As a small- or medium-sized business owner, you’re the head of every department. From accounting to daily operations, it’s all on you. You’re always on the go, and you need an app that can keep pace.
What if you could access all of your business data via mobile? Sales, inventory, expenses, and more—all visualized for you on a secure, user-friendly app? Consider a mobile dashboard that gives you the power to view and control every aspect of your business, no matter where you are. You know you don’t have the time to sit at a desktop computer and pull reports, anyways.
We help hundreds of SMBs track sales performance and operations directly from their mobile device. Here’s a look at the top 5 mobile dashboards that our small business customers rely on to run their businesses.
1. Sales Performance.
Visualize sales reports to monitor your forecast, pipeline, and overall revenue figures. From there, drill down into precise metrics like personnel sales, highest selling products, flash sale performance, or top-grossing days/weeks/months.
Report used above: CataList View.
2. Customer Health Checks.
Use a mobile dashboard to visualize your CRM data and monitor specific customer performance metrics. See when customers are up for a contract renewal, and pull reports on buying habits, preferences and most recent interactions. Organize client cards by renewal schedule to reduce churn, and keep growing recurring revenue top-of-mind.
Report used above: Cardex View.
3. Gauge Customer Service Performance.
You put a lot of time into lead and customer outreach, so you need instant access to performance via an easy-to-digest KPI report. Monitor your customer service performance metrics, including in-person time with clients, average call lengths, and online chat times.
Report used above: Pulse View.
4. Marketing Campaigns.
Pull cohort reports to study the campaigns or occurrences that coincide with revenue spikes. Insight into the specific marketing efforts that drive the most customer response can show you where to spend and save marketing resources.
Report used above: Card View.
5. Track Inventory and Supplies.
Your business operates around its inventory, so keep tabs on what matters the most. Monitor sales, returns, and damages that need to be marked out of stock, for a clear view of the products that are out-performing the rest.
Report used above: Layers View.
Small business owners run every part of their business, and they need a quick, clear view of business-wide operations. With mobile dashboards, SMBs get insights into top metrics with the convenience and quality of an enterprise-grade app.
What are your thoughts on the most-useful or in-demand reports for small business? Share your feedback in the comments below!
