{"id":30395,"date":"2024-01-04T13:47:54","date_gmt":"2024-01-04T13:47:54","guid":{"rendered":"https:\/\/chartexpo.com\/blog\/?p=30395"},"modified":"2025-11-03T13:13:22","modified_gmt":"2025-11-03T08:13:22","slug":"customer-relationship-management-dashboard","status":"publish","type":"post","link":"https:\/\/chartexpo.com\/blog\/customer-relationship-management-dashboard","title":{"rendered":"CRM Dashboard: Benefits, Importance &#038; Key Elements"},"content":{"rendered":"<p>Customer experience is one of the factors used to measure business outcomes. Consumers today have more industry influence. They are interested in a product, its marketing, and its outcome.<\/p>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/customer-relationship-management-dashboard.jpg\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" style=\"max-width: 100%;\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/customer-relationship-management-dashboard.jpg\" alt=\"Customer Relationship Management dashboard\" \/><\/a><\/div>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/utmAction\/MTYrYmxvZytwYitjZXhwbytQQkk0NTgrU2Fua2V5Kw==\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-power-bi.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a><a href=\"https:\/\/chartexpo.com\/utmAction\/MTYrYmxvZytncytjZXhwbytDRTQ1OCs=\" target=\"_blank&quot;\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-google-sheets.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a><a href=\"https:\/\/chartexpo.com\/TrafficTracker\/MTYrYmxvZytzZStjZXhwbytDRTQ1OSs=\" target=\"_blank&quot;\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-microsoft-excel.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a><\/div>\n<p>This has compelled businesses to invest in their customer support teams to meet rising customer demands. They use customer relationship management (CRM) systems to track and manage interactions with customers.<\/p>\n<p>A CRM system is software that helps businesses manage their interactions with customers and potential customers.<\/p>\n<p>Customer Relationship Management dashboards are designed to provide departments with a preview of client information, products, services, and feedback.<\/p>\n<p>In this article, we will learn what a dashboard for CRM is and its importance. We will also discuss the benefits of using a CRM dashboard as well as its key elements.<\/p>\n<p>We will then learn how to create a CRM dashboard in Power BI.<\/p>\n<h3>Table of Contents:<\/h3>\n<ol>\n<li><a href=\"#tb1\">What is a Customer Relationship Management Dashboard?<\/a><\/li>\n<li><a href=\"#tb2\">Importance of a CRM Dashboard<\/a><\/li>\n<li><a href=\"#tb3\">Benefits of Using a CRM Dashboard<\/a><\/li>\n<li><a href=\"#tb4\">Key Elements of a Customer Relationship Management Dashboard<\/a><\/li>\n<li><a href=\"#tb5\">Make a CRM Dashboard<\/a><\/li>\n<li><a href=\"#wrap-up\">Wrap Up<\/a><\/li>\n<\/ol>\n<h2 id=\"tb1\">What is a Customer Relationship Management Dashboard?<\/h2>\n<p>A dashboard for CRM is a centralized data hub that displays customer-related <a href=\"https:\/\/chartexpo.com\/blog\/metrics-and-kpis\" target=\"_blank\" rel=\"noopener noreferrer\">metrics and KPIs<\/a>. It enables organizations to:<\/p>\n<ul>\n<li>Manage interactions with their customers<\/li>\n<li>Track sales<\/li>\n<li>Monitor marketing<\/li>\n<li>Monitor team performance<\/li>\n<\/ul>\n<p>A Customer Relationship Management dashboard displays all the important information a user needs to know at a glance.<\/p>\n<h2 id=\"tb2\">Importance of a CRM Dashboard<\/h2>\n<p>A Customer Relationship Management dashboard, alongside a <a href=\"https:\/\/chartexpo.com\/blog\/web-analytics-dashboards\" target=\"_blank\" rel=\"noopener noreferrer\">web analytics dashboard<\/a>, is a crucial tool for businesses and organizations of all sizes. Together, they serve as central hubs for monitoring and managing customer-related data.