Sales Dashboard

The Importance of Analytics

Pro’s know. Online business is all about data. We’ve learned this the hard way – through years of trying to make successful online businesses. From ecommerce to e courses. We’ve got decades of experience here, and the crucial thing we’ve learned is that data matters.

We’ve built this extension to make it increadibly easy to see high-level, business-critical analytics at a glance.

Metrics, Metrics, Metrics!

The Sales Dashboard extension focuses on 7 key metrics, giving you amazing insight into your customers, and the ability to see quick wins to grow your business.

Gross Revenue

Net Revenue

Discounts

Fees

Average Revenue per Customer

New Customers

Total Customers

See each of these in detail below, or grab the extension now and see your very own graphs within five minutes!

User examples:

Multi-agent Agency or Busy Freelancer

As customers come and go it’s easy to build up many ways to see “progress” in a business sense. Sales Dashboard works out-of-the-box with your CRM, and shows you at-a-glance how your business is killing it (or not :o). This makes it easy to make leveraged business decisions, (or to keep a team on point).

WooCommerce ecommerce store

Woo Sync keeps your ZBS customer database up to date automatically. Sales Dashboard “just works” and gives you stunning charts based on your sales and customers.

Selling online with PayPal

PayPal Sync keeps your ZBS CRM up-to-date automatically. Sales Dashboard provides you with beautiful charts based on your sales and customers. (Also works in the same way for non-profits & donations!)

Gross Revenue and Net Revenue

The main metric of your business. Find out how your revenue is growing. Are your marketing efforts working as you intended. The Net revenue chart is very similar to Gross revenue, but knocks off discounts and fees.

See how your Gross Revenue is changing over time, comparing the trend to the prior period you can easily see if your business is growing or contracting.

The detailed view shows the past 30 days as well as how your current month compares to the last month and charts the revenue over the past 12 months. Awesome.

Drilldown by date

The Sales Dashboard lets you analyse your data across any date range you choose. Super simple and easy to use.

Discounts and Fees

Just like the Gross and Net Revenue charts you can see your discounts and fees for each transaction. A great way to see whether any promotions have spiked your sales.  Fees are the fees from transactions but you can also add any other ‘fees’ related to your business.

Average Revenue Per Customer

This one is one of the metrics we focus on. What value to your business is a new customer. This can be used to determine how much to spend to acquire a new customer. Giving you awesome control over your business growth.

New Customers and Total Customers

These two charts are great ways of seeing your customer growth rate over time. It shows you how many customers you’re adding each month and also which day of the week are your best days for gaining new customers. Amazing.

Total Customers

How many customers does your business have? Do you know? Can you quickly analyse whether your customer growth rate is increasing? Are marketing boosts helping kick the trend upwards?

With all of this amazing information you can really use the zero BS CRM system to drive your business forwards.

See your latest Activity

The Sales Dashboard gives you the latest activity from your transaction data, have you generated new customers along with your new sales? How are things progressing? A nice little touch to keep on top of things while reviewing your Sales Data.

All metrics in one easy to analyse dashboard

Take a view of everything, anytime you like. All the way back to the start of time. Want to start writing transparency reports for your business? You can easily do this and backdate them by going through your data.

Transform your dashboard with your WordPress Profile Skin

Use the power of WordPress to skin your Sales Dashboard to your own liking. Change to any of the skins and the Sales Dashboard follows suit. Some of our favourites are the Midnight, Blue and Sunrise options.

Switching to the Sunrise mode it gives you a great, fully customisable CRM system with amazingly easy to analyse data, including the WordPress ‘Collapseable menu’ you can make the most of your Dashboard data.

Sales Dashboard Features:

Business-critical Metrics – act on information!

Powerful Dashboard – easy to see at a glance

Sync’s with your sales data – keep up to the minute with your data * Requires sync extension

Discover Trends – See your data like never before

Fully automatic – No setup required, just plug into your ZBS CRM

Charming Support – direct support via email

Easy to install & setup – a quick 2-minute job you can do directly from your browser

Efficient Code – all extensions are performance optimised

Zero-BS CRM Promise – all extensions add value in a clean, effective way, guaranteed!

Sales Dashboard Specification:

Requires Zero-BS CRM Version: 1.5+

Requires PHP Version: 5.4+

Compatible with WordPress Versions: WordPress 4.2+

Tested on multiple server setups

Works best with a Sync Plugin PayPal or WooCommerce)