Dashboard

February 10, 2020

Overview

The ClientTether Dashboard is your command Center. It gives you clear insights to lead acquisition, sales, team performance, and lead progression.

The charts and figures give you actionable data that allow you to monitor process efficiency and evaluate where you’re getting the best ROI on your marketing spend.

Topics

  1. Selecting Data to Display
  2. Account Features that Affect Dashboard
  3. Charts Available on Dashboard

Selecting Data to Display

You can adjust the data displayed in two ways.

  1. Adjusting the Date Range
  2. Changing the Contact Type

Account Features that Affect the Dashboard

What you see in the dashboard can be affected by two things

  1. If you are single level account or a multilevel account
  2. If the ClientTether Proposal System is Active in your account

Single v. Multi-level Account Views

Multi-Level View

Multi-Level view allows you to compare the data for all of your sub accounts by using the Account List found in the top left corner of the dashboard

Single Level View

There is no Account List because there are no sub accounts.

You will only see the data for your account on the dashboard.

For more information on different types of accounts click here.

Proposal System v. No Proposal System

If your account is utilizing ClientTether Proposals. You have three additional charts available

  1. Sales Report
  2. Collected
  3. Collected Sales Report

For more information on Proposals click here.

Charts Available on Dashboard

The power of the Dashboard is created by the compilation of clearly labeled easy to read charts available. We are going to walk through each chart you can see on the Dashboard and the information you can get from it.

For reference and easy navigation here is a complete list of charts that are part of the Dashboard. Please note * designates the report will only be available if you are utilizing the ClientTether Proposal feature.

Sales Report*

The Sales report provides a monthly report of total sales.

There are two views:

  • Comparison – a simple line graph
  • Stacked – a representation of the same data in a stacked graph format.

*This report is dependent on information from our proposal system, so if you are not using that feature you will not see this report.

Lead Flow

The Lead Flow report shows you a monthly breakdown of how many leads you had come in.

Lead Source

Lead Source gives you an exact accounting of where each of your leads has come from. This lead attribution is automated as leads flow into ClientTether from your web forms, Facebook forms, and lead portals.

Sales Cycle Progression Rate

The Sales Cycle Progression Rate is one of the most important and unique reporting tools in ClientTether.

This report gives you an instant breakdown of how your leads are progressing through the Sales Cycle, and where you are losing leads along the way.

Franchise and multi-unit businesses can use this chart to perform a real-time comparative analysis of selected locations to evaluate strengths and weaknesses in performance across the entire sales process.

Contact Clients

Contact Clients report gives you an overview of how many upcoming contact reminders you have in the future, today, and have missed.

Pipeline Summary for Active Path

The Pipeline Summary for Active Sales Cycle steps is another extremely important tool on Dashboard.

At a glance this shows you how much money is sitting each step of of your Sales Cycle.

Client Count by Action Plan

The Client Count by Action Plan Report allows you to see how many contacts you have in each of your action plans.

You can change the type of action plans you are looking at with the drop down menu.

Activity List

Activity list allows you to get clear understanding of what each one of you team members are doing.

Numbers are provided for each activity they engage in, which creates a high level of transparency and accountability within your team.

Average Job Size

The Average Job Size report allows you to get a clear view of your average job size broken down into four categories

  1. Assigned User
  2. Lead Source
  3. Service*
  4. Zip Code

This allows you to get a clear picture of what factors are involved in potentially bringing in the largest job sizes.

This data is dependent upon your team using the “Quoted” and “Closed” fields within the client record.

# Closed Ratio

The # Closed Ratio report allows you to get a clear view of how many new leads are being closed. This is broken down into four categories

  1. Assigned User
  2. Lead Source
  3. Service*
  4. Zip Code

This allows you to get a clear picture of what which lead sources, zip codes, assigned users, or services are driving higher close ratios. This is where you can make clear decisions regarding which marketing investments are generating ROI and which should be abandoned.

This data is dependent upon your team using the “Quoted” and “Closed” fields within the client record.

$ Closed Ratio

The $ Closed Ratio report allows you to get a clear view of how much money leads are being closed on. This is broken down into four categories

  1. Assigned User
  2. Lead Source
  3. Service*
  4. Zip Code

This allows you to get a clear picture of what factors are involved in how much a deal is being closed for.

This data is dependent upon your team using the “Quoted” and “Closed” fields within the client record.

Collected*

The Collected report allows you to get a clear view of how much money total has been collected within your designated date range. It can be broken down into four reports

  1. Assigned User
  2. Lead Source
  3. Service
  4. Zip Code

*This report is dependent on information from our proposal system, so if you are not using that feature you will not see this report.

Collected Sales Report*

The Collected Sales Report allows you to get a clear view of how much money has been collected each month within your designated date range, and displays it in a stacked graphic. It can be broken down into four reports

  1. Assigned User
  2. Lead Source
  3. Service
  4. Zip Code

*This report is dependent on information from our proposal system, so if you are not using that feature you will not see this report.

This Month Minute Usage

This Month’s Minute Usage indicates how many minutes your team has been on the phone with contacts via ClientTether for the current invoicing period.

This Month SMS Usage

This Month’s SMS usage indicates how many text messages have been sent out from ClientTether to your contacts during the current invoicing period.