Modern, interactive dashboards make it easy to combine data from multiple sources and deeply explore and analyze the data directly within the dashboard itself. The Closure passed as the second argument will be called for each chunk that is retrieved from the database. Via Klipfolio. Sales KPI. Changelog. You can import your exported automation JSON file here. FluentCRM 101 New to FluentCRM and not sure where & how to get started? 5. To create a KPI dashboard, first choose the KPIs and metrics to track. Gain email campaign insights with Numerics' FluentCRM Emails widget. Migrating into FluentCRM from Other Platforms. Zoho. FluentCRM provides lots of data analytics in your campaign. It also encourages partner engagement by providing a content management system (CMS). You can select your preferred form template from here. Find the highest rated self-hosted CRM software pricing, reviews, free demos, trials, and more. Brand Awareness. However, if you still have questions, this FAQ page is the perfect place to get your question answered. It’s been a powerful time saver and is only going to get better. A great CRM dashboard is your best admin assistant. I am proficient in key metrics, KPI dashboards, and KPI reporting, and I use them to monitor, analyze, and improve the performance and satisfaction of our support team and our customers. 7/5 (2,000+ reviews) Capterra: 4. Sales Dashboard. ” The other dashboards provide different avenues to details about your data. At first, go to your FluentCRM dashboard and click on the Automations tab. In short: we’ll combine the dimensions and measures into 5 Tableau Worksheets, define how to visualize each of them, and finally compose a Dashboard section using the Worksheets to present the 3 KPI’s essential elements: value, trend, and performance. Develop A/B and multivariate testing strategies and optimize campaigns based on learnings and business needs. From the tile, you can go directly to the dashboard. Click the FluentCRM tab at the top of the page. Drive development of data tools and dashboards that allow for Lifecycle Marketing and business stakeholders alike to intimately measure and monitor KPIs, working closely with Data and Analytics. Direct dashboard access improves communication and demonstrates the value of your team’s efforts to management, as well as key areas for improvement. Apart from being easy to navigate, the dashboard also displays some KPI metrics. Quality Control KPI Dashboard – Techno PM - Project Management Templates Download. Sales tracking dashboard gives a complete visual overview of the company’s sales performance, including the number of new leads and the value of deals. Download SVG. Once a deal is won, all post-sales activities can be managed directly from monday sales CRM. Prerequisites Efficient management leads to better economic production which helps in turn to increase the welfare of the Business. Most CRM software caps the number of reports you can include on a dashboard, so use your space wisely. Support: FluentCRM Support. Go to Amazon SES console home, In the navigation pane, choose Verified Identities, and click on Create Identity. 2, we have added the plain text email template. 4. Remember that great dashboards have the power to inspire action and drive change – users must be able to use the data they see to make better. The report shows the Total Students, Total Course Enrollments, Total Membership Enrollments, and the Top Selling Products. Email Marketing Automation dedicated to WordPress, and you! FluentCRM PRO NULLED is a Self Hosted Email Marketing Automation Plugin for WordPress. <br><br>An authentic leader with demonstratable results in driving business. Step 2: Choose how you want to integrate your data into Datapad. Then click on the Create a New Automation button to add an automation funnel. The status will be changed automatically based on the audience’s response, also you can change them manually. The tile shows the current value of the KPI and your progress toward the set conditions. KPI Dashboard Template. FluentCRM provides REST API to manage various kinds of tasks and access FluentCRM data as well. EDD – Advanced Reports. To make sure your KPI dashboard is as effective as possible, it’s important to set goals you can use the dashboard to track. Using a CRM KPI dashboard can track these CRM metrics more effectively. Connect Fluent Forms with FluentCRM and take your subscriptions list to a whole new level. Include specific views for daily monitoring, team meetings and senior. ”. The introduction of the company module and WooCommerce Subscription triggers in FluentCRM 2. Step 4: Add charts to visualize KPIs in Tableau. Each individual salesperson should keep track of KPIs that help them improve their own sales tactics. Our free SMTP plugin – FluentSMTP, is now powering 50,000+ websites. The main intention of this blog post is to document the end to end points that we need to focus to achieve the same. See more easy-to-build Zendesk dashboards. Clearly, FluentCRM is a self-hosted email list solution. FluentCRM is a tool that automates tasks and also runs emails such as Email Campaigns, Email Sequences & Custom Emails. Add Reports to Your Dashboard. A compass guides you to figure out your current location and where to go. A financial dashboard is a management tool that helps