Dashboard design – Part 1: Types of dashboards

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A car’s dashboard shows its driver all the essential info she needs to know. Typically, it’s the car’s speed, engine RPM, fuel level, miles run, location on a GPS enabled map, cabin/engine temperature etc. A business dashboard draws heavily from a car’s dashboard. However, unlike the car’s dashboard which is limited to only its driver, a business dashboard has multiple consumers. Also, a business can have multiple dashboards, instead of just one.

A business dashboard can mean a lot of things. The best way to design it is to know who is going to view it. Based on that, your dashboard can fall under one of the three categories.

  • Strategic
  • Analytic
  • Operational

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Zoho Reports 3.0 is Here

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We are excited to announce the all-new Zoho Reports 3.0, with a sleek new interface and loads of new features.

New UI
The user interface has been completely revamped. Zoho Reports 3.0 offers an enhanced user experience, designed for power users and beginners alike, to quickly and easily create fabulous reports. Read more

The Essential Sales Analytics Reports – Sales team Analytics

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In the previous post we spoke about Sales Pipeline Optimization through Stage History Analysis. In this post, we speak about sales team analytics. A natural question arises. Why is it so important?

The contribution of the sales team to a company’s development is invaluable. If there are inadequate efforts from the sales team, it will naturally mirror in the performance of the company. By continuously tracking the performance of the sales team, we can orient its efforts towards more productive ventures. Here are some of those possible analyses you can do on your sales data in Zoho CRM, with the help of Zoho Reports.

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Advanced Analytics Add-on for ManageEngine ServiceDesk Plus

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ManageEngine ServiceDesk Plus (SDP) is the widely popular help desk software loved by IT managers world wide. We are excited to announce the advanced analytics add-on for SDP, powered by Zoho Reports.

Why advanced analytics for SDP?
As IT managers and their teams fight IT fires every day, the effort required to analyze service desk data becomes an additional overhead for them. And IT technicians have to write complex scripts/queries to generate the right reports. Not anymore, because with this integration with Zoho Reports, SDP customers can create fine-grained reports with easy drag-and-drop actions, without writing database queries. The add-on also comes pre-packed with 80+ useful reports and dashboards.

Setting it up
The below slideshow provides step-by-step instructions of how to set up the advanced analytics add-on for SDP.

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Sales Pipeline Optimization through Stage History Analysis

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“Study the past to define the future,” said Confucius. Businesses that fail are typically those that repeat mistakes made in the past. Historical analysis helps companies to avoid such failures.

In the context of CRM, the analysis of sales stage history is essential for a multitude of key business decisions. A sales stage history gives you the number of potentials (opportunities) in each stage for a particular time period. Stage history analysis reports are now available in the advanced analytics add-on for Zoho CRM. Let us see how this can help you gain useful business insights.

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