From Data to Decisions: Leveraging Reporting Dashboards for Growth

WSI Team
June 29, 2024

In today's rapidly evolving business landscape, the ability to make informed, data-driven decisions quickly is more crucial than ever. With the advent of powerful Customer Relationship Management (CRM) platforms like HubSpotSalesforce, and Marketo, business owners now have access to sophisticated reporting dashboards that provide valuable insights at a glance.

These dashboards serve as a bridge between data and actionable strategies, empowering firms to optimize their marketing plans, drive growth, and maximize return on investment (ROI) by evaluating sales performance and analyzing marketing efforts.

By leveraging the capabilities of these CRM platforms, businesses can not only streamline their operations but also gain a competitive edge in a crowded marketplace. The key to success lies in harnessing the potential of data dashboards to unlock valuable insights and make strategic decisions that propel the business forward.

In this post, we will explore the strategies and best practices that businesses can employ to build and utilize data dashboards effectively, ultimately improving business outcomes and enhancing profitability.

Harnessing the Potential of Dashboards

At their core, CRMs are designed to store customer data and improve customer interactions at all levels. They enable personalized engagement and provide valuable insights to support decision-making. These platforms act as a central hub for all customer-related information, allowing businesses to track interactions, preferences, and behavior effectively.

By utilizing data dashboards within CRMs, brands can gain a comprehensive overview of their customer base, segment audiences, and tailor marketing campaigns to specific target groups. This level of personalization not only enhances customer satisfaction but also increases the likelihood of conversions and repeat business, ultimately leading to a higher return on investment.

KPI dashboards offer advantages that go beyond monitoring progress toward objectives. Here are several primary benefits:

  • Comprehensive Summary: KPI dashboards thoroughly analyze an organization's performance for viewers. Dashboards facilitate analyzing and interpreting essential metrics by visually organizing and displaying data in an appealing way.
  • Enhanced Decision-Making: Accessing precise and current data is crucial for making well-informed business choices. KPI dashboards consolidate essential operational data, increasing accessibility and empowering decision-makers to make prompt decisions based on real-time insights.
  • Real-Time Analysis: KPI dashboards allow firms to monitor important performance data instantly through real-time analysis. Real-time visibility enables proactive decision-making and helps teams achieve improved business outcomes.

How to Identify Key Performance Indicators for Boosting Sales and Conversions

Ultimately, the effectiveness of your dashboards hinges on the quality of the data they track. Key Performance Indicators (KPIs) play a crucial role in management and performance evaluation, helping measure progress, pinpoint areas for improvement and foster success.

Identifying the right KPIs that directly impact sales and conversions from a plethora of metrics can be a challenging task. Here are the initial steps to guide you through this process:

1. Consider your company's growth phase: Various phases of business development necessitate distinct KPIs. Start-ups may concentrate on measures to validate their business model. In contrast, well-established organizations may emphasize Customer Lifetime Value or cost-per-acquisition metrics. Customize your KPIs to align with your business's current stage and specific challenges and possibilities.

2. Determine both lagging and leading performance indicators: Lagging and leading indicators are qualifiers that report on your business's health from two different perspectives. Leading indicators predict future performance and help drive your daily initiatives while lagging indicators reflect past performance to assess historical performance and help shape your long-term strategy. Tracking both indicators carefully enables you to understand your business's performance and make informed decisions to promote growth. For example, if you're tracking Total Sales Revenue (which is a lagging indicator) while monitoring Sales Opportunities or Conversion Rates (which is a leading indicator), you can gain important insights into future business performance.

3. Concentrate on a select few critical metrics: Avoid the temptation of monitoring an excessive number of KPIs, which can lead to paralysis by analysis. Concentrate on a few specific KPIs that align closely with your business objectives. Strive for an equilibrium between quantitative and qualitative measures to understand your performance thoroughly. Maintaining targeted and controlled KPIs can prevent data overload and guarantee that your team remains aligned with common objectives.

Examples of Sales and Conversion Key Performance Indicators

Now that we have covered what you need to consider to select the best KPIs for your business, let's delve into some examples of KPIs that are directly linked to boosting sales and enhancing conversions:

  • Monthly Sales Growth: This KPI calculates the percentage change in sales income between consecutive months and serves as a crucial metric for measuring the overall growth trajectory of your business. Tracking this metric allows you to identify trends, assess the effectiveness of your sales strategies, and make informed decisions to drive revenue growth.
  • Conversion Rate: The conversion rate is the proportion of leads that successfully convert into paying customers. By monitoring this KPI, you can evaluate the success (or potential shortcomings) of your marketing and sales efforts. A high conversion rate indicates that your strategies are resonating with your target audience, while a low conversion rate may signal the need for adjustments in your approach.
  • Client Acquisition Cost (CAC): The CAC metric measures the average amount of money it takes to acquire a new client, factoring in all related marketing and sales costs. Understanding your CAC is essential for assessing the efficiency of your customer acquisition strategies and optimizing your marketing budget. This metric is closely tied to Customer Lifetime Value (CLV) and can help you determine the long-term profitability of acquiring new customers.
  • Customer Lifetime Value (CLV): CLV is a predictive metric that estimates the total revenue a customer is expected to generate for your business throughout their partnership with you. By calculating CLV, you can identify high-value customers, tailor your marketing and sales tactics to maximize their value and foster long-term relationships that drive sustainable business growth.

