Cate Triendl

May 22, 2023


3 min read

How To Build A Customisable Hospitality CRM Dashboard

How To Build A Customisable Hospitality CRM Dashboard

Are you looking for ways to optimise your hospitality operations and make data-driven decisions that will grow your bottom line? If so, one of the most valuable tools to use for this is your CRM dashboard.

In this blog post, we’ll give tips on how to customise your CRM dashboard to make sure you get the most out of it.

How to customise your CRM dashboard

A well-tailored CRM dashboard can be a powerful tool for improving team productivity and accelerating growth. 

To achieve this, start by mapping out what you need from your dashboard. What metrics are most important to your business? What information do you need at a glance? 

Once you have a clear understanding of your requirements, get input from your team. What features or information do they find most helpful on a dashboard? This ensures that everyone’s needs are taken into account. 

Finally, consider making use of templates to streamline the customisation process. Many hospitality CRM platforms come with pre-built dashboard templates that can be modified to fit your specific needs. 

Taking time to customise your CRM dashboard can save you time in the long run and help ensure that you’re making data-driven decisions.

Set up personalised goals

It’s important to have a CRM dashboard that’s built around your specific needs in order to meet your sales and marketing goals.

By tailoring your goals to correspond with the metrics that are most significant to your business, you can quickly gauge your current situation. 

For example, hospitality marketers want to focus on metrics such as tracking return in-venue visits, repeat bookings or marketing return on investment (ROI).

Make sure to limit your key performance indicators (KPIs) to the most important ones only. This way, you’ll be able to get an instant picture of your current situation and take the necessary steps to achieve your overall goals.

Make your dashboard user-friendly

The importance of a user-friendly CRM dashboard cannot be emphasised enough. It plays a crucial role in keeping your business operations running smoothly. 

Imagine having to spend precious time trying to decipher complex data instead of using it to make informed decisions. This is where visuals and design come in. 

Mix up the visuals and use different graphs. This helps you create a customised CRM dashboard that is not only easy to understand but also visually appealing. In just one glance, you should be able to analyse the data and extract the relevant insights. 

Gain actionable insights from your CRM dashboard

Maximising the value of your hospitality CRM dashboard requires more than just accumulating data.

With selected filters applied to your reports, you can compare the performance of different metrics and KPIs side-by-side. This provides you with insights that guide your sales and marketing strategies moving forward. 

You can, for example, compare data between your venues over a given time period to understand exactly how each location is performing and adjust your tactics accordingly.


Getting the most out of a CRM dashboard is key to success and should be part of your overall CRM strategy. Don’t settle for surface-level data, dive deeper with your dashboard to turn raw data into real results by customising your CRM.

From customising it to your individual needs, setting personalised goals, and ensuring that it is user-friendly. Taking these steps can help you gain actionable insights and make informed decisions. 

You should always ensure that the CRM dashboard is constantly evolving with your business changes. This will ensure you are maximising output and have an ever-evolving game plan that yields tangible results.



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