It tells you the rate at which your tenants are leaving. Authentication Type: Token based auth. Write flawless announcement copies. What is a Digital Dashboard? A digital dashboard is a business intelligence tool that allows business leaders to track, analyze and report on KPIs and metrics. KPI dashboards lets you to easily check what is happening and be alerted to the KPIs that have exceeded the set limits. It lets the customer access their profiles, information, invoices, etc. Home “State of the Union” Dashboard: This provides an overview of top-level, year-to-date performance by target KPIs. Users can create insightful KPI dashboards for easier collaboration and data analysis to track key performance. These two sections & its category can be draggable according to your. Rewarding employees and teams for progress on KPIs that are aligned with company objectives can create a. In the previous documentation, we have learned about Primary Automation Triggers and Ecommerce Triggers. Step 1: Search for FluentCRM on WordPress Website. There are 5 types of Contact Status in FluentCRM. These 20 visual executive report examples will demonstrate the function and value of a professional dashboard designer in a real-world business context. 2. **click to enlarge**. Internal Description: A Short Description that is described in the Internal Description. After the completion of its installation, it will ask to activate it. Product. The first dashboard, DTC Sales, is an overview of the key business indicators, a sort of “big picture. Support development of the pricing management systems & dashboards for each of the product groups, in line with the Global Strategy. With these principles in mind, let’s look at some helpful dashboard design principles. de 20183 anos 3 meses. SMART stands for:1. For a dashboard to be glanceable (i. In addition to the filters available for all dashboards (see Filter dashboard), you can also filter based on the results compared to the previous period in the All KPIs dashboard. There are graphs for goal and actual budget, total budget, goal and actual revenue, total revenue, profit margins, and debt to equity ratio. Analyzing and reporting all your critical business metrics with a smart KPI. Zoho Analytics. Decide On Your Business Goals. This will open a modal and you will see a few options and select the CSV file from the available options. Track your project management performance from tools like Asana, Harvest and Jira from our library of pre-built templates. A great way to set your business objectives is to use SMART goals. FluentCRM is the base plugin which is suitable for managing your email lists and sending out newsletters. Stay informed and optimize your strategy with real-time insights. Summary You can also see a graphical report…Create Incoming Webhook. Just download any template for free, connect your data, and get instant visualizations of things like number of tasks assigned and completed, tasks overdue, and more. Image Source. FluentCRM is a tool that automates tasks and also runs emails such as Email Campaigns, Email Sequences & Custom Emails. At first, from your FluentCRM dashboard & go to the Automations option. As we have seen and learned about the Contacts Dashboard and also the General & Dynamic Segmentation of the FluentCRM contacts, we have noticed that there is an Advanced Filtering option available in the FluentCRM. Minhas habilidades incluem garantir a qualidade dos dados, liderança, geração de negócios e definição de storytelling de dados. Key Performance Indicators (KPIs) are the subset of performance indicators most critical to your business at the highest level of your organization. Then select the Category as Easy Digital Downloads & click the Trigger, to start this Funnel once a new order will be added as successful. Configure Amazon SES to send bounce information to FluentCRM. Import Students Effortlessly. Sales leaders and their teams need to track the key performance indicators that help them close more orders. When it comes to swift and informed senior decision-making, management KPIs are invaluable. fev. We’ve listed them below and laid out exactly why each of these metrics deserves a place in a CMO’s dashboard. The main intention of this blog post is to document the end to end points that we need to focus to achieve the same. Each dashboard will take your salespeople down a path. The pre-built Google Sheets template helps produce new business and accentuate client relationships. LinkedIn dashboard. The Dashboard, Reports, and Automations are decorated in a new style and you are ready to view all the important statistics in an aesthetic way. Step 4: Add charts to visualize KPIs in Tableau. A Sales KPI or metric is a performance measurement that is used by sales teams and by the top management to track the effectiveness of relevant sales activities within a company. Service KPIs Dashboard. Pricing. 