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CRM (Customer Relationship Management) systems are one of the data sources for standard analyticsas well as advanced business intelligence dashboards. CRM analyzes are more individualized and focus on charts, funnels, targets, anomalies, KPIs and comparators. There is visible controversy in the form of an insufficient complex view of the real situation, through market opportunities for future trends. Demonstrate the advantage of complex CRM data view, an example is the marketing dashboard. The proposed solution focuses on a small businessman with just a few bills and sales in thousands. The solution method is based on the implementation of advanced analysis of model data in one week. The recommendation is a detailed view on the marketing dashboard through business-related events such as customer retention, campaign efficiency, and the number of realized campaigns. The challenge is to work with KPIs that are unrealistic or difficult to predict from a small businessman's point of view.