Analytics / Dashboards
Key Performance Indicators (KPIs)
Key Performance Indicator (KPI) is a standard measurement that demonstrates the effectiveness of your sales team in achieving important business objectives, it also gives useful analytics to help sales personnel increase their productivity by ...
Comparators
A Comparator lets you compare your organization's data among users, roles and over different time periods. You can easily track information like sales teams performance over the years, number of deals lost or won in the consecutive months or ...
Target Meter
Target meter lets you set and monitor targets for your sales team. You can view the number of leads generated in the current year, annual revenue for last quarter, or sales target achieved in the past few months. You will not have to run through pile ...
Funnel
A funnel segregates the data based on different stages involved in your business process. For instance, a sales funnel can give you details like particular sales stages that you should concentrate on, stage-wise drop rate in lead conversion process, ...
Charts
A chart presents data from various records of a module(s) in a visual or graphical representation for an easy analysis. The data is seemingly comprehensible as users can easily pick out the patterns, trends, etc., which may otherwise be difficult to ...
Anomaly Detector
Understanding the positive and negative trends in business Anomaly detection is a technique used to identify unusual or out-of-the-ordinary behavior that does not conform with the normal trend of a business. For example, a sudden dip in purchases, ...
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 ...
Creating Dashboards
Analytics is a summarized view of the custom report data in Zoho CRM. It provides a platform for a real-time analysis of the sales stages and business operations. You can create a dashboard and share it with all the users or few selected users. You ...
Cohort Analysis
What is cohort analysis? Cohorts are groups of users, customers, or data that share similar characteristics at any given point of time. Cohort analysis can be helpful for understanding customer behavior across the sales life cycle or their buying ...
Quadrant Analysis
What is quadrant analysis? You can measure or compare a limited set of business data using a chart or KPIs, but if you have a large amount of data and want to pinpoint the areas to focus on, a quadrant analysis may be more suitable. Quadrant analysis ...
Zone Analysis
A company's CRM account includes a huge amount of business-related information, including customers' interests and buying patterns, sales cycle duration, rate of completion of sales activities, and sales velocity. A thorough exploration of this data ...