About this template

E-commerce Business Analytics CRM Template transforms raw data into insights. Track KPIs, conversion trends, and campaign performance with clean dashboards that drive smarter decisions.

What’s included

Boards

Accounts Board - This board allows business analysts to manage and track detailed information about e-commerce accounts. It includes columns for company name, domain, key contacts, ongoing deals, industry type, and company profile. This helps in maintaining a comprehensive view of each account, facilitating better relationship management and strategic planning.
Leads Board - This board is essential for tracking potential customers. It includes columns for lead name, status, contact creation, company information, title, email, phone number, and last interaction date. By managing these details, business analysts can efficiently follow up on leads, nurture relationships, and convert them into paying customers.
Contacts Board - This board centralizes all contact information, linking them with relevant accounts and deals. Columns include contact name, email, associated accounts and deals, phone number, title, priority status, and comments. This helps in maintaining a detailed contact database, ensuring that all interactions are well-documented and easily accessible.
Deals Board - This board tracks the progress of all ongoing deals. It includes columns for deal name, stage, owner, value, associated contacts and accounts, expected close date, and last interaction date. Business analysts can use this board to forecast revenue, assess close probabilities, and ensure timely follow-ups to drive deals to closure.
Campaigns Board - This board is designed to manage marketing campaigns, with columns for campaign name, start and end dates, budget, status, target audience, and channel. By organizing these details, business analysts can monitor campaign performance, allocate resources efficiently, and optimize marketing strategies for better ROI.
Orders Board - This board helps track customer orders, including order name, date, customer details, product information, quantity, total price, and status. It enables business analysts to monitor order fulfillment, analyze sales trends, and ensure customer satisfaction by keeping track of order statuses and total sales.

Dashboards & Reports

Annual Target - This dashboard helps business analysts in e-commerce track yearly sales goals, ensuring alignment with long-term business objectives and identifying trends that could impact annual performance.
Monthly Target - Provides a detailed view of monthly sales targets, allowing analysts to assess short-term performance and make timely adjustments to strategies to meet sales goals.
Average Deal Value - Enables analysts to monitor the average revenue generated per transaction, helping to identify opportunities to increase deal sizes and improve overall profitability.
Active Deals - Forecasted Revenue - This dashboard offers insights into potential future revenue from active deals, helping analysts to forecast financial performance and allocate resources effectively.
Deal Status Distribution - Visualizes the current status of all deals in the pipeline, providing a snapshot of the sales process and identifying bottlenecks that need to be addressed to improve conversion rates.
Actual Revenue by Month (Deals won) - Tracks the actual revenue generated from deals won each month, helping analysts to compare performance against targets and historical data.
Pipeline Conversion - Measures the efficiency of the sales funnel by tracking the conversion rates at each stage, helping analysts to identify and address weaknesses in the sales process.
Activity Tracker - Monitors sales activities such as calls, emails, and meetings, providing insights into the effectiveness of sales efforts and identifying areas for improvement.
Forecasted Revenue by Month - Projects monthly revenue based on current deals, assisting analysts in financial planning and ensuring that revenue targets are met.
Forecasted Revenue by Stage - Breaks down forecasted revenue by sales stage, helping analysts to understand which stages are most critical and need more focus to ensure successful deal closures.
Deals Stages by Rep - Tracks the performance of individual sales representatives, providing insights into their efficiency at different stages of the sales process and identifying opportunities for coaching and development.
Deal Progress based on Month Added - Analyzes the progress of deals based on when they were added to the pipeline, helping analysts to identify trends and optimize the timing of sales activities.

Automations

When new email arrives → Notify item subscribers with a message - Ensures that relevant team members are immediately informed of new communications, improving responsiveness and customer engagement.
When an email is opened → Notify item subscribers with a message - Alerts the team when an email has been opened, enabling timely follow-up actions and increasing the chances of moving the deal forward.
When 'Create a contact' is clicked → Move the item to the Contacts board - Streamlines the process of adding new contacts, ensuring that the contact database is up-to-date and reducing manual data entry for analysts.
When a lead is created → Set its status to 'New Lead' - Automatically updates the status of new leads, ensuring consistent tracking and enabling analysts to focus on lead nurturing and conversion strategies.
When an activity/email is created in Emails & Activities → Update the 'Last interaction' date - Keeps the 'Last interaction' date current, providing accurate data for analysts to monitor engagement levels and plan follow-up activities effectively.

Frequently asked questions

How can this template help me track customer behavior in my e-commerce store?

This CRM template includes detailed boards for tracking customer interactions, purchase history, and behavior patterns, allowing you to analyze trends and improve customer engagement strategies.

What features does this CRM provide for analyzing sales data in an e-commerce business?

The template offers sales data tracking through customizable columns for order details, revenue, product performance, and sales channels, enabling comprehensive sales analysis and reporting.

Can this CRM template assist in monitoring marketing campaign performance for my e-commerce site?

Yes, it includes specific boards and columns for tracking marketing campaigns, including metrics like click-through rates, conversion rates, and ROI, helping you measure and optimize your marketing efforts.

How does this CRM template support inventory management in an e-commerce environment?

The template features inventory management capabilities, with columns for stock levels, product variants, supplier information, and reorder alerts, ensuring you have real-time visibility into your inventory status.

In what ways can this CRM template help with customer segmentation and targeting?

It allows you to segment customers based on various criteria such as purchase history, demographics, and behavior, enabling personalized marketing and targeted promotions to different customer groups.

How can this CRM template improve my reporting and analytics for e-commerce operations?

The CRM template provides comprehensive reporting tools with customizable dashboards, charts, and graphs that visualize key metrics and KPIs, helping you make data-driven decisions for your e-commerce business.

What kind of automation features does this CRM template offer for an e-commerce business analyst?

It includes automation capabilities for tasks such as order processing, customer follow-ups, inventory updates, and marketing workflows, reducing manual work and increasing efficiency in your e-commerce operations.

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