Podio kpi dashboards. 2. Podio kpi dashboards

 
2Podio kpi dashboards " If you deselect the checkbox you will be logged out when you

Once you’ve identified these, visualize the data using relevant charts and graphs. KPIs help to cut the complexity associated with performance tracking by reducing a large amount of measures into a practical number of 'key' indicators. Adding KPI Elements in Power BI. KPI reports aren’t just dashboards. Dashboards provide an at-a-glance view of KPIs and other metrics in a graphical user interface. i need help finding a way to create a dashboard, where we can monitor archived projects in a specified time, how many projects a person has assigned, etc. This dashboard let companies track financial metrics and tenant data. Layout APIs. It helps you tailor your KPI data to the specific needs of your business. Book a Demo. To create a KPI in Power BI, you must add base value, target value, and status thresholds. 15. Select your KPI dashboard software. Klipfolio University. This project dashboard template is the first of our 5 project dashboard examples, and it focuses on the steps and tasks involved in. Customizing your KPI dashboard to meet specific business needs. Get started on Podio, for streamlined work that will drive your business forward. OKR templates. Try for Free Kpi. The tool can create powerful business dashboards using drag-and-drop features. 4. Once you have your KPIs, you need to select the ideal tools and templates to create your dashboard. 1. Geckoboard Demo - Dashboards Made for Sharing!AnyChart offers ready-made dashboard solutions, several of which can be used for KPI monitoring. 1. A unified view of data that improves visibility into company health. i need help finding a way to create a dashboard, where we can monitor archived projects in a specified time, how many. These are 13 popular workplace management tools for office teams: 1. These six liability KPIs measure financial stability as it relates to company debt and accounts payable. Kpi. Dashboard Actions. Average time to troubleshoot issues. This KPI dashboard template in Excel allows you to view multiple KPIs in both tablular and graph formats. Embedded Analytics. A dashboard is a way of displaying various types of visual data in one place. It provides detailed instructions for adding and editing your data in the dashboard. Enter a name for your dashboard in the Project Name field. A Title (single-line text) An Image. Think visual. With Whatagraph, several KPI dashboard examples are the most popular among users. The Single Foundation Dashboard is generated by default and displays the health and performance details for the foundation where the tile. With Bold BI’s user-friendly, fully customizable dashboards, you can track all the key performance indicators that your IT team depends on: Support ticket statuses. Revenue per policyholder. For non-programming questions please refer to Podio's Help Centre directly. 13 Databox dashboards you can use to track your efforts. com with Podio and monday. Learn more: The easiest way to connect your data with Databox is through any of our 100+ one-click integrations. Power BI is a business analytics service that provides interactive visualizations and business intelligence capabilities with an interface simple enough for. Smart project manager always makes sure to track them, as they provide information on every aspect of the working process. This dashboard supplies a detailed overview of a company’s key financial metrics. monday. A dashboard is a way of displaying various types of visual data in one place. Personalized Decks: Create custom decks, decide which KPIs to track, conduct period comparisons and filter the data as desired. KPI reporting is the process of collecting, aggregating, and visualizing data that helps leaders measure their performance against the metrics they care about the most. They even find their way down to more defined processes typically found in manufacturing and development. Use a real-time dashboard to stay on top of your daily projects. First Class API. You will be redirected to Podio where you will be prompted to type your Podio credentials (Email and Password) and click Login. Start for free. current year) from the source reports. Track your Podio workspace tasks in real-time with Numerics' My Tasks in a Workspace widget. KPIs & Key Metrics for Podio Dashboards It's actually quite easily done. ?The CRM Expert offers CRM dashboard that keeps track of your business. Built for real estate investors who have closed 10 deals or more OR looking to have all three (3) pillars (sales process, KPI Tracking, and Follow Up). They help managers quickly make more informed decisions. Arguably the biggest data story of the past decade, Covid-19 spread and impact is a prime dashboard example. Sales departments need to have strong ownership of their. By building your KPI dashboard with the same tool or platform that you use to define your KPIs, you. UI Operations. Dashboard Actions. Key performance indicators are statistics that measure the level of your performance over time and in key areas. See KPIs in real-time. To create a KPI in Power BI, you must add base value, target value, and status thresholds. All Business Management Software Products . It also lets you combine business metrics from Todoist, Pipedrive, Google Analytics, Google Sheets & a variety of tools in your tech stack - into a unified dashboard that is glanceable and easy to understand. The only Podio Dashboard tool on the planet that does not replicate your data and connects to the Podio servers directly from your devices. 