Laptop with CRM dashboard

CRM Dashboard

Email Category 1 of the CRM dashboard
Email Category 2 of the CRM dashboard
Email Category 3 of the CRM dashboard

Context

  • E-commerce & Brick-and-Mortar Discounter
  • Increased number of Customer Lifecycle Campaigns (Trigger: Activation, Reengagement, Reviews / Newsletter: E-commerce, Brick-and-Mortar, Travel)
  • Increased number of A/B Testing

Problem

  • No overview, no comparison, no key results
  • Lake of effective decision-making

Solution

  • Semi-automated BI-Dashboard with Microsoft PowerBI
  • 3-level-Categorization of Campaigns
  • Implementation of most important KPIs (e.g. Unique Open Rate, Click-To-Open-Rate, Average Revenue per User)
  • Displaying different layers of results

Impact

  • First findings within 5 minutes
  • In-depth analysis available with different layers
  • Overall KPIs and Drilldown available because of Categorization
  • Used on daily basis by CRM team
  • Faster and more effective decision-making possible

Lessons learned

  • Categorization might not always be useful but it makes it much easier to get an overview
  • BI is really important to make the correct decision