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Dashboard and advanced analytics settings

Dashboard services in CRM systems are key tools for effective monitoring and management of business processes. That’s why their setup is so important for businesses:

Performance dashboard for today: allows for an instant assessment of how close the team is to achieving the set goals.

Deviation from plan execution by employees as of the current date (Run Rate): shows how individual employees or teams compare to planned performance metrics.

The ‘traffic light’ principle for data analysis simplifies information perception by highlighting critical deviations and allowing for quick decision-making.

Rejection rate, automatically calculated by employees and departments: helps identify weak points in sales and service.

Monthly plan performance dynamics: tracks trends and changes in work, helping to adapt to new challenges and opportunities.

Over 20 metrics, including conversion rates, problematic deals, calls, meetings, leads in progress, and sales funnel: provide a comprehensive view of all aspects of customer interaction, allowing for process optimization.

Setting up advanced analytics and dashboards in CRM allows businesses not only to track key metrics in real-time but also to make informed management decisions based on current data.

What does advanced analytics offer for businesses?

Advanced web analytics services provide businesses with valuable opportunities to address a range of key challenges:

Conversion Optimization: Helps identify which elements of web pages are most effective in influencing visitors’ purchasing decisions. It optimizes content and helps increase sales.

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Improving the interface: By analyzing user behavior on the website, companies can identify and address problem areas, enhance navigation, and make the interface more user-friendly.

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Targeted advertising and marketing: collecting and analyzing visitor data helps create more accurate and effective ad campaigns.

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Resource optimization: Understanding which customer acquisition channels work best allows for the optimization of the marketing budget and focusing efforts on the most effective strategies.

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Trend forecasting: Analyzing large volumes of data allows for predicting changes in user behavior and market trends, helping to adapt to new conditions.

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Solving specific business tasks: analyzing metrics for a particular business, such as the effectiveness of individual products or services, assessing ROI of advertising campaigns, and more.

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Integration of advanced web analytics services enables companies to gain deeper insights into their customers and their needs. It provides a foundation for making informed management decisions aimed at increasing revenue and optimizing costs.

Examples of dashboards for advanced analytics

Order a turnkey advanced analytics service. How does D4CRM help businesses?

We provide companies of all sizes with the opportunity to radically transform their business by focusing on data-driven decision making.

Here’s what we offer:

Advanced analytics

24/7 technical support

Individual approach

Training staff

D4CRM stands out with its uniquely designed services that guarantee top performance, scalability, and cost savings through efficient data management and advanced web analytics.

Why should you choose D4CRM?

By choosing us, you’ll find not only a service but also a loyal ally in the world of data. We offer a unique experience and solutions designed to ensure your business operates efficiently and scales easily, without requiring huge investments. Our approach is personalized: we carefully select analytical tools that are perfectly suited to your needs, guiding you to the optimal choice. With us, you’ll discover the power of advanced technologies, including customized analytics, setting a new direction for your growth and success.

Loyal clients

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Our Success Stories

Check out our case studies on advanced analytics setup: successful process optimization, increased sales, and personalized customer experiences across various industries.

Automation

Automated sales funnel for advertising agency

<p>D4 CRM company is constantly testing Bitrix24 features on itself and uses this CRM for sales and marketing automation. In this case study we will tell you how Bitrix24 helps to work with the contacts of the audience who sign up for our webinars.</p>

Automation

Automatic mailing of birthday greetings via Bitrix24

<p>We were approached by the owner of an online store who needed help in automating business processes, namely setting up and activating the ability to send birthday greetings to the store’s customers. An NDA was signed with the company, so we will omit its name.</p>

Automation

Automation of financial accounting in a hotel

<p>Our client conducts all work with clients in Bitrix24: the system records enquiries from all sales channels, saves contact information about the client into a single database and records the history of communications. Managers can create new bookings directly in Bitrix24, which are displayed in PMS, and vice versa, all requests from PMS turn into deals in Bitrix24. All work with transactions is done in the portal, documents and invoices are automatically generated and sent from Bitrix24.</p>

Automation

Automation of HR department work with Bitrix24

<p>We were approached by our regular client, the Robocode online programming school. When the company started to actively expand and hire new employees, the HR department became overloaded due to the lack of systematization of the selection process, a large volume of routine tasks and the lack of a common platform for storing information about candidates. The company decided to automate candidate recruitment and internal HR processes with Bitrix24.</p>

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Ready to unlock your business’s full potential with advanced web analytics?

Our team of experts will conduct an audit and analysis of your business processes so you can make informed decisions based on accurate data. Fill out the form below to learn more about our services and how we can help your business grow and thrive. We will offer you a personalized approach and discuss in detail how our advanced analytics services can meet your unique needs. Don’t miss the chance to benefit from cutting-edge analytical tools. Contact us today and take the first step toward optimizing your online presence!

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