As a Zoho CRM user, we believe you are taking full advantage of the Advanced Analytics Add-on for Zoho CRM. If you haven’t yet, do try it now as it lets you dive deep into your CRM data and get real insights about your business.
We continue to hear from you about how such and such report would be very useful to have. Sales target (quota) report was one. Here’s one more that can be ultra useful – region-based sales reports.
For building the regional reports, you need the address of each client of yours. And it is there in the Accounts module of Zoho CRM. By default, the address fields aren’t synced from Zoho CRM to Zoho Analytics. So, login to your CRM (Admin) account, click Setup -> Apps & Add-ons -> Zoho Apps -> Advanced CRM Analytics -> Settings. Choose Accounts under Modules and check the Billing City, Billing State and Billing Country fields. Click Save.
When the next sync happens, all the addresses of your clients are there in the Accounts table of your Advanced Analytics add-on. You can now create the desired region-based reports that you may need, by pulling in the desired columns.
Try creating your own region-based sales reports and let us know how it went.