<\/p>\n<p>Here are the reasons a CRM is important:<\/p>\n<ul>\n<li>\n<h3>Helps Identify Trends, Patterns, and Anomalies<\/h3>\n<ul>\n<li>Visual charts, graphs, and reports can help identify trends, patterns, and anomalies in customer interactions and behavior.<\/li>\n<\/ul>\n<\/li>\n<li>\n<h3>Provides Real-time Insights<\/h3>\n<\/li>\n<\/ul>\n<p>Many CRM Analytics dashboards offer real-time or near-real-time data updates. This feature enables businesses to react quickly to changing customer needs, preferences, and issues.<\/p>\n<p>For example, sales teams can identify and pursue hot leads using <a href=\"https:\/\/chartexpo.com\/blog\/crm-analytics\" target=\"_blank\" rel=\"noopener noreferrer\">CRM Analytics<\/a>. Customer support teams can promptly address urgent customer concerns with the help of CRM Analytics.<\/p>\n<ul>\n<li>\n<h3>Improved Decision-making<\/h3>\n<\/li>\n<\/ul>\n<p>With access to consolidated customer data, decision-makers can make more informed choices. Sales strategies, marketing campaigns, and customer support initiatives can be optimized based on data-driven insights.<\/p>\n<p>Understanding the differences between a <a href=\"https:\/\/chartexpo.com\/blog\/power-bi-dashboard-vs-report\" target=\"_blank\" rel=\"noopener noreferrer\">Power BI dashboard vs. report<\/a> can further enhance decision-making by providing the right tools for analyzing and visualizing data effectively.<\/p>\n<ul>\n<li>\n<h3>Enhanced Customer Service<\/h3>\n<\/li>\n<\/ul>\n<p>The Customer Relationship Management dashboard gives customer support teams access to customer data. The customer support teams can therefore provide personalized and efficient support.<\/p>\n<h2 id=\"tb3\">Benefits of Using a CRM Dashboard<\/h2>\n<p>Using a dashboard for CRM offers numerous benefits for businesses of all sizes. These include:<\/p>\n<ul>\n<li>\n<h3>Personalized Customer Interactions<\/h3>\n<\/li>\n<\/ul>\n<p>Customer Relationship Management dashboards can give insights to help customer service teams offer personalized customer interactions. The data can also help shape marketing initiatives and make timely responses.<\/p>\n<ul>\n<li>\n<h3>A Competitive Advantage<\/h3>\n<\/li>\n<\/ul>\n<p>Customer Relationship Management dashboards provide organizations with a competitive advantage. They can garner insights that can help them adapt to changing market conditions.<\/p>\n<ul>\n<li>\n<h3>Get Higher Quality Customer Insights<\/h3>\n<\/li>\n<\/ul>\n<p>You can integrate CRM software with other business tools and systems. These include marketing automation software, email, calendars, and sales management software. This means that you get a better understanding of your customer&#8217;s <a href=\"https:\/\/chartexpo.com\/blog\/data-visualization-guide\" target=\"_blank\" rel=\"noopener noreferrer\">data visualization<\/a>.<\/p>\n<h2 id=\"tb4\">Key Elements of a Customer Relationship Management Dashboard<\/h2>\n<p>The elements of a CRM dashboard vary depending on a company&#8217;s goals and needs.<\/p>\n<p>Here are the key elements of a Customer Relationship Management dashboard:<\/p>\n<ul>\n<li><strong>Customer Information.<\/strong> These may include purchase and communication history, account status, and customer segment.<\/li>\n<li><strong>Sales and Revenue Metrics<\/strong>. These may include total sales, sales by product, region, and revenue trends. The customer dashboard can also include the sales funnel. This is a visual representation of the <a href=\"https:\/\/chartexpo.com\/blog\/sales-pipeline-report\" target=\"_blank\" rel=\"noopener noreferrer\">sales pipeline<\/a>, showing leads, opportunities, and deals at each stage.