By incorporating these key sales and conversion KPIs into your data dashboards, you can gain valuable insights into your business's performance, identify areas for improvement, and make data-driven decisions that drive revenue growth and enhance customer satisfaction.

Examples of Key Performance Indicator Dashboards

Examples of Key Performance Indicator dashboards in action showcase the power of data visualization in tracking and evaluating marketing performance. Let's look at some real-world examples to demonstrate how KPI dashboards can drive marketing ROI and inform strategic decision-making for businesses:

  • Subscription Model Dashboard: This dashboard emphasizes indicators concerning subscription-based businesses, including monthly and yearly income and churn rate, to offer insights into client retention and revenue production.
  • Deals Closed Dashboard: This dashboard offers a detailed summary of marketing and sales performance, showcasing key metrics around Marketing Qualified Leads (MQL) versus Sales Qualified Leads (SQL). This helps businesses synchronize marketing strategies with sales objectives.
  • Marketing Leads Dashboard: This dashboard tracks marketing leads and conversions to analyze lead generation effectiveness and conversion rates.

In Conclusion

KPI dashboards are essential tools for monitoring business health and analyzing marketing ROI. They display critical performance data and allow businesses to evaluate performance, make educated decisions, and pinpoint areas for development. By utilizing appropriate KPI dashboard software (such as HubSpot's Dashboard and Reporting software) and implementing best practices, businesses can confidently oversee marketing performance and stimulate business expansion.


The Best Digital Marketing Insight and Advice

The WSI Digital Marketing Blog is your go-to-place to get tips, tricks and best practices on all things digital marketing related. Check out our latest posts.

Subscribe Blog

I consent to WSI collecting my contact details and sending me digital communications.*

*You may unsubscribe from digital communications at anytime using the link provided in WSI emails.
For information on our privacy practices and commitment to protecting your privacy, check out our Privacy Policy and Cookie Policy.

Don't stop the learning now!

