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Customer satisfaction score: Often appearing as “N out of 5 stars” it describes how happy the customers are with the product
Net promoter score: How likely your customers will recommend your product to others
Number of support tickets a month: Number of customers requesting product support per month
Average order value: the average total price per order
Conversion rate: percentage of the total number of visits to a website that result in a purchase
Lifetime value: the total amount of money a customer is expected to spend on your products during their lifetime
Cash conversion cycle: how long it takes a company to convert a dollar invested in inventory into cash from its sales
Net working capital to assets ratio: how much capital you have at your disposal to invest in the business (or payout to the owners/shareholders) at any point in time
Operating cash flow margin: how much cash your business is generating as a percentage of revenues, also another way of representing how much capital you can invest
After creating an account in Lido, you are now only two steps away from setting up your dashboard for business intelligence:
Click Data on the upper-left corner of Lido to select the source.
Follow the instructions on entering access info and selecting the data columns to import in the Dataset Editor. Once you have finished selecting your data, click Save dataset & edit view in the top right corner. The data is now loaded to your Lido spreadsheet.
Do this again for each source you need.
Set up the formulas for the KPIs you want to include. Lido functions are similar to that of Google Sheets, so you can apply to Lido what you have learned in our previous Google Sheets tutorials.
After loading the data, click the Dashboard on the top of the Lido spreadsheet, then click the Components tab on the right side. Drag-and-drop components and add data to them.
If you need to feature more aspects of your business, you can create a new dashboard and add the components. Once you have finished placing the components, click Preview on the upper-right corner to see how it will look once deployed.
Do it a few more times for each aspect you want included.
Once you completed the dashboard business intelligence, click Share to share your report with others!