Essential funnels to analyze your sales and marketing data

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In our previous posts on sales analytics (Sales Pipeline Optimization through Stage History Analysis & The Essential Sales Analytics Reports – Sales Team Analytics), we discussed how to make the most of your sales data using the Advanced Analytics Add-on for Zoho CRM/Salesforce. We are going to build on that with this post to highlight about some quintessential funnel charts to help you derive the best results out of your sales data.

Essential Funnels

A funnel chart is used to represent progressive flow; generally the reduction of a business metric across phases. Here are some of the funnels to help you analyze your sales data and up your sales game.

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Customer Spotlight: Zoho Reports Makes Marketing Easy

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aedgencyAedgency is a Barcelona-based performance marketing company that delivers hundreds of millions of online advertising impressions for its clients across over 120 different countries.

With the tremendous volume of analytics and information needing to be tracked, Aedgency needed a flexible and easy-to-learn software tool which lead them to Zoho Reports. Watch how Aedgency effortlessly manages and synthesizes a huge volume of information across the world with Zoho Reports.

Types of White Label BI Solutions

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In the first installment of our blog series, we laid out several benefits of a white-labeled SaaS BI solution. Now, let’s dive deeper and focus on different white label implementation approaches and when to use each one in a business setting.

There are two primary types of implementation to consider:

I. Stand-alone implementation:

In this model, users would access the re-branded reporting tool through a personalized web address such as https://reports.acmeinc.com. At this portal, users would sign up for accounts and log in to the reporting portal to view the data as well as reports shared to them by the administrator. The portal would be fully re-branded to reflect the identity of the organization implementing the white label portal, giving end-users the impression they developed the solution themselves.

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Visualizing numbers the Zoho Reports way

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At Zoho Reports, we often come across interesting analyses of datasets by our customers, who’ve published them for the public to see. In this blog, let’s look at some public dashboards from Zoho Reports users. These dashboards, we thought, are great examples of how you can visualize data in an efficient way using Zoho Reports.

1. Census Analysis – India (2011)

Analyzing population trends helps one gain insights into the development of a country. This dashboard shows the analysis of the census data of India. The customer doesn’t stop with analyzing the population alone. The customer also studied various factors such as literacy rate and sex ratio in this dataset.

Census of India

Census Analysis of India (2011)

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Top 7 reasons to use Zoho Reports for analyzing Google Analytics data

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Google Analytics is one of the most ubiquitous tools of web marketing because it provides a lot of web traffic data. So much so that it can leave even the most equipped and experienced marketer feeling a bit overwhelmed.

google-analytics

Fear not! Zoho Reports has a Google Analytics connector that automatically syncs data from Google Analytics and lets you analyze the data, providing you with valuable insights. Here are some of the ways where Zoho Reports makes things easier when it comes to using Google Analytics. Read more

7 Reasons to Implement a White-Labeled / Embedded BI Solution

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Although critical for business operation, reporting can be challenging. Especially when the software solutions provider doesn’t have the expertise or resources to build an effective reporting tool internally.

When this is the case, businesses should think about opting for a ready made, re-brandable (or white-labeled) business intelligence (BI) solution to complement their existing product or service.

So let’s go ahead and look at some of the key advantages of integrating a white-labeled BI solution.

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