1. This simple sales dashboard uses a handful of highly-visual KPIs. However, if you still have questions, this FAQ page is the perfect place to get your question answered. Lead-to-Opportunity %. With embedded analytics, companies can perform actionable analysis and gain meaningful operational and financial insights into company performance across multiple departments and teams. Project Management Dashboard Examples and Templates. Explore More. In FluentCRM 2. You need an email marketing automation solution. Service Executive Overview Dashboard Service executives can use this dashboard to gain visibility into their day-to-day operations. Transfer License from one Domain to another. Their pricing could affect your sales and vice versa. The report shows the Total Students, Total Course Enrollments, Total Membership Enrollments, and the Top Selling Products. By building your KPI dashboard with the same tool or platform. The test sites are hosted on Google Cloud VM instances, one site. Create a KPI area and put it in the top left of the page. HubSpot Sales Manager KPIs Dashboard Template. For example’s sake, we’ll focus on “safety. Similarly, a KPI tracks your progress in specific areas of performance in a business. Drive implementation of customer & market based; data driven pricing strategies. Select your KPI dashboard software. 🎉 BUILT-IN ANALYTICS & DASHBOARDS. Apart from the Dashboards and Detail Map, the users can also create Heat Map visualizations of Dynamics CRM entities and analyze the density of the records based on their desired KPI. Along with that, our UI enhancements and other UX. It is powerful and proactive, delivering essential information and driving growth. The KPIs displayed in the center of the screen reflect this company’s priorities: sales, open opportunities and open proposals. KPI Dashboard Template. 8. Edit measures and visuals of existing KPIs. Connect Fluent Forms with FluentCRM and take your subscriptions list to a whole new level. Click the down arrow next to the name to open the list. 1. Copy the shortcode. Track the number of follow-up meetings you or your sales reps get,” says Oliver Lopez of Structsales. It has a SaaS-like admin experience that makes finding data and working with records fast and. Dengan demikian, mudah untuk mengidentifikasi area yang memerlukan perhatian segera. Filter KPIs (in the All KPIs dashboard) Filter which KPIs to show in the All KPIs dashboard. This example API documentation page was created with Slate. On the next screen, you will be asked to select the Separator Operator of the CSV file. Personalized Decks: Create custom decks, decide which KPIs to track, conduct period comparisons and filter the data as desired. FluentCRM is a great way to manage customer relationships without doing every small detail on your own. An operational KPI dashboard is a dashboard sharing the day’s progress with operation managers. 3. Tools to track KPIs for your business. Step 1: Integrate FluentCRM with Fluent Forms. Dashboards are most useful when they are. Get started with your custom KPI dashboards for FREE! Track the success of your FluentCRM email campaigns with Numerics' Sent Emails Trend widget. Now, if you look at the picture, you’ll see an icon next to the Import button. Get FluentCRM. You can also import company details. We also improved resource usage on the server when sending thousands of emails. <br><br>Na garantia de qualidade dos dados, implemento e mantenho padrões de análise. 0 includes a complete integration for your BuddyBoss and BuddyPress-powered website. As a result, before making a final decision, consider assessing at least 4-5 email marketing KPIs. 1. Scoro. From your FluentCRM dashboard, navigate to the settings tab and select Incoming Web Hooks. Our “In-house” contact importer lets. You’ll be able to manage and track your business contacts and automate your subscription business customer’s journey in a more comprehensive manner. Spread the word about your new website launch. Sales Dashboard. FluentCRM allows you to integrate with several apps including Woocommerce, EDD, LifterLMS, Paid Membership Pro, AffiliateWP, and Fluent Forms, etc with which you can increase productivity and conversions by syncing data across apps. Sales KPI. 4 fixed Contact import with company name supported now Active Campaign import improvement (Thanks to WPFusion) = 2. The Closure passed as the second argument will be called for each chunk that is retrieved from the database. 19. Track performance of top customers and improve retention with visualized lifetime values. FluentCRM Install. This Blog Post is related to the presentation of KPI Fiori Tiles. This can also be set…. Customer Service Example KPIs on this Dashboard: Complaint Percentage. Measure your sales output compared to the number of calls. so you don’t just track your contacts’ activities but record them too! Make Informed Decisions Track your FluentCRM campaign's progress with Numerics' Campaign Status widget. Then upload your JSON file to get started. Zoho KPI dashboard is an easier and quicker way to analyze and visualize data. This dashboard made by Geek Dashboard is a fantastic example of how your marketing team can use a KPI dashboard to measure your team's performance, particularly through leads and conversions. Also, you can use single or multiple fields to fetch information. Below are three of those key benefits. 