Fluentcrm kpi dashboards. Stay informed, make data-driven decisions, and improve your email marketing strategy. Fluentcrm kpi dashboards

 
 Stay informed, make data-driven decisions, and improve your email marketing strategyFluentcrm kpi dashboards 6

FluentCRM. com, WooCommerce, and many other WordPress plugins. Practice by choosing your priority goals and defining 3 KPIs that will help measure your progress. I understand that the base plugin will be offered for free in the WordPress plugin directory. These two sections & its category can be draggable according to your. This KPI dashboard template in Excel allows you to view multiple KPIs in both tablular and graph formats. As per our testing, FluentCRM can send bulk emails about 2X speed. KPI Dashboard Template. Red indicates a problem, yellow is a warning or a risk, and green means everything is fine. Here’s something you’ve all been waiting for—The long-awaited BuddyBoss and BuddyPress integration! FluentCRM 2. FluentCRM is the perfect solution for your email newsletter and email campaigns. 5 brings you many more new features like upgraded email editor, conditional segmentation duplicating, and many more!. FluentCRM is contributing more than 25% of our annual revenue. Total Contacts Paginated, Filter by Tags & Lists & Status, Advanced Filter with numerous data, Searchbox, Import & Export of the contacts, Bulk Actions on Contact Selection, and many more on the front page or the Contacts. Spread the word about your new website launch. Pricing: From $49 user/month. Nurture better leads with targeted campaigns. FluentCRM’s dashboard is a refreshing sight for any email marketer. Track every activity. 8. KPIs Cards: View KPI value, variance or visualizations in a separate box on the dashboard and collaborate with others via notes. Here you’ll get the option to Create Webhook. These measures help in optimizing your sales performance, sales funnel and sales cycle length. The lower the cost of managing processes, the more assets are left for implementing tasks and growing the company. Manage your leads and customers, email campaigns, automated email sequencing, learner and affiliate management, and monitor user activities and many more in one place; without ever having to leave your WordPress dashboard! Get started with your custom KPI dashboards for FREE! Track the success of your FluentCRM email campaigns with Numerics' Sent Emails Trend widget. KPIs monitored will differ for sales managers, reps and account executives. A Salesforce KPI is a measurable performance metric used to monitor, analyze, and optimize the customer relationship management (CRM), including all relevant sales processes. In this tutorial, we will learn about Fluent CRM REST API Management. We also improved resource usage on the server when sending thousands of emails. Monitoring KPIs over time helps organizations make better, data-driven decisions. All the built-in database models are available atLearn how you can connect Fluent CRM through the API, and also use it together with a form. solutions. Go to Settings → Experimental Feature → Campaign archives on frontend then first enable it. Image Source. Customer acquisition metrics could include the number of leads generated, conversion rates, and customer acquisition costs. Basically, it's just a 4-step process: Step 1: Give a title to your Dashboard. KPI Chart by Joe Lawless KPI Dashboard by Reynaldo Peña KPI Chart by Wil Davis KPI Dashboard by George Gourgoulias KPI Chart by Ata Biabani. Shiny Fluent App. Just download any template for free, connect your data, and get instant visualizations of things like number of tasks assigned and completed, tasks overdue, and. FluentCRM Concept. Then click on the Create a New Automation button to add an automation funnel. You can set the number of your campaign list and you can add a maximum number of 50 to your list. After the installation, activate both plugins and then go to your Fluent Forms dashboard. Define your key performance indicators. LifterLMS – Advanced Reports. 31 (DATE: SEP 10, 2023) = Webhook issue fixed Replace google fonts with bunnycdn font Enable/Disable AI integration for visual builder (in Experimenta Settings) = 2. The pre-built Google Sheets template helps produce new business and accentuate client relationships. Create a KPI area and put it in the top left of the page. To create a KPI dashboard, first choose the KPIs and metrics to track. EDD – Advanced Reports. Law Firm KPI Dashboard Example. Pipedrive dashboards drop-down (Source: Pipedrive) If a sales manager wanted to separate pipeline data for three different sales regions, they could have multiple. A database query will be executed to retrieve each chunk of records passed to the Closure. FluentCRM 2. Step 2: Install FluentCRM on WordPress Website. 