BUSINESS INTELLIGENCE

TURN BUSINESS ACTIVITY
INTO BUSINESS INTELLIGENCE.

Bring leads, sales activity, digital performance and business insights into a clearer system so you can understand what is happening and decide what to do next.

SAMPLE DASHBOARD
LEADS
SALES PIPELINE
WEBSITE
CAMPAIGNS & PERFORMANCE
INSIGHTS
DECISIONS

YOUR BUSINESS GENERATES
DATA EVERY DAY.

Leads, enquiries, sales activity, website visits and campaign performance all create signals. The challenge is turning those signals into information you can actually use.

BUSINESS ACTIVITY
DATA
INFORMATION
INSIGHT
DECISION
ACTION

DATA IS ONLY USEFUL
WHEN YOU CAN UNDERSTAND IT.

When information is scattered across spreadsheets, messages, websites and advertising platforms, it can become difficult to understand the full picture.

SCATTERED INFORMATION

Important business information may exist across multiple tools and channels.

LIMITED VISIBILITY

It can be difficult to see where leads and opportunities currently stand.

UNCLEAR PERFORMANCE

Marketing activity may happen without a clear view of what is contributing to business outcomes.

SLOWER DECISIONS

When information is difficult to access, decision-making can become harder.

PIDMB BUSINESS INTELLIGENCE SYSTEM
CONNECT
TRACK
MEASURE
UNDERSTAND
ACT
01 — CRM DASHBOARD

SEE YOUR BUSINESS
FROM ONE PLACE.

A centralized dashboard can bring important customer, lead and sales information together so teams have a clearer view of business activity.

SAMPLE CRM DASHBOARD
TOTAL LEADS128
QUALIFIED42
ACTIVE OPPORTUNITIES18
FOLLOW-UPS9
2%
SALES PIPELINE
24
NEW
12
CONTACTED
5
QUALIFIED
3
PROPOSAL
RECENT ACTIVITY
Proposal sent to Company A
2 hours ago by Sales Team
New lead from Google Ads
5 hours ago
Follow-up call with Company B
Yesterday
02 — LEAD TRACKING

KNOW WHAT HAPPENED
TO EVERY LEAD.

Lead tracking helps teams understand where each opportunity came from, what stage it is in and what action should happen next.

SAMPLE LEAD TRACKING
LEADSOURCESTATUSOWNERLAST CONTACTNEXT ACTION
Company AWebsiteQualifiedSalesTodayFollow Up
Company BGoogle AdsContactedSalesYesterdayCall
Company CReferralNewSalesTodayContact
03 — SALES PIPELINE

SEE THE JOURNEY
FROM LEAD TO CUSTOMER.

A structured sales pipeline helps teams understand which opportunities are new, active, progressing or require attention.

• Sales stages

• Opportunity ownership

• Next action

• Follow-up status

• Pipeline visibility

SAMPLE SALES PIPELINE
NEW
CONTACTED
QUALIFIED
PROPOSAL
NEGOTIATION
WON / LOST
NEW
CONTACTED
QUALIFIED
PROPOSAL
NEGOTIATION
WON / LOST
QUALIFIED
Company XYZ
Action: Send Proposal
NEGOTIATION
Business Corp
Action: Final Review
04 — WEBSITE ANALYTICS

UNDERSTAND HOW
PEOPLE FIND YOUR BUSINESS.

Website analytics can help businesses understand traffic sources, visitor behavior and important actions across their digital presence.

SAMPLE DATA
PAGE VIEWS2,450
12%
ENQUIRIES38
4%
TRAFFIC SOURCES

Search

Direct

Social

Referral

05 — CAMPAIGN PERFORMANCE

UNDERSTAND WHAT YOUR
MARKETING IS DOING.

Bring campaign activity into a clearer performance view so businesses can compare channels, understand engagement and identify opportunities for improvement.

SAMPLE CAMPAIGN DATA
CHANNELREACHCLICKSENQUIRIES
Google Ads24,0001,20015
Social Media18,5008508
YouTube Ads32,0004504
Metrics are illustrative visual examples only.
06 — PERFORMANCE REPORTS

TURN ACTIVITY
INTO ACTIONABLE REPORTS.

Regular performance reporting can help business owners and teams understand what happened, what changed and where attention may be needed.

SAMPLE PERFORMANCE REPORT
MONTHLY REPORT
PERIOD: CURRENT MONTH
PERFORMANCE SUMMARY
LEAD ACTIVITY
SALES PIPELINE
MARKETING PERFORMANCE
WEBSITE PERFORMANCE
KEY INSIGHTS
NEXT ACTIONS

MEASURE.
UNDERSTAND.
IMPROVE.

COLLECT
Bring relevant business activity into the system.
ORGANIZE
Structure information so it can be understood.
MEASURE
Track relevant performance indicators.
ANALYZE
Identify patterns, changes and opportunities.
INSIGHT
Understand what the information is telling you.
ACTION
Decide what needs attention.
IMPROVEMENT
Use learnings to improve future activity.

FROM DATA
TO BETTER DECISIONS.

1
2
3

WHAT BETTER BUSINESS
VISIBILITY CAN HELP YOU DO.

CLEARER VISIBILITY

Understand what is happening across leads, sales and marketing activity.

BETTER FOLLOW-UP

Identify opportunities that need attention and next actions.

INFORMED DECISIONS

Use relevant information to support business decisions.

CONTINUOUS IMPROVEMENT

Learn from performance and refine future activity.

SAMPLE BUSINESS INTELLIGENCE DASHBOARD
TOTAL LEADS128
QUALIFIED42
ACTIVE OPPORTUNITIES18
FOLLOW-UPS9
2%
SALES PIPELINE
24
NEW
12
CONTACTED
5
QUALIFIED
LEAD SOURCES
Organic
Ads
Referral
WEBSITE ACTIVITY
2,450
VISITORS
38
ACTIONS
CAMPAIGN PERFORMANCE
24k
GOOGLE ADS REACH
18k
SOCIAL REACH
RECENT ACTIVITY
• Proposal sent to XYZ (2h ago)
• New lead: Website Form (5h ago)
DEMO DATA

READY TO SEE
THE BIGGER PICTURE?

Bring your leads, sales activity, digital performance and business insights into a clearer growth system.