Advanced CRM Analytics
Zoho CRM now has a fully featured, seamlessly integrated, advanced analytics, powered by Zoho Reports. Zoho Reports makes it easy to slice and dice your Zoho CRM data the way you like. You can create sales funnels, know your win/loss rates, make sales predictions, gauge your sales team's performance, track your KPIs (Key Performance Indicators) and do much more in a flash.
With Zoho Reports' powerful sharing and collaboration features, you can easily share the reports and dashboards you create with your colleagues, or collaborate with them in creating those reports. You can also set schedules to automatically email reports, print them, or export the reports into a variety of file formats (PDF, XLS, and HTML). With these tools you can empower yourself with the right performance indicators and make informed business decisions to maximize your sales return and efficiency.
What Can You Do With The Advanced CRM Analytics?
Business Scenario - Sales Target Report
A Sales Target or Quota report compares a sales person’s set sales target vs the sales actually achieved. The slide show below explains how this can be easily set up using the Advanced CRM Analytics.
Advanced CRM Analytics (powered by Zoho Reports) is available in all the paid editions of Zoho CRM. In Zoho Reports you will need the Standard Plan or above.