4. Or look at deals by sales rep or by industry. It's clear and concise, focusing on the significant factors for marketing — leads, and percent of conversions compared to. The person with access to this dashboard sees his or her sales report dashboard only. A KPI dashboard template visualizes the performance of an organization's metrics over time. The possibilities to connect with industry professionals, business influencers, build your company profile, and connect with your audience, make LinkedIn one of the best networks to do so. Think of a KPI as a compass. After the completion of its installation, it will ask to activate it. FluentCRM 2. After running an Email Campaign, you can see all the campaign stats from the Campaign Details screen. Rather than choosing dozens of metrics to measure and report on you should focus on just a few key ones. Then click on the Create a New Automation button to add an automation funnel. FluentCRM managers are. A dashboard provides a visual representation of your key metrics, allowing you to monitor performance in real-time and easily compare against your benchmarks. These dashboards typically include indicators to specify the red, yellow, or green status of each measure; adding qualitative fields to your KPI dashboards is a great way to add more context alongside these indicators. FluentCRM keeps them all in one place! You’ll find out your email history and customers form submissions within your EDD contacts dashboard. Management KPI dashboard. In 2. <br><br>An authentic leader with demonstratable results in driving business. Easily customize the template to provide KPI data for any series of performance measurements, and create a simple. FluentCRM is a comprehensive tool that allows you to automate your email campaigns, manage customer relationships, and monitor user activity from your WordPress dashboard. Quality Control KPI Dashboard – Techno PM - Project Management Templates Download. Connect Fluent Forms with FluentCRM and take your subscriptions list to a whole new level. NetSuite SuiteAnalytics reporting and dashboard solution provides built-in, real-time reporting, searches, key performance indicators (KPIs) and dashboards. In FluentCRM, an email campaign is a bulk email marketing campaign that is sent to many contacts at once instantly or in a scheduled time defined by you. Filter KPIs (in the All KPIs dashboard) Filter which KPIs to show in the All KPIs dashboard. This CRM KPI Dashboard Excel Template will keep track of all your relevant and measurable metrics with the customer. Note: KPI dashboards and scorecards can often be confused with one another. Here’s a highlight of FluentCRM in 2022: FluentCRM is now powering over 25,000+ businesses across the world, making it the most popular CRM plugin for WordPress. Create and manage email lists: FluentCRM allows you to segment your email list based on user behavior, interest, and demographics to make your email campaigns. Click here to download sample Financial KPI dashboard Excel template for free. This platform has a ton of 4+ star reviews on reputable websites like Capterra, G2, and TrustRadius, which speaks to its reliability as a KPI dashboard software. Step 3: Select from an extensive range of pre-built charts, tables, and other visual elements. 7) has introduced an incredible Dynamic Dashboard, which has replaced the old basic Dashboard. Just follow this simple guide to learn how to integrate Elementor with Fluent CRM. Download. It represents the most critical key performance indicators to a specific audience. Step-1: At first, go to your dashboard & click on Pages. 6. Gain valuable insights in real-time. The dashboard opens showing the notification in the panel on the right, and the notification’s widget is identified with a number in a blue square. So, here are 5 common examples of KPIs that you can use as a starting point when creating your own CRM dashboard:. For a dashboard to be glanceable (i. I am also. FluentCRM on Twitter. View your full business insight right from the FluentCRM dashboard by using graphs, charts, data widgets; Track every marketing email and get in-detail metrics; View all the data points of your customers from Purchase History, and Support tickets to the offline phone call using activity logs. Dengan demikian, mudah untuk mengidentifikasi area yang memerlukan perhatian segera. You should always track your KPI and also OKR (Objectives and Key Results) metrics for a sustainable customer relationship management. Modern, interactive dashboards make it easy to combine data from multiple sources and deeply explore and analyze the data directly within the dashboard itself. Screenshots in this guide may differ slightly from the ones in the package. Incentivize excellent performance across your business by tracking key data points with HubSpot’s KPI software. KPIs for Customer Relationship Management. Revisit the stakeholder analysis you did in step 1a and map out the stakeholder groups with the KPIs they’re most likely interested in tracking and using. To establish the connecting using your login credentials: Log in to your Make account, add a FluentCRM module to your scenario, and click Create a connection. FluentCRM Visual Builder. Import. This perfect storm of visual knowledge helps HR managers monitor rates of absence while drilling into essential performance-based. Executive Financial Overview Dashboard. 