Data Analytics - An Overview

Data Analytics - An Overview

Zoho CRM enables fully customizable reports in all the modules with flexible options, such as cross-linking modules, 3-level column grouping, scheduling reports generation and delivering to the intended users including non-Zoho CRM users through e-mail. In addition, over 40 standard reports are packed in various modules, which can be used as a ready reference and enhance the learning experience.

Dashboards give a real-time snapshot of your organization's key metrics. Using dashboards you can easily visualize comparisons, patterns, and trends in sales, marketing, support, and inventory related data. The Zoho CRM solution dashboard is comprised of different types of two-dimensional/three-dimensional (2D/3D) charts, which are generated dynamically and built over the Macromedia Flash technology. The unique chart is the Funnel chart, which can be used to visualize the sales pipeline at various stages intuitively.

Reports - Presentation of data or records for various modules as per requirement. Learn more

Dashboards - A pictorial representation of your custom report data, which gives a real-time snapshot of your organization's key metrics. Learn more

The Dashboard tab is renamed as Analytics for selected accounts.

    • Related Articles

    • Webform Analytics

      Web forms are the most common tool used by organizations for lead generation. As the lead submits the form their information is captured in CRM from where the reps take it up for the further follow-ups and nurturing processes. Read more about ...
    • Prediction Analytics

      Zia can understand business metrics, analyze it, and predict the possible outcome that can help in decision-making and preparing ones business for the future. To substantiate the prediction results, Zia shows the analytics that were taken into ...
    • Analytical Components - Overview

      Zoho CRM provides different types of analytics components for user dashboards. The list of components that the users can choose from is: Charts - Chart is a graphic representation of the user's data. It gives quick insights into records for easy ...
    • Setting Advanced CRM Analytics

      The Advanced CRM Analytics (powered by Zoho Analytics) helps you to analyze CRM data and create insightful reports and dashboards for your business. This integration allows, the users to understand the data and make better decisions by making:   ...
    • Zia Recommendation Analytics

      Zia can analyze customer data such as purchase details, interests, and requirements to recommend similar items for other customers. It also compares the behavioral pattern of customers and identifies similar attributes based on which it recommends ...