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.
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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
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.
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.
See the sample dashboards for Teamwork CRM and start replicating the same for your business to understand and optimize your sales process.
Analyze Teamwork data, extract key insights, and improve your sales process
2 million+ users. 5 million+ visualizations.
Access pre-built reports & dashboards
Kick-start your analytics journey instantly with over 50 pre-built reports and dashboards on your sales performance.
Analyze salesperson performance
Review and analyze your sales representatives' performance and get to know the top sales reps of your organization.
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.
Collaborate with team
Develop & analyze reports together with your sales team. Share and embed your visualizations for wider consumption.
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.
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.
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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."