3. It can be used to connect to multiple data sources and provide visibility to users by presenting the information. Subscription Status: Change the Subscription Status for the contact that submits the form according to FluentCRM Contacts Status. Furthermore, it has 7 different types of dashboards like Crypto, Listing, and CRM. WooCommerce is an open-source e-commerce plugin for WordPress. Manage your leads and customers, email campaigns, automated email sequencing, learner and. WP Frontend Admin allows you to set up your frontend pages using the Quick Settings panel on the right side of the screen. This type of plugin enables WordPress admins to sell courses either free or paid and helps to spread knowledge as well. Here are the seven I use the most: 1. The digestible visual insights served up by CRM dashboards will empower you to spot emerging trends, identify strengths and weaknesses, and ultimately, meet the needs of your customers head-on. Sales KPI. The plugin was updated at least once in the last 90 days. A great way to set your business objectives is to use SMART goals. Internal Label: A Short Title that is described in the Internal Label. Explore More. A funnel trigger or automation trigger will let you start an automation funnel based on your user’s behavior. The first dashboard, DTC Sales, is an overview of the key. Step 3: Connect to your data source. 1. Better Marketing Automation UI(and Outgoing Webhooks!) FluentCRM’s power is within its ability to automate things based on triggers or events. 4. What sets FluentCRM apart from its competitors is that it is a self-hosted. For example, let’s say you have clicked on automation from the FluentCRM dashboard. Step-2: In this example, the post is named as ‘Sample Page’. More than ever before, finance professionals and. 3. Provide sales reps with a dashboard that allows them to track their individual performance. You will notice a pop-up window appear, where you have to add a suitable Internal Label. Use this simple KPI dashboard template to view your KPIs as horizontal bar charts, line graphs, and histograms. Key features. Yes, in terms of effectiveness, one KPI may appear to be preferable to you over others, but it is impossible for one KPI to illustrate the entire scenario. FluentCRM is a Self Hosted Email Marketing Automation Plugin for WordPress. View your full business insight right from the FluentCRM dashboard by using graphs, charts, data widgets; Track every marketing email and get in-detail metrics; View all the data points of your customers from Purchase History, and Support tickets to the offline phone call using activity logs. ) KPI Additional Contexts: These are the additional reports we have setup above. Now that you have created several KPIs, it’s time to stitch them together to create an. Responsible for leading real-time data analysis to obtain optimum pricing decisions. LearnDash – Advanced Reports. Add a Name and Status to your webhook. Klipfolio is a cloud-based KPI dashboard software platform. A logistics dashboard allows for the monitoring and reporting on important logistics KPIs concerning warehouse operations, transportation processes and the overall supply chain management. When it comes to swift and informed senior decision-making, management KPIs are invaluable. These dashboards typically include indicators to specify the red, yellow, or. Step 1: Search for FluentCRM on WordPress Website. Customizable data visualization with performance and status indicators. 1. This setup guides sales reps about qualified conversations and recommends the. In this overview, we will show you the most critical KPI examples for sales that. Furthermore, reports and dashboards enable them to track KPIs. so you don’t just track your contacts’ activities. Using visual elements like charts, graphs, tables, and gauges, a CRM dashboard can turn your customer data into a reliable, accessible resource for smart decision-making. Go through the following steps to create a. You can gain valuable insights into your customer relationships by tracking and benchmarking these metrics. It lets the customer access their profiles, information, invoices, etc. Supporting teams and CEE territories Salesforce Champions with ad-hoc requests (providing manuals, building reports/dashboards, escalating. Give your email list a boost with Fluent Support’s deep integration with FluentCRM. digestible at a glance) it must eliminate cognitive barriers (unnecessary clutter and misleading charts) and properly visualise and label KPIs or metrics. There’s even. A CRM dashboard, on the other hand, reacts to and reflects changes in your data. This option offers powerful filtering by various contact data that are either static or dynamically changed upon. Then select the relevant data sources. 4 Steps to Building an Excel KPI Dashboard. Focus on a few key metrics, rather than a slew of data. Key Performance Indicator (KPI) is a standard measurement that demonstrates the effectiveness of your sales team in achieving important business objectives, it also gives useful analytics to help sales personnel increase their productivity by measuring their performance on a regular basis. Changelog. 