Here are some other blog posts you may be interested in.
By Pamela Bell April 25, 2025
How Humanizing Your Hospital's Brand Boosts Community Trust and Visibility In healthcare, especially for regional hospitals, the focus is often on clinical outcomes, compliance, and operations. So the idea of giving your hospital a “personality” might sound a little… off-brand. But here’s the reality: patients don’t just choose hospitals based on stats and proximity,they choose based on connection. In a sea of white coats and generic mission statements, the hospitals that stand out are the ones that feel human. Why Brand Personality Matters (Even in Regional Healthcare) Most hospitals promote themselves using similar language: “high-quality care,” “experienced providers,” “state-of-the-art facilities.” While these claims may be true, they don’t do much to differentiate your hospital from the one 20 miles down the road. A brand persona isn’t a gimmick,it’s a strategy. It’s about shaping how your hospital is perceived by patients, staff, and the broader community. It’s how you create emotional connection, increase trust, and stay top of mind,especially when patients aren’t actively thinking about healthcare. Ask yourself: If your hospital were a person, how would it speak? Would it be warm and nurturing? Calm and wise? Energetic and optimistic? Would it be the hometown helper or the bold advocate? When you define your hospital’s persona, everything becomes clearer: your messaging, your design, your tone,and most importantly, your impact. The Psychology Behind It Research in behavioral science tells us people make decisions emotionally and justify them logically. Healthcare is no different. When a patient chooses a provider, they’re asking: “Will they listen to me?” “Will I be treated like a person, not a number?” “Do I trust this place with my health,or my child’s?” A strong brand persona helps you answer those questions without needing to say a word. It makes your hospital more relatable, trustworthy, and memorable. Real Examples of Hospital Brand Personas Let’s look at how brand persona shows up in action,even if the hospital doesn’t call it that: Cleveland Clinic: The Calm Expert Their brand communicates clarity, confidence, and calm leadership. Patients see it as a steady hand in moments of fear. Children’s Mercy Kansas City: The Caring Advocate Everything from their visuals to messaging to staff stories centers on compassion, hope, and putting families first. Your Regional Hospital? Let's Imagine… What if you built a persona around what makes your hospital truly special? The Hometown Guardian: Emphasizing local roots, community stories, and accessibility,“We’re here because we live here too.” The Wellness Coach: Empowering, educational, and proactive,“We help you stay healthy, not just recover.” The Quiet Hero: Understated but deeply dependable,“You may not hear about us every day, but we’re here when it matters most.” Each persona guides your social posts, your visuals, your recruitment messaging,even how you respond to patient reviews. How to Build a Brand Persona for Your Hospital Creating a brand persona doesn’t mean changing who you are,it means revealing your personality on purpose. 1. Define the Role You Play in the Community Are you the trusted neighbor? The advocate for underserved groups? The last-resort specialist? Identify what role your hospital actually plays, and own it. 2. Choose 3–5 Personality Traits Examples: Compassionate, Bold, Trusted, Honest, Proactive, Friendly, Local These traits will shape everything from your billboard headlines to your Instagram captions. 3. Establish a Consistent Tone of Voice Is your communication warm or clinical? Formal or conversational? Do you use plain language or medical terminology? Stay consistent across all channels. 4. Align Visuals with Values Colors, photography, design, all of these reinforce your persona. A “community-first” hospital might feature real patient photos and earthy tones. A “tech-forward” hospital might lean on modern fonts and minimalist design. 5. Craft a Signature Narrative People don’t just remember what you do, they remember why you do it. What’s your origin story? What’s your promise to the community? Why does your hospital matter? Why This Works for Regional Hospitals Regional hospitals often serve smaller populations with fewer marketing resources. That’s why brand persona is such a powerful tool,it multiplies your impact without multiplying your budget. When done well, it helps: Build stronger emotional ties with patients Increase word-of-mouth referrals Make hiring and staff retention easier Create clarity in a noisy healthcare environment Position your hospital as the go-to choice for care Persona Is Strategy, Not Fluff This isn’t about making your hospital “cool.” It’s about making it real. In a world where patients are overwhelmed by choices and skeptical of healthcare systems, your brand persona is your edge. It brings consistency. It builds trust. It connects. Because your hospital is more than a building with beds. It’s a living, breathing part of the community. And it deserves a voice that reflects that. Want help shaping your hospital’s brand persona? We specialize in helping regional hospitals build visibility, trust, and connection through smart, consistent branding. Let’s chat.
By Pamela Bell April 21, 2025
In healthcare, engagement isn’t about slick apps or expensive campaigns, it’s about human connection. For regional hospitals with limited teams and tighter budgets, building authentic relationships with patients and the community often gets pushed aside. But here’s the truth: you don’t need a fancy tech stack or a 10-person comms department to engage meaningfully. What you need is a strategy rooted in relevance, consistency, and a voice that sounds like you. This blog is your guide to making patient and community engagement feel personal, approachable, and impactful, without burning out your team. Why Human Engagement Matters More Than Ever Today’s patients are overloaded with content, options, and distractions. If your hospital’s communication feels robotic, templated, or inconsistent, they’ll tune out. What sticks? Human stories. Timely information. Warmth. Empathy. Engagement that feels personal improves patient satisfaction, boosts reputation, and builds community trust. And for small hospitals, that trust is your greatest competitive advantage. Three Ways to Build Human-Centered Engagement (Without Extra Headcount) 1 . Share Real-Life Stories From Your Hospital People connect with people - not buildings, not procedures, not clinical language. One of the most powerful things you can do is spotlight the humans inside your hospital. Highlight Staff Members: Use your social channels and newsletters to feature short bios, quotes, or day-in-the-life posts about nurses, techs, volunteers, or maintenance staff. Celebrate Patients (With Consent): Share patient success stories, testimonials, or gratitude moments. Keep it simple, honest, and focused on the human experience, not the medical jargon. Recognize Community Wins: Did your team support a local health fair? Sponsor a charity run? Help with school vaccinations? Share the moment, tag partners, and thank the community. These stories don’t require professional photography or polished video. A photo from a smartphone and a heartfelt caption go a long way. 2. Build an Engagement Calendar (You’ll Actually Use) Engagement feels overwhelming when it’s done on the fly. A light, recurring content calendar keeps you consistent without overloading your staff. Weekly Ideas: Monday: Staff spotlight or local health tip Wednesday: Upcoming events or reminders (e.g., flu shots, clinic hours) Friday: Patient story or wellness quote Monthly Themes: February: Heart health awareness May: Mental health & stress relief October: Breast cancer screening awareness Use Canva or a basic spreadsheet to plan your posts. If you have a bit of budget, a scheduling tool like Buffer or Later can automate them for the month. 