How to create a CRM dashboard?
Published on 10 June 2025 by Chris Cox
What do i want to see?
Xapsys is truly an exciting SME platform that goes beyond traditional CRM by offering seamless access to ERP features and real-time data! The real challenge is determining which data matters most to your business, empowering you to make informed decisions with confidence. Let’s unlock the potential of live data together!
Define Your Purpose and Key Metrics
Purpose:
Start by clarifying what you aim to achieve with your dashboard. Are you looking to track the progress of your sales pipeline, assess team performance, or analyse customer engagement? Defining a clear purpose sets the foundation for your success!
Key Metrics:
Next, hone in on the metrics that truly matter for your objectives. Whether it’s leads generated, opportunities closed, average deal size, or customer lifetime value, identify the specific figures that will best inform your strategy and decisions.
Plan Your Dashboard Layout
Visual Clarity:
Craft a layout that is inviting and easy to navigate. Use straightforward titles, labels, and legends to enhance understanding at a glance.
Component Placement:
Organise your components—charts, tables, and filters—in a logical sequence. This thoughtful arrangement will help guide users through the data seamlessly.
Interactivity:
Don’t shy away from adding interactive elements! Filters that allow users to explore specific areas of interest can make the dashboard even more engaging and user-friendly.
Stand alone or Integrated dashboards
ERP Integration:
Many CRM systems operate in isolation, limiting their reporting capabilities to internal data without third-party plugins. However, Xapsys CRM stands out with its robust ERP connector for Sage 50, Sage 200, and Xero. This integration enables real-time reporting across a wide range of metrics, including stock levels, non-conformance issues, invoices, dispatches, and much more.
Build the Dashboard
Xapsys provides a user-friendly dashboard creation suite that allows you to easily set up dashboards tailored to your needs! If you ever need adjustments down the road, we’re here to help with that too. Just a heads up, though—not every CRM provider offers this fantastic service, so let’s take a moment to go through the steps together!
Data Preparation:
Take the time to clean and format your data meticulously. This attention to detail guarantees accuracy and consistency in your insights.
Data Transformation:
If needed, transform your data into a format that is optimized for visualization and analysis. This step is essential for presenting clear and actionable insights.
Add Components:
Utilize your dashboard tool to incorporate various interactive elements like charts and tables.
Chart Selection:
Select the right types of charts—be it bar, line, or pie charts—to represent your data compellingly. The right visuals can make all the difference!
Data Presentation:
Ensure that your charts and tables clearly display the critical metrics and insights you wish to share. Clear presentation leads to informed decisions!
Customise and Refine
Appearance:
Personalise the look of your dashboard! Adjust colours, fonts, and other visuals to reflect your brand and make the information pop.
Filters:
Add filters to empower users to explore different aspects of the data, allowing them to tailor their insights.
Layout Optimisation:
Xapsys allows you to drag and drop dashboard data blocks as you see fit. However, this is not the case in every CRM, so ensure that you optimise the layout for various screen sizes, providing a seamless experience for every user.
Share and Publish:
Once your masterpiece is ready, share the dashboard with the right audience to facilitate collaboration and insight sharing.
Monitor and Iterate
Performance Tracking:
Regularly check the performance of your dashboard to ensure it aligns with your goals and evolving needs.
User Feedback:
Encourage and gather feedback from users to understand their experiences and make necessary adjustments.
Iterative Improvement:
Use this feedback and performance data to refine and enhance your dashboard over time, creating an ever-evolving tool for success!
By following these engaging and thoughtful steps, you’ll craft a CRM dashboard that provides an insightful overview of your sales data and inspires confidence in your future strategies. Embrace the journey and enjoy the success it brings!