<\/li>\n<li><strong>Lead Conversions Information<\/strong>. The number of leads in the system and the percentage that have been converted into customers.<\/li>\n<li><strong>Support and Service Information<\/strong>. These include open and resolved support tickets, and the average time taken to respond. Feedback and ratings from customers on the support they receive can also be incorporated.<\/li>\n<li><strong>Data Visualization<\/strong>. Visual representations of data, such as bar charts, pie charts, and line graphs, make data more digestible and can effectively illustrate complex concepts, such as the <a href=\"https:\/\/chartexpo.com\/blog\/cost-of-living-comparison-by-city\" target=\"_blank\" rel=\"noopener noreferrer\">cost of living comparison by city<\/a>.<\/li>\n<\/ul>\n<h2 id=\"tb5\">Make a CRM Dashboard in Power BI<\/h2>\n<p>There are many Customer Relationship Management dashboard examples. In this section, however, we&#8217;ll learn how to create a CRM dashboard in Power BI. We&#8217;ll use the <a href=\"https:\/\/chartexpo.com\/charts\/sankey-diagram\" target=\"_blank\" rel=\"noopener\">Sankey plot<\/a>\u00a0as an example.<\/p>\n<h3>Stage 1: Logging in to Power BI<\/h3>\n<ul>\n<li>Log in to Power BI.<\/li>\n<li>Enter your email. Click the \u201c<strong>Submit<\/strong>\u201d button.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/enter-email-to-login-to-power-bi.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/enter-email-to-login-to-power-bi.jpg\" alt=\"Enter email to login to Power BI\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>Enter your password and click \u201c<strong>Sign in\u201d<\/strong>.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/enter-password-to-login-to-power-bi.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/enter-password-to-login-to-power-bi.jpg\" alt=\"Enter Password to login to Power BI\" width=\"363\" \/><\/a><\/div>\n<ul>\n<li>Choose whether to stay signed in.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/click-on-stay-signed-in.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/click-on-stay-signed-in.jpg\" alt=\"Click on stay signed in\" width=\"392\" \/><\/a><\/div>\n<h3>Stage 2: <strong>Creating a Data Set and Selecting the Data Set to Use in Your Sankey Chart<\/strong><\/h3>\n<ul>\n<li>Go to the left-side menu and click the \u201c<strong>Create<\/strong>\u201d button.<\/li>\n<li>Select \u201c<strong>Paste or manually enter data<\/strong>\u201c.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/select-paste-or-manually-enter-data-in-power-bi-ce458.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/select-paste-or-manually-enter-data-in-power-bi-ce458.jpg\" alt=\"select Paste or manually enter data in Power BI ce458\" width=\"650\" \/><\/a><\/div>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/utmAction\/MTYrYmxvZytwYitjZXhwbytQQkk0NTgrU2Fua2V5Kw==\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-power-bi.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a><a href=\"https:\/\/chartexpo.com\/utmAction\/MTYrYmxvZytncytjZXhwbytDRTQ1OCs=\" target=\"_blank&quot;\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-google-sheets.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a><a href=\"https:\/\/chartexpo.com\/TrafficTracker\/MTYrYmxvZytzZStjZXhwbytDRTQ1OSs=\" target=\"_blank&quot;\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-microsoft-excel.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a><\/div>\n<ul>\n<li>We&#8217;ll use the following British Airways review dataset.