2. You can send emails and tailor them exactly to your business needs without writing out. One of the most important CRM KPIs is the customer retention rate, which measures the percentage of customers who continue to do business with the company over a given period of time. No paid add-on is required! Centralize WooCommerce data and. Tools to track KPIs for your business. In this tutorial, we will learn about Fluent CRM Managers and their permissions. Service Executive Overview Dashboard Service executives can use this dashboard to gain visibility into their day-to-day operations. Here’s a list of steps you can take to create your own KPI dashboard: 1. FluentCRM simplifies the complexity of email marketing and makes it available from within your WordPress dashboard. Stay informed and optimize your strategy with real-time insights. Track your business' key contacts in real-time with Numerics' Top Contacts by Points widget. Bulk Actions Bulk action is an action that can be applied to multiple items at once, rather…FluentCRM also strengthens this purpose by adding Automation Triggers and Actions that will be discussed in… Learning Management System is one of the most used purposes of WordPress Websites. Stay informed and make informed decisions. This connects all company. A high retention rate is a sign that the business is providing a high level of value to its customers, and it is typically a good. (3) Period Lable. FluentCRM has a 100% 5-star rating record among 69 reviews it received to date. In the Domain field, enter your FluentCRM WordPress URL or. Follow best practices to build KPI dashboards that everyone trusts. Scroll down to the FluentCRM module & turn on this module. Using the deep integration settings for Woocommerce, Easy Digital Downloads, LifterLMS, and LearnDash, you can sync the data from these plugins into FluentCRM. Just download any template for free, connect your data, and get instant visualizations of things like number of tasks assigned and completed, tasks overdue, and more. Import Students Effortlessly. (Your dashboards may appear different, depending on your data. Create two identities, one for Domain and another for Email Address. 🎉 BUILT-IN ANALYTICS & DASHBOARDS. 26. Below are the 15 essential sales KPI examples: New Inbound Leads. The status will be changed automatically based on the audience’s response, also you can change them manually. EDD – Advanced Reports. FluentCRM has several funnel triggers that will let you initiate an automation funnel to automate workflows. From the Reports option in FluentCRM, if you navigate to LearnDash then you can see an advanced report of the LearnDash data on your site. Benefits of a comprehensive KPI tool. 19. From Settings, select Incoming Webhooks. Using a visual template designer you can create marketable templates that will build successful campaigns. All the scripts run on a VPS with 8 CPU cores and 8 GB of RAM. Then, analyze sales processes using real-time data in customizable dashboards. When it comes to swift and informed senior decision-making, management KPIs are invaluable. This can be deleting your contacts, adding them to a specific list of tags, changing contact status, and many more. As a result, before making a final decision, consider assessing at least 4-5 email marketing KPIs. Learn how you can connect Fluent CRM through the API, and also use it together with a form. With the powers of AI and automation, it organizes all current data and uncovers insights that. Click on the Import button located on the top right corner of the page. Summary You can also see a graphical report…Create Incoming Webhook. Target Dashboard. Building a sales KPI dashboard can be daunting, especially if you’ve never done it before. Here are some key elements that should be included in a CRM KPI dashboard: 1. The report data shows the Total Revenue, Total Orders, Total Customers, Average Revenue Per Customer, Active Subscriptions, Cancelled Subscriptions, Average Order Value (AOV), Average Order/Customer…The custom KPI measure is added to the intraday insights dashboard. The first dashboard, DTC Sales, is an overview of the key business indicators, a sort of “big picture. A KPI dashboard displays key performance indicators to provide the executive with an easily discernable view of their business performance. With the Sales Accounts Dashboard, you can view a. The tile shows the current value of the KPI and your progress toward the set conditions. This plugin is far more than a CRM, with a full suite of features for making forms, running live chats on your website, and providing analytics. This Shiny dashboard is built using the newly launched shiny. 7. 2. 8 ways to announce a new website launch: 1. Popular KPI examples include customer satisfaction, employee retention, revenue growth, and cost reduction. FluentCRM’s default dashboard will show you a quick overview of your business’s current situation. 