Kaizen clients receive a complete Dashboard from Kommo CRM integrated with KaizenOS. Not to mention the advantages of having a managerial analysis dashboard from Kommo to control the sales team, SDR, compare team performance without wasting time mining data within Kommo.
What is a Dashboard for Kommo CRM?
A dashboard for Kommo CRM is a visual panel that consolidates your business operation data in real-time. Instead of opening report by report, you have a centralized view with graphs, indicators, and alerts that show exactly how your sales pipeline is performing, the lead conversion rate, the average ticket per seller, and much more.
Kommo CRM already has native reports, but an external dashboard — like the one we built in KaizenOS — allows you to customize metrics, cross data from multiple sources (CRM + WhatsApp + ads + spreadsheets), and create visualizations that make sense for your specific business.
Why do you need a Dashboard for your Kommo CRM?
Companies that monitor their commercial indicators have 3x more chances of growing predictably. Without a dashboard, you rely on manual reports, outdated spreadsheets, or — worse — guesswork to make decisions.
With a dashboard for Kommo CRM, you can:
- Real-time visibility — know how many leads are at each stage of the funnel now, not yesterday
- Data-driven decisions — stop guessing where to invest your traffic budget
- Team productivity — identify sellers with low conversion and bottlenecks in the process
- Revenue predictability — project revenue based on the actual pipeline
- Multichannel integration — unify data from WhatsApp, Facebook, Google Ads, and calls in one place
Managerial Dashboard to Control Sales Team and SDR
One of the biggest challenges for those managing a sales team is knowing exactly what each seller and each SDR is producing without having to micromanage. The managerial analysis dashboard from Kommo solves this — you open the panel and see, in seconds:
- Activities by seller — how many calls, messages, and proposals each made that day
- Individual conversion rate — who is converting more and who needs support
- SDR performance — qualified leads vs. discarded leads, time to first contact
- Comparison between sellers — sales ranking, average ticket per seller, sales cycles
- Lost leads by reason — identify patterns: price, deadline, competition, or approach
- Projected vs. actual pipeline — goal met? How many deals are needed to close the month?
Without a dashboard, you need to open Kommo, filter lead by lead, do manual calculations, or request reports from each seller. With the integrated KaizenOS + Kommo panel, you have all this consolidated in one click — without wasting time mining data within Kommo.
Main Metrics of a CRM Dashboard
A good dashboard for Kommo CRM should include at least these metrics:
1. Sales Pipeline
Funnel visualization showing how many leads are at each stage (Lead → Contact → Proposal → Negotiation → Closed). Ideally with total values per stage so you can see the potential value of the pipeline.
2. Conversion Rate by Stage
Shows where the bottlenecks are. If 80% of leads receiving a proposal do not close, the problem may lie in the price or the sales approach — not in lead generation.
3. Average Ticket
Track the average value of closed deals over time, by seller, and by lead source. Essential for calculating ROI of campaigns.
4. Sales Cycle
Average time it takes for a lead to become a customer. The shorter, the better. If the cycle is increasing, something in the process needs to be reviewed.
5. Performance by Seller
Leads received × contacts made × proposals sent × deals closed × value generated. Ideal for commission and coaching.
6. Lead Sources
Where do your best customers come from? Google Ads, Facebook, Instagram, referrals, organic? Knowing this directs your traffic investment.
Kommo CRM + KaizenOS Dashboard: The Integration that Transforms Your Management
The KaizenOS is the management platform of Agência Kaizen that integrates seamlessly with Kommo CRM to create intelligent and automated dashboards. The integration allows:
- Direct connection with the Kommo API — data updated automatically, no spreadsheets
- Custom dashboards by team — each team sees only what matters
- Smart alerts — notifications when critical metrics go off track
- Automated reports — periodic sending to management without manual work
- Cross-referencing with media data — see the complete ROI from lead to closure
Watch the video at the beginning of this article to see in practice how the integration between Kommo's Analytics Dashboard and KaizenOS works.
How to Build a Dashboard for Kommo CRM Step by Step
Building your dashboard can be simpler than it seems. Follow this roadmap:
1. Define your strategic KPIs
Before any tool, answer: what decisions do you need to make? Each KPI should answer a business question.
2. Choose the dashboard tool
Popular options include Google Looker Studio (Data Studio), Power BI, Metabase, and KaizenOS itself. For integration with Kommo, the REST API v4 allows connecting any of these tools.
3. Connect your data sources
In addition to Kommo CRM, connect Google Ads, Meta Ads, WhatsApp, telephony, and spreadsheets. A rich dashboard crosses marketing and sales data.
4. Create the visualizations
Prefer simple and direct graphs: bars to compare periods, funnel for pipeline, numerical indicators for totals. Avoid visual clutter.
5. Share and repeat
Dashboard only works if the team uses it. Share with the team, discuss in weekly meetings, and adjust metrics as the business evolves.
Benefits of Using a Dashboard in Kommo CRM
- Reduction of up to 40% in CAC — identify channels that generate more expensive leads and redirect the budget
- 2x increase in conversion rate — find bottlenecks in the funnel and correct them quickly
- Save hours of manual work — no more extracting reports from Kommo and assembling them in Excel
- More productive meetings — objective data replaces opinions
- Scalability — what works for 10 leads per day works for 1,000
Frequently Asked Questions about Dashboard for Kommo CRM
What is a qualified lead and how to generate more?
A qualified lead (SQL — Sales Qualified Lead) is one that has the right profile, need, and purchase intent for your product. More qualified leads are generated with precise segmentation in media channels, optimized landing pages for the ideal customer profile, and automatic qualification via forms and chatbots integrated with Kommo.
Which CRM is best for small and medium businesses?
It depends on your sales process. For teams that work a lot via WhatsApp, Kommo is excellent due to its native integration. For operations with long funnels and integrated marketing automation, ActiveCampaign is a great choice. For larger sales teams with complex B2B processes, PipeRun offers a lot of customization.
How to integrate WhatsApp into my CRM?
The most efficient integration is via WhatsApp Business API with Kommo. This allows managing all WhatsApp contacts within the CRM, automating initial responses, distributing leads among sellers, and having a complete conversation history linked to the customer — all integrated into your dashboard.
What is the difference between MQL and SQL?
MQL (Marketing Qualified Lead) is the lead that marketing qualified as interesting — downloaded material, visited pages, opened emails. SQL (Sales Qualified Lead) is the one that the sales team evaluated and confirmed has real purchase potential. A good dashboard shows exactly the conversion rate MQL→SQL and SQL→Customer.
How long does it take to implement a dashboard in Kommo?
The basic technical implementation takes 1 to 2 weeks. Full customization with automations, integrations, and dashboards takes 30 to 60 days. With KaizenOS, this timeframe is significantly reduced thanks to ready-made integration templates.
Do I need to know how to code to create a dashboard?
No. Tools like Google Looker Studio and KaizenOS offer visual connectors that require no coding. Just connect your Kommo account and configure the indicators with clicks. The REST API v4 of Kommo does all the heavy lifting behind the scenes.
Transform Your Data into Results
A dashboard for Kommo CRM is not a luxury — it is a necessity for any company that takes sales seriously. With the right metrics in front of you, you stop putting out fires and start building predictable and scalable growth.
Need help building your integrated Kommo dashboard with KaizenOS? Our team has implemented dozens of these panels for clients from different segments.
Talk to a specialist