<\/li>\n<\/ul>\n<table class=\"static\" style=\"table-layout: fixed; overflow-x: auto; border: 1px; font-size: 17px;\">\n<tbody>\n<tr>\n<td width=\"145\"><strong>Country<\/strong><\/td>\n<td width=\"145\"><strong>Seat_type<\/strong><\/td>\n<td width=\"133\"><strong>Recommended<\/strong><\/td>\n<td width=\"153\"><strong>Type_of_traveler<\/strong><\/td>\n<td width=\"54\"><strong>Stars<\/strong><\/td>\n<\/tr>\n<tr>\n<td width=\"145\">Hong Kong<\/td>\n<td width=\"145\">Business Class<\/td>\n<td width=\"133\">yes<\/td>\n<td width=\"153\">Family Leisure<\/td>\n<td width=\"54\">5<\/td>\n<\/tr>\n<tr>\n<td width=\"145\">United Kingdom<\/td>\n<td width=\"145\">Economy Class<\/td>\n<td width=\"133\">no<\/td>\n<td width=\"153\">Solo Leisure<\/td>\n<td width=\"54\">3<\/td>\n<\/tr>\n<tr>\n<td width=\"145\">Iceland<\/td>\n<td width=\"145\">Business Class<\/td>\n<td width=\"133\">yes<\/td>\n<td width=\"153\">Solo Leisure<\/td>\n<td width=\"54\">3<\/td>\n<\/tr>\n<tr>\n<td width=\"145\">Iceland<\/td>\n<td width=\"145\">Business Class<\/td>\n<td width=\"133\">yes<\/td>\n<td width=\"153\">Couple Leisure<\/td>\n<td width=\"54\">5<\/td>\n<\/tr>\n<tr>\n<td width=\"145\">Canada<\/td>\n<td width=\"145\">Economy Class<\/td>\n<td width=\"133\">no<\/td>\n<td width=\"153\">Family Leisure<\/td>\n<td width=\"54\">5<\/td>\n<\/tr>\n<tr>\n<td width=\"145\">Qatar<\/td>\n<td width=\"145\">Business Class<\/td>\n<td width=\"133\">no<\/td>\n<td width=\"153\">Business<\/td>\n<td width=\"54\">3<\/td>\n<\/tr>\n<tr>\n<td width=\"145\">United Kingdom<\/td>\n<td width=\"145\">Economy Class<\/td>\n<td width=\"133\">no<\/td>\n<td width=\"153\">Couple Leisure<\/td>\n<td width=\"54\">3<\/td>\n<\/tr>\n<tr>\n<td width=\"145\">Spain<\/td>\n<td width=\"145\">Economy Class<\/td>\n<td width=\"133\">no<\/td>\n<td width=\"153\">Couple Leisure<\/td>\n<td width=\"54\">1<\/td>\n<\/tr>\n<tr>\n<td width=\"145\">United Kingdom<\/td>\n<td width=\"145\">Premium Economy<\/td>\n<td width=\"133\">no<\/td>\n<td width=\"153\">Couple Leisure<\/td>\n<td width=\"54\">9<\/td>\n<\/tr>\n<tr>\n<td width=\"145\">Germany<\/td>\n<td width=\"145\">Economy Class<\/td>\n<td width=\"133\">no<\/td>\n<td width=\"153\">Business<\/td>\n<td width=\"54\">7<\/td>\n<\/tr>\n<tr>\n<td width=\"145\">United Kingdom<\/td>\n<td width=\"145\">Economy Class<\/td>\n<td width=\"133\">no<\/td>\n<td width=\"153\">Family Leisure<\/td>\n<td width=\"54\">3<\/td>\n<\/tr>\n<tr>\n<td width=\"145\">United Kingdom<\/td>\n<td width=\"145\">Business Class<\/td>\n<td width=\"133\">no<\/td>\n<td width=\"153\">Solo Leisure<\/td>\n<td width=\"54\">5<\/td>\n<\/tr>\n<tr>\n<td width=\"145\">United Kingdom<\/td>\n<td width=\"145\">Economy Class<\/td>\n<td width=\"133\">no<\/td>\n<td width=\"153\">Solo Leisure<\/td>\n<td width=\"54\">3<\/td>\n<\/tr>\n<tr>\n<td width=\"145\">United Kingdom<\/td>\n<td width=\"145\">Economy Class<\/td>\n<td width=\"133\">no<\/td>\n<td width=\"153\">Couple Leisure<\/td>\n<td width=\"54\">3<\/td>\n<\/tr>\n<tr>\n<td width=\"145\">United Kingdom<\/td>\n<td width=\"145\">Business Class<\/td>\n<td width=\"133\">no<\/td>\n<td width=\"153\">Family Leisure<\/td>\n<td width=\"54\">5<\/td>\n<\/tr>\n<tr>\n<td width=\"145\">United Kingdom<\/td>\n<td width=\"145\">Business Class<\/td>\n<td width=\"133\">yes<\/td>\n<td width=\"153\">Business<\/td>\n<td width=\"54\">5<\/td>\n<\/tr>\n<tr>\n<td width=\"145\">United Kingdom<\/td>\n<td width=\"145\">Business Class<\/td>\n<td width=\"133\">no<\/td>\n<td width=\"153\">Couple Leisure<\/td>\n<td width=\"54\">3<\/td>\n<\/tr>\n<tr>\n<td width=\"145\">United Kingdom<\/td>\n<td width=\"145\">Economy Class<\/td>\n<td width=\"133\">no<\/td>\n<td width=\"153\">Couple Leisure<\/td>\n<td width=\"54\">3<\/td>\n<\/tr>\n<tr>\n<td width=\"145\">United Kingdom<\/td>\n<td width=\"145\">Premium Economy<\/td>\n<td width=\"133\">no<\/td>\n<td width=\"153\">Couple Leisure<\/td>\n<td