track all your relevant finance KPIs, allows for effective cash management, and enables you to track expenses, sales and profits in detail to meet and outperform the financial objectives of a department or company. Or look at deals by sales rep or by industry. FluentCRM simplifies the complexity of email marketing and makes it available from within your WordPress dashboard. FluentCRM is a Self Hosted Email Marketing Automation Plugin for WordPress. Get a clear and actionable view of your email marketing performance, and take your business to the next level with FluentCRM and Numerics! FluentCRM is a Self Hosted Email Marketing Automation Plugin for WordPress. Management KPI Dashboard. All the plugins are tested on the same server with exactly same configuration via test script that automatically activates and logs the data WP Hive shows. Track your FluentCRM subscriber count in real-time with Numerics' Subscribers by List widget. ) General KPI settings: Here you reuse the views and selections (e. <br><br>Na garantia de qualidade dos dados, implemento e mantenho padrões de análise. API connections keep your data up to date; Dynamic organization of KPI-related data; Automatic data blending; $50 - $2600 per month. WooCommerce Automation with FluentCRM. Then click on Add New Pages to create your Page. FluentCRM 2. “Just discovered FluentCRM a few months ago and immediately got rid of ConvertKit. Screenshots in this guide may differ slightly from the ones in the package. Sales KPI dashboards. FluentCRM 1. 1. Step 6: Add titles to your chart. Sales KPI dashboard. Measure your results. Monitoring KPIs over time helps organizations make better, data-driven decisions. The CRM dashboard helped us enhance the one-call-closure activation rate by 61 percent, reduce customer complaints by eight percent in the first quarter, improve cross-sell volume by four percent, five-and-a-half percent and seven percent in the next three quarters respectively, and upsell 31 percent of the tickets. Create your data visualizations. KPI Tiles – Focusing for Management Dashboards. It is powerful and proactive, delivering essential information and driving growth. Operational KPI Dashboard. A KPI dashboard template visualizes the performance of an organization's metrics over time. Service Executive Overview Dashboard Service executives can use this dashboard to gain visibility into their day-to-day operations. In order to help you make the most of this tool, we tried to cover as much as possible in our regular documentation. Start from a template and visualize your performance in minutes. In the Quick Overview section you get the number of contacts, number of emails sent, and the number of active campaigns. It represents the most critical key performance indicators to a specific audience. Write flawless announcement copies. Step 2: Prepare your data sources. With Fluent Support, you can create products or import them from WooCommerce or EDD for providing product-based support. 92. Improved Tutor LMS Integration. Resources FluentCRM Resources Logos For differnet purposes and page designs, you may need to use different version of FluentCRM logos. 2) Email Marketing: FluentCRM includes a powerful email marketing platform that allows you to send newsletters and automation sequences. Make data-driven decisions to grow your business. Write flawless announcement copies. A CRM dashboard is a centralized hub for your sales data and information. Free Forever · No Credit Card Required. Analyzing and reporting all your critical business metrics with a smart KPI. Logistics Dashboard examples. I have 5 KPI's to show in the dashboard. 2. FluentCRM presents neat analytics of your every campaign, funnels, sequences, CTR, and user activities. Connect all of your data in one place, visualize performance trends, monitor progress toward your goals, and make. Stay ahead of competitors. Go to the FluentCRM Dashboard All Contacts and then click on the Import button from the top right corner. (Your dashboards may appear different, depending on your data. A CRM report is a static document that inflexibly presents data for a given period. Sou uma analista de dados, fluente em inglês (C2) e espanhol (A2), com experiência em diversas áreas. My selection criteria based on - Easy to use -. 8 ways to announce a new website launch: 1. Here you can see all the dashboards and lenses in the app, in the suggested order for exploring them. Busy teams are looking for powerful project dashboards to accurately measure projects, trends, and financial. A KPI dashboard displays key performance indicators to provide the executive with an easily discernable view of their business performance. Domo. Dashboards provide an at-a-glance view of KPIs and other metrics in a graphical user interface. 26. 