Creating a SynkedUp Sales Dashboard for Toy's Landscape
Challenges
Solutions
Results
Toy's Landscape is a New Jersey landscaping company managing contracts throughout the year. The company uses SynkedUp, an industry-specific CRM, to manage its sales and project information. However, tracking performance required manually looking up records and bringing the relevant details together.
The information was already available, but reviewing individual records did not give the company an easy way to monitor proposals, contract values, and overall sales performance. Toy's Landscape needed a clearer view of its activity, including how sales compared with its goals, without the manual work involved in preparing that information for review.
Connecting CRM Data to the Company's Reporting Needs
Cylixo developed a custom SynkedUp sales dashboard with automatic data refreshes and separate views for tracking proposals, contracts, and key performance indicators.
With no available API documentation to guide the connection, Cylixo used API discovery to identify how to retrieve the relevant CRM data and integrate it into the dashboard. This allowed Toy's Landscape to continue managing its daily work in SynkedUp while using that information for more focused reporting.
The dashboard also incorporated information maintained by the company, including budgets and monthly sales goals. This brought actual performance and internal targets together, giving the company a way to measure progress against its own expectations.
Tracking Sales, Goals, and the Contracts That Matter
With the dashboard in place, Toy's Landscape could review proposals, monitor contract values, and see how much it had sold against its monthly goals. Bringing these measures together made it easier to understand where performance stood and where closer attention might be needed.
The company could update its targets through a familiar spreadsheet, allowing the reporting to reflect changes in its plans. It could also exclude selected contracts or records from the analysis, giving it control over which entries contributed to the figures being reviewed.
Reporting That Adapts to the Business
These capabilities made the dashboard useful for both monitoring sales activity and comparing that activity with the company's priorities. Automatic refreshes reduced the need to gather the same information manually for each review.
Building on the Work for Other Departments
The project also provided a starting point for exploring dashboards for other departments. Different teams may need to track different information, and the connection to SynkedUp offers a foundation for supporting those needs.
By combining Toy's Landscape's understanding of its operations with Cylixo's experience accessing and organizing the data, future dashboards could be shaped around each department's questions, goals, and reporting needs.
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