3. After clicking the import button a popup will appear where you need to select the LifterLMS option as the contact source and then click next. Get a clear and. At first, go to your FluentCRM dashboard and click on the Create a New Automation button to add a new automation funnel. KPI Chart by Joe Lawless KPI Dashboard by Reynaldo Peña KPI Chart by Wil Davis KPI Dashboard by George Gourgoulias KPI Chart by Ata Biabani. This CRM KPI Dashboard Excel Template will keep track of all your relevant and measurable metrics with the customer. This enables the business owners to devise thorough campaigns targeted at specific leads or customers, like special rewards and discounts, eventually leading to more leads through word of mouth marketing. 10 Best practices to building effective KPI Dashboards. With each new unique field, you can easily sort the data and manage them. Manage your leads and customers, email campaigns, automated email sequencing, learner and. FluentCRM is a Self Hosted Email Marketing Automation Plugin for WordPress. You can also customize your templates later. Average Conversion Time. (This article further explains the differences between the two. 4. 🎉 BUILT-IN ANALYTICS & DASHBOARDS. Except few, all the charts are so amazing that it was tough to choose my top 05 dashboards. When it comes to swift and informed senior decision-making, management KPIs are invaluable. However, sometimes you just need precise information such as the number of active contacts, campaigns, contact growth, email sending stats, and link click stats. Welcome to FluentCRM API doc. Bonus Read : Top 5 Inventory Management KPI Metrics. To do so: Go to FluentCRM dashboard. With the Sales Accounts Dashboard, you can view a. 4. The data you choose for your KPI widgets is totally up to you. The dashboard opens showing the notification in the panel on the right, and the notification’s widget is identified with a number in a blue square. ” The other dashboards provide different avenues to details about your data. They help managers quickly make more informed decisions. That’s why developing strong Key Performance. This type of plugin enables WordPress admins to sell courses either free or paid and helps to spread knowledge as well. Read more. In short: we’ll combine the dimensions and measures into 5 Tableau Worksheets, define how to visualize each of them, and finally compose a Dashboard section using the Worksheets to present the 3 KPI’s essential elements: value, trend, and performance. = 2. Creating a customized dashboard can open the door to more valuable and readily available insights into your company’s performance levels. Create marketing/sales supportive tools (dashboards, email alerts, automated emails). Step 2: Building the Tableau KPI Dashboard. This process can be implemented at any production stage, from the initial planning stages to the final product inspection. Here’s a highlight of FluentCRM in 2022: FluentCRM is now powering over 25,000+ businesses across the world, making it the most popular CRM plugin for. Free Forever · No Credit Card Required. Larissa Lima gostou. Using a visual template designer you can create marketable templates that will build successful campaigns. Sales Cycle Length. In this documentation, we will see and learn how FluentCRM organizes contact data and some actions that are. Most CRM software caps the number of reports you can include on a dashboard, so use your space wisely. FluentCRM provides lots of data analytics in your campaign. Stay ahead of competitors. Then, choose Import from Other Platforms and select ActiveCampaign from the list of providers. The UI is simple to use,. Brand Awareness. Number of Follow-Up Meetings. Using a CRM KPI dashboard can track these CRM metrics more effectively. Klipfolio is your ticket out of boring Excel spreadsheets that offer a dynamic platform for tracking KPIs and validating your business decisions. Total Pipeline Value. Have Access to Valuable Insights With Custom KPIs. A high retention rate is a sign that the business is providing a high level of value to its customers, and it is typically a good. An Excel KPI dashboard is a collection of various graphs and charts organized in a spreadsheet. At first, go to your FluentCRM dashboard and click on the Automations tab. For instance, the client portal. The report data shows the Total Revenue, Total Orders, Total Customers, Average Revenue Per Customer, Average Order Value (AOV),. 1. Management KPI dashboard. Gain email campaign insights with Numerics' FluentCRM Emails widget. A compass guides you to figure out your current location and where to go. Follow the steps given below –. You should always track your KPI and also OKR (Objectives and Key Results) metrics for a sustainable customer relationship management. It provides a comprehensive suite of tools for data integration, visualization, and reporting. The dashboard opens showing the notification in the panel on the right, and the notification’s widget is identified with a number in a blue square. Simplify complex data. To establish the connecting using your login credentials: Log in to your Make account, add a FluentCRM module to your scenario, and click Create a connection. Here are the seven I use the most: 1. Integration Settings. A user-friendly dashboard that shows necessary reports and KPIs; Using this plugin, you can manage all the contacts from your WordPress dashboard; You can set. It shows meters filling up towards team goals, the regions where customers are