31 (DATE: SEP 10, 2023) = Webhook issue fixed Replace google fonts with bunnycdn font Enable/Disable AI integration for visual builder (in Experimenta Settings) = 2. The template includes budget, revenue, budget vs. Simply activate the integration, and easily turn your customers, clients, and beneficiaries into email leads. Home “State of the Union” Dashboard: This provides an overview of top-level, year-to-date performance by target KPIs. Through them, businesses can spot trends and define targets to optimize performance and ensure constant growth. Step 1: Choose your KPIs. Also, it will provide you with benchmarks to make comparisons. How to create a basic KPI Dashboard in Tableau. With this feature, you can streamline your workflow. Key functionality in this type of dashboard provides a view of the top 3 KPIs for Revenue, Profitability and Liquidity. Create a KPI area and put it in the top left of the page. 9 stars on the WordPress repository, with 102 customer reviews. Learn how you can connect Fluent CRM through the API, and also use it together with a form. A Zendesk dashboard surfaces real-time KPIs and ticket information from Zendesk, allowing managers and agents to monitor the queue throughout the day, be more responsive, and deliver stellar support. Except few, all the charts are so amazing that it was tough to choose my top 05 dashboards. At first, go to your FluentCRM dashboard and click on the Create a New Automation button to add a new automation funnel. FluentCRM has several funnel triggers that will let you initiate an automation funnel to automate workflows. The Sales Accounts template offers a complete overview of all the accounts your sales team is working on. Like the marketing dashboard, a sales dashboard caters to a startup’s sales team. The person with access to this dashboard sees his or her sales report dashboard only. You can start setting up the frontend Fluent CRM dashboard page by selecting this basic information:. 7) has introduced an incredible Dynamic Dashboard, which has replaced the old basic Dashboard. Sales Management Dashboard Template. In the second step, you can select if you want to Import By Courses or Import By Memberships. FluentCRM is a Self Hosted Email Marketing Automation Plugin for WordPress. From Settings, select Incoming Webhooks. After the completion of its installation, it will ask to activate it. Here are some key elements that should be included in a CRM KPI dashboard: 1. A CRM sales dashboard is a tool that helps sales teams track and analyze key metrics related to their sales performance. With the powers of AI and automation, it organizes all current data and uncovers insights that. 8. KPIs are used to help you measure your progress toward achieving your strategic goals. As a result, they help individuals and teams make better, faster business decisions. 6. FluentCRM is an Email Marketing and Automation Tool that integrates with the WordPress email delivery system which can be extended by additional SMTP plugins like Fluent SMTP and processes the automation emails, email campaigns, email sequences, and test emails. Project Management Dashboard Examples and Templates. Drag-and-Drop Process Builder: This feature helps you visualize and create processes and automate workflow seamlessly. Also, segment them by lists and tags effortlessly!FluentCRM is a popular customer relationship management plugin for WordPress that allows users to manage and track their email campaigns’ performance easily. Ok, let’s say that you already have enough data from different sources (1) to build an effective dashboard for your pharma business. Here’s a highlight of FluentCRM in 2022: FluentCRM is now powering over 25,000+ businesses across the world, making it the most popular CRM plugin for WordPress. (This article further explains the differences between the two. 27. 4 Steps to Building an Excel KPI Dashboard. FluentCRM’s customer data management platform offers Contact Notes & Activities module to add any additional information like quotes, invoices, transaction details, etc. Total contacts, Email Campaigns sent from FluentCRM, All the emails generated and sent from FluentCRM, Tags, Email Templates, and many more on the front page or the dashboard. Have Access to Valuable Insights With Custom KPIs. The KPIs displayed in the center of the screen reflect this company’s priorities: sales, open opportunities and open proposals. FluentCRM is a Customer Relationship Management and Email Marketing & Automation tool that manages customer contacts, and markets through email and also runs automation based on conditions & activities. First-year attrition can be broken down to be either managed or unmanaged, which means that the contract is either terminated by the employer, or the person in question leaves the company. Marketing outputs, in the end, enable marketing outcomes. de 20183 anos 3 meses. It’ll show you key metrics such as bounce rate, users, sessions, and top traffic sources on one visually engaging screen. Marketing Executive Dashboard; Sales Executive Dashboard; Sales Manager Dashboard; Salesperson Dashboard; Customer Service Dashboards. This Shiny dashboard is built using the newly launched shiny. This documentation will provide a detailed guide on Mange Automation options. digestible at a glance) it must eliminate cognitive barriers (unnecessary clutter and misleading charts) and properly visualise and label KPIs or metrics. To learn more about how to create custom measures, see Tutorial: Create your own measures in Power BI Desktop. If you track too many KPIs, you might become overwhelmed with the data and lose focus. You can edit the measures and visuals of existing custom and out-of-the-box KPIs to match your. Sales leaders and their teams need to track the key performance indicators that help them close more orders. Supervisor dashboard show sales data for the entire company or department AS WELL AS performance of every sales rep. Get better visibility into sales performance with FluentCRM dashboards Onboard and motivate sellers to improve their performance through sales contests that promote teamwork and accountability. What integrations are available with FluentCRM? FluentCRM is a marketing automation plugin for WordPress. “If you bring enough value to the first sales meeting, the client will want to meet with you again!”