width=\"54\">1<\/td>\n<\/tr>\n<tr>\n<td width=\"145\">United States<\/td>\n<td width=\"145\">Economy Class<\/td>\n<td width=\"133\">no<\/td>\n<td width=\"153\">Business<\/td>\n<td width=\"54\">9<\/td>\n<\/tr>\n<tr>\n<td width=\"145\">United Kingdom<\/td>\n<td width=\"145\">Economy Class<\/td>\n<td width=\"133\">no<\/td>\n<td width=\"153\">Family Leisure<\/td>\n<td width=\"54\">7<\/td>\n<\/tr>\n<tr>\n<td width=\"145\">United Kingdom<\/td>\n<td width=\"145\">Premium Economy<\/td>\n<td width=\"133\">no<\/td>\n<td width=\"153\">Solo Leisure<\/td>\n<td width=\"54\">3<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<ul>\n<li>Paste the above data table in the Power Query Window.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/paste-data-into-power-query-window-ce458.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/paste-data-into-power-query-window-ce458.jpg\" alt=\"paste-data-into-power-query-window-ce458\" width=\"597\" \/><\/a><\/div>\n<div>\n<ul>\n<li>Select the \u201cCreate a dataset only\u201d option as shown below.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/create-dataset-in-power-bi-ce458.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/create-dataset-in-power-bi-ce458.jpg\" alt=\"Create Dataset in Power BI ce458\" width=\"650\" \/><\/a><\/div>\n<\/div>\n<ul>\n<li>Click on the \u201cData Hub\u201d option on the left-side menu.<\/li>\n<li>Power BI populates the data set list. (If you have not created a data set, refer to the Error! Reference source not found section.)<\/li>\n<li>The data details are shown below:<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/click-on-data-hub-ce458.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/click-on-data-hub-ce458.jpg\" alt=\"Click on Data Hub ce458\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>Click on the \u201cCreate a report\u201d dropdown, as shown below.<\/li>\n<li>Select \u201cStart from scratch.&#8221;<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/create-report-and-start-from-scratch-ce458.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/create-report-and-start-from-scratch-ce458.jpg\" alt=\"Create Report and start from scratch ce458\" width=\"624\" \/><\/a><\/div>\n<div>\n<ul>\n<li>You should see the Report Canvas screen as shown below:<\/li>\n<\/ul>\n<\/div>\n<div>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/report-canvas-screen-in-power-bi-ce458.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/report-canvas-screen-in-power-bi-ce458.jpg\" alt=\"Report Canvas screen in Power BI ce458\" width=\"636\" \/><\/a><\/div>\n<\/div>\n<h3>Stage 3: Adding the Power BI Sankey Diagram Extension by ChartExpo<\/h3>\n<ul>\n<li>To finish creating our Sankey Diagram, we&#8217;ll use an add-in or Power BI visual from AppSource.<\/li>\n<li>Navigate to the Power BI Visualizations panel.<\/li>\n<li>Click the ellipsis (&#8230;) highlighted above to import the Power BI Sankey Diagram extension by ChartExpo.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/click-on-to-get-more-visuals-ce458.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/click-on-to-get-more-visuals-ce458.jpg\" alt=\"click on to get more visuals ce458\" width=\"624\" \/><\/a><\/div>\n<ul>\n<li>The following menu opens:<\/li>\n<li>Select the \u201cGet more visuals\u201d option.<\/li>\n<li>The following window opens:<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/get-more-visuals-in-power-bi-ce458.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/get-more-visuals-in-power-bi-ce458.jpg\" alt=\"get more visuals in Power BI ce458\" width=\"624\" \/><\/a><\/div>\n<ul>\n<li>Enter \u201cSankey Diagram for Power BI by ChartExpo\u201d in the highlighted search box.