Small Business CRM: Zoho’s Reports & Dashboards

ZOHO’s Reports & Dashboards

zohoZoho CRM features sales, marketing, support and inventory modules that grant users easy access to report generation. Each module offers fully customizable reports and more than 25 standard reports come pre-loaded in various modules. These ready-made reports provide the user with an easy reference point for creating documents from scratch and easily modify the layout for maximum flexibility. Moreover, the flexible interface allows for easy cross-linking of modules, generate arithmetic operations, group in 3-level columns, create public and private folders, schedule reports generation and even deliver results to other users or any other recipient through email. Ultimately, businesses discover that generating and managing reports tailored to the specific needs of the organization comes with flexibility and scalability through the use of Zoho CRM.

Users also gain access to a real-time snapshot of the organization’s key metrics with the CRM Dashboard. The dashboard interface offers a graphical representation of all sales, marketing, support and inventory-related data. Through the use of graphs, analyzing trends and patterns takes just seconds, enabling users to make key decisions without wading through pages of data. CRM Dashboard generates charts in two-dimensional (2D) or three-dimensional (3D) formats, created dynamically and served to the user with Adobe Flash technology. Additionally, users have access to a unique Funnel chart used to intuitively analyze the sales pipeline at all stages. With CRM Dashboard, an instantaneous visual analysis of relevant business data allows any organization to easily and quickly develop key strategies for CRM improvements.

CRM Sales Reports and the CRM Dashboard work together in real-time to bring each organization both a quick overview and detailed analysis of all aspects of customer relationships. The flexibility offered means the software suitable for all applications and all organizations. Certainly, premium features such as the ability to easily view and send out information through today’s technologies, like email, makes Soho CRM an invaluable tool for any business. Try it at no cost or request a personalized demo today.

Key Features (per Zoho Online CRM Analytics)

CRM Reports

  • 40+ standard CRM reports in sales, marketing, customer support, and inventory management modules
  • Create cross-link reports spanning multiple modules
  • Create tabular, summary, and matrix type reports
  • Perform arithmetical operations using aggregate functions (sum, average, min and max)
  • Store reports in various types of public/private folders and enable access to users according to privileges
  • Schedule the report generation mechanism and send printer-friendly reports to specified users including non-Zoho CRM users
  • Export sales report data to user-friendly formats such as PDF, HTML, XLS and CSV

Standard CRM & Sales Reports

  • Sales Force Automation
  • Sales by Lead Source
  • Potentials Closing by Current Month
  • Pipeline by Stage & Probability
  • Current Month Sales Report
  • Accounts by Industry
  • Marketing Automation
  • Leads by Source Report
  • Campaigns Revenue Report
  • Campaign Leads
  • Potentials by Campaign
  • Customer Support
  • Products by Cases
  • Cases by Origin
  • Cases by Priority
  • Popular Solutions
  • Inventory Management
  • Purchase Orders by Status
  • Quotes by Stage
  • Invoices by Accounts
  • Sales Orders by Status
  • Products by Support Termination Date

CRM Dashboards

  • Flash-based, interactive CRM dashboards with an aesthetically pleasing layout and quick loading capability
  • Fully customizable Sales dashboards with various types of Bar, Funnel, Pie, and Line charts
  • Drill down Sales charts for further data analysis
  • Display charts in a customized home page

Standard CRM & Sales Dashboards

  • Sales Force Automation
  • Sales by Lead Source Chart
  • Potentials by Type
  • Sales Pipeline by Stage Chart
  • Sales by Accounts
  • Marketing Automation
  • Campaign Leads
  • Campaign vs. Revenue Chart
  • Leads by Source & Status
  • Leads by Industry Chart
  • Customer Support
  • Cases by Origin Chart, Priority, or Status
  • Inventory Management
  • Purchase Orders by Status
  • Quotes by Accounts
  • Invoices by Status
  • Sales Orders by Status

ZOHO’s modular reporting system is great to improve productivity! Check out ZOHO’s Contact Management offerings next!

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