LeadMaster Dashboard – Key Performance Indicators at-a-glance

I was demonstrating the LeadMaster Lead Management solution the other day and referred to the dashboard.  The person I was speaking with asked me to explain why I called it a dashboard.  I thought it might be good to review why we call it a dashboard.  Just like the dashboard on your car show your the critical functions of your automobile, the LeadMaster dashboard shows you up-to-the-minutes sales & marketing results in the Sales Lead Management and CRM system.

The LeadMaster dashboard is completely configurable.  So if you’re a sales manager you may want to see how many proposals have been sent.  If you’re a marketing manager you may want to see the webinar campaign status.  If you’re an executive you may want to see a forecast.  The point is different users have different Key Performance Indicators (KPI’s).  LeadMaster let’s each user configure their dashboard the way they want and it updates the charts in real-time so you’re always looking at the latest information – 24/7.  Here’s an example of the analytics available in the LeadMaster dashboard.

Sample LeadMaster Dashboard

Sample LeadMaster Dashboard

All of the charts on the LeadMaster dashboard have ‘drill down’ capability.  Anytime you want additional detail all you have to do is click on any part of the pie chart and you’ll be taken to a spreadsheet-like page that shows you the details behind that chart.  You can drill down further by clicking on the account in the spreadsheet-like page and the system will display the account details.  You can drill down further to contact information, opportunities, quotes, etc.

The dashboard provides a quick and easy overview of various performance metrics at a glance.  Because they are real-time indicators they elminate the need for spreadsheet charts and reports.  The real-time reporting also provides the user with an indication of areas that need additional focus or improvement.

For example, this is a report that shows the number of attendees who are confirmed for an upcoming webinar and where those attendees are coming from.  This was created by going to the search engine, searching on ‘campaign’ and reporting on ‘lead source’ which produced a spreadsheet like report.  It was turned into a chart by clicking the ‘chart result’ button and then it was saved to the dashboard by clicking the ‘save to dashboard button’.

Sample Webinar Attendance Report

Sample Webinar Attendance Report

Here’s a sales stage report showing the current deals that are being worked – how many are approved, how many have a proposal etc.

Sample Sales Stage Report

Sample Sales Stage Report

This is a sample report that shows where the sales leads are coming from by industry.

Sample Leads by Industry Report

Sample Leads by Industry Report

These reports are just examples of what can be added to the dashboard.  There are dozens of pre-configured reports and there’s a report wizard so that you can create you own reports and save them to the dashboard.

Additionally there’s a shortcut drop down that allows you to save reports for quick reference that you use regularly but might not want on your dashboard.


The all-in-one solution for managing leads and customer relationships, automating marketing, email marketing, call center and inside sales.

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One Comment on “LeadMaster Dashboard – Key Performance Indicators at-a-glance”

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