<\/li>\n<li>You should see the \u201cSankey Diagram for Power BI by ChartExpo\u201d, as shown in the image below.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/sankey-diagram-for-power-bi-by-chartexpo.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/sankey-diagram-for-power-bi-by-chartexpo.jpg\" alt=\"Sankey Diagram for Power BI by ChartExpo\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>Click the highlighted \u201c<strong>Add<\/strong>\u201d button.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/click-the-add-button.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/click-the-add-button.jpg\" alt=\"Click the Add button\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>Power BI will add the \u201c<strong>Sankey Diagram for Power BI by ChartExpo<\/strong>\u201d icon in the visualization panel.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/click-on-sankey-diagram-icon.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/click-on-sankey-diagram-icon.jpg\" alt=\"Click on Sankey Diagram Icon\" width=\"187\" \/><\/a><\/div>\n<h3>Stage 4: Drawing a Sankey Diagram with ChartExpo&#8217;s Power BI extension<\/h3>\n<ul>\n<li>Select the \u201c<strong>Sankey Diagram for Power BI by ChartExpo<\/strong>\u201d icon in the visualization panel.<\/li>\n<li>The following window opens in the report section of your dashboard:<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/report-section-in-dashboard-ce458.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/report-section-in-dashboard-ce458.jpg\" alt=\"Report Section in Dashboard ce458\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>You can resize the visual as needed.<\/li>\n<li>Go to the right-hand side of your Power BI dashboard.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/fields-next-to-visualizations-ce458.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/fields-next-to-visualizations-ce458.jpg\" alt=\"Fields next to visualizations ce458\" width=\"482\" \/><\/a><\/div>\n<ul>\n<li>You&#8217;ll select the fields to use in your Sankey chart here.<\/li>\n<li>The ChartExpo visual needs to be selected, though.<\/li>\n<li>Select the fields in the following sequence:\n<ul>\n<li>Country<\/li>\n<li>Recommended<\/li>\n<li>Seat_type<\/li>\n<li>Stars<\/li>\n<li>Type_of_traveler<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/select-fields-for-sankey-diagram-ce458.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/select-fields-for-sankey-diagram-ce458.jpg\" alt=\"Select fields for Sankey diagram ce458\" width=\"522\" \/><\/a><\/div>\n<ul>\n<li>You&#8217;ll be asked for a ChartExpo license key or email address.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/11\/enter-email-for-chartexpo-license-ce430.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/11\/enter-email-for-chartexpo-license-ce430.jpg\" alt=\"enter email for ChartExpo license ce430\" width=\"531\" \/><\/a><\/div>\n<h3>Stage 5: <strong>Activate <\/strong>your ChartExpo Trial or Apply a Subscription Key<\/h3>\n<ul>\n<li>Select the ChartExpo visual.<\/li>\n<li>You should see three icons below \u201c<strong>Build Visual<\/strong>\u201d in the Visualizations panel.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/build-visual-panel-in-power-bi.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/build-visual-panel-in-power-bi.jpg\" alt=\"Build visual panel in Power BI\" width=\"203\" \/><\/a><\/div>\n<ul>\n<li>Select the middle icon, \u201c<strong>Format visual<\/strong>\u201c.<\/li>\n<li>The visual properties will be populated as shown below.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/visual-properties-in-power-bi.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/visual-properties-in-power-bi.jpg\" alt=\"visual properties in Power BI\" width=\"183\" \/><\/a><\/div>\n<ul>\n<li>If you are a new user,\n<ul>\n<li>Type in your email under the section titled \u201cTrial Mode\u201d.