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Sales Reports & Dashboards

Zoho CRM offers fully customizable reports in all the modules (Sales, Marketing, Support and Inventory ) with more flexible options, such as cross-linking modules, arithmetic operations, different types of layouts, 3-level column grouping, public/private folders, scheduling reports generation and delivering to the intended users including non-Zoho CRM users through email. In addition, 25 plus standard reports are packed in various modules which can be used as a ready reference and enhance the learning experience.

CRM Dashboard provides a real-time snapshot of your organization's key metrics. Using CRM dashboards you can easily visualize comparisons, patterns, and trends in sales, marketing, support, and inventory related data. In Zoho CRM, dashboard comprises of different types of two-dimensional/three-dimensional (2D/3D) charts, which are generated dynamically built over the Adobe Flash technology. The unique chart is Funnel chart, which can be used to visualize the sales pipeline at various stages intuitively.

CRM Reports

  • 40+ standard CRM reports in sales, marketing, customer support, and inventory management modules
  • Create cross-link reports spanning across multiple modules
  • Create tabular, summary, and matrix type reports
  • Perform arithmetical operations using aggregate functions (sum, average, min and max)
  • Store reports in different types of public/private folders and enable access to the users according to their access privileges
  • Schedule the report generation mechanism and send printer-friendly reports to the specified users including non-Zoho CRM users
  • Export sales report data to various user-friendly formats such as PDF, HTML, XLS and CSV

Standard CRM & Sales Reports

Sales Force Automation

  • Sales by Lead Source
  • Potentials Closing by this Month
  • Pipeline by Stage & Probability
  • This Month Sales Report
  • Accounts by Industry

Marketing Automation

  • Leads by Source Report
  • Campaigns Revenue Report
  • Campaign Leads
  • Potentials by Campaign

Customer Support

  • Products by Cases
  • Cases By Origin
  • Cases By Status
  • Cases By Priority
  • Popular Solutions

Inventory Management

  • Purchase Orders by Status
  • Quotes by Stage
  • Invoices by Accounts
  • Sales Orders by Status
  • Products by Support Termination date

CRM Dashboards

  • Flash-based, interactive CRM dashboards with an aesthetically pleasing layout and fast loading capability
  • Fully customizable Sales dashboards with different types of Bar, Funnel, Pie, and Line charts
  • Drill down Sales charts for further data analysis
  • Display charts in customized home page

Standard CRM & Sales Dashboards

Sales Force Automation

  • Sales by Lead Source Chart
  • Potentials by Type
  • Sales Pipeline by Stage Chart
  • Sales by Accounts

Marketing Automation

  • Campaign Leads
  • Campaign vs Revenue Chart
  • Leads by Source & Status
  • Leads by Industry chart

Customer Support

  • Cases by Origin Chart
  • Cases by Priority
  • Cases by Status

Inventory Management

  • Purchase Orders by Status
  • Quotes by Accounts
  • Invoices by Status
  • Sales Orders by Status

Advanced CRM Analytics

The Advanced CRM Analytics, powered by Zoho Reports enables you to analyze your CRM data by creating powerful reports and dashboards.
The Sales & Marketing teams can slice and dice the data and take better data-driven business decisions.

All Features