Homepage Dashboard Best Practices

Utilize the Homepage Dashboard reporting to make informed decisions.

Taryn Wickel avatar
Written by Taryn Wickel
Updated over a week ago

With the Homepage Dashboard, you can now back up your business assumptions with actionable data. The dashboard graphs have got you covered whether you are working on scheduling campaigns or chipping away at network goals. There are many great ways to use/implement this reporting with your location(s), and below are some that we’ve found to be the most impactful.

A. Network Migration - Switching your existing customers to the new network is a crucial goal for your entire dealership. Maintaining your customer base goes hand in hand with ensuring they transition to the new network. The homepage dashboard graphs can give you insights into how you are doing so far and help you decide on the next steps.

  1. Calling - Analyzing your customer base, with the dashboard, for trends allows you to make more impactful calls and present more targeted offerings. For example, check out the Top Devices by Network and look at which devices rank well with a certain network. From there, you can focus your efforts on pitching devices that create better with customers depending on which network they are going onto.

  2. Email/SMS - By studying the homepage dashboard, make strategic decisions on monthly campaigns. For instance, utilize device campaigns in Elevate Marketing based on your dealership dashboard data. If one location is doing better with Samsung on B5G and another is doing better with Apple on BTN, focus their two touches on campaigns that will close the gap.

  3. In-Store - Knowing what type of customers are more likely to be on a network or device gives you an advantage! With pre-emptive questioning, you won't miss out on upselling to new networks or offering the best deal. So before you start your week, make sure you know what devices are on which networks. Or check out which plans are more likely to be on certain networks, so when someone comes in to pay their bill, you will know exactly how to make the sale.

B. Outbound Calling Focus - There is a lot to pull from the graphs on the dashboard, but they can be beneficial with planning and making your calls through outbound calling. If you see a low percentage of people you can call, keep up with your Customer Retention calls to ensure new customers know how to pay their bills at your store. Pro Tip: You can sort your calling lists by bill date to prioritize the soonest due dates. Or, if you are doing some inventory clean-up, review your device breakdown to which customers you can target through outbound calls with an accessory deal.

C. Existing Customer Marketing - Deciphering which campaigns will be most effective for your location(s) can be tricky sometimes. Many of the graphs on the dashboard will give you easy-to-view and understand data on your existing customers to make clear decisions. For example, if you are seeing a lower percentage of family plans than you would like in your Plan Type graph, Make sure you are sending Add A-Line and BYOD campaigns each month.

D. In-Store Implementation - Getting the most out of your Elevate Marketing account all starts at the store. It begins with getting correct and valid email addresses during purchase. From the dashboard, you can see if your percentage of possible customers to email is low. From there, a better collection of emails can be implemented. Also, you can gauge your marketing return on campaigns by looking at the homepage dashboard. If there is a Samsung campaign available, but on your dashboard, it says most of your customers are Moto owners, maybe try out another campaign that will be more effective.

If you have any questions about this tool and its functionality, please contact our support at 877.839.8777 or marketingsupport@boostelevate.com.

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