<\/li>\n<li>This should be the email address that you used to subscribe to the ChartExpo add-in. It is where your ChartExpo license key will be sent.<\/li>\n<li>Ensure that your email address is valid.<\/li>\n<li>Click \u201cEnable Trial.&#8221; You&#8217;ll get a 7-day trial.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/enter-email-id.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/enter-email-id.jpg\" alt=\"enter email id\" width=\"180\" \/><\/a><\/div>\n<ul>\n<li>You should receive a welcome email from ChartExpo.<\/li>\n<li>The Sankey Diagram you create under the 7-day trial contains the ChartExpo watermark (see below).<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/customer-relationship-management-dashboard-1.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/customer-relationship-management-dashboard-1.jpg\" alt=\"Customer Relationship Management dashboard 1\" width=\"650\" \/><\/a><\/div>\n<ul>\n<li>If you have obtained a license key:\n<ul>\n<li>Enter your license key in the \u201cChartExpo License Key\u201d textbox in the \u201cLicense Settings\u201d section (see below).<\/li>\n<li>Slide the toggle switch next to \u201cEnable License\u201d to &#8220;On.&#8221;<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/enter-license-key.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/05\/enter-license-key.jpg\" alt=\"enter license key\" width=\"197\" \/><\/a><\/div>\n<div>\n<ul>\n<li>To add colors, expand the \u201cLevel Colors\u201d properties and select a color.<\/li>\n<li>Do this to change the color of each node.<\/li>\n<li>All changes are automatically saved.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/coloring-sankey-diagram-ce458.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/coloring-sankey-diagram-ce458.jpg\" alt=\"Coloring Sankey Diagram ce458\" width=\"227\" \/><\/a><\/div>\n<\/div>\n<ul>\n<li>Your final chart should look like the one below. If you get a license, the Sankey Chart will not have a watermark.<\/li>\n<\/ul>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/final-customer-relationship-management-dashboard.jpg\"><img decoding=\"async\" class=\"alignnone size full wp image 4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2024\/01\/final-customer-relationship-management-dashboard.jpg\" alt=\"Final Customer Relationship Management dashboard\" width=\"650\" \/><\/a><\/div>\n<div style=\"text-align: center;\"><a href=\"https:\/\/chartexpo.com\/utmAction\/MTYrYmxvZytwYitjZXhwbytQQkk0NTgrU2Fua2V5Kw==\" target=\"_blank\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-power-bi.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a><a href=\"https:\/\/chartexpo.com\/utmAction\/MTYrYmxvZytncytjZXhwbytDRTQ1OCs=\" target=\"_blank&quot;\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-google-sheets.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a><a href=\"https:\/\/chartexpo.com\/TrafficTracker\/MTYrYmxvZytzZStjZXhwbytDRTQ1OSs=\" target=\"_blank&quot;\" rel=\"noopener noreferrer nofollow\"><img decoding=\"async\" class=\"alignnone size-full wp-image-4345\" src=\"https:\/\/chartexpo.com\/blog\/wp-content\/uploads\/2023\/04\/CTA-in-microsoft-excel.jpg\" alt=\"\" width=\"205\" height=\"113\" \/><\/a><\/div>\n<h4>Insights<\/h4>\n<p>At level 1, Country, the United Kingdom had the highest number of travelers (60%). The United States had the second-highest number of travelers (10%). Spain had the lowest number of travelers (1%).<\/p>\n<p>At level 2, Recommendation, 81% of the total travelers recommended British Airlines. 19% of the total travelers did not recommend it.