13 Business Management. Start 14-day free trial Book demo. Unlimited Alerts, Tables, Data Flows and Dashboards. The CRM Expert offers CRM dashboard that keeps track of your business. Compare Kpi. Some nonprofits may choose to create their own dashboards using tools like Microsoft Excel or Google Sheets, while others invest in specialized software like Databox that offers advanced visualization and analysis features. Strategy | Execution | People KPI Fire makes your strategic plan visual and easy for everyone to understand. Podio is highly customizable and flexible for work and team interaction. Lead Response Time. A sales KPI dashboard helps leaders sift through a whirlwind of sales data to figure out what is actually impacting company growth. Here are seven examples of sales dashboards to focus your sales teams to boost performance and facilitate decisions based on data. This version allows the member to start treating their business as a business with automation and KPI tracking. 2. These KPIs are displayed in an easy-to-grasp way so that CMOs can identify quickly and efficiently the ups and downs of a campaign’s. A unified view of data that improves visibility into company health. The next indicator on our IT KPI dashboard is directly linked to the previous one. Financial Dashboard examples. 173 Calendar & Scheduling. Why we recommend Databox for marketing analytics. The right KPIs should be specific, measurable, relevant, and time-bound. Side-by-side comparison of Kpi. The use of big data and analytics technologies has become increasingly popular across industries. com You May Also Like. Some common product management metrics include: Reach or acquisition metrics: Paid subscribers, 3-month active users, page or ad impressions. What Is a KPI Dashboard? Simply put, a KPI dashboard is a centralised, real-time dashboard that displays mission-critical performance data from across various sources – often through interactive graphs and. 4) Warehouse KPI Dashboard Template. Top features: Assign tasks, attach files and discuss details within the solution; Share encrypted & large files; Automate the sales pipelines, project budget tracking, and more; Get an overview of the company with visual dashboards; Automate. First, this Podio Project Management dashboard places data into engaging graphs, from pie charts to radial gauges. It also offers an analytics and KPI dashboard that features: analysis of KPIs for each batch; tracking and comparison of campaign performance; info on response rates and lead totals; acquisition. Your debt-to-equity ratio measures how your company is funding its growth. Project accounting with revenue forecasting, profit and margin tracking, and custom financial KPIs; Celoxis pros. C-suite executives are often on the road and require quick access to the status of their company’s performance. Six Dashboard Design Principles for the Most Engaging Dashboard. You can also blend your sales and e-commerce data to get the full picture of your business performance. Proposal Pipeline. Real-time Dashboards Take action on your data with real-time performance dashboards Gamification Celebrate the success of your team with Notifications and Achievements Performance Agreements Set targets for each employee and follow progress in real-time Real-time Reports Save time with real-time reports in Plecto Build Custom KPIs Choose the KPIs that suit your custom needs For only $100, Smayablr will create an informative and analytical KPI dashboard in podio. However, managing and maintaining multiple dashboards. It allows you to connect with any app in your organization and create great visualizing charts. Operational dashboards are designed to provide real-time or near-real-time information on the daily operations and activities of a business. Leverage breakdowns to provide context and use Top N + others to focus on key categories. Before you create your project metrics. A logistics dashboard allows for the monitoring and reporting on important logistics KPIs concerning warehouse operations, transportation processes and the overall supply chain management. KPI stands for key performance indicator and is a data-based metric that sets a benchmark for a healthcare organization. No credit card required. API connections keep your data up to date; Dynamic organization of KPI-related data; Automatic data blending; $50 - $2600 per month. No credit card required. Open dashboard. In this post, we talk through six dashboard design principles for creating an engaging dashboard. 3K views 3 years ago In this video I am explaining that how reports and dashboards can be created in Podio which will give us a complete idea of. KPI Fire: KPI Fire is the only cloud based enterprise solution for managing the 3 key elements of Strategy Deployment. Law Firm KPI Dashboard Example. Chat with the Bold Sales team now! >. By building your KPI dashboard with the same tool or platform that you use to define your KPIs, you. Klipfolio Certification. A unified view of data that improves visibility into company health. A great way to set your business objectives is to use SMART goals. Key Performance Indicators (81) KPI Monitoring (47) Marketing Reports (30) Metadata Management (27). 