Track Business Performance With Ease

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When scaling your business, having reliable data is crucial. The default dashboard setup might not track all the necessary data, so it’s important to customize it to meet your specific needs. By following a step-by-step process, any amendments made will automatically sync with the dashboard. Regular data reviews, ideally on a weekly basis, are essential for utilizing this information effectively.

• Setting a regular interval for data review, such as every Monday, helps maintain consistency and accuracy.

To make the dashboard more efficient, unnecessary data should be removed, leaving only essential sections like tasks and key ad reports. Key opportunities, including won, open, and lost opportunities, should be tracked to gain better insights.

• Monitoring the value of these opportunities, categorized by their status, is also important.

Widgets can be added to track appointments and consults, with specific conditions set for different types of appointments. It’s also beneficial to monitor cancelled appointments to understand client engagement better.

• Internal client calls can be tracked to gain insights into workload and engagement.
• Tracking the number of lost clients helps in managing client relationships more effectively.
• Tracking lead magnet downloads provides valuable marketing insights.

Once the dashboard is set up, saving it allows for easy review of key metrics and data, which can be used for better task management. Including data from Facebook and Google Ads in the dashboard provides comprehensive insights into ad performance.

• This data can be mirrored from the ads platforms for a complete overview.
• Collating all key metrics and data in one place offers a thorough overview of your business, helping you to make informed decisions and adjustments.