potentials, navigate widgets and more at the Second CRM User Manual.

Keep thorough records

Keep as much information in Second CRM as possible. It’s your record of everything you’ve done and plan to do to close the deal. Add notes, descriptions, track emails, social interactions—everything. This way, you won’t lose track of which stage of the sales process you’re in with a prospect, and you will be able to set realistic goals and targets for both yourself and your employees. You’ll know what’s happening with your business on any given day, giving you peace of mind that you have everything under control.

Maintain a disciplined sales process

Sales has many crucial aspects, but a disciplined process is the most critical. Consider that process, manage that process, and use Second CRM to keep you focused and on-track. You’ll be more efficient, in control, and confident in what you can do.


Second CRM is an award winning business automation solution, designed to make medium to large corporations more productive, by automating their business operations, using Internet and mobile technologies. Second CRM focuses on improving sales & marketing, customer support and operations.