CRM Dashboard үлгілері: әр менеджер бақылауы тиіс 10 есеп
Сату, маркетинг және клиенттерге қызмет көрсету деректерін бірден көрнекі түрде көріңіз. 200+ жоба тәжірибесінен дайындалған dashboard үлгілері.
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1. Сату құбыры (Pipeline) Dashboard
корпоративтік CRM енгізу
жыл CRM тәжірибесі
дайын dashboard шаблоны
деректерді көрнекілеу
2. Белсенділікті бақылау есебі
| Өкіл | Қоңыраулар | Электрондық хаттар | Кездесулер | Жалпы белсенділік |
|---|---|---|---|---|
| Ахмет Йылмаз | 42 | 28 | 12 | 82 |
| Зейнеп Кая | 38 | 31 | 10 | 79 |
| Мехмет Демир | 24 | 19 | 7 | 50 |
| БАРЛЫҒЫ | 104 | 78 | 29 | 211 |
3. Кіріс болжамы (Forecast) Dashboard
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4. Команда өнімділігі есебі
| Өкіл | Мақсат | Орындалғаны | Жеңіс үлесі | Орташа мәміле құны |
|---|---|---|---|---|
| Ахмет Йылмаз | ₺1.000.000 | ₺1.240.000 | 38% | ₺155.000 |
| Зейнеп Кая | ₺900.000 | ₺980.000 | 35% | ₺122.500 |
| Мехмет Демир | ₺900.000 | ₺720.000 | 28% | ₺90.000 |
5. Клиент өмірлік циклі Dashboard
Соңғы 30 күнде қосылды
Соңғы 90 күнде сатып алды
90+ күн белсенділік жоқ
Шұғыл әрекет қажет
6. Lead түрлену шұңқыры (Funnel)
| Дереккөз | Lead саны | Түрленгені | Түрлену % | Орташа lead құны |
|---|---|---|---|---|
| Ұсыныс (Referral) | 82 | 34 | 41% | ₺185.000 |
| LinkedIn Ads | 124 | 28 | 23% | ₺142.000 |
| Google Ads | 156 | 19 | 12% | ₺98.000 |
| Веб-форма (Органикалық) | 98 | 10 | 10% | ₺76.000 |
| Көрме/Іс-шара | 80 | 6 | 8% | ₺52.000 |
7. Қолдау тикеттері Dashboard
| Өкіл | Тағайындалған | Шешілген | Орташа уақыт | Клиент бағасы |
|---|---|---|---|---|
| Айше Йылмаз | 42 | 38 | 3.8 сағат | 4.8/5 |
| Жан Демир | 51 | 46 | 4.6 сағат | 4.6/5 |
| Элиф Кая | 49 | 43 | 4.1 сағат | 4.3/5 |
8. Науқан өнімділігі есебі
Жіберілгені
Ашылу үлесі
Басу үлесі
Түрлену
Жазылудан бас тарту
9. Аймақтық сату картасы
| Аймақ | Сату | Клиент саны | Орташа мәміле құны | Нарық үлесі |
|---|---|---|---|---|
| Стамбул | ₺1.240.000 | 32 | ₺38.750 | 42% |
| Анкара | ₺680.000 | 18 | ₺37.778 | 23% |
| Измир | ₺420.000 | 12 | ₺35.000 | 14% |
| Бурса | ₺280.000 | 8 | ₺35.000 | 10% |
| Басқа | ₺320.000 | 8 | ₺40.000 | 11% |
10. Басшылыққа арналған қысқаша (Executive) Dashboard
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200+ proje Your data stays in Turkeyneyimimiz Your data stays in Free C R Msimiz
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Қатысты мазмұн
Сату есептілігі
CRM-де сату есептерін автоматтандырыңыз
Сату құбыры (Pipeline)
Құбырды қалай басқару керек
Lead басқару
Lead түрлену үлесін арттырыңыз
Өнім мүмкіндіктері
Rapitek CRM-нің барлық мүмкіндіктерін ашыңыз
Жиі қойылатын сұрақтар
CRM dashboard деген не және ол неге маңызды?
