Salesforce CRM Solutions

Salesforce Solution Catalog

This page catalogs a very useful set of solutions that will guide you in creating reports for widely asked Key Sales Performance metrics over the Salesforce CRM data. If you need a solution that is not listed here and you are finding difficult to achieve, please write to us at support@zohoreports.com. We will be more than happy to help you.

Check out our complete documentation on Salesforce Advanced Analytics.

  1. Can I calculate sales Win Rate % and Loss Rate % from potentials/opportunities?
  2. Can I create Year-over-Year or Quarter-over-Quarter or Month-over-Month growth reports?
  3. Can I create a Sales Pipeline Funnel Chart?
  4. Can I create reports to view Average Sales cycle?
  5. Can I create Top 5 or Bottom 5 sales person report?
  6. How do I create Target (Quota) based reports in Zoho Reports?
  7. Can I calculate the percentage of potentials won out of the total leads?
  8. How can I create a cohort to analyze customer retention?
  9. How is a sales cohort useful in keeping track of the team's performance?  
  10. How do I measure the conversion rate of my leads to potentials using cohorts? 
  11. How can I create a cohort to calculate the win rate? 

Solutions

1. Can I calculate sales Win Rate % and Loss Rate % from potentials/opportunities?

2. Can I create Year-over-Year or Quarter-over-Quarter or Month-over-Month growth reports?

3. Can I create a Sales Pipeline Funnel Chart?

4. Can I create reports to view Average Sales cycle?

5. Can I create Top 5 or Bottom 5 sales person report?

6. How do I create Target (Quota) based reports in Zoho Reports?

7. Can I calculate the percentage of potentials won out of the total leads?

8. How can I create a cohort to analyze customer retention?

9. How is a sales cohort useful in keeping track of the team`s performance?

10. How do I measure the conversion rate of my leads to potentials using cohorts?

11. How can I create a cohort to calculate win rate?