1. 1. Visualize KPIs through Live Dashboards. A KPI Dashboard is a graphical representation of Key Performance Indicators, Metrics, and Measures used to monitor performance. 3. By Wrike Team , June 11, 2023. To help keep teams and organizations on the same page, a KPI dashboard helps provide at-a-glance insights into relevant key performance indicators to a particular objective or key buiness process, helping to easily visualize how the performance of key measures are being met. Customizable data visualization with performance and status indicators. White Label Marketing Dashboard: Data analysis, Dashboards & KPIs, Data. A KPI, or Key Performance Indicator, is a measurable value of how well your company is achieving specific business objectives over time. Pricing: Because BIRT is an open-source business intelligence and reporting tool, it’s free of charge. More than ever before, finance professionals and. These sample dashboards help to track employee performance, and more with HR dashboards empowering HR managers to be aligned with their company’s objectives. I already have the relevent elements in a report, but this is only at time T. Build Custom. Think of a KPI as a compass. . Domo. Some of the KPIs you should include in this type of dashboard are: Average cost per claim. SMART stands for:Data glossary. UI Operations. The workload on each employee’s shoulders will inevitably affect their work and ultimately, their capacity to stay within deadlines. To attach a KPI health rule to an action, such as sending an email or opening a ticket, see the AppDynamics Policy documentation. Real-time Reports Save time with real-time reports in Plecto. By building your KPI dashboard with the same tool or platform that you use to define your KPIs, you. KPI Dashboards are a popular tool that many businesses use to organize and visualize their KPIs in one place. Resource Guru. This includes 3 users that can create reports and unlimited viewer users. How many leads can I expect? it depends on the provided list, even the high average agent can get 1 or 2 leads on a bad list, however we do provide Data Mining Lists for poor lists to make sure that you get at least 4-5 leads per one agent daily. KPI dashboards accomplish this with the aesthetically concise presentation of. Create real-time Podio dashboards with Plecto. A healthcare dashboard is a modern analytics tool to monitor healthcare KPIs in a dynamic and interactive way. 6. We’ve covered this extensively in our How to Identify Key Performance Indicators post. Manage your projects effectively with Wrike’s team collaboration software. ) Components Of A KPI Dashboard. ; Click Create a custom Podio data source. Here are some recommendations: Klipfolio Track your workload and stay on top of upcoming tasks with the Basic Task Status widget on Numerics. Our sales dashboard template is downloadable in Microsoft Excel and Google Sheets formats. But, here’s a really quick recap:However, for operational use cases, a unified KPI dashboard is still a great BI tool to use to find quick answers for top-level questions related to performance. It will be beneficial for you to move all relevant data from the CRM system to Plecto Dashboards! It will allow you to track real-time changes and see how far your sales targets are by adding relevant KPI to your dashboard. Dashboard Actions. How can I do that with Podio? Thank you so much for your support! Madeline. A KPI Dashboard is a visualization tool that converts KPIs, raw data, and metrics to simple forms such as graphs and charts. The formula for lead-to-sale % is: Lead to sale % = (Total number of sales / total number of leads) x 100. Dashboards are a great way to track and share KPIs for different projects, processes, or organizations. This tab contains all of. New and renewed policies. KPIs, or key performance indicators, are metrics that measure the progress of a specific project toward your defined goals. Time to settle claims. A dashboard is an introduction to the underlying reports and semantic models. luck. Lead Conversion %. A base measure value, a target value, and a trend or threshold value are the fundamental elements to build a KPI in Power BI Desktop. It is extremely well designed and a must have. Get Klips Free. Businesses have access to vast amounts of information that can provide valuable insights and drive decision-making processes. Right-click on the measure and select “Add as KPI. * “Key performance indicators” means factors by reference to which the development, performance or position of the business. Another strength of Lido is that it has its own Dashboard function. LinkedIn dashboard. Improve team performance. These dashboards typically consist of charts, graphs, and tables that provide real-time updates on the project's. com (6745) Project Management Software. Features include customizable dashboards, team Kanban boards, versatile Gantt charts, and time tracking tools. These business intelligence tools enable users