Zoho CRM Solutions

Zoho CRM 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 Zoho 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 Zoho CRM Advanced Analytics.

  1. How can I calculate sales Win Rate % and Loss Rate % from potentials/opportunities?
  2. How can I create Year-over-Year or Quarter-over-Quarter or Month-over-Month growth reports?
  3. How can I create a Sales Pipeline Funnel Chart?
  4. How can I create reports to view Average Sales cycle?
  5. How can I create Top 5 or Bottom 5 Sales Person report?
  6. How do I create Target (Quota) based reports in Zoho Reports?
  7. How can I calculate the Percentage of Potentials Won Out of the Total Leads?
  8. How can I calculate a Lead to Potential Conversion rate?
  9. How do I calculate the Average Time Taken to Convert a Lead to Potential?
  10. How can I calculate the Pofit Margin?
  11. How do I calculate the Number of Activities per Account?
  12. How do I construct an Inventory Sales Funnel?
  13. How can I calculate the Average Duration of a Winning Deal?
  14. How can I analyse my sales history to optimize my sales?
  15. How do I perform Sales Team analytics?
  16. Marketing Lead Analytics: How do I improve the quality of my leads?
  17. How can I create a cohort to analyze customer retention?
  18. How is a sales cohort useful in keeping track of the team's performance?  
  19. How do I measure the conversion rate of my leads to potentials using cohorts? 
  20. How can I create a cohort to calculate the win rate?
  21. What types of report can I create by combining Zoho Books and Zoho CRM?
  22. What are the insights that I can derive using the activities module?

Solutions

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

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

3. How can I create a Sales Pipeline Funnel Chart?

4. How can I create reports to view Average Sales Cycle?

5. How can I create Top 5 or Bottom 5 Sales person report?

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

7. How can I calculate the Percentage of Potentials Won Out of the Total Leads?

8. How can I calculate a Lead to Potential Conversion Rate?

9. How do I calculate the Average Time taken to Convert a Lead to Potential?

10. How can I calculate the Profit Margin?

11. How do I calculate the Number of Activities per Account?

12. How do I construct an Inventory Sales Funnel?

13. How can I calculate the Average Duration of a Winning Deal?

14. How can I analyse my sales history to optimize my sales?

In CRM, the analysis of sales history by stages plays a vital part. A sales stage history gives you the number of potentials in each stage for a particular time period. The Advanced Analytics add-on for Zoho CRM auto generates reports such as number of potentials in each stages, stage-wise conversion, average duration of won or lost deals etc. Read our blog "Sales Pipeline Optimization through Stage History Analysis" to know more.

15. How do I perform sales team analytics?

You can create various reports to analyze the performance of your sales team. For example, you can create a funnel chart to depict how each sales person has fared in converting the potentials from one stage to another or you can create a pivot to examine the overall performance of the team in terms of the revenue generated and revenue lost. Read our blog "The Essential Sales Analytics Reports – Sales team" Analytics to know more.

16. Marketing Lead Analytics: How do I improve the quality of my leads?

Improving the quality of your leads directly influences the sales. Integrating lead management process with data analytics can bring in quality leads for your company. Read our blog "Marketing Lead Analytics with Advanced CRM Analytics" to learn how!

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

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

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

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

21. What types of report can I create by combining Zoho Books and Zoho CRM?

Zoho Reports allows you to seamlessly integrate your Zoho Books and Zoho CRM data and create insightful reports like deals to invoice funnel, expense report etc.
Read this blog topic on Why your sales team needs finance reports to learn more.

22. What are the insights that I can derive using the Activities module?

Zoho Reports advanced analytics add-on for Zoho CRM provides you with more than 25 auto-generated reports to analyze activities data, gain insight, and visualize your sales execution in a snap. Read this blog post to learn more.