With Zoho Analytics, we have created custom reports and dashboards for our client- roofing firm, allowing them to analyze, visualize, and compare their CRM data for the following purposes:
User Activity Analysis: We set up KPIs in dashboard to track and compare user activity. By showing user counts based on their activity status in Zoho CRM, this helps evaluate how engaged users are and how their activity aligns with your business goals.
Job Count by Lead Source: Visualize the count of jobs (prospects) filtered by lead source. This report provides insights into which lead sources are generating the most prospects, helping you refine your marketing and sales strategies.
Job Count and Revenue by Job Status: This report tracks job counts and revenue by job status. It’s a great way to see how different job statuses affect their revenue and make smarter decisions
Historical Data Comparison: By default, all KPIs show data from the previous week, but the timeframe can be adjusted using a filter. This flexibility allows you to analyze trends and performance over different periods.
Target vs. Actual Revenue Performance: Clients can set goals for various metrics and compare them against actual values over time with line charts. This helps assess performance, track revenue progress, and adjust strategies to hit targets.
By leveraging our expertise in Zoho Analytics, our client(roofing firm) was able to gain a deeper understanding of their data, make informed decisions, and boosted their overall business performance.
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