throughout the organization to track and analyze business performance in real time. Untuk itu, Anda perlu memilih KPI yang tepat untuk dicapai sehingga Anda bisa meningkatkan produktivitas secara signifikan. They offer a comprehensive view of your data and provide key insights for. Create your data visualizations. Detailed dive: KPI dashboards allow users to organize, filter, drill down, analyze and visualize. A key performance indicator (KPI) is a quantitative metric of how your team or organization. Combined with real-time communication and task management in one place – Podio is the first CRM. You can filter results by user reviews, pricing, features, platform, region, support options, integrations, and more. This sample dashboard provides an overview of KPIs such as total wells, gross vs net well count, and equipment downtime. Start making faster decisions! Build your dashboard with world-class support to help you along the way. Below, we summarize 6 key benefits KPI dashboards can bring, when used correctly: 1. We know that designing an engaging and intuitive dashboard whilst also including all your most important KPIs and metrics can be hard, so we are here to help!Project Management Dashboard Examples and Templates. By building your KPI dashboard with the same tool or platform. Visualizing your Podio data on a Plecto dashboard in real-time is a powerful way to create a complete overview of your most important activities, KPIs, and. Dashboard Actions. For this KPI dashboard, we’ll be using Airplane’s Tasks and Views. We have answered the question of what is an interactive dashboard, provided examples, interactive dashboard features, tips, and tricks on how to use them in action, and what to look for when choosing your solution. Keeping track of all of this data can be a little tricky, so Google Analytics developed a default dashboard. Hours Monday–Friday: 9:00AM–5:00PM Saturday & Sunday: 11:00AM–3:00PM KPI Fire Vs. Here’s a framework for creating a KPI dashboard. actual cost, profit margins, and debt-to-equity ratio KPI charts. They are often used by frontline staff, managers, or. This sample dashboard lets you monitor the KPIs like energy consumption, power generation figures, and production costs. It is very easy to draw conclusions from the template provided here for download. Not everyone has access to a programmer or wants to spend the money on one, so we’ve partnered up with Zapier while also enhancing our own custom data import. Compare verified user ratings & reviews to find the best match for your business size, need & industry. Analyze the number and type of defects, rework costs, safety meetings, and more. Designer APIs. Based on 59 Podio reviews and verified by the G2 Product R&D team. KPI dashboards allow for quick review and analysis by displaying critical performance metrics in one place. Klipfolio is your ticket out of boring Excel spreadsheets that offer a dynamic platform for tracking KPIs and validating your business decisions. Examples include provider utilization, patient no-shows, and unique patient encounters. Designer APIs. Except few, all the charts are so amazing that it was tough to choose my top 05 dashboards. Kim Svane. Globiflow is an amazing add-on for Podio. It’s a time-consuming task! In our step-by-step Excel Clock guide, we learned how at build a. 14 Business Management. You will be redirected to Podio where you will be. SimpleKPI is KPI Software for companies of all sizes who track Key Performance Indicators and metrics - complete with easy to use tools for visualizing data on dashboards, building engaging reports and analyzing performance. A good rule of thumb is to have between five and nine KPIs per dashboard, depending on the complexity and scope of your objectives. Anyways, my top 05 entries are. Podio gives people more power than ever before to manage their work in their own way and is trusted by thousands of teams, companies and organizations worldwide. Real-time Dashboards with any data from Podio Aggregated data from over 60 of the most popular sources like Facebook, Twitter, Quickbooks, Google Analytics, Mailchimp, Wordpress, Website, Database, etc. A retail dashboard is a performance tool to visualize and report all important retail KPIs in one central interface and turn this collected data into actionable insights. Layout APIs. If what you’re looking for is the classic KPI dashboard that helps you keep track of your business performance, then Executive Dashboards are for you. September 26, 2023 by Christoph Roser. A procurement dashboard enables purchasing manager to efficiently track, evaluate, and optimize all acquisition processes within a company with the help of procurement KPIs such as the compliance rate, purchase order cycle time, supplier defect rate, and many more. You must have an active Podio account. Arena Calibrate. Click on the "Visualizations" panel, and select "KPI" from the dropdown menu. It pulls your SEO data from over 75 data sources, enables you to visualize it in real-time, and act on it within one platform. Calculation Method / Formula: Revenue -Total cost / Revenue. Keep track of your KPI's and get better overviews with filters, group by and range of date. UI Operations. Zoho Analytics. ) KPI Additional Contexts: These are the additional reports we have setup above. Si haces el seguimiento de las ventas reales, sabrás cuál es el flujo de ingresos y podrás tomar las correspondientes decisiones de negocio. Key Performance Indicators (KPIs) help companies keep track of performance across different business areas such as Sales, Marketing and Customer Services. Patronecs in Moses Lake, WA Expand search. 