being won, and general sales performance data. Track opens trend on a line graph. From the new automation dashboard, click on Learndash and select Leave from a course. FluentCRM launched in September 2020 with a lot of fanfare— since it came from WPManageNinja, the folks behind the already popular Fluent Forms. KPIs are used to help you measure your progress toward achieving your strategic goals. It represents the most critical key performance indicators to a specific audience. Track the total number of contacts in your FluentCRM database with Numerics' Contacts widget. You can send emails and tailor them exactly to your business needs without writing out. Building a sales KPI dashboard can be daunting, especially if you’ve never done it before. Now it’s time to fill in the Form Title, Select the List and Tags you want to map with FluentCRM. 2. FluentCRM keeps them all in one place! You’ll find out your email history and customers form submissions within your EDD contacts dashboard. 2) Email Marketing: FluentCRM includes a powerful email marketing platform that allows you to send newsletters and automation sequences. Once you’ve created a new dashboard, you can add reports based on the metrics you want to track. Klipfolio. 92. View your full business insight right from the FluentCRM dashboard by using graphs, charts, data widgets; Track every marketing email and get in-detail metrics; View all the data points of your customers from Purchase History, and Support tickets to the offline phone call using activity logs. Modern KPI dashboards allow any user to easily explore the data. Simply activate the integration, and easily turn your customers, clients, and beneficiaries into email leads. Click Open Pipeline Test. We are documenting these for our internal usage and very-high level usage by 3rd-party develoeprs. Marketing Leads Dashboard. Sou uma analista de dados, fluente em inglês (C2) e espanhol (A2), com experiência em diversas áreas. Tenant Turnover – This real estate investment KPI is very important if you own multiple properties. To add Company details, simply click on “ Add Company “. Operational KPI Dashboard. They consolidate the data, displaying it through metrics you chose as your KPIs, and provide you with interactive, actionable reports. Today, we released version 1. Click on it, and detailed documentation will. All the built-in database models are available atLearn how you can connect Fluent CRM through the API, and also use it together with a form. Gain valuable insights in real-time. The person with access to this dashboard sees his or her sales report dashboard only. 3. What sets FluentCRM apart from its competitors is that it is a self-hosted. Pricing: From $49 user/month. You will first need the Thrive Automator dashboard tab, to create your automation and copy the incoming webhook URL. A unified view of data that improves visibility into company health. This brings up a contact import pop-up from where you can choose BuddyBoss as the source of your import and click Next. From analytics to operations, a business KPI dashboard brings a wide assortment of benefits to the table. Also, it will provide you with benchmarks to make comparisons. 🎉 BUILT-IN ANALYTICS & DASHBOARDS. -Product Development : Fast Cycle Analysis and Lean Startup focused on MVP development and improvement. 20 MIN READ. Here’s a list of steps you can take to create your own KPI dashboard: 1. You can compare metrics and view averages and targets per KPI. Then go to your Fluent Forms dashboard and go to the Integration Modules option. Consistency is key. For example, if your prices are higher than the market average, you should provide a good reason to justify the premium costs. A KPI semantic model needs to contain goal values for a KPI. As for measuring this retail KPI, simply plug in your Google Analytics with this Website Traffic & Engagement Dashboard. Backed by HubSpot’s CRM, every metric is based on a single source of truth. Easily customize the template to provide KPI data for any series of performance measurements, and create a simple. Customer retention metrics could include the number of active customers, churn rate, and customer lifetime value. The management KPI dashboard hones in on revenue on a consumer-based level while offering insights on the cost of new customer acquisition. 1. Busy teams are looking for powerful project dashboards to accurately measure projects, trends, and financial. Connect FluentCRM to Your Favorite Tools. Using their CRM, reps can track KPIs against the baseline set by the rest of the team, and work to improve their performance in healthy competition with the rest of the team. 92 – Super Exciting New Features. These dashboards demonstrate that Shiny apps can improve user experience by merging the complexities of large data and data science-related technologies built into one stand-alone application. Through them, businesses can spot trends and define targets to optimize performance and ensure constant growth. And then select WooCommerce from the Category option. Step 5: Customize your charts. Supported plans: All. Within few months, FluentCRM reached 3,000+ active installs. FluentCRM provides REST API to manage various kinds of tasks and access FluentCRM data as well. 31. These dashboards make it easy for people in various service and support roles to keep track of customer cases for their organization and agents, including trends and key performance indicators. 