In the world of sales, where time is money, having instant access to the right information is paramount. Numerik's Customer Dashboards not only understand this need but also redefine how you perceive and utilize customer data. Let's take a closer look at each section, each designed to empower your decision-making process.
1. Quick Insights: A Snapshot of Now
At the top of the Customer Dashboards, you'll find 'Quick Insights' – your gateway to the most recent and critical data points. This section acts as your real-time compass, offering:
Latest Sale: Instantly view the most recent sales made with this customer.
Revenue This Month: Track the revenue generated this month to gauge current performance.
Pending Sales: Identify upcoming opportunities and sales in the pipeline.
Last Forecast: Peek into the last forecast to align your strategies.
Opportunities in Progress: Stay on top of active opportunities and nurture them to completion.
Last Activity: Understand the latest interactions with the customer.
Each of these subsections is not just for viewing; they are interactive. Click on 'Latest Sale', and you'll seamlessly transition to the 'Sales' section specific to that customer – where you can dive deeper into the sales dynamics.
2. Key Numbers: Unveiling Performance Metrics
Beneath 'Quick Insights' lies the 'Key Numbers' section, an analytics powerhouse tailored to your chosen scorecard – be it annual, quarterly, or monthly. Here, you'll find:
Total Revenue: The sum of all revenue generated from this customer.
GP (Gross Profit): Your profit after deducting the cost of goods sold.
GP $ (Gross Profit Dollars): The monetary representation of your gross profit.
Avg Invoice: The average amount billed per transaction (coming soon).
Target Paceline Delta: Gauge the variance between the target and actual performance.
Projected Revenue: Forecast future revenue based on current trends.
Revenue Ranking: Understand where this customer stands within their group.
Purchased SKUs: A breakdown of products purchased.
All insights are dynamically adjusted based on your chosen scorecard and are crucially benchmarked against the same period last year, providing a contextual performance comparison.
3. Widgets: Your Customizable Control Panel
At the bottom of the dashboard, the 'Widgets' section offers a set of dynamic tools for quick access to vital information. Here, you can:
Compare to Group: Evaluate how this customer stacks up against their peers and find any hidden opportunities.
Identify Product Movements (Swing $): Spot the most significant shifts in product group performance and focus on the gaps.
Latest Posts: Stay updated on the latest interactions, ensuring you're always in the loop.
Goal Cards: Track progress towards specific sales goals.
Tasks: View and manage tasks associated with this customer.
The 'Widgets' section is designed for convenience, giving you instant access to critical insights without navigating through multiple screens.
Empowering Your Sales Journey
Numerik's Customer Dashboards redefine efficiency in sales analytics. By providing a seamless experience to access crucial customer information, this feature becomes your ally in every interaction. Whether you're preparing for a call, analyzing performance, or setting future goals, Customer Dashboards empower you to make informed decisions in real-time.
Ready to elevate your sales strategy? Unlock the precision and insight offered by Numerik's Customer Dashboards. Book a demo session today and witness firsthand how this feature can transform the way you approach customer relationships.