Add analytics dashboard to help creating a daily operating rhythm
under review
K
Kurt Uhlir
The birthdays, reminders, and title changes on the main Dex dashboard are great. However, many people still need help establishing a daily/weekly operating rhythm and one of the most valuable tools to that is a weekly review of what we've accomplished.
It would be great to have an additional visual dashboard that tracks the activities we've done, the strength of our relationships, etc. Some of those could include:
Bar chart for number of contacts added, with options for past 12 weeks, past 12 months, and past 3 years.
Bar chart for number of contacts contacted, with options for past 12 weeks, past 12 months, and past 3 years. This could pull from LinkedIn messages, emails sent, etc.
Bar chart for number of contacts met with, with options for past 12 weeks, past 12 months, and past 3 years. This would pull from calendar invites with the contacts email in a meeting invite.
Contacts by source: Shown as a pie chart with table for actual values.
Contacts by relationship rating:
+ Shown as a pie chart with table for actual values. This would also require the establishment of a way to delinate strong/close relationship from week contact only relationships, and the spectrum in between. There is a good bit of research on this and something I could offer additional suggestions on and point to a few others.
+ Could also be shown as a rapport rating as more of a speedometer.
Contacts by group/tag: Shown as a pie chart with table for actual values.
Table with daily activities for 1) this month (compared to same date last month) and 2) last month versus previous month. This would contain:
+ Notes left
+ Reminders set
+ Reminders completed
Potentially add a "success" or "target" week view for many of the above that shows how people are progressing to the number of planned/suggested activities this week/month.
This would both serve as a guiding/coaching dashboard for what it takes to create a strong personal network and provide the dopamine rewards to reinforce good behavior. Some of this could also serve as a basis for a reminder email of the individual's progress.
Log In
CJ
Add an option to set goals/quotas.
Matthew Silberman
under review
Matthew Silberman
Merged in a post:
Track who initiated an interaction
A
Antoine Oosterom
An optional tracking for events in timeline, giving the ability to know who initiated it.
This could provide useful stats about potentially unbalanced relationships
Matthew Silberman
Merged in a post:
Build Networking Analytics Page to Show Outreach, Coverage, and Networking Index
E
Erik Jan
Propose to build a Networking Analytics Page to Show 3 charts: 1. Outreach over time (# of timeline activities per day, week, or month), 2. Network Coverage (% of network or group covered by activities per day, week, or month), and 3. Overall Networking Index (similar to LinkedIn's SSI score). Key purpose is to make our networking performance measurable so that we can improve it.
Matthew Silberman
Merged in a post:
Add report functionality
CJ
add an option to pull reports from Dex
Matthew Silberman
Merged in a post:
Additional analytics on 'home'
R
Rolf Heimes
eg:
- you did x things yesterday
- y of your contacts updated on LI in the past 24 hours
- you have z contacts that lack contact details (email or phone)
- you have improved your social connectivity score (tbd) over the past time of x
Matthew Silberman
Merged in a post:
cooler 'home' screen
R
Rolf Heimes
Home screen is rather boring today, and i would love some more activity driven approaches on there, eg
> you cleaned x contacts in the past week
> y of your contacts changed titles
> you improved connecting with your network by x
maybe you even want to create a networking index, something like:
(# of new contacts + # of reach moments + # of cleansed contacts) divided by (number of total contacts) as a %age ... just an idea, not an expert on CRM analtycis
CJ
Merged in a post:
Analytics and statistics
Kevin Sun
Be able to visualize how you are doing in dex + number of events created
B
Brady Young
In an idea world, I would like to see what activity I have done over the over the last week, month, year, etc. For instance, how many emails did I send? How many LI messages did I send? It would be nice to categorize the notes by type so you can see how many in person meeting, text messages, LI messages, phone calls, etc. a dashboard would be good but also basic exportable reporting would be great too.
CJ
Data in report:
How many touches did I make with each group type for example I had 10 touches with my "level 1" contacts and 30 touches with my "level 2" contacts
How many contacts total did I have last week
How many contacts do I have coming up next week
How many contacts do I have past due
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