. Along with that, we have also added some necessary feature improvements that’ll improve your overall FluentCRM experience. One of its key features is its ability to connect to nearly any source. Track your FluentCRM subscriber count in real-time with Numerics' Subscribers by List widget. Average Conversion Time. FluentCRM is a Self Hosted Email Marketing Automation Plugin for WordPress. 8 means a lot. FluentCRM is the Email Marketing & CRM solution for WordPress with loads of features and functionality. Dashboard software is the one application that can be designed to filter out unwanted information to ensure appropriate KPIs are front of mind and relevant to their intended audience. 0 brings two important improvements to the email sequence module. Manage your leads and customers, email campaigns, automated email sequencing, learner and affiliate management, and monitor user activities and many more in one place; without ever. Which will take you to the. These CRM dashboards come pre-built with some of the most commonly tracked KPIs and metrics from the most popular tools. Automation Name: Provide a Name for the Automation. # Built-in FluentCRM DB Models. Part 1: Applying ‘What-If’ Scenarios to the Dashboard. This interactive dashboard helps you analyze and set goals by month and quarter, forecast your lead-to-MQL rate, MQL-to-customer rate, lead-to-customer rate, and more. This setup guides sales reps about qualified. FluentCRM launched in September 2020 with a lot of fanfare— since it came from WPManageNinja, the folks behind the already popular Fluent Forms. From 2. Now you can contrast every customer account, all within the same dashboard. It updates in real time. Moreover, the dashboard enables to track a list of customer service KPI for effective business management. Here you can see all the dashboards and lenses in the app, in the suggested order for exploring them. A low turnover rate is desirable as it means that your property is occupied and making you money. FluentCRM’s default dashboard will show you a quick overview of your business’s current situation. Marketing Reporting lets you track both and see when and if there is a need for adjustment so that you can reach the desired target. Service Executive Overview Dashboard Service executives can use this dashboard to gain visibility into their day-to-day operations. Salesforce is a SaaS CRM tool that allows businesses to plan and. Click on the Import button located on the top right corner of the page. A dashboard provides a visual representation of your key metrics, allowing you to monitor performance in real-time and easily compare against your benchmarks. Include Contact Info in Personal Data export by WP: If you want to include Contact Data from FluentCRM to be included in the WordPress data exportSet up your workbook. It offers an intuitive setup process and a user-friendly dashboard, making it a fantastic plugin for beginners. Get started with your custom KPI dashboards for FREE! Track the success of your FluentCRM email campaigns with Numerics' Sent Emails Trend widget. FluentCRM provides all the features you need to automate your business within your WordPress dashboard. actual cost, profit margins, and debt-to-equity ratio KPI charts. Key Performance Indicators (KPIs) are the subset of performance indicators most critical to your business at the highest level of your organization. Features. Once will appear, press on Install Now. FluentCRM launched in September 2020 with a lot of fanfare— since it came from WPManageNinja, the folks behind the already popular Fluent Forms. 1. Here you’ll get the option to Create Webhook. So, planned to show the dashboard with Tiles when i click on each Tile then it will redirect to the each KPI with visualisation. From analytics to operations, a business KPI dashboard brings a wide assortment of benefits to the table. 14. 4. FluentCRM 2. Benefits of a comprehensive KPI tool. It's clear and concise, focusing on the significant factors for marketing — leads, and percent of. All the built-in database models are available atLearn how you can connect Fluent CRM through the API, and also use it together with a form. A deep dive into healthcare dashboards and their business outcomes shows us the following: 1. Delete connected contact when a user gets deleted: If you want to remove a user from FluentCRM when the user is deleted from the WordPress user base, you can utilize this option. FluentCRM aims to become the ideal CRM we have stated earlier and is working in that direction. Law Firm KPI Dashboard Example. Key performance indicators are quantifiable measures of performance over time for specific strategic objectives. Think of it as a snapshot of your sales pipeline—your recent sales, valuable sales metrics, and more. current year) from the source reports. Fluent Support has introduced a new amazing Dynamic