At the end of the day, Marketscape CRM is so much more than just a calendaring tool. Event management is helpful and extremely important, of course, but marketers must have the tools at hand to make good use of their time, and make the most out of every single call they make. It’s often difficult, though, for marketers to see the real value of CRM utilization because the critical information is maintained by an Admin or Manager in a database, and so is not directly accessible.

Since there’s no direct feedback loop to help reps associate the causes and effects of their hard work, they’re likely find themselves reaching out to a manager or admin teams to ask the same set of questions pretty regularly: 

• How many referrals did I get Month To Date (MTD)? 
• How many Admissions MTD? What about Non-Admits? 
• What about Medicare? How many admissions did I get for each Payer Source? 
• What is my Conversion Rate? (Referrals-to-Admission Rate) 

If these sounded familiar to you, then you’re in luck – Marketscape CRM gives you 24/7 access to all of that information, and more, through Configurable Dashboards!

In the screenshot below, Sales Rep Chuck is used as the example: 

Dashboards update overnight and are a great way to get a head start on your day. These metrics reflect just a small sample of the charts and metrics that MARCRM can automate for you, so take a look around your dashboard template when you have a chance!

Click the "New" button at the top of the page to open a new template, and you’ll see how easy it is to make your own dashboard. You can also speak with your account administrator to create dashboards specific to your management needs. 

To learn more about configuring your own dashboards, check on the links below!

Learn More

• Creating and Editing a Dashboard
• Dashboard Metrics & Details