CRM dashboard — сату, маркетинг және клиенттерге қызмет көрсету деректерін көрнекі түрде көрсететін басқару панелі. Ол өнімділікті нақты уақытта бақылауға, жылдам шешім қабылдауға және команда мақсаттарын анық көруге мүмкіндік береді. Табысты компаниялар деректерге негізделген шешім қабылдау үшін dashboard'тарды күн сайын пайдаланады.Сату менеджері қандай dashboard'тарды бақылауы тиіс?
Сату менеджеріне маңызды dashboard'тар: Сату құбыры (мүмкіндіктер кезеңдері мен құндары), Команда өнімділігі есебі (жеке мақсаттың орындалуы), Кіріс болжамы Dashboard (айлық/тоқсандық болжамдар), Белсенділікті бақылау есебі (қоңырау, хат, кездесу саны) және Lead түрлену шұңқыры (дереккөз бойынша өнімділік).CRM есептерін қаншалықты жиі қарап тұру керек?
Сату өкілдері күн сайын тексеруі тиіс (құбыр мен белсенділік). Сату менеджерлері күн сайын/апта сайын тексеруі тиіс (команда өнімділігі мен болжамдар). Жоғары басшылық апта сайын/ай сайын тексеруі тиіс (кіріс трендтері мен стратегиялық KPI). Жедел қол жеткізу үшін dashboard'тарды мобильді құрылғылардан да бақылаған жөн.Dashboard'тарда қандай KPI өлшеу керек?
Негізгі KPI-лар: сату мақсатының орындалу үлесі, орташа мәміле құны, жеңіс үлесі, сату циклінің ұзақтығы, құбырды қамту коэффициенті, белсенділік көрсеткіштері (қоңырау/хат саны), клиентті тарту құны, клиенттің өмірлік құны және қолдау SLA сақталу үлесі.Rapitek CRM-де өзіме арнайы dashboard жасай аламын ба?
Иә. Rapitek CRM-де сіздің саланыз бен бизнес-процестеріңізге арнайы dashboard'тар жасалады. 200+ жоба тәжірибемізбен біз орнату кезінде компанияңызға тән есептілік құрылымын жобалаймыз. Сондай-ақ сүйреп-апару (drag-and-drop) есеп редакторымен жаңа dashboard'тарды өзіңіз де қоса аласыз.CRM dashboard'тары мобильді құрылғыларда жұмыс істей ме?
Rapitek CRM dashboard'тары бейімделгіш дизайнға ие және мобильді әрі планшет құрылғыларында толық жұмыс істейді. Менеджерлер мен сату командалары далада жүргенде де өнімділік деректерін нақты уақытта көре алады. Маңызды шектен асқан кезде push-хабарландыру ескертулерін аласыз.Dashboard деректерін Excel-ге шығара аламын ба?
Иә. Барлық CRM есептерін Excel, CSV және PDF форматтарында шығаруға болады. Автоматты есептілік арқылы таңдалған dashboard'тарыңыз командаңызға электрондық пошта арқылы апта сайын немесе ай сайын жіберіледі. Деректерді талдау үшін шикі деректерге толық қол жеткізу беріледі.Dashboard орнату қанша уақыт алады?
Rapitek CRM-де стандартты dashboard'тар орнату барысында дайын болады (2-4 апта ішінде). Арнайы dashboard'тар бизнес-талдаудан кейін 1-2 аптада жеткізіледі. Орнату командамыз бар есептілік құрылымыңызды талдап, дәл сол көрсеткіштерді CRM-де автоматтандырады.Осы dashboard'тарды тікелей көргіңіз келе ме?
Осы dashboard'тардың барлығын Rapitek CRM демо ортасында нақты деректермен сынап көріңіз. 200+ жоба тәжірибесінен жасалған арнайы демо.