Hi, I’m trying to get marketing dashboards set up and I’m not good at it. Is there anyone out there that is an expert dashboard maker that is for hire?
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Hi Anyse,
Do you want to make the Dashboard in Business Central or Dashbord portal?
Hi @Anyse_Spang
We’ve worked on similar dashboards before and can help. From what you shared, it sounds like this would mostly be a CRM-driven marketing dashboard (leads, campaigns, conversions, performance visibility), but happy to validate that.
If you’re available today, over the weekend, or sometime next week, we can have a quick discussion to understand your data sources and expectations and take it from there.
That would be great. I am available next week. Where are you located?
Hi @Anyse_Spang
Perfect, I’m located in India.
Next week sounds good for me as well. You can reach out to me at Hardik.gupta@allgrowtech.com, and we can schedule our meeting as per your availability. I’ll be available at your time zone.
Thanks
Some more insights will help, what exactly do you want to see within the Dashboard?
Hi Anyse,
I work with marketing dashboards pretty regularly and can definitely help you out.
What kind of KPIs are you looking to track? That usually helps determine the best approach for your setup.
You can reach out to me on my email here
Colin
Looking to be able to show my account manager marketing data for strategic accounts. Email activity, social engagement, and website visits. Is that even possible?
Yes, within the Custom CRM Dashboard, all these fields - Email activity, social engagement, and website visits, can be added.