Overview

This article covers how to build a Business Development Dashboard in CRM (fka Luxor). If you want to learn more about how to build Dashboards, see this article for more information - Creating a Dashboard

Business Development Dashboard

• Dashboard name: Business Development
• Type: Stacked
  

Names of Dashlets and their typical settings:

• NOTE: The Settings listed below are typical for this Dashlet. You will want to consult with your Sales/Marketing team to verify that you are using the same settings that they are.
  
  
• "Company Wide" (Dashlet Type = Classification)
  • Period: Set to Quarter. 
  • Classifications: Select A and B.
  • Include $ Amount: Select this option. It will show bar graphs representing invoiced dollars.
  • Referral Sources Excluded From $ Amount: Your Sales Administrator should tell you what is excluded here.
    
    
• "A's by Employee" (Dashlet Type = A's By salesperson)
  • Period: Set to Quarter. 
  • The count of A's does not update live but instead captures the count of A's for a date each morning for the Month view, and once a Month for the Year view.
  • Employees: Select (check) each employee who spends time selling/marketing.
    
    
• "Activity by Employee (6 months)" (Dashlet Type = Activities by salespeople)
  • Period: Set to Last6Months. This will display monthly summaries
  • Employees: Select (check) each employee who owns a relationship (contact) within Luxor.
    
    
• "Activity by Employee (7 days)" (Dashlet Type = Activities by salespeople)
  • Period: Set to Last7Days. It presents a snapshot of what has been logged up to and including today.
  • Employees: Select (check) each employee who spends time selling/marketing.
    
    
• "Referrals by Employee" (Dashlet Type = Referrals by salespeople)
  • Period: Set to Last6Months. This will display monthly summaries.
  • Employees: Select (check) each employee who spends time selling/marketing.
  • Excluded Field Office: Use this to determine which offices to include in the Dashlet (if you have multiple offices.) Whatever is selected is excluded from the Dashlet.
    
    
• "$ by Employee" (Dashlet Type = Amount by salespeople)
  • Period: Set to Year. It presents a monthly summary going back 12 months.
  • Column Type: Set it to Normal. This represents a summation of the invoices, by contact month over month.
  • Employees: Select (check) each employee who spends time selling/marketing.
  • Excluded Field Office: Use this to determine which offices to include in the Dashlet (if you have multiple offices.) Whatever is selected is excluded from the Dashlet.

Questions? Contact Us

This article is meant to serve as a reference only and is not a substitute for training. If you are interested, feel free to check out our weekly Q&A sessions hosted by our CRM experts.