CRM Metrics Dashboard: Understand the health of your leads & deals
All the key information about upcoming tasks, opportunity status, campaign success, and more right at your fingertips.
Benefits of Carrot CRM Reporting Dashboards
Centralized Insights
No more clicking around to check on the status of everything. Carrot CRM’s robust dashboard puts everything you need to monitor in one place.
Deep Understanding
If you’re managing a lot of leads, deals, and campaigns, spreadsheets won’t cut it. Never lose track of what’s really happening with in-depth metrics.
Evaluate Team Success
Monitor what actions individual employees are working on, average speed to lead, opportunities touched, and more with the Employee Scorecard view.
Action Insights
Stay on top of tasks
Actions keep your leads moving toward deals, but if you’re working several deals, post-it notes and to-do lists won’t cut it. Keep track of what tasks you need to perform, how many are due today, how many you’ve completed in the past week, and how many tasks are overdue. The Action dashboard supercharges your to-do list into a command center to keep you motivated and on-task.
Opportunity Metrics
Easily track your opportunities
Keep track of all your opportunities, what stage they’re in, and how many are qualified versus unqualified. See how your opportunities evolve over time to ensure you’re targeting the right deals and moving them to completion. This multi-metric dashboard sure beats a spreadsheet!
Campaign & Sequence Success
Ensure your efforts are effective
Campaigns attract leads and automated outreach sequences help move those leads to closed-won deals. But if your campaigns or sequences aren’t working, your deal pipeline could dry up.
The Campaigns and Sequences dashboards dig into how your critical marketing efforts are working. Make sure your marketing campaigns and outreach are effective and that every lead gets the proper follow-up. If you’re not happy with your metrics, you’ll know it’s time to try something new now instead of months down the road.
Team Management
Understand employee activities
The Employee Scorecard shows you key metrics side-by-side for each employee so you can quickly identify top performers and those who might need coaching. Drill down into an individual’s activities and opportunities to get a better understanding of their workload. It’s the ultimate team insight tool.
Connect all your leads, from anywhere
Carrot CRM integrates with any app via Zapier, making it easy to keep all your leads in one place.
More Included Carrot CRM Features
Automated Outreach
Save time and follow-up with more leads using automated outreach. Customize your message, delivery channel, and outreach schedule then let your CRM do the work for you!
Detailed Property Insights
Stop piecing together property details from multiple sources. Get all the insights you need to fully understand an opportunity with Carrot CRM’s included Property Data Reports.
Customizable Notifications
Receive customizable notifications for key events, ensuring you’re always up to date on important developments.
Centralized Information
Add notes, attach files and embed links to opportunities so everything you need to know and access is always in one place.
What our customers are saying
Keith Sant
Kind House Buyers
Super solid CRM and the automations helped me close more deals without hiring more people.
See the full list of Carrot CRM features