Episode 117
- Marisa Palmieri Shugrue
- Mar 2, 2023
- 1 min read
Updated: Mar 3, 2023
3/2/23
Topic: How to Create Dashboards That Work
Guests: Dan Gordon & Donnie Shelton
In this episode we discuss:
How Donnie & Triangle Home Services have evolved their approach to dashboards
Why they've made multiple CRM changes
An Oliver Wendell Holmes quote about simplicity: "“For the simplicity on this side of complexity, I wouldn't give you a fig. But for the simplicity on the other side of complexity, for that I would give you anything I have.”
The purpose of a data warehouse for a pest control company
Why Donnie is OK with his dashboards being on a spreadsheet now
Why PCO Bookkeepers & M&A Specialists advocates putting some data manually into QuickBooks rather than integrating it with your CRM
How and why to avoid becoming a "CRM jockey"
What a dashboard is and what it is not
What Dan considers a perfect example of a dashboard
The dashboards Donnie looks at:
A value summary (customer service and team engagement survey scores)
Marketing summary (leads, spending, budget)
Sales summary
Growth summary (recurring residential units, revenue)
Field and office summary report
Financial summary (gross margin, collections, etc.)
What to consider as you develop your own dashboards
Resources mentioned:
PCO Bookkeepers & M&A Specialists article: How to Create the One-Minute Manager Report
Service Donnie uses to automatically email his dashboards: https://digitalinspiration.com/
Advice: "When you go down a road and you realize you really f-ed up, it's hard to say to yourself, 'Well, I really f-ed up, we gotta change.'" —Donnie Shelton
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