Revolutionizing Your Dashboard and Reporting with Bosseo CRM
Bosseo CRM is thrilled to unveil our latest updates to the Sub Account Dashboard and Reporting. These new features—developed from invaluable user feedback—offer unprecedented levels of control and insight for your dashboard and reports. This update promises a more tailored user experience by aligning data with your unique business requirements, ensuring access to the most relevant data. Let’s explore how these updates can significantly impact different industries.
What’s New in Your Dashboard?
In our relentless pursuit to enhance user experience, we have introduced a range of new fields and filters into your dashboard:
- Now available as a table column for easy access.
- Introduced as both a widget filter and a table column for better identification.
- Available as a widget filter, table column, and in Group By and View By options, providing a holistic view of engagement.
- Added as a widget filter and table column to streamline searches.
- Now available as widget filters and table columns, enhancing segmentation and search capabilities.
Opportunity’s Phone Number
Opportunity’s Primary Contact Name
Opportunity’s Followers
Opportunity’s Business Name
Contact’s Address and Followers
How It Works
Step 1
Edit any widget under the Contacts or Opportunities section.
Step 2
Add these new fields as filters or properties to expand your insights.
Step 3
Utilize Group By and View By for more detailed segmentation and visualization.
Why It Matters
These updates ensure that your dashboards are more powerful, customizable, and user-friendly:
- Enhanced filtering options uncover deeper insights.
- Improved reporting capabilities allow you to visualize data that matters most.
- Aligns data more closely with your specific business needs for a personalized experience.
Use Cases Across Industries
Home Improvement
For home improvement businesses, knowing the primary contact for an opportunity can streamline communication and project coordination. The new filters allow businesses to categorize opportunities by area or project type, ensuring efficient resource allocation and project management.
Legal Practices
Law firms benefit from having detailed contact and opportunity filters, which improve client engagement tracking and case management. By categorizing cases by their current status or by the involved parties, firms can enhance their strategic planning and decision-making processes.
Medical Practices
Medical practices can now track patient interactions and follow-up appointments more effectively. The contact’s address filter ensures that practitioners can quickly identify client locations for mobile health services, while segmentation options help in prioritizing urgent cases and managing routine checkups.
By aligning Bosseo CRM functionalities with your specific industry needs, you can maximize operational efficiency, productivity, and, ultimately, success. Embrace these powerful tools to transform your data into actionable insights today.
Visit Bosseo.com for more updates and to explore how these features can benefit your business domain.