<\/p>\n<p>At level 3, Seat type, most of the travelers paid for an economy class seat (50%). Business class came in second with a total of 36%. The premium economy class had the least number of travelers (4%).<\/p>\n<p>At level 4, Type of traveler, most of the travelers had traveled as a couple (29.79%). 26.60% of the travelers traveled for family leisure. 25.53% traveled for business.<\/p>\n<h2>FAQs<\/h2>\n<h3>Can You Build a CRM in Power BI?<\/h3>\n<p>It is possible to build a CRM in Power BI. Power BI can be integrated into CRM systems like Microsoft Dynamics 365 and HubSpot, either through a <a href=\"https:\/\/chartexpo.com\/blog\/power-bi-connectors\" target=\"_blank\" rel=\"noopener noreferrer\">Power BI connector<\/a>, a direct connection, or a third-party connector.<\/p>\n<p>Power BI data modeling enables you to organize and structure your CRM data. It also defines relationships between tables and data sources.<\/p>\n<p>It also provides other features like data refresh that keep your CRM data up to date.<\/p>\n<h3>What is an Example of a Good Dashboard?<\/h3>\n<p>A good dashboard effectively communicates key information, is visually appealing, and provides actionable insights. It is also tailored to the business&#8217;s specific needs.<\/p>\n<h3>What is a Customer Dashboard?<\/h3>\n<p>A customer dashboard summarizes customer&#8217;s data from various sources. It shows customer information and other metrics that show customer satisfaction.<\/p>\n<p>It helps you better understand your customer base. You also get to better understand your customers&#8217; expectations.<\/p>\n<p>This helps you create better and more personalized customer experiences.<\/p>\n<h4 id=\"wrap-up\">Wrap Up<\/h4>\n<p>Customer Relationship Management dashboards are a must-have tool for every company looking to improve their customer experience. They enable businesses to manage and optimize customer relationships effectively.<\/p>\n<p>They provide a centralized platform for measuring and visualizing KPIs, sales, and customer interactions.<\/p>\n<p>Businesses can obtain valuable insights about their customers. CRM dashboards provide platforms for customers to share their experiences with the company&#8217;s products and services.<\/p>\n<p>This helps companies make informed decisions about how to enhance their products, services, and marketing campaigns.<\/p>\n<p>You should define the purpose and objectives of the Customer Relationship Management dashboard. This way, you ensure that it meets the specific needs of your organization.<\/p>\n<p>A well-designed customer dashboard will enable your company to achieve more success in customer-centric pursuits.<\/p>\n","protected":false},"excerpt":{"rendered":"<p><p>Make your Customer Relationship Management Dashboard. Dive into our guide for insights on creating a dynamic hub to strengthen connections and drive success.<\/p>\n&nbsp;&nbsp;<a href=\"https:\/\/chartexpo.com\/blog\/customer-relationship-management-dashboard\"><\/a><\/p>","protected":false},"author":1,"featured_media":30403,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1017],"tags":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.5 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\r\n<title>CRM Dashboard: Benefits, Importance &amp; Key Elements -<\/title>\r\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\r\n<link rel=\"canonical\" href=\"https:\/\/chartexpo.com\/blog\/customer-relationship-management-dashboard\" \/>\r\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\r\n<meta name=\"twitter:title\" content=\"CRM Dashboard: Benefits, Importance &amp; Key Elements -\" \/>\r\n<meta name=\"twitter:description\" content=\"Make your Customer Relationship Management Dashboard. 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