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Episode 117


Topic: How to Create Dashboards That Work

Guests: Dan Gordon & Donnie Shelton

In this episode we discuss:

  • How Donnie & Triangle Home Services have evolved their approach to dashboards

  • Why they've made multiple CRM changes

  • An Oliver Wendell Holmes quote about simplicity: "“For the simplicity on this side of complexity, I wouldn't give you a fig. But for the simplicity on the other side of complexity, for that I would give you anything I have.”

  • The purpose of a data warehouse for a pest control company

  • Why Donnie is OK with his dashboards being on a spreadsheet now

  • Why PCO Bookkeepers & M&A Specialists advocates putting some data manually into QuickBooks rather than integrating it with your CRM

  • How and why to avoid becoming a "CRM jockey"

  • What a dashboard is and what it is not

  • What Dan considers a perfect example of a dashboard

  • The dashboards Donnie looks at:

    • A value summary (customer service and team engagement survey scores)

    • Marketing summary (leads, spending, budget)

    • Sales summary

    • Growth summary (recurring residential units, revenue)

    • Field and office summary report

    • Financial summary (gross margin, collections, etc.)

  • What to consider as you develop your own dashboards

Resources mentioned:

Advice: "When you go down a road and you realize you really f-ed up, it's hard to say to yourself, 'Well, I really f-ed up, we gotta change.'" —Donnie Shelton

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