The Dashboard

C​rmble’s dashboard gives you a ton of useful insights on how your workflow is progressing by keeping track of your board activity.

Out of the box reports with dynamic filter options to help you make better decisions without any extra configuration needed.

Let’s check out the different charts, options and filters in detail to help you improve your conversion rate.

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Crmble has been designed on three basic concepts…

  1. Every Trello board represents a process
  2. Every list a stage in that process
  3. Every card a unit to manage

Depending on the type of process, the cards will represent different things.

  • In a CRM & Sales pipeline use case, the cards are probably leads or customers.
  • In a Support desk use case, cards will be support tickets with user details.
  • In an Order management use case every card represents a different order with the client’s shipping details.
 

No different to how Trello works for project management, right?

What Crmble brings into the game is an additional layer of database fields to consistently save details on your cards, real time reports about how your cards are performing, and out of the box integrations with third party apps to automate card creation and expand your workflow to third party services.
Crmble fields screenshot

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.

Funnel chart

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.

Crmble's dashboard funnel chart
Every section of the funnel chart (top to bottom) represents a list of your board (left to right).
Add lists to Crmble via Lists Settings. Crmble fields will be only visible on your cards in lists that have been added to Crmble.Additionally you can check the “Show in funnel” to make a list be parto of your funnel or “Show in reports” if you want Crmble to keep track of how many cards you have in a lista at any given time.
Screen shot of Crmble's lists settings

Donut chart

The donut chart shows you how many cards are in every list/stage at the moment of checking the report. W​hen you check a list to be shown in reports, Crmble will keep track of how many cards are in that list/stage. Every list that has been connected to Crmble and checked with the “Show in report” option, appears as a portion of the donut with its corresponding color.
Every section of the donut chart represents a list on your board and shows you how many cards are in that list at any given time.

K​PI's

KIP stands for Key Performance Indicator and Crmble’s dashboard lets you customize a few KPI indicators to be able to check on the spot the percentage of leads that are in the stages that are most important to you. You can select which stage of the process you’d like to see in each KPI place holder by using the dropdown selector.
Crmble's dashboard key performance indicators
Select the key performance indicators that are more relevant to your workflow and save the view.

T​imeline Chart

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.

Crmble Dashboard Timeline chart

B​ar Chart

You’ll find the bar chart right next to the donut chart. By default it will show the source fields options in relation to all of the cards that are placed in any list connected to Crmble with the “Show in reports” option checked. Y​ou can select any other dropdown field that you have configured in Crmble fields settings. The bar chart represents every selected option available in the dropdown field with horizontal bars. Want to only see one stage? You can pick just one by clicking its corresponding donut chart so that the bar chart will only show results regarding that specific stage. The bar chart will use the color of the selected stage. Click on the Crmble logo in the center of the donut chart to deselect.
Crmble's bars chart
Check the total number of cards by dropdown field options and click on a donut section to filter the bars chart results just by one list.

Filter by member

With Trello you can add board members to your cards. This way you can assign each lead to a specific team mate. This comes in handy to get noticed when something happens on a card assigned to you. You can also apply a search filter, using the search option you’ll find in the board menu, to focus just on your cards.
Trello search and filter by member
Head over to Trello's board menu search section to search/filter by member

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.

Trello filtered by member board
Trello's filter by member: The green message in the header show you that a filter has been applied and how many cards correspond to 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.

Crmble dashboard filter by member
Click the plus sign to see al members. Select a member to filter your reports.
In case you have additional numeric types of Crmble fields, like budget for instance, you can select them as well in the dashboard to see their totals.Remember that any field configuration or filter can be saved.

Filter by label

Labels in Trello help you organize your cards in an easy and visual way. Very much like with members, Trello lets you filter by the labels you’ve applied to the cards using again the search option in the board menu.
Head over to Trello's board menu to search/filter y label
In this example we have labeled some cards with the “Recurring” label. This not only makes those cards stand out from the rest, but you’ll also be able now to filter your board by this label to focus on just those cards. You can even combine two filters to see only the cards labeled with “Recurring” that belong to Liam. In this example we’ll see that the filter only applies to a total of two cards. The good news is that We can use these same labels to filter our reports. This will give more details than just the resulting number of cards. Let’s filter by member Liam and by the “Recurring” label.
Crmble filter by label icon
Click on the label icon placed on Crmble's dashboard header and select the desired label.
Crmble filter by label
The report will give you valuable insights like the total amount of deal value that Liam is dealing with on recurring clients. Also in what stages those leads are and which source they’ve been created from.The timeline chart will tell you on what date those leads were created, and if you hover over each donut segment or bar chart element, Crmble will give you a sum of the total deal value of that segment in particular.
Crmble dashboard with label and member filter applied
Check your report by a specific member and label filter applied
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