5 dashboards no Zoho Analytics que transformaram a gestão dos nossos clientes
Nos últimos anos, implementamos o Zoho Analytics em empresas dos mais variados segmentos: varejo, saúde, jurídico, logística, SaaS. E uma coisa é certa: os CEOs que passam a ter dashboards em tempo real tomam decisões de uma forma completamente diferente.
Quero compartilhar com a comunidade os 5 dashboards que mais geraram impacto real nos nossos clientes, com os KPIs que usamos, como conectamos as fontes e algumas dicas de configuração que economizaram horas de trabalho manual.
Se você ainda não usa o Zoho Analytics integrado ao seu CRM ou Desk, este post vai mostrar o que você está perdendo. |
1. Funil de vendas conectado ao Zoho CRM
A primeira coisa que fazemos ao implementar o Zoho Analytics para um cliente com time comercial é criar o dashboard de pipeline. A integração nativa com o Zoho CRM torna isso muito simples.
Como configuramos:
• Conectamos o módulo Negócio do Zoho CRM ao Analytics via integração nativa (sem API, direto no painel do Analytics)
• Criamos um gráfico de funil com contagem e valor por Estágio
• Adicionamos filtro de Proprietário para o gestor ver por vendedor
• Configuramos um widget de forecast: soma de Montante × Probabilidade dos Negócios com fechamento no mês atual
• Agendamos envio automático do dashboard por e-mail toda segunda às 8h para o time comercial
KPIs que mais usamos
• Conversion Rate por estágio — calculado com fórmula customizada no Analytics
• Average Deal Size — média de Montante por Proprietário e por Tipo
• Pipeline Coverage Ratio — valor do pipeline ÷ meta do mês (ideal: acima de 3x)
• Days to Close — diferença entre Created_Time e Closing_Date usando campo calculado
Dica técnica: use o campo Lead Source do CRM como dimensão no Analytics. Assim você vê não só quanto pipeline tem, mas de onde veio cada oportunidade. |
2. Atendimento e SLA com Zoho Desk
A integração Zoho Desk + Zoho Analytics é uma das mais poderosas e menos exploradas. A maioria dos clientes que atendemos só tinha acesso aos relatórios padrão do Desk — que são bons, mas limitados quando você precisa cruzar dados com CRM ou comparar períodos.
Como configuramos:
• Conectamos o Zoho Desk ao Analytics via integração nativa
• Importamos os módulos Tickets, Agentes e Contatos
• Criamos medição de First Response Time e Resolution Time com campos calculados
• Configuramos alerta por e-mail quando o tempo médio de resposta excede 2h em qualquer dia
• Adicionamos uma visão por Canal para identificar qual canal gera mais tickets críticos
Fórmulas úteis que usamos
• First Response Time médio: AVG(First Response Time) filtrado por status != 'Spam'
• SLA Compliance: COUNT(tickets com First_Response <= SLA_Due) ÷ COUNT(total tickets) × 100
• CSAT Score: AVG(Rating) agrupado por Agente e por Mês
• Ticket Reopen Rate: COUNT(tickets com Reopen_Count > 0) ÷ COUNT(total tickets) × 100
Segredo de ouro: conecte o agente do Desk ao usuário do CRM usando o campo de e-mail. Assim você consegue ver o CSAT de atendimento cruzado com o histórico comercial do mesmo cliente. |
3. Marketing e geração de leads (Zoho CRM + Campaigns)
Este é o dashboard que mais impressiona clientes na primeira demo. Ver, em tempo real, qual canal de marketing gerou qual receita, é algo que a maioria das empresas nunca tinha conseguido fazer antes de usar o Analytics.
Como configuramos
• Garantimos que o campo Lead_Source está preenchido em 100% dos Leads e Negócios no CRM
• Conectamos Zoho Campaigns ao Analytics para ter dados de abertura e clique por campanha
• Criamos um funil de atribuição: Lead Source → Lead Status → Deal Stage → Amount (Closed Won)
• Adicionamos CPL calculado: investimento por canal (entrada manual) ÷ leads gerados por canal
• Configuramos um gráfico de ROI por campanha: receita atribuída ÷ custo da campanha
Antes de qualquer análise de marketing, o campo Lead Source precisa ser obrigatório no CRM. Este é o pré-requisito. Sem ele, o painel não tem base para atribuição. |
4. Financeiro e previsão de receita
Para clientes que usam apenas a stack Zoho (sem ERP externo), o Analytics consegue construir um dashboard financeiro bastante robusto combinando dados do CRM com planilhas de referência importadas manualmente ou via API.
Como configuramos
• Importamos os deals com Estágio = 'Venceu' como base de receita realizada
• Criamos uma tabela de meta mensal no Analytics (ou importamos de planilha) para comparação
• Calculamos MRR usando Negócios do tipo 'Negócio Existente' com recorrência mensal
• Configuramos forecast: SUM(Montante × Probabilidade) para Negócios com Closing_Date no mês atual
• Adicionamos gráfico de tendência mês a mês com linha de meta sobreposta
Para empresas com faturamento recorrente: use o campo Tipo do Negócio (Ex. Licenciamento vs Serviço) como dimensão principal. O mix entre receita recorrente e pontual diz muito sobre a saúde do negócio. |
5. Operações — Aplicativos Zoho Creator integrados ao Analytics
Este é nosso dashboard favorito, porque é onde o Zoho Creator brilha junto com o Analytics. Para clientes que têm processos customizados em Creator (aprovações, gestão de estoque, checklists operacionais), o Analytics vira a camada de inteligência em cima desses dados.
