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Depending on the type of process, the cards will represent different things.
No different to how Trello works for project management, right?
From here, your mission is simple. Take actions on your cards on each stage to take them to the next stage. The goal is to make as many cards as possible reach the last stage of the process to achieve the highest conversion rate possible.
Crmble dashboard will help you see how your board progresses.
The funnel represents the stages a card will go through in your sales pipeline from its creation as a new lead up to its final convertion into a won client.
This also applies to a support desk or order management scenario. Regardless of what type of process you manage, the funnel graph will tell you what conversion rate you have from one stage to another by showing you the total number of cards that have been in every stage at some point. Not to be mistaken with the donut chart which shows the number of cards that are in a list at any given time.
The funnel chart is especially useful to detect bottlenecks in a specific stage. This way you will know at what stage of your sales process you have to make changes to unclog the funnel in order to boost your conversion rate.
The timeline chart will show you the lead creation flow using the creation date registered in every lead/card that has been created in your board. You can select different time spans in the date selector you’ll find at the header of your dashboard to focus just on the cards that have been created during a specific period. You can also drag a portion of the timeline to zoom and see in detail a specific part of the timeline.
In the search menu option, pick your member. Trello will show you just the cards you have been assigned to. This green message will tell you that a filter has been applied and how many cards apply to the active filter. In this case 15 cards belonging to Liam are visible on the board. Simply click the cross to deactivate the filter.
Crmble takes advantage of this feature and lets you filter your report by member as well.
For the sake of easy demoing, this board has been populated with 32 leads,
each one with a deal value of 100$. If we filter by member Liam, we’ll see that the total deal value of the board now changes from 32 hundred to 15 hundred.
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