I am trying to determine how to setup Zoho CRM so I can report on how many of a specific product was quoted/sold during a specific time frame. I have associated Products with Potentials, added them to Quotes and Sales Invoices and I'm having a difficult time trying to figure out how to get this information out in a report or dashboard. This type of report will let me know if I need to order more product based on how many are in my pipeline as well as help determine what my top selling model is if I have more than one model in a specific category.

Thanks in advance for any insight.

Sincerely,

Shannon