2. FluentCRM provides all the features you need to automate your business within your WordPress dashboard. Manage your leads and customers, email campaigns, automated email sequencing, learner and. Create marketing/sales supportive tools (dashboards, email alerts, automated emails). What is a KPI dashboard? KPI dashboards are a collection of key performance indicators (KPIs) in one place, giving you a bird’s-eye view of your business performance. Subscribed: Someone who has opted in from your lead sources and also confirmed the double opt-in email you sent. Develop A/B and multivariate testing strategies and optimize campaigns based on learnings and business needs. In this article, you will get a detailed walkthrough of the Marketing Automation, Sales Funnel & Email Sending based on specific activities from FluentCRM. To get started, make sure that you have FluentCRM and Fluent Forms installed in your dashboard. You can import your exported automation JSON file. FluentCRM presents neat analytics of your every campaign, funnels, sequences, CTR, and user activities. Zoho. The report data shows the Total Revenue, Total Orders, Total Customers, Average Revenue Per Customer, Average Order Value (AOV),. Marketing Leads Dashboard. Stay on top of the KPIs that matter most to your business and make data-driven decisions with confidence. For you and your team, it centralizes customer support tickets in a secure, unified dashboard for providing customer support efficiently within WordPress. This brings up a contact import pop-up from where you can choose BuddyBoss as the source of your import and click Next. This tab contains the entirety of your crude information. Stay ahead of competitors. Once a deal is won, all post-sales activities can be managed directly from monday sales CRM. FluentCRM allows you to integrate with several apps including Woocommerce, EDD, LifterLMS, Paid Membership Pro, AffiliateWP, and Fluent Forms, etc with which you can increase productivity and conversions by syncing data across apps. Still stuck? How can we help? = 2. A Sales KPI or metric is a performance measurement that is used by sales teams and by the top management to track the effectiveness of relevant sales activities within a company. A typical KPI dashboard template has between five and 15 charts on it relating to a particular subject. Part 1: Applying ‘What-If’ Scenarios to the Dashboard. A compass guides you to figure out your current location and where to go. Automation Name: Provide a Name for the Automation. Who. Go to Amazon SES console home, In the navigation pane, choose Verified Identities, and click on Create Identity. Let’s look at a few of the key benefits. Complaint Resolution Time. Enter your license key. For instance, the client portal. Maximizer CRM integrates well with Excel, SharePoint, Outlook, and Word. Six steps to build a high-impact sales KPI dashboard. You can access the Company Module features in the Contacts section of Fluent CRM’s dashboard. 5. Get your hands on all the data you'll need to run successful marketing. You can filter your campaign by the keywords of your campaign. Comes with more than 250 data sources; Zoho data preps help you. From the tile, you can go directly to the dashboard. Databox. ”. Select FluentCRM (REST API) from the CRM dropdown, and you’ll be prompted to enter the URL to the site where you’ve installed FluentCRM. blogs, etc. 8. Stay ahead of. It tells you how likely your customers are to recommend your products/services to others. Service Desk Excel Template Dashboard. 2. Stay on top of the KPIs that matter most to your business and make data-driven decisions with confidence. In any business, it's important to have a clear understanding of your goals and how you will achieve them. You will then have to upload this in your WordPress dashboard. Take your data everywhere with a mobile KPI presentation. Docs. Learn to create KPIs in dashboards. Modern dashboards go beyond simple visualization and reporting by leveraging financial analytics to synthesize disparate financial and accounting data and allow analysts to more deeply explore the. For example’s sake, we’ll focus on “safety. It is a modern analytics tool that helps to visualize and optimize logistics operations through advanced data analyses. Just an automatic KPI dashboard that provides a unified view of your business and saves you time and effort. This CRM plugin offers a free version and three premium. Customer Retention Rate. From there, click the Create WebHook button. # Built-in FluentCRM DB Models. 8. Customer Service Example KPIs on this Dashboard: Complaint Percentage. Add Reports to Your Dashboard. 8. It is designed for fast-moving teams who struggle to focus on the most important parts of their business, and it integrates with. That means, more than 3,000 businesses are automating their email marketing with FluentCRM. This financial KPI can be tracked by business departments, to measure the cost of managing people’s work and planning for the future. Template created by Grou. Average Conversion Time. New Qualified Opportunities. A high retention rate is a sign that the business is providing a high level of value to its customers, and it is typically a good. It can also include data on sales pipeline stages, sales activities, and customer. First-year attrition can be broken down to be either managed or unmanaged, which means that the contract is either terminated by the employer, or the person in question leaves the company. They consolidate the data, displaying it through metrics you chose as your KPIs, and provide you with interactive, actionable reports. Marketing Executive Dashboard; Sales Executive Dashboard; Sales Manager Dashboard; Salesperson Dashboard; Customer Service Dashboards. Below are three of those key benefits. Busy teams are looking for powerful project dashboards to accurately measure projects, trends, and financial metrics in one. If you didn’t find it useful before, you’d love it now. Geckoboard. Executive Management KPI Dashboard. Manage your leads and customers, email campaigns, automated email sequencing, learner and affiliate management, and. 