The Client, a Real Estate Company, was using various online marketing methods to improve their presence and grow their business.
The challenge was the overwhelming number of reports, excel sheets, google sheets being used for reporting and analyzing what is going right and wrong. This made taking decisions very slow and hard for the executives. They had to juggle between multiple platforms to understand the performance and reports of each of them.
Challenges: Outdated, cumbersome Reporting methods and Siloed Data.
The solution that I had proposed to them was an Executive Centralized Dashboard to create a single source of truth on the hand of executives to take data-driven decisions on the same.
The business was using their website, a CRM Tool – Insightly, Facebook primarily for Social Media, AdWords for paid marketing and MailChimp for their Email Marketing. For each of them, they had to login to multiple tools, look at their reports, their analytics etc – which led to a waste of time and siloed reporting where the big picture is often missing of where the business is headed and what to do next. The focus becomes only on the tool rather than on the big picture of growing your business
So – the first step was bringing everything into one centralized tool that can handle all the data sources. Then we had to build dashboards with the most relevant KPIs for each of the data sources for the business. We chose Domo for all this work and went ahead in setting up all the dashboards
Now, I will be showing just samples and parts of the executive dashboards that we built for our client and some results that they had with it.