3. Keep the Tone Simple and Warm You don’t need to sound like a national ad campaign. In fact, you shouldn’t. When writing social posts or emails: Use plain language. Avoid medical jargon. Write like you speak. Would you say that sentence to a friend? Keep it short. Get to the point quickly. Add a touch of personality. Emojis, light humor, or local references make you more relatable. Example: ❌ “Our outpatient clinic offers comprehensive cardiac diagnostic protocols in accordance with the latest AHA guidelines.” ✅ “Got a heart health question? Our clinic team is here to help, walk-ins welcome every Wednesday!” T ools That Can Help (Without Breaking the Bank) You don’t need a major CRM or agency retainer to stay engaged. Here are a few tools small teams love: Canva: Design graphics, flyers, and social posts (free version works great!) Google Calendar: Use it to plan your monthly content themes Buffer/Later: Schedule social media in advance to save time Mailchimp: Send patient newsletters or updates with a user-friendly interface Google Forms: Collect feedback or event RSVPs easily What Engagement Actually Looks Like Still not sure what kind of content qualifies as “engaging”? Here are some examples: A short video from a nurse sharing a wellness tip A Facebook post asking, “What’s your favorite local walking trail?” A community photo album from your latest blood drive A behind-the-scenes look at your new clinic space A thank-you note to your weekend ER team (posted Monday morning!) Remember: engagement isn’t a campaign. It’s a habit. Small, regular acts of communication go much further than one big initiative you can’t sustain. You’ve Already Got the Heart, Now Show It You already have what your community wants: care, trust, and dedication. Your job isn’t to reinvent the wheel, it’s to make sure people feel it. Human-first engagement is how regional hospitals win attention and loyalty in a world full of noise. It’s how you show up even when you don’t have the biggest team or budget. Start simple. Start small. But start today. Want help planning your engagement calendar or building templates your team can run with? Let’s chat.
By Pamela Bell April 21, 2025
For regional and community hospitals, one of the biggest challenges isn’t delivering exceptional care, it’s making sure your community knows just how much you do. Despite offering life-saving services, wellness programs, and a dedicated staff, many local hospitals remain under the radar. But here’s the good news: You don’t need a massive advertising budget or a full-time marketing team to change that. A few focused, cost-effective strategies can dramatically increase your hospital's visibility and foster deeper community trust. 1. Make Your Providers and Services More Visible Your physicians and specialists are often your most powerful marketing tools. Community members may not know the full range of services your hospital offers, or that top-tier care is available just down the street. What to Do: Feature provider spotlights on your website and social media. Share short interviews, photos, or fun facts to humanize your team. Use local keywords in your website copy, such as "pediatrician in [Town Name]" or "[Your Hospital] women's health clinic." Promote services seasonally, like flu shots in the fall or heart health screenings in February. 2. Leverage Local Partnerships Visibility often starts with collaboration. Partnering with organizations already embedded in your community helps spread the word and build credibility. Ideas to Try: Co-host events with local schools, fire departments, or libraries (e.g., CPR classes, back-to-school wellness days). Sponsor a youth sports team or run a booth at community fairs. Collaborate on health education with churches, local nonprofits, or community centers. These small partnerships can lead to bigger conversations about what your hospital brings to the table. 3. Use Social Media for Local Engagement It doesn’t take daily posts or viral videos to get noticed. What your audience craves is connection. Quick Wins: Post weekly community updates, such as staff birthdays, upcoming events, or behind-the-scenes photos. Highlight local stories: Share success stories (with consent), patient milestones, or new staff introductions. Tag local businesses and partners to increase reach and show community involvement. The goal? Make your social feed feel less like an ad and more like a neighborhood bulletin board. 4. Update Your Google Business Profile When locals search "hospital near me" or "urgent care [town name]," your hospital should be front and center. An optimized Google Business Profile is the key to showing up in those results. Make Sure To: Add up-to-date hours, services, and contact info. Post regular updates or announcements. Upload photos of your facility, staff, or events. Respond to reviews, even a simple thank-you builds goodwill. 5. Get Featured in Local Media (Without Paying for Ads) Don’t underestimate the power of traditional local outlets. News stations, radio shows, and community papers are often eager to spotlight positive stories. How to Start: Reach out with press releases about new programs, equipment, or awards. Offer your experts as sources for seasonal stories ("Flu Trends in [County Name]"). Invite reporters to behind-the-scenes tours or wellness events. When local media sees you as a trusted source, you get exposure money can’t buy. Your hospital may not have the budget of a large healthcare system, but you do have the trust, proximity, and heart that national brands can’t replicate. By focusing on local visibility strategies that highlight your people, services, and community impact, you can build the kind of awareness that not only increases visits but deepens loyalty. You don’t need to shout louder than the competition. You just need to show up consistently, connect genuinely, and make it clear: your hospital is here for the community, because you are part of the community. Want help making your hospital more visible online and offline? Let’s talk strategy.
Show More