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  • Membership Management Software | PerfectMind imageMembership Management Software | PerfectMind
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Business Intelligence

Introducing the Smart Dashboard: Everything you need to know about your business in one place

  • Key Metrics: Track customers, growth rate, billing, and overdue payments
  • Goals and Targets: Set goals and the dashboard calculates your required targets
  • Marketing and Sales: Monitor how many leads you are generating and converting
  • Customer Retention: Create a growth strategy based on your acquisition and loss trends
  • Financial Health: Determine what area of your business generates the most revenue
  • Sign Up for a Free Tour     or     internet phone service
 

The main components of your business in a snapshot

Your business can only be as successful as its four most important areas. The Smart Dashboard is an innovative feature that reports on the overall performance of your business. You can see:

The main components of your business in a snapshot
  • How many active customers you currently have in your system
  • Your projected annual growth based on your customer acquisition rate
  • Financial information including upcoming and overdue payments
 

Calculate marketing and sales targets to reach your goal

The Dashboard is like a personal trainer for your business – like a trainer, it allows you to set goals and motivates you to consistently surpass them even when you feel like giving up.

Calculate marketing and sales targets to reach your goal
  • Set goals for the growth rate you want to achieve in a predetermined amount of time
  • Calculations are made based on factors like your conversion rate and customers lost
  • The Dashboard tells you the targets you need to hit in order to reach your growth goal
 

Monitor your lead generation and conversion rates

It is important to know just how many of your leads are turning into prospects and how many are converting to customers so you can make informed marketing decisions.

Monitor your lead generation and conversion rates
  • Measure how many leads you are generating on a weekly, monthly, and yearly basis
  • See how many new customers you have acquired to determine your conversion rate
  • Compare data from your current month to the previous month to recognize trends
 

Evaluate what area of your business needs improvement

If you know why your business is failing, you can put resources towards the right strategy. The Dashboard tells you whether you need to focus on customer acquisition or customer retention.

Evaluate what area of your business needs improvement
  • Determines the number of old, new, and lost customers you have to date
  • Lead and prospect targets are calculated for achieving your growth goal
  • Compare the need for customer acquisition versus customer retention
 

Keep track of your net income and ongoing billing activities

The financial health of your business is one of the biggest indications of how you are performing. Know how much money is going in and out and where it is coming from.

Keep track of your net income and ongoing billing activities
  • Your expenses are shown separately within your net income calculations
  • Other sales like products from your store are summed up and displayed
  • See your amount of overdue and incoming payments for the next 30 days
 
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