Creating Custom Dashboards From CRM Data
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Spaceful is a new tech-enabled logistics company from Montreal that takes the hassle out of self-storage. They offer eCommerce Fulfillment, Subscription Box Fulfillment, FBA Prep Services, B2B Fulfillment, and Last-Mile Delivery Solutions (Same Day, Next Day, Scheduled).
Maxime Villemure
Co-founder of Spaceful
The Problems
- With their team getting bigger (30+ full-time employees), they needed a way to track their results and keep everyone accountable.
- Massive technology stack (using more than 20 different software on a daily basis).
- With their data divided between multiple platforms, it was getting very difficult to make business decisions without a comprehensible overview of their operations. They needed to find a way to quickly see how the company is performing per department for any given date range.
The Solution
After a strategy meeting with them, it was clear that we needed to offer them a way to quickly see how their company is performing. Most specifically their sales department. So we went to work and came back with a proposal for an automated dashboard that would consolidate all their data sources and display the information they cared about in a comprehensible way. The project followed the following steps.
- We identified the KPIs for their marketing, sales, and customer support departments
- We automated and centralized the collection of the data needed
- We built the automated dashboards in Google Data Studio
The Results
- Conversion rate increased by 87%
- More than 5 hours a week saved in data analysis and performance review
- The ability to predict future revenue
- The ability to assess performance by employee’s instead of by departments
The Technical Stuff
Sales Dashboard Features
- Filters (date range, sales rep, service offered)
- Number of leads
- Number of qualified leads
- Number of leads that needs to be contacted ASAP
- Won deals
- Conversion rate
- Completed service
- Cancellation
- Cancellation rate
- Deal attribution by sales rep
- Deal creation attribution by type of service per day
- Sales team performance overview per sales rep
- Lost deal distribution by reasons
- Won deals distribution by language
- Deals created distribution by language
- Update in real-time
Call Center Dashboard Features
- Filters (date range, agent)
- Number of calls made
- Number of inbound calls
- Number of outbound calls
- Overall time spent on calls
- Average time per call
- Average time between lead creation and the first contact
- Call distribution by department
- Call distribution direction (inbound, outbound) by days of the week
- Call distribution by departments over time
- Missed call distribution by department
- Missed call distribution by reasons
- Overall performance review by agents
- Update in real-time
Technology Used to Build the Dashboards
- Google Data Studio (Data visualization)
- Google Sheets
- Integromat (automation)
- Google Scripts
- Pipedrive Workflow (automation)
- Pipedrive’s API
- Aircall’s API
Spaceful’s Main Technology Stack
- Pipedrive (CRM)
- Autopilot (email marketing)
- Aircall (VoIP)
- Custom-built platform (operations & website)
- WordPress (landing page)
- CallRail (call tracking)
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