CRM Program Metrics Dashboard

Resource Overview

Use this to define, track, and report on your key CRM program metrics and KPIs.
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Your Problem

You need to define, track, and report on your key CRM program metrics and KPIs. It is important that you generate a visual representation to communicate your CRM program metrics with your team.

Our Solution

We created the CRM Program Metric Dashboard to help you define, track, and report on your key CRM program metrics and KPIs. Each of the metrics can be easily customized to suit your organization's needs. This tool includes four sections: Net New Customers, Customer Retention Rate, Database Size, and CRM Adoption Rate. Once data has been entered, this tool will provide you with a visual representation which can be used to communicate the status of your CRM program with your team.

Key Benefits

  • helps you define & track key CRM program metrics
  • provides a visually appealing report to share with your team
  • identifies areas for improvement
  • easy-to-use tool
  • save 2 hours

 

Microsoft Excel Document

Estimated Time Required: 1 Hour

Skills Required: Analytical