Dashboard for its users’ convenience. Complaint Resolution Time. On the next screen, you will be asked to give ActiveCampaign API Key, you can acquire the API key by going to Settings -> Developer -> API Access. With powerful features like landing page mode, double opt-in, lead collection and management is now a piece of cake. Manage your leads and customers, email campaigns, automated email sequencing, learner and affiliate management, and monitor user activities and many more in one place; without ever having to leave your WordPress dashboard! Get started with your custom KPI dashboards for FREE! Track the success of your FluentCRM email campaigns with Numerics' Sent Emails Trend widget. Chart your marketing spend and performance across multiple channels including ads and email. This KPI helps your sales team to track the competitors’ prices and justify your prices. Track performance of top customers and improve retention with visualized lifetime values. Build a new plugin or update an existing Teams message extension or Power Platform connector to increase users' productivity across daily tasks. Cost of managing processes. A financial dashboard is a business intelligence tool that allows finance and accounting teams to visualize, track, and report on financial KPIs. -Data Analytics insights using SQL database. This Blog Post is related to the presentation of KPI Fiori Tiles. 1. 4. 1. Once you’ve identified these, visualize the data using relevant charts and graphs. Just an automatic KPI dashboard that provides a unified view of your business and saves you time and effort. Letrus. Take your data everywhere with a mobile KPI presentation. View your full business insight right from the FluentCRM dashboard by using graphs, charts, data widgets; Track every marketing email and get in-detail metrics; View all the data points of your customers from Purchase History, and Support tickets to the offline phone call using activity logs. More than ever before, finance professionals and. A CRM dashboard, on the other hand, reacts to and reflects changes in your data. Executives can also monitor performance against set key performance indicators (KPIs), which helps them refine organization goals based on past performance. Track the total number of contacts in your FluentCRM database with Numerics' Contacts widget. Then you will find a page appear where you have to select the form & Map Primary and Other. Make data-driven decisions to grow your business. Thanks in advance. Dengan demikian, mudah untuk mengidentifikasi area yang memerlukan perhatian segera. Service Desk Excel Template Dashboard. FluentCRM Visual Builder. Track real-time trends of email clicks with the Clicks Trend widget for FluentCRM emails in Numerics. Advanced Filter. Databox. It provides a quick snapshot of institutional and departmental performance. 1. This type of plugin enables WordPress admins to sell courses either free or paid and helps to spread knowledge as well. A high retention rate is a sign that the business is providing a high level of value to its customers, and it is typically a good. From your FluentCRM dashboard, navigate to the settings tab and select Incoming Web Hooks. Total Pipeline Value. Gather your key data points. Almost 30 marketers shared their top KPIs and metrics to add to a CMO dashboard based on their experience. Track your business's all-time earnings with Numerics' customizable Alltime earnings widget for FluentCRM. Templates can also be customized. A logistics dashboard allows for the monitoring and reporting on important logistics KPIs concerning warehouse operations, transportation processes and the overall supply chain management. It is required to create the List and tags before creating the form. Why we recommend Databox for marketing analytics. Easily customize the template to provide KPI data for any series of performance measurements, and create a simple. From the Reports option in FluentCRM, if you navigate to WooCommerce then you can see an advanced report of the WooCommerce data on your site. Learn to create KPIs in dashboards. Customer Retention Rate. Clearly define your business goals and objectives. WPManage Ninja LLC. FluentCRM allows you to integrate with several apps including Woocommerce, EDD, LifterLMS, Paid Membership Pro, AffiliateWP, and Fluent Forms, etc with which you can increase productivity and conversions by syncing data across apps. zip file and upload this on the Add New page is by using the Upload Plugin button, after that click Install & Activate. The report data shows the Total Revenue, Total Orders, Total Customers, Average Revenue Per Customer, Average Order Value (AOV),. Never miss out on any contact information again!Dashboard > Plugins > Add New > Search Plugins > fluentcrm. Track your business' key contacts in real-time with Numerics' Top Contacts by Points widget. We’ve listed them below and laid out exactly why each of these metrics deserves a place in a CMO’s dashboard. After the installation, activate both plugins and then go to your Fluent Forms dashboard. Customer acquisition metrics could include the number of leads generated, conversion rates, and customer acquisition costs. Lead Response Time. Pricing: From $49 user/month. This simple sales dashboard uses a handful of highly-visual KPIs. Databox is a KPI dashboard tool that