73 Essential Manufacturing Metrics and KPIs to Guide Your Industrial Transformation. Podio. com vs Podio vs Resource Guru Get Help. 90+ data and analytics dashboard examples that you can explore and instantly add to your account or use as inspiration to. Designer APIs. You can experiment with sample KPIs, data sources, and visualizations for topics such as social responsibility, education, SaaS, and more. Consider the purposes of your dashboard. KPI dashboards provide users with: A fast, easy solution to tracking KPIs and other business metrics. An optional Link. Here, we use the filter logic below to aggregate the data as required. Lastly, share the. Tue, Apr 4, 2023 @ 09:00 AM. Looking for the right Project Management solution for your business? Buyers are primarily concerned about the real. Real-time Dashboards Visualize KPIs on TVs around the office Gamification Spark motivation and a healthy culture of competition with contests, notifications, and achievements. Sales Dashboard examples. Percentage of overdue project tasks. Key Performance Indicators - KPI: Key performance indicators (KPI) are a set of quantifiable measures that a company uses to gauge its performance over time. Real-time KPI dashboards help Gogoprint improve their NPS rating from 42% to 77% in less than one year. Zoho Analytics is a robust business intelligence software and business analytics platform. Tactical - used by mid-management to track performance. Use this PPT Presentation to achieve operational predictability. Performance Agreements Set targets for each employee and follow progress in real-time. Smartsheet 7. Podio (3) PostgreSQL (5) PrestaShop (2) Qlik Sense (2) Quickbase (3) QuickBooks Online Advanced (11). No coding necessary. The Realty Medics improve project management with Podio and Klipfolio. Watch videoStay on top of overdue tasks with Numerics' My Overdue Tasks widget for Podio. Manage your projects effectively with Wrike’s team collaboration software. 13 Business Management. Direct dashboard access improves communication and demonstrates the value of your team’s efforts to management, as well as key areas for improvement. Side-by-side comparison of Kpi. The dashboard consists of interactive donut. They must understand the business goals and use them as a guide in any business activity. A manufacturing dashboard helps to monitor the most important production KPIs in one central point of access. What is a KPI Dashboard? A KPI dashboard displays key performance indicators in interactive charts and graphs, allowing for quick, organized review and analysis. You can also use. And because we have that dashboard we've been able to make out a better system for the team to go back and take care of tasks, follow-up and things like that, because we've been able to monitor call trends. Features include customizable dashboards, team Kanban boards, versatile Gantt charts, and time tracking tools. ; Step-by-Step. Filters. Most companies need a dashboard that offers a holistic view of their multi-platform social campaigns in a single unified view. Use simple slicers for navigation. It helps to analyze policy types to gauge customers’ needs. Make customizable dashboards in minutes with Geckoboard. Dashboard definition. It provides detailed instructions for adding and editing your data in the dashboard. You can also choose to use a static value instead of a target value. Layout APIs. Automating your reporting process lets you reduce time spent mindlessly transferring data between. The platform tile supports two types of dashboards. KPI Dashboard. Download now! Download this template. com. Customisable data visualisation with performance and status indicators. PostgreSQL. 20/5. Control your entirebusiness from one place. Users can create insightful KPI dashboards for easier collaboration and data analysis to track key performance indicators, helping empower businesses. Lead-to-Opportunity %. Learn how to use tiles to create a dashboard. For any type of business to grow, its owners and employees must keep focused on its vision and mission. MetricHQ Your place for everything metrics and KPIs. Pricing. Like a vehicle’s dashboard providing crucial information to the driver, a well-designed business dashboard offers a consolidated view of performance metrics, enabling leaders to navigate their organization’s trajectory with precision. Over 100 business dashboards for Executives, Sales, Marketing, Social Media, and more. Build powerful low-code business solutions to customize work and communication. 28 Project Management. Product analytics dashboard. Prioritize work and make informed decisions. Metrics. Some examples of time tracking KPIs are: Time spent completing the task. Customisable data visualisation with performance and status indicators. DashThis 6. Prioritize work and make informed decisions. About Press Copyright Contact us Creators Advertise Developers Terms Privacy Policy & Safety How YouTube works Test new features NFL Sunday Ticket. 