How Can You Track Sales Performance Using Dashboards and Reports in Zoho CRM?
Zoho CRM provides real-time dashboards and advanced reports that help track sales activities, pipeline progress, conversion rates, and rep performance.
Use Pre-Built Reports:
Go to Reports → Sales → Choose from reports like “Deals by Stage,” “Lead Conversion,” or “Sales by Rep.”
Create Custom Reports:
Select the module (e.g., Deals), add filters, group by fields like “Industry” or “Territory,” and choose columns to display.
Design Dashboards:
Go to Dashboards → Create New Dashboard → Add components like charts, tables, and KPIs.
Example: “Monthly Revenue,” “Top Performing Sales Reps,” “Open Deals by Stage.”
Schedule and Share:
Email reports to stakeholders or schedule them weekly/monthly.
Why This Workflow Matters:
Dashboards offer instant insights for decision-makers while detailed reports support sales reviews, forecasting, and performance coaching.
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