makes it easy to visualize & share all kinds of data. Get Started. Scoro. Modern KPI dashboards allow any user to easily explore the data. You will notice a pop-up window appear, where you have to add a suitable Internal Label. This financial KPI can be tracked by business departments, to measure the cost of managing people’s work and planning for the future. Stay informed and make informed decisions. LinkedIn dashboard. When it comes to swift and informed senior decision-making, management KPIs are invaluable. One of the most important CRM KPIs is the customer retention rate, which measures the percentage of customers who continue to do business with the company over a given period of time. Use this sales management dashboard template to track performance by salesperson, product, region, and more. Stay financially aware and ahead of the competition. 2. Without REST API FluentCRM will not work. Revisit the stakeholder analysis you did in step 1a and map out the stakeholder groups with the KPIs they’re most likely interested in tracking and using. 3 and explore the amazing new features and improvements for complete email marketing. 1. 1. Lead Conversion %. Who. CRM Advanced Reports EDD – Advanced Reports. Churn. From the Reports option in FluentCRM, if you navigate to LearnDash then you can see an advanced report of the LearnDash data on your site. Build-in Documentation Page. Never miss a beat with Numerics and FluentCRM. Connect your tools now and unlock unlimited automation possibilities! See all integrations. So let’s get. 92 – Super Exciting New Features. In order to connect FluentCRM to Zapier, you need to create a webhook URL on FluentCRM at first. In addition to the filters available for all dashboards (see Filter dashboard), you can also filter based on the results compared to the previous period in the All KPIs dashboard. The KPIs can differ based on industry, company, and personal objectives. Step 3: Connect to your data source. Now that you have created several KPIs, it’s time to stitch them together to create an. Sign up here. Scroll down to Contact Tags and check the Enable Dynamic Tag Selection checkbox. The making of an undertaking or deals dashboard Excel template requires 3 separate tabs or sheets inside the Excel scratch pad: Give the main sheet a name that you can undoubtedly perceive like ‘Raw Information’ or ‘Information. Benchmarking is a very important step to measure actions or steps that are taken for any Email Marketing or Business Campaign. Klipfolio is a cloud-based KPI dashboard software platform. Sales managers can instantly see which salespeople perform the best and how much income is to be expected from the new deals. All the scripts run on a VPS with 8 CPU cores and 8 GB of RAM. Then, you will have to head over to FluentCRM and set up another automation for the outgoing webhook. Using their CRM, reps can track KPIs against the baseline set by the rest of the team, and work to improve their performance in healthy competition with the rest of the team. They help managers quickly make more informed decisions. Click Settings. Step 5: Customize your charts. 19. To activate your license key: Click WS Form in the WordPress administration menu. In this tutorial, we will learn about Fluent CRM REST API Management. Simply activate the integration, and easily turn your customers, clients, and. Measure your sales output compared to the number of calls. Contoh Dashboard KPI keuangan juga menampilkan laporan analisis keuangan dengan cara berbeda-beda. Click on the Import button located on the top right corner of the page. Users can create insightful KPI dashboards for easier collaboration and data analysis to track key performance. Klipfolio is your ticket out of boring Excel spreadsheets that offer a dynamic platform for tracking KPIs and validating your business decisions. This CRM KPI Dashboard Excel Template will keep track of all your relevant and measurable metrics with the customer. Target Dashboard connects and mixes all of your information into one place. Just download any template for free, connect your data, and get instant visualizations of things like number of tasks assigned and completed, tasks overdue, and. It lets the customer access their profiles, information, invoices, etc. You can filter your campaign by the keywords of your campaign. Gain real-time insights into your subscriber growth trend with the Subscriber Growth Trend widget for FluentCRM. Why marketing KPI dashboards are so valuable. Consistency is key. As we have seen and learned about the Contacts Dashboard and also the General & Dynamic Segmentation of the FluentCRM contacts, we have noticed that there is an Advanced Filtering option available in the FluentCRM. For instance, the client portal. From there, click the Create WebHook button. #FluentCRM. 30+ Integrations. Similarly, a KPI tracks your progress in specific areas of performance in a business. Dashboards are most useful when they are. Customer Retention Rate. This CRM KPI Dashboard Excel Template will keep track of all your relevant and measurable metrics with the customer. I’ve switched all of my sites to use FluentCRM and FluentForms. Step 1: Integrate FluentCRM with Fluent Forms. Sensei is available as a WooCommerce extension, making it a useful addition to any e-commerce store that adds online courses. 2.