Board Dashboard

The Board Dashboard on Hablla is your intelligence hub to monitor and analyze the performance of your sales funnels, service processes, or projects. It consolidates the data from your board's cards into a series of metrics, charts, and reports, offering a clear view of what is working and where there are opportunities for improvement.

To access the Dashboard, navigate to the desired board and select the "Dashboard".

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Dashboard Sections

The Dashboard is divided into several sections to provide a comprehensive view of your process:

1. Board Overview

This section offers a quick snapshot of the current state of your board:

• Number of Cards:

  • New: Number of newly created cards.

  • In progress: Cards active in the funnel.

  • Won: Cards that have been successfully completed.

  • Lost: Cards that were not converted.

• Values:

  • In progress: Total financial value of active cards.

  • Won: Total financial value of won cards.

  • Lost: Total financial value of lost cards.

2. Counts and Chart Analyses

This area presents charts that detail the origin and status of your cards, helping identify trends:

• Card Count by Campaign and Status: Analyze which campaigns are generating the most cards and the success/loss percentage for each.

• Card Count by Source and Status: Understand which acquisition channels are most effective at generating business for your funnel.

3. New Opportunities per Day

Track the creation of new cards over time to identify activity peaks or periods of lower opportunity inflow.

4. Detailed Reports

On the left sidebar of the Dashboard, you will find links to more in-depth reports:

Summary by Users

This report displays the individual performance of each team member who manages cards on the board. You can see:

• User Name: User's name.

• New Cards: Number of new cards assigned to the user.

• In Attendance: Number of cards the user is actively managing.

• Total: Total value of the cards under the user's responsibility.

• Total Lost: Total value of the cards lost by the user.

• Total Won: Total value of the cards won by the user.

Use the "Summary by Users" report to monitor team productivity and identify the top performers.

Won Cards by Reasons

Analyze the reasons that led to the success of your deals. This view helps identify patterns and replicate winning strategies.

Lost Cards by Reasons

This is a crucial report to understand where the process may be failing. View the main reasons for loss, allowing you to take corrective actions and optimize your funnel.

The analysis of "Lost Cards by Reasons" is essential for the continuous improvement of your sales or service process. Identify bottlenecks and adjust your strategies.