Como configuramos:
• Conectamos os reports do Zoho Creator diretamente ao Analytics via integração nativa
• Criamos KPIs operacionais customizados: tempo de aprovação, taxa de conclusão por processo, utilização por usuário
• Adicionamos visão de adoção: quantos usuários únicos acessaram cada aplicativo Creator nos últimos 30 dias
• Configuramos alertas de anomalia: quando uma métrica operacional sai do padrão histórico em mais de 20%
• Cruzamos dados de Creator com dados de Desk para identificar se processos operacionais estão gerando tickets
A combinação Creator + Analytics é imbatível para processos customizados. Você cria o processo no Creator, mede no Analytics e melhora continuamente. É o ciclo completo de melhoria operacional dentro da stack Zoho. |
Dicas práticas de implementação
Depois de tantas implementações, aqui estão as lições que mais economizaram tempo e retrabalho:
• Comece com uma fonte, não com cinco e conecte só o CRM primeiro e valide os dados antes de adicionar Desk, Creator e Campaigns
• Padronize os campos antes de conectar, Lead Source vazio, Estágio com valores inconsistentes e Proprietário em branco vão contaminar qualquer dashboard
• Crie uma pasta de dashboards por audiência, CEO vê visão estratégica, gestor comercial vê detalhamento, vendedor vê só o seu funil
• Agende envio automático, sendo que o melhor dashboard é aquele que chega por e-mail toda segunda-feira sem que ninguém precise acessar o sistema
• Use os filtros globais do Analytics, um único dashboard com filtro de período serve para daily, weekly e monthly review
Se também um link com um vídeo sobre como fazer isso no Analytics (https://www.youtube.com/watch?v=tNBGpdJfG8I)
Caso tenha faltando algum dashboard, por favor compartilhe conosco nos comentários. Vamos enriquecer esse tópico.
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Leandro Garcia
Sticky Posts
Participe dos encontros exclusivos Zoho User Groups (ZUGs)
Temos um convite especial para você! Participe dos Zoho User Groups (ZUGs), encontros presenciais que conectam usuários, especialistas e parceiros da Zoho. Esses eventos são a oportunidade perfeita para compartilhar melhores práticas e descobrir comoBoas Práticas na Comunidade Zoho Brasil
Participar da Comunidade Zoho Brasil pode ser uma experiência enriquecedora e colaborativa, mas para que isso aconteça, devemos sempre contribuir para um ambiente positivo e construtivo. Aqui estão algumas dicas de boas práticas para garantir que todosSeja muito bem-vindo à Comunidade Zoho Brasil!
É com muita empolgação que convidamos você a fazer parte deste novo espaço de colaboração, interação e troca de conhecimentos! Na Comunidade Zoho Brasil você poderá criar tópicos de conversa nos fóruns e também colaborar em discussões produtivas iniciadasA assistente de redação inteligente do Zoho Writer, Zia, agora oferece suporte ao português brasileiro!
Obtenha sugestões contextuais de ortografia e gramática e melhore a qualidade geral do seu conteúdo com a Zia ao escrever em português. Estamos treinando a Zia em um novo idioma para atender à crescente demanda dos nossos usuários por acesso multilíngue.
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
"Track Inventory for this item" is forced checked by default for goods items (eTims issue?)
Hello, Since connecting our Zoho books to eTims (Kenya) the "Track Inventory for this item" is forced checked by default (eTims issue?) in the Item creation page for any type of goods. So when purchasing anything that the company does not intend to sale,Its 2022, can our customers log into CRM on their mobiles? Zoho Response: Maybe Later
I am a long time Zoho CRM user. I have just started using the client portal feature. On the plus side I have found it very fast and very easy (for someone used to the CRM config) to set up a subset of module views that make a potentially extremely usefulWhy can't we choose Fixed Asset account for Purchased Items? (eTims issue?)
Hello, When the company purchase items not for sale and not supposed to be in the inventory stock, like equipment for operational use, there is no way to access the Fixed Asset accounts in the drop down list. Is that an eTims limitation again? Or somethingPrint multiple uploaded images in an HTML snippet in a Page
I have a Form: Job_Preparation It stores details of each new item that must be built by the fabricators in our workshop. The form has a field: Documents I upload 4 image files to the Documents field. I want to print a sheet for our workshop staff withZoho Team Inbox - roadmap
Hi, would be good to understand the Teaminbox roadmap, in particular: 1. API / Zoho Deluge connections. We have a process where the each email needs to be either tagged or assigned daily. It would be great if we could automate a 5pm alert for any exemptionsSalesIQ Integration with LINE: API Rate Limit Issue and Pre-Chat Flow Concerns
Hello SalesIQ Developer Team. I have investigated the issue and found that the LINE Rate Limit is being consumed unusually quickly. LINE API free usage limit: 300 messages per month