Navigate Data with Precision, Discover 360 View's Enhanced Dashboards

Introducing 360 View's Enhanced Dashboard Experience

360 View is stepping up the game with a suite of new dashboard features that promise to revolutionize how financial institutions interact with their data.


Improved Visualization and Interactivity

One of the standout features highlighted in the revamped interactive dashboards is the drill down feature. Without leaving your initial report you now have the ability to dig into one specific data set. Unlike traditional static reports, these new dashboards offer improved visualization capabilities. Users can now seamlessly navigate through real-time data streams, gaining deeper insights quickly without having to hit the back button. 

For example, when reviewing the anticipated pipeline funding report, a drill down allows the user to not only view whole company totals but those of each loan officer or by loan type.

Empowering Personalization

Another key aspect of our new dashboard experience is its emphasis on customization and personalization. Users now have the ability to tailor their dashboard views and widgets to suit their specific needs. This departure from generic, one-size-fits-all templates ensures that every user can see the data most helpful to their role in the institution. 

A branch manager’s dashboard would include all working items for their team: activities, incidents, referrals, and/or pipelines. They would have access to drill downs for each employee as assigned or could view sales progress to the team goal. Whereas the individual employee, such as a universal banker, would only be able to view their contributions and assignments.

Unveiling the Competitive Edge

With ongoing optimizations to dashboard views and unique value propositions in the market, 360 View stays ahead of the competitive curve. 360 View can tailor its CRM software around what each client needs, setting it apart from competitors. 

Along with unmatched customer service, 360 View is with you every step of the way from beginner to seasoned user, answering any questions you may have.

Cross-Departmental CRM

The versatility of these new dashboards extends across departments within financial institutions. From employees to executives, marketing to operations, 360 View's dashboards include diverse data sources into a single, accessible system on every desktop. This streamlined approach fosters collaboration and enhances decision-making across the board.

It’s imperative that the marketing and sales leaders are able to gauge and report the success of customer experience campaigns such as customer onboarding. Cross-departmental capabilities provide an understanding of which efforts are strongest, and from those, the actions that consumers take when receiving communication from the bank. If the teams discover that a phone call regarding a maturing CD account leads to the renewing of the funds more than an email reminder, the strategic teams may adopt automated phone call reminders to the front-line staff in lieu of the marketing emails.

In conclusion, 360 View's latest dashboard features represent a significant leap forward in the realm of data visualization and business intelligence. By focusing on interactivity, personalization, and cross-departmental utility, 360 View is empowering organizations to harness the full potential of their data for strategic decision-making and operational efficiency.

To learn more about these exciting developments, stay tuned to 360 View's communication channels for updates and insights or reach out to us today for a demo.