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. Logistics Dashboard examples. Layout APIs. We have a number of customers who use Podio as their CRM system. Note: KPI dashboards and scorecards can often be confused with one another. DashClicks’ white label reporting software called “Analytics” lets you view granular data insights, helping you make smarter decisions and, in turn, drive higher conversions. ChartGrids helps you to visualize your data in a clear and better form. Opportunity-to-Order %. Go to your list of data sources, click Create a New Data Source and select Podio from the Service Connectors page. Usually, a dashboard is intended to convey different, but related information in an easy-to-digest form. A dashboard for a nonprofit is a clear, visual display of relevant organizational data. 16 Share Save 1. In addition to supporting Javascript, Tasks can also be REST API calls, SQL queries, Python scripts and more. Organizations use KPIs to help individuals at all levels focus their work toward achieving a common goal. Start making faster decisions! Build your dashboard with world-class support to help you along the way. Let's discover 4 management dashboards: Management KPI. Podio is a team collaboration software and project management tool. Customization is an important factor in creating KPI dashboards that work. A data dashboard is an information management tool used to track, analyze, and display key performance indicators, metrics, and data points. This dashboard showcases the oil and gas KPIs that decision makers depend on to track both daily operations and trends that occur over longer periods of time. Visualizing your Podio data on a Plecto dashboard in real-time is a powerful way to create a complete overview of your most important activities, KPIs, and business metrics. com (88%) including features, pricing, scores, reviews & trends. ☑️Some Automation That I can do in Podio Effective Dashboard View Calculation Between the fields (Arithmetic Operation, Calculating Formulas, First Name, Strip Phone, and others) Genrate PDF Excel Insert Chart and graphs on the Dashboard Send and receive email and SMS Create Update Podio Item Assign Task Task KPI Task Overdue Notifications. To further clarify, here are 5 examples of KPIs: Number of blog articles published this month. Zoho Analytics. Template 2: Facility KPI Dashboard Showing Target Vs. Sales managers can instantly see which salespeople perform the best and how much income is to be expected from the new deals. Kpi. Once you have your Dashboard App, create all the items you want shown that you will have charts for. Managing and building your data visualizations to be actionable, dynamic, and meaningful isn't always easy, but the payback is astronomical. What is a business intelligence dashboard? A business intelligence dashboard, or BI dashboard, is a data visualization and analysis tool that displays on one screen the status of key performance indicators and other important business metrics and data points for an organization, department, team or process. 13. Aggregate data from unlimited Podio Organizations, Workspaces and Items and display them in real time in a format of your. Get free Smartsheet templates. com (83%), Podio (87%) and Resource Guru (92%) including features, pricing, scores, reviews & trends. Management Dashboard examples. A marketing dashboard can provide a quick snapshot of where your key performance indicators (KPIs) stand in relation to. This enables accurate performance evaluation. What is a dashboard? A dashboard is an information management tool used to track business KPIs, metrics, and key data points that are relevant to your business, department, or a specific process. Benefits of a comprehensive KPI tool. By aligning together, sales and marketing teams can bolster sales by focusing on top-quality prospects. here. They have to be carefully monitored in order to ensure that the. It is a modern analytics tool that helps to visualize and optimize logistics operations through advanced data analyses. Once you have completed the steps in the Instructions tab, you will have. Dashboard Actions. FIG. 1. If you select this option, you will stay logged in until you manually log out of Podio. There’s a good reason: People are the most important factor in any organization’s success. Trusted By Industry Leaders. ; Select Connect an account. Questions tagged [podio] Use this tag if you have a programming question about Podio. Certified Partners. Wrike (2543) Project Management Software. The free plan allows for 1 user and 3 dashboards. PODIO: Podio, now part of Citrix Systems, is an online work platform with a new take on how everyday work gets done. Custom structure Tailoring your processes to accommodate every step and stage that’s unique to your team ensures efficiency and effectiveness, in one place. Responsible for Managing CRM's (Podio, Salesforce) and Scheduling the data in various tools like Batch leads, Launch Control, ROOR, Smarter contact for SMS marketing. Features. You can use ChartGrids for free having active 3 charts. UI Operations. the platform gives users the ability to track progress and resource usage and keep staff.