Hi,
I need to monitor my sales team performance/activity.
I need to create a cross table report that indicates per week, per month, per quarter key business indicators bellows:
- Number of new leads src: Zoho CRM
- Number of lead converted src: Zoho CRM
- Number of calls done src: Zoho CRM
- Number of events/clients visites done src: Zoho CRM
- Number of tickets (Clients feedbacks on our products) opened src: Zoho CRM
- Numbers of estimates src: Zoho Invoice
- Numbers of orders invoiced src: Zoho Invoice
- Total amount of orders invoiced src: Zoho Invoice
- Average amount of orders invoiced src: Zoho Invoice
- Numbers of payments received src: Zoho Invoice
- Total amount of payments src: Zoho Invoice
- Average amount of payments src: Zoho Invoice
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On one hand, there are reports available in Zoho CRM and Zoho Invoice;
On the other hand, it is possible to create database in Zoho Reports.
How can I create tables in Zoho Reports that are linked to (synchronized with) reports in Zoho CRM and Zoho Invoice ?
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Regards,