Introducing Custom Reports and Dashboards to Boost Team Productivity

In today's rapidly evolving world, timely access to accurate information can be crucial. At Ecanvasser, we understand this and are excited to unveil our new Custom Reports and Dashboards feature. Whether managing campaigns, field sales, or simply tracking organizational progress, this tool provides comprehensive control over your data.

Key Features

High-Level Dashboards for Leadership:

1. Overview: Leaders can monitor progress and quickly identify critical trends. Public and private dashboards offer flexibility for sharing insights or maintaining confidentiality.
2. Strategic Insights: Monitor critical metrics like sales growth or canvassing coverage. Create unlimited dashboards to support strategic decision-making.
   
   

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‍Team & User-Specific Dashboards:

1. Team Leads: Tailored dashboards keep teams aligned with project goals, allowing team leads to create distinct views for each department or project.
2. Individual Users: Personalized dashboards provide reps real-time updates on goals and progress, fostering accountability and ownership.

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Easy-to-Use Layout Editor:

1. Drag-and-Drop Customization: Move widgets around to organize your dashboard intuitively.
2. Flexible Widgets: Display data through graphs, tables, or plain numbers, adapting to your team's needs.
3. Consistent Branding: Customize colors and layouts to align with your team's branding.

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Shareable Reports:

1. Downloadable: Download reports in various formats to ensure data accessibility for offline use or meetings.
2. Exportable: Export dashboards to other software or share directly via email.
3. Presentation Mode: Present dashboards in a streamlined, full-screen format for meetings or stakeholder reviews.
4. Customizable Permissions: Control data access to ensure that sensitive information remains secure while giving key stakeholders necessary access

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Use Case - How Field Sales Teams Benefit from Custom Dashboards and Reports

A regional manager overseeing a team of field reps selling software subscriptions needs to keep everyone on track. With Ecanvasser's Custom Reports and Dashboards, the manager creates a high-level view showing each region's performance. Using graphs, tables, and numerical widgets, they can spot top-performing areas and those that need extra help.

Team leads have their own dashboards focused on their group's progress, goals, and potential issues. This helps them make adjustments quickly. Individual reps also have dashboards giving them real-time updates on their goals, tracking their progress with easy-to-read widgets. If anyone needs to catch up, the manager can provide coaching or resources to help them improve.

Once the data is gathered, the manager downloads a report highlighting the team's strengths and challenges. They share this in presentation mode to keep everyone informed and aligned. The manager can easily share the report with upper management in downloadable and exportable formats. Customizable permissions ensure sensitive data remains secure so the team can focus on achieving their targets. With these tailored dashboards and reports, the whole team stays organized and works together smoothly.

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Getting Started with Ecanvasser Dashboards

1. Define Your Metrics: Identify KPIs aligned with your organizational goals.
2. Build Your Dashboards: Use the drag-and-drop layout editor to organize data
   
3. Set Permissions: Assign access levels to secure sensitive data.
4. Share and Optimize: Streamline collaboration and refine dashboards over time.

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Simplify data reporting and management with Ecanvasser's Custom Reports and Dashboards to empower your team. Start today and help your field canvassing team work smarter!

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