Reports & Dashboards

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Zoho CRM enables fully customizable reports in all the modules with more flexible options such as cross-linking modules, arithmetic operations, different types of layouts, 3-level column grouping, public/private folders, scheduling reports generation and delivering to the intended users including non-Zoho CRM users through email. In addition, 25 plus 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. In the Zoho CRM solution dashboard comprises of different types of two-dimensional/three-dimensional (2D/3D) charts, which are generated dynamically built over the Macromedia Flash technology. The unique chart is Funnel chart, which can be used to visualize the sales pipeline at various stages intuitively.

CRM - Analytics Modules

• Reports
• Dashboards

• 25+ standard reports in sales force, marketing, customer support, and order management modules
• Ability to have cross link reports spanning multiple modules
• Store reports in different types of public/private folders and enable access to the users according to their access privileges
• Schedule the report generation mechanism and send printer-friendly reports to the specified users including non-Zoho CRM users.
• Export reports data to various formats such as XLS and PDF
• Drill down to report data from dashboards.

• Flash-based, interactive dashboards with an aesthetically pleasing layouts and fast loading capability
• Fully customizable dashboards with different types of Bar, Funnel, Pie, and Line charts
• Drill down charts for further data analysis

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