🎉 BUILT-IN ANALYTICS & DASHBOARDS. Total Pipeline Value. This CRM plugin offers a free version and three premium plans: Zendesk dashboards. Get a clear and. It lets you focus on building personalized visually seductive content without a framework or HTML codes. These 20 visual executive report examples will demonstrate the function and value of a professional dashboard designer in a real-world business context. Work with your entire team to align operational goals with KPIs and metrics. For that, go to the "Plugins" section from the left sidebar of your admin dashboard. Klipfolio. The FluentCRM Manage Automation options are for various tasks and processes in the Automation system. Which will take you to the. Hover over. FluentCRM Concept. FluentCRM is really convenient (right inside my WP dashboard) and has all the features I need laid out in an intuitive way. The dashboard opens showing the notification in the panel on the right, and the notification’s widget is identified with a number in a blue square. Total contacts, Email Campaigns sent from FluentCRM, All the emails generated and sent from FluentCRM, Tags, Email Templates, and many more on the front page or the dashboard. Give your email list a boost with Fluent Support’s deep integration with FluentCRM. Track your FluentCRM subscriber count in real-time with Numerics' Subscribers by List widget. The data you choose for your KPI widgets is totally up to you. Create your free Databox. 3 KPI dashboard benefits. A KPI, or Key Performance Indicator, is a measurable value of how well your company is achieving specific business objectives over time. While executive dashboards have diversified to accommodate a wide variety of use cases, the most popular and persistent use case is the classic "KPI dashboard. You can compare metrics and view averages and targets per KPI. Get real-time insights on the earnings generated today with the Earnings Today widget in Numerics for FluentCRM. Go to the WordPress Admin Dashboard → Plugins → Add New. Lead Conversion %. LifterLMS – Advanced Reports. How to create a basic KPI Dashboard in Tableau. FluentCRM Install. In this article, you will get a detailed walkthrough of the Marketing Automation, Sales Funnel & Email Sending based on specific activities from FluentCRM. 8. Moreover, the dashboard enables to track a list of customer service KPI for effective business management. Step 2: Choose how you want to integrate your data into Datapad. Just import a CSV or WordPress user and you’re ready to go. An Excel KPI dashboard is a collection of various graphs and charts organized in a spreadsheet. 6. All pre-built FluentCRM KPI Widget Templates in Numerics. Zoho KPI dashboard is an easier and quicker way to analyze and visualize data. My selection criteria based on - Easy to use -. Apart from the Dashboards and Detail Map, the users can also create Heat Map visualizations of Dynamics CRM entities and analyze the density of the records based on their desired KPI. Create the Automation in Thrive Automator. It has a SaaS-like admin experience that makes finding data and. The Closure passed as the second argument will be called for each chunk that is retrieved from the database. Main HEX: #7742e6…. The test sites are hosted on Google Cloud VM instances, one site. This CRM KPI Dashboard Excel Template will keep track of all your relevant and measurable metrics with the customer. This doc will describe the REST API Endpoints of FluentCRM. so you don’t just track your contacts’ activities but record them too! Make Informed Decisions Track your FluentCRM campaign's progress with Numerics' Campaign Status widget. We believe the addition of these new columns will make the business management process easier. You can check the REST API status from the tools. Connect all of your data in one place, visualize performance trends, monitor progress toward your goals, and make. 1. Sales Dashboard. Lead Response Time. Along with that, we have also added some necessary feature improvements that’ll improve your overall FluentCRM experience. What Is a CRM Dashboard? A CRM dashboard is a visual, customizable user interface for CRM software. Just download any template for free, connect your data, and get instant visualizations of things like number of tasks assigned and completed, tasks overdue, and more. Back to top. This explains why their team considers a web analytics dashboard their most important KPI dashboard. Backed by HubSpot’s CRM, every metric is based on a single source of truth. Step 6: Add titles to your chart. FluentCRM redefined what was possible for marketing automation within a WordPress plugin. (2) Caption. Rewarding employees and teams for progress on KPIs that are aligned with company objectives can create a.