CRM Help

Working with Reports

Zoho CRM reports are the detailed and informative list of records. Each report provides access to important data required for various purposes. In Zoho CRM, standard reports are provided in various modules, which can be either used as it is or customized further as per your business requirements.

Availability

Profile Permission Required: Users with the Reports & Dashboard permissions can access this feature.

Zoho CRM provides more than 40 different standard reports for the users' benefit. These reports are distributed across different modules in Zoho CRM. You can use the standard reports or customize them as per your business requirements. Please note that we do not provide reports for Price Books.

List of Some of the Standard Reports

Report Name Description
Account and Contact Reports  
Contact Mailing List List of contact address details.
Key Accounts Accounts that give you more sales revenue.
Accounts by Industry

Accounts from various industries.

Potential Reports  
Pipeline by Stage Potentials by their stage.
Potentials Closing by this Month Potentials that are closing during the current month.
Sales Person's Performance Report Potentials gained by each sales person.
Lost Potentials Potentials that are lost.
Potentials by Type Potentials by their type.
Open Potentials Potentials that are pending.
Pipeline by Probability Pipeline of the potentials by their probability.
Sales By Lead Source Sales from various lead sources.
This Month Sales Sales that has happen during current month.
Today's Sales Sales that has happen today.
Stage Vs Potential Type Report Sales vs potentials report
Lead Reports  
Leads By Source Leads from various sources.
Leads By Status Leads and their status.
Today's Leads Leads that are created today.
Leads by Ownership Leads and the corresponding owners.
Converted Leads Leads that are converted into Account / Potential / Contact.
Leads by Industry Leads from various vertical industries.
Activity Reports  
Tasks and Events Report List of all the tasks and events.
Today's Calls List of current day's inbound and outbound calls.
Campaign Reports  
Campaigns Revenue Report Revenue generated from the campaign.
Campaign Leads Leads that are generated through the campaign.
Case & Solution Reports  
Popular Solutions Number of comments for solutions.
Cases By Origin Cases based upon their origin.
Cases By Status Cases based upon their status.
Cases By Priority Cases based upon their priorities.
Cases By Comments Cases with the number of comments count.
Sales Forecast Reports  
Quarterly Forecast Summary Quarterly forecasts that includes committed amounts, best-case amounts, and pipeline by quarter.
Forecast History Report Life cycle of the forecast.
Product Reports  
Products by Category Products based upon their category.
Products by Support Termination date Products list whose support discontinued during the current month.
Products by Cases Products and with the list of cases associated with the products.
Vendor Reports  
Amount by Vendors Vendors based on the amount
Vendors Vs Purchases Vendors based on the purchases made from the vendors.
Quote Reports  
Quotes by Accounts Quotes based on accounts.
Quotes by Stage Quotes based on their stages.
Sales Order Reports  
Sales Orders by Accounts Sales orders based on accounts.
Sales Orders by Status Sales orders based on their status.
Sales Orders by Owner Sales orders based on their owners.
Purchase Order Reports  
Contacts Vs Purchases Contacts based on purchases.
Purchase Orders by Status Purchase orders based on their status.
Invoice Reports  
Invoices by Accounts Invoices based on their accounts.
Invoices by Status Invoices based on their status.
Sales Mertic Reports  
Lead Conversion across Industries  Average number of days taken for the Lead to be converted from various industries for the past 6 months
Lead Conversion across Owners  Average number of days taken by owners to convert the Lead for the past 6 months
Lead Conversion across Sources  Average number of days taken for the Lead to be converted from various sources in the past 6 months
Lead Conversion Count across Owners  Total number of Lead converted by various owners for the past 6 months
Overall Sales Duration across Lead Sources  Average number of days taken for the Lead to win as Potential from various Lead sources
Overall Sales Duration across Potential Type  Average number of days taken for the Lead to win as Potential of different type
Sales Cycle Duration across Lead Sources  Average number of days taken for the Potential from various lead sources to win
Sales Cycle Duration across Owners  Average number of days taken by the owner to win their Potential
Sales Cycle Duration across Potential Type  Average number of days taken for the Potential of different types to win
Territory Reports (only if you enable territory management feature)  
Overall Sales Cycle Duration among territories  Overall Sales Cycle Duration among territories - summary
Performance by Sales Persons across territories  Performance by Sales Persons across territories
Pipeline Potentials among Territories - Matrix  Potentials in pipeline based on territories matrix report.
Revenue By Territories - Last 6 Months  Revenue by territories for the past 6 months.
Revenue By Territories - Summary  Summary of Revenue by territories for dashboard.
Revenue Channels among Territories  Revenue Channels among Territories - Summary Report.
Sales Cycle Duration across Territories  Time take for the potentials to close acorss various territories
Star performers across territories  Sales persons who achieved their targets
Target Achieved among territories  Target achieved among territories for this FY. These do not include sub territories targets.

 

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