Advanced CRM Analytics
Zoho CRM now has a fully featured, seamlessly integrated, advanced analytics, powered by Zoho Reports. Zoho Reports makes it easy to slice and dice your Zoho CRM data the way you like. You can easily create sales funnels, know your win/loss rates, do sales predictions, gauge your sales team performance, track your KPIs (Key Performance Indicators) and do much more in a flash.
With Zoho Reports' powerful sharing & collaboration features, you can easily share the reports and dashboards you create to your colleagues and even collaborate with them in creating those reports. You can also set schedules for emailing reports automatically, print them and also export the reports into a variety of file formats (PDF, XLS, and HTML). You can also empower yourself with the right performance indicators and take informed business decisions to maximize your sales return & efficiency.
What Can You Do With The Advanced CRM Analytics?
Business Scenario - Sales Target Report
A Sales Target or Quota report compares a sales person’s set sales target vs the sales actually achieved. The below slide show explains how this can b easily set up using the Advanced CRM Analytics
Advanced CRM Analytics (powered by Zoho Reports) is available in all the paid editions of Zoho CRM and you need the Standard Plan or above in Zoho Reports.