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:
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.
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.
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.
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.
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