Start Here
To gather key insights in your data, you have to start by tracking the right data points. You can track as much data as you want, but a firm customer list is a good place to start. Use the link to get a free template to start consolidating your customers and key information in one place.
If you already use a CRM, or another program that captures your customer information, you can most likely export it as an Excel or CSV file, correct any errors to use for future purposes, such as creating a dashboard.
Another key table for catching insights is a Product / Service table. If you sell products, you may want to track details such as color and size. This will help recognize patterns like what colors sell best with each season, which will enable you to order the correct quantities for inventory. Use this free template to create your Products / Service table.
If you already use software or programs, you most likely have some data to start with. Or maybe you want to automate these tables and your not sure what software to use. If you need help determining what you should use or track, contact me and we can chat through what you should start tracking to meet your goals, and how to best organize.
