Build a customer insights dashboard in minutes

Some common features of customer insights dashboards include identifying customer segments, tracking customer engagement, identifying customer churn, analyzing feedback, as well as finding warm sales leads and optimizing cross-selling and upselling flows to existing customers.

• Data visualization: to help users understand data quickly and easily. With Appsmith, you can drag and drop 45+ pre-built configurable widgets to visualize your data in minutes without needing any front-end or design expertise.

• Integration: Integrate with anything in clicks - internal systems, SaaS tools such as HubSpot, Google Analytics, CRM, sales dashboards and more to view, compare and analyze data from multiple channels. Use Appsmith’s native integrations or connect via REST APIs.

• Segmentation: The ability to segment data by various demographic, behavioral, attitudinal, and psychographic characteristics so end-users can analyze different customer cohorts.

• Alerts and notifications: for important events, such as a sudden drop in customer satisfaction or an increase in churn rate.

• Data export and import functionalities: to export data in various formats like excel, csv, pdf and to import data from other sources.

• Report generation and sharing: to generate reports and share them with other team members for better collaboration and data-driven decision-making.

• Customization: Off-the-shelf customer insights dashboards frequently lack the capabilities or integrations with other tools that users often need to fit their unique needs. Or such features and integrations are available only in expensive enterprise tiers of the pre-built products and tend to be out of budget for most teams.

• Scalability: You can modify a custom customer insights dashboard to include new data sources, features and functionalities as your business grows.

• Control: Have more control over the development, maintenance and upgrades of your dashboard. Developers get all the control they want while building and shipping tools with our low-code, open-source product.

• Flexibility: Build a dashboard you don’t need to rebuild again in 12 months. Easily adapt to changing requirements, internal processes, and new tools and technologies.

• Competitive advantage: a custom customer insights dashboard can give your team a competitive advantage in the market by bringing in all their data in one place saving them hours every week.

• Integrations: Integrating data from various sources can be time-consuming and challenging. Developers need to ensure that the data is properly collected, normalized, and stored in a format that can then be easily analyzed and visualized.

• Data management: Ensure that customer data is stored and processed in a way that complies with your organization's policies and regulations.

• User experience: Providing a user-friendly and intuitive interface for the various teams to view, understand, and analyse important metrics can be a challenge without experienced frontend engineers.

• Data privacy & security: Ensure your customer data is protected from unauthorized access. You can use our built-in role-based access controls to set user permissions before sharing the dashboard with your end users.

• Maintenance and upgrades: It takes a lot of effort and time to keep your dashboards updated with the newest security updates, new feature or tool integration requests, technological advancements, and regulatory changes.

• Marketing teams: to inform marketing strategies and campaigns, and to segment and target different customer groups.

• Sales teams: to identify sales opportunities, and to track the effectiveness of sales efforts.

• Customer support teams: to identify customers issues and improve the overall customer experience.

• Product development teams: to inform product development decisions, such as which features to include or which products to discontinue.

• Research and development team: to identify new opportunities for growth and expansion, such as new markets or product lines.

• Business intelligence teams: to inform business decisions and trends forecasting.

• Management teams: to inform strategic decisions and improve overall company performance.