Past couple of weeks has been very exciting for us with the release of our first WordPress Dashboard Plugin. Now let us get back to business of reviewing dashboards and we start with reviewing Zoho’s CRM Dashboard
So lets take a peek into Zoho’s CRM dashboard.
Ask any major CRM vendor who they’re keeping an eye on in their rearview mirror, and Zoho will be among the first players they name. That’s pretty impressive for a vendor that has largely relied on word of mouth and user experimentation to gain notice
Here is a screenshot of the CRM Dashboard
There four different charts on the dashboard
Pipeline by stage
Potentials by Type
Pipeline by Probability
Accounts by Industry
Much has been talked about the death of the Sales Funnel but how dare you could design a CRM dashboard without the funnel?
Here is one more video on Why the Sales funnel is outdated
But why use a Sales funnel? Proponents of Sales funnel tell us
“The metaphor of the funnel is used because people drop away at each stage of a long sales process: For example, many of your unqualified prospects may have existing suppliers with whom they’re very satisfied. Others may have needs which other competitors are better-placed to satisfy. Still others may love your products, but not have the budget to buy them.
The image of the sales funnel elegantly combines a visual representation of the step-by-step nature of a long sales process with this drop away in prospects at each stage.
A dashboard designer could simply go back to his manager and ask “So do we need a Sales funnel or not?”
Where are the numbers?
Was this dashboard created by a painter? If it was then it is understood why there are no numbers or percentages on any of the chart. To work with numbers you need an active left brain which is apparently not tapped into during right brain activity like painting.
We must conclude that it neither fits in the modern art gallery nor does it in the good dashboard league.