When Native Features of Business Dashboard Aren't Enough

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When Native Features of Business Dashboard Aren't Enough

The business environment has never been gently, so there is no surprise to vendors and businesspeople that it gradually becomes unforgiving. The distance between the success and failure gravitates towards each other, and business dashboard strives to innovations, too. Aiming to identify upcoming trends, effecting positive change through informed business decisions, vendors drive their apps to excessive feature toolboxes.

Companies of all sizes and shapes are fueled by the enormous amount of various data sources; they are backed with dashboard apps to maximize the efficiency of performance, budgets, and cross-team collaboration. Since you are focused on improving your business processes, and you look for options that will embrace the challenge of multiple data sources and deliver the dynamic and viable analysis of information.

The logic of your dashboard may have a well-understood structure of functionality and proactively identify problems. Thus, the ability of CRM integration is supposed to be sought for by you as a must-have option that gives a competitive edge to your business intelligence structure.

Business Dashboard: Strategic vs. Tactical vs. Operational

Intelligence dashboards are going far ahead with their reputation than the features they offer. That means you are expecting far greater opportunities and highly effective analysis results. The agile solutions help to come to the fact-based decisions, however, business dashboards have defined use cases within the 3 types: strategic, tactical and operational.

  • Strategic dashboard app belongs to the most important ones as the highest company management applies to monitoring and scoring the success of the set before objectives and goals. In that way, this type of dashboarding is used for monitoring only the relevant KPIs (i.e. a rather general overview of the processes run by the company and get more details while digging into the reports).

  • Tactical business dashboards cover the most detailed data monitoring that enables to track the root of the problem usually used by the executives. Revealing the critical insights, this type of business intelligence apps pursue the trends in the relation to company’s goals and initiatives. Thus, the KPIs within this dashboard are measured against the present goal (i.e. they measure the value of taken actions instead of the goal).

  • Operational dashboard deals with the analysis and monitoring on the operational level what means in departments, teams or specific employees. The blocks of this business dashboard present a detailed insight on the specific activities and use collected data to enhance the comprehensive analysis of a certain process.

In a nutshell, each of these dashboard apps falls short and deviate from the goal set by you without timely, relevant data to analyze. Regardless, the type of business intelligence app you use, the CRM integration will improve the production rates and develop in-depth insights.

Encounter Tricking Aspects

The optimum balance between cost and benefits changes the way your dashboard analyses data and how effectively your team applies the results to work. The integrative reports, charts, and external content on a single screen builds a fundamental for business intelligence strategy. Nevertheless, the value of data keeps acquiring higher significance and, therefore, retrieving data from CRMs gets sought, too.

In the everyday push to deliver a valuable and practical experience in using business dashboards, you expect to get cut and dry answers, as well as a complete view of the business across the company hierarchy. The pointable question is how does the app deals with your requirements and demands.

Despite the type of the dashboard platform, your solution vendor is supposed to enabling functionality for

  • access and adding to the sources of timely and accurate data,

  • automated records exchange with CRMs to eliminate the informational dust,

  • enhancing the mashup analysis across the products, activities, business units, and departments.

The two-way integration with CRM platforms will aid you in embracing these challenges. The introduction of this option is anticipated to supply the upgrade in the current business intelligence scenarios you run.

A Main Takeaway

In the current business environment, vendors have more integration requirements to the applications and platforms their clients use. So, business dashboard integration with CRM involves a lot of work, but the payoff - strengthen customer relationships and discovery of new audiences - will more than justify the efforts.

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