CRM Analysis Dashboard Templates

  • Dashboards designed for and compatible with CRM Analysis reporting

  • Dashboards provided for free by contributors and partners

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About CRM Analysis

CRM analysis dashboards provide valuable insights into customer relationship management, tracking interactions across the customer journey to improve retention and loyalty. Key metrics include customer lifetime value (CLV), customer acquisition cost (CAC), churn rate, and retention rate, which help assess the overall health and profitability of customer relationships.

These dashboards also track sales cycle length, lead sources, and engagement frequency, helping teams identify patterns in customer behavior and refine outreach strategies. By visualizing data from touchpoints across sales, service, and support, CRM analysis dashboards enable businesses to enhance customer satisfaction and develop more targeted, effective communication strategies.