Custom crm Dashboard creation
Dashboards help you see the big picture, the trends that are happening in your business. Being able to see those trends is the primary way that you can make STRATEGIC decisions about what comes next, so you can grow & scale.
The custom dashboard package includes:
Creation of 1-3 beautiful, easy-to-use-and-understand Airtable Dashboards using Airtable's Interface Designer (or Google Sheets)
1 Airtable Base designed with the fields required to track key information required to supply data to the dashboard.
Automation creation and implementation to help with keeping the dashboard up-to-date and keeping you aware of trends in your business.
BONUS! Creation of Zaps to get data from your CRM into Airtable automatically, so that you don't have to manually manage data entry in order to have real-time statistics in your dashboard.
BONUS! 2 weeks Slack support
You'll Leave with:
Beautiful, business-enhancing visual dashboard(s) that helps you see what's going on in your business so you can make strategic decisions.
see for yourself
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“Could I do it? Sure. But I could also go to medical school, and I haven’t signed up for that as yet. I think Cait is my solution to sanity.”
why work with me?
BECAUSE NO ONE (WEIRDLY) CARES MORE ABOUT YOUR OPERATIONS THAN ME.
I have spent yeeearrss creating beautiful, easy-to-use Airtable bases that help busy teams streamline their work! If you need a better way to organize your data, streamline your workflows, automate admin tasks, and set up reporting dashboards, I can get it done for you, quickly and efficiently (with just the right amount of geeky enthusiasm)!
xo, Cait
let's work together
wait wait wait, i gotta question.
what kind of dashboards can you make?
- income dashboards,
- time management dashboards,
- service / job analysis dashboards,
- lead analysis dashboards,
and more. If you'd like more robust dashboards based on more than CRM data, we can discuss a custom quote.
can i use a different dashboard system?
I prefer to create my custom dashboards in Airtable because I think it gives you the BEST end result. You are able to get all of the beautiful dashboarding capabilities in a FREE plan. That means you only need to sign up for a paid Zapier in order to get the most out of this service. That said, if you would prefer, your dashboard could also be created in Google Sheets. I do not work in any other systems to create whole-business-analysis dashboards. Paid Zapier is required either way.
Do I have to already use Airtable in my biz?
automatically gather the data you need
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to build your business bigger than you ever imagined
not sure which package is best for you?
here are your options
done-for-you airtable setup
Does setting up Airtable to make it work for your complicated business sound like your worst nightmare? Sounds like my dream. Let me take that off your plate.
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custom dashboard creation
Sick of checking a million places to know what's going on in your biz? Let's build a dashboard that pulls in data automatically to give you a bird’s eye view of your biz.
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strategy session
Just need some direction to get going in the right direction? I'll tell you exactly what to do to get your workflows to match the process you've got in your head!
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