7/5 (2,000+ reviews) 2. From the Reports option in FluentCRM, if you navigate to LearnDash then you can see an advanced report of the LearnDash data on your site. FluentCRM simplifies the complexity of email marketing and makes it available from within your WordPress dashboard. 5. Quality control is a process used to ensure that a product or service meets the quality standards set by the company. 3) Custom Fields: FluentCRM allows you to create custom fields for your contact records, so you can capture and store any additional information that you need. These measures help in optimizing your sales performance, sales funnel and sales cycle length. Through integrations with other tools, CRM KPI dashboards pull data from different sources: sales and marketing software, e-commerce software, accounting, and financial software, apps like Google Calendar, and more. Track your project management performance from tools like Asana, Harvest and Jira from our library of pre-built templates. FluentCRM Integration Specifications: Widget Templates: 15. From the tile, you can go directly to the dashboard. Give your email list a boost with Fluent Support’s deep integration with FluentCRM. Service Desk Excel Template Dashboard. Get a clear and actionable view of your email marketing performance, and take your business to the next level with FluentCRM and Numerics! FluentCRM is a Self Hosted Email Marketing Automation Plugin for WordPress. To make it easier to find and get the documentation for FluentCRM, We have added a dedicated page to add all our documentation and an easy way to. Import contacts from LifterLMS. What is a KPI dashboard? KPI dashboards are a collection of key performance indicators (KPIs) in one place, giving you a bird’s-eye view of your business performance. current year) from the source reports. Dashboards aggregate and visualize data from multiple sources, such as databases, locally hosted files, and web services. FluentCRM provides REST API to manage various kinds of tasks and access FluentCRM data as well. Step 3: Select from an extensive range of pre-built charts, tables, and other visual elements. Financial Dashboard examples. Key Performance Indicator (KPI) is a standard measurement that demonstrates the effectiveness of your sales team in achieving important business objectives, it also gives useful analytics to help sales personnel increase their productivity by measuring their performance on a regular basis. Now, go to the particular form’s settings for the entries you want to be listed in FluentCRM . FluentCRM is a great way to manage customer relationships without doing every small detail on your own. Stay informed and make informed decisions. Spread the word about your new website launch. I’ll dive into each topic in more detail below. Sales Rep Dashboard. Here we will present rich examples from various functions, industries, and platforms that you can use for your dashboard-building process, and generate actionable and real-time insights. KPIs for Customer Relationship Management. One of the most important CRM KPIs is the customer retention rate, which measures the percentage of customers who continue to do business with the company over a given period of time. So let’s get. Hover over. Geckoboard is a live KPI tracking dashboard that allows businesses to design their own visual dashboards for a range of metrics with a drag-and-drop interface. **click to enlarge**. 9 stars on the WordPress repository, with 102 customer reviews. Contacts Dashboard; Company Module; Advanced Filter; Contact Overview; Integrated Contact Overview; Manage Contacts; General & Dynamic Segments; Import Contacts into FluentCRMتم النشر في 7:53:10 ص. Never miss out on any contact information again!Dashboard > Plugins > Add New > Search Plugins > fluentcrm. Anyways, my top 05 entries are. First-year attrition. Part 1: Applying ‘What-If’ Scenarios to the Dashboard. Read the latest reviews and find the best CRM Software software for your business. Click Settings. Internal Label: A Short Title that is described in the Internal Label. Salesforce is a SaaS CRM tool that allows businesses to plan and. The status will be changed automatically based on the audience’s response, also you can change them manually. LifterLMS – Advanced Reports. Quality Control KPI Dashboard – Techno PM - Project Management Templates Download. Key Performance Indicator (KPI) is a standard measurement that demonstrates the effectiveness of your sales team in achieving important business objectives, it also gives useful analytics to help sales personnel increase their productivity by measuring their performance on a regular basis. Six steps to build a high-impact sales KPI dashboard. I am proficient in key metrics, KPI dashboards, and KPI reporting, and I use them to monitor, analyze, and improve the performance and satisfaction of our support team and our customers. A database query will be executed to retrieve each chunk of records passed to the Closure. 