Introducing Bosseo CRM’s Custom Metrics: Revolutionize Your Data Analysis
In today’s fast-paced business environment, real-time data and KPIs are essential for making informed decisions. At Bosseo CRM, we are thrilled to unveil the Sub-Account Dashboard’s groundbreaking Custom Metrics feature, designed to help you craft the exact KPIs you need to drive your business forward. Gone are the days of cumbersome spreadsheets and fragmented data analysis. With our new feature, you can effortlessly combine metrics from multiple data sources to create seamless, actionable insights.
What Sets Custom Metrics Apart?
Create Tailored KPIs
With our intuitive platform, users can create custom Key Performance Indicators (KPIs) by combining metrics across different data sources like contacts and opportunities. This flexibility ensures that your dashboard displays the most relevant data aligned with your business objectives.
Comprehensive Metric Creation
Choose between building a new metric from scratch or cloning an existing one. Our smart formula editor helps streamline the process with live validation, operators, and numeric constants, ensuring error-free creations every time.
Diverse Display Types
Choose from a variety of display types including Integer, Float, Currency, or Percentage to best represent your data.
Trend Analysis Control
Gain control over how trends are displayed by setting increases as positive or negative, relevant to your metric’s purpose.
Seamless Integration
Add custom metrics as widgets across Dashboards and Custom Reports. Create snapshots and enjoy a variety of chart customization options such as renaming, theming, and comparing to previous periods before saving.
Why Custom Metrics Matter
Custom Metrics are not just a tool; they are a transformative feature that aligns team efforts with the business’s strategic goals, eliminating the hassle of compiling disparate data just to ask critical questions like “Are we growing efficiently?” By consolidating crucial data into single KPIs, you can ensure everyone is working toward the same objectives.
Use Cases Across Industries
Home Improvement
For home improvement businesses, Custom Metrics can simplify tracking the completion rates of projects across different timeframes. Create metrics to compare the profitability of various services like kitchen remodeling versus general contracting. With these metrics, companies can more accurately forecast demand and allocate resources efficiently, thereby increasing profit margins.
Legal Practices
Law firms benefit tremendously from Custom Metrics by tracking billable hours against case outcomes. Firms can customize metrics to display which practice areas yield the highest revenue versus resources allocated, providing invaluable insights into operational efficiencies and potential areas of expansion.
Medical Practices
Medical practices can utilize Custom Metrics to monitor patient turnover rates and appointment scheduling efficiency. By analyzing data from different departments, practices can identify bottlenecks, improve patient satisfaction, and optimize staff allocation, resulting in enhanced patient care and operational efficiency.
What’s Next?
The future of data analysis is bright, with developments like metric-level filters and the option for detailed property inclusion in formula creation. This means filtering metrics not only by standard criteria but also by specific attributes, such as the count of VIP-marked contacts.
For more detailed information and guidance on implementing Custom Metrics, visit our [detailed help documentation](https://help.gohighlevel.com/en/support/solutions/articles/155000005903-creating-and-using-custom-metrics).
In conclusion, Bosseo CRM’s Custom Metrics bring a robust, adaptable, and comprehensive solution to data analysis. By providing tools to consolidate and analyze essential metrics, businesses can make informed, strategic decisions leading to sustained growth and success.
