Extract meaningful insights from Teamwork CRM data to optimize your sales process.

Visually analyze every aspect of your sales process, identify trends from reports and dashboards, and derive actionable insights. Make data-driven decisions and increase your sales.

Teamwork CRM

Slice and dice Teamwork CRM data with multiple visualizations

With Zoho Analytics, you get 50 prebuilt reports and 5 prebuilt dashboards based on Teamwork CRM data. It takes only a few minutes to set up and a few more minutes to data sync. You can then access all the mentioned reports in your workspace, without any manual work. Additionally, you can create any number of custom reports based on your needs.

Measure sales performance

Measure sales performance

Compare deals won vs lost, analyze leads and opportunities pipelines, and track average sales cycle trends to get a big picture of your sales performance. Plus, forecast sales performance to devise strategies.

Analyze sales based on products

Analyze products sold and growth percentage trends over months to identify products loved by your customers. Also, measure product value and count by the state in depth.

Analyze sales based on products
Track salesperson performance

Track salesperson performance

Measure salesperson performance by deals closed and win percentage. See who drives the most sales and who takes less time to close a deal with the average deal amount and deal age.

Understand your customers better

Analyze company distribution and deal values to understand your customers better. Track customer and contact addition trends and plan strategies to optimize the growth further.

Understand your customers better

See the sample dashboards for Teamwork CRM and start replicating the same for your business to understand and optimize your sales process.


See Teamwork Dashboard

Analyze Teamwork data, extract key insights, and improve your sales process

2 million+ users. 5 million+ visualizations.

  • Icon

    Access pre-built reports & dashboards

    Kick-start your analytics journey instantly with over 50 pre-built reports and dashboards on your sales performance.

  • Icon

    Analyze salesperson performance

    Review and analyze your sales representatives' performance and get to know the top sales reps of your organization.

  • Icon

    Forecast sales

    Make informed decisions from your sales data and in turn manage your cash flow, workforce, and resources. Predict sales revenue and plan for future growth.

  • Icon

    Collaborate with team

    Develop & analyze reports together with your sales team. Share and embed your visualizations for wider consumption.

  • Icon

    Ask Zia and get insights

    Type out your questions, and see Zia, our AI-powered assistant, come up with suitable answers in the form of reports and KPI widgets.

  • Icon

    Email, export, and print reports

    Export or print reports for offline access. Schedule your reports and dashboards to be emailed automatically to the given recipients.

Other CRM Connectors

  • Zoho CRM

  • HubSpot CRM

  • Salesforce CRM


Hear from our Happy Customer


"The Advanced CRM Analytics add-on gave us the ability to analyze the quality of leads we get from many sources, and to pinpoint the source which gives us the best leads conversion rate."

David Saltoon

Holistic CRM

Optimize your sales process with Teamwork data insights

Sign up for free