3 and explore the amazing new features and improvements for complete email marketing. Basically, it's just a 4-step process: Step 1: Give a title to your Dashboard. Track your FluentCRM subscriber count in real-time with Numerics' Subscribers by List widget. You can include any of the metrics mentioned throughout the article or add others you find relevant. Along with that, we have also added some necessary feature improvements that’ll improve your overall FluentCRM experience. Our vision is to make email marketing affordable for small businesses. Use simple slicers for navigation. This post is to introduce you to a versatile and efficient email marketing automation. Now Give your API key and URL and hit Next. KPI dashboards display your most important business metrics in a way that’s instantly understandable. Digital marketing KPIs are used by companies of all sizes to measure their marketing results. Scroll down to the FluentCRM module & turn on this module. Busy teams are looking for powerful project dashboards to accurately measure projects, trends, and financial metrics in one. To get started, just choose a template, connect your data, and your metric visualizations will populate automatically. A KPI, or Key Performance Indicator, is a measurable value of how well your company is achieving specific business objectives over time. react packages built by the Appsilon Team. You can edit the measures and visuals of existing custom and out-of-the-box KPIs to match your. The first argument passed to the method is the number of records you wish to receive per "chunk". WPManage Ninja LLC. You can check each recipient’s interaction, whether they opened the email or not if they. To check the REST API status, Go to FluentCRM Dashboard Tools REST API Status. A sales dashboard is a tool that enables c-level executives and managers to effectively control sales KPIs and monitor them in one central place while helping teams to reach sales goals through detailed analyses of sales performance, cycle lengths, and sales funnels. Here is an example of a marketing dashboard from Databox. Bring all your contacts and data in one place and start expanding your business with powerful marketing automation features. Connect your apps to Copilot. Which will take you to the. Marketing Reporting lets you track both and see when and if there is a need for adjustment so that you can reach the desired target. ”We gather and compress on-site data encompassing your entire Safety Management System, and deliver it to one simple dashboard. 3. Drive development of data tools and dashboards that allow for Lifecycle Marketing and business stakeholders alike to intimately measure and monitor KPIs, working closely with Data and Analytics. Ok, let’s say that you already have enough data from different sources (1) to build an effective dashboard for your pharma business. CRM reporting software offers you in-depth insights based on historic, predictive, and “in the moment” data. Here we’ll set the tag and the conditions. Net Promoter Score (NPS) Net Promoter Score measures the customers satisfaction for your business. Simply activate the integration, and easily turn your customers, clients, and beneficiaries into email leads. To create a KPI dashboard, first choose the KPIs and metrics to track. Management KPI Dashboard. Add a Name and Status to your webhook. Stay ahead of. (2) Caption. Thanks in advance. G2: 4. Clearly define your business goals and objectives. Make informed decisions with real-time data. The tile shows the current value of the KPI and your progress toward the set conditions. Select FluentCRM (REST API) from the CRM dropdown, and you’ll be prompted to enter the URL to the site where you’ve installed FluentCRM. FluentCRM is a Self Hosted Email Marketing Automation Plugin for WordPress. New York City Evictions trends, 2017 — Present (image by author) For this dashboard I’ve included a map of all locations where an eviction was recorded in New. 1. If Contact Already Exists: Specify what will happen if the. An Excel KPI dashboard is a collection of various graphs and charts organized in a spreadsheet. 3 you’ll notice a massive change in the UI of FluentCRM. It has a SaaS-like admin experience that makes finding data and. digestible at a glance) it must eliminate cognitive barriers (unnecessary clutter and misleading charts) and properly visualise and label KPIs or metrics. Keeping track of all these numbers from various sources can be exhausting. Modern dashboards go beyond simple visualization and reporting by leveraging financial analytics to synthesize disparate financial and accounting data and allow analysts to more deeply explore the. If you’re still using an older version of our Support plugin, please update to get the fabulous advanced dashboard! The Fluent Support dashboard gives a basic report of relevant ticket details like overall. Here’s a. You can select your preferred form template from here. Hello everyone, We just released another maintenance update of FluentCRM. Among other things, Salesforce metrics help the sales team to prioritize resources and leads. Still stuck? How can we help? = 2. This explains why their team considers a web analytics dashboard their most important KPI dashboard. Step 2: Install FluentCRM on WordPress Website. ) KPI Additional Contexts: These are the additional reports we have setup above.