What should a sales CRM dashboard include?

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A CRM lets you gather your customer data into a central location, categorize it, and analyze it to learn more about your audience. You can then use the insights you gain to improve your marketing and sales campaigns.

But even a CRM can be a lot to deal with if you’re just trying to keep up with the most important info without wading through all the other data stored there. That’s why most CRMs come equipped with CRM dashboards.

What is a CRM dashboard, though? Keep reading to find out!

Table of contents
What is a CRM dashboard?
Benefits of a CRM dashboard
9 Best CRM dashboard KPIs to track
Nutshell offers the ideal CRM dashboard for your company
What is a CRM dashboard?
A CRM dashboard is a component of manykuwait mobile number digits CRM systems that presents the most important CRM info on one screen for your convenience. Think of it as a snapshot of your sales pipeline—your recent sales, valuable sales metrics, and more.

CRM dashboards usually consist of around 5–7 cards or blocks, which show images and graphs rather than detailed chunks of text. Some CRMs might already have a premade dashboard, while others let you build your own the way you want it.

Nutshell CRM dashboard example
Benefits of a CRM dashboard
So, why might you want to build a CRM dashboard? The answer comes down primarily to convenience. Having a dashboard makes it incredibly easy for you to get large-scale sales info at a glance rather than having to dig through multiple forms and charts in your CRM.

With info on recent sales activity readily available, your team can work much faster. They’ll save time they would otherwise spend searching for data, and having the information right there in front of them helps keep them on track and accountable.

It’s also worth noting that CRM dashboards usually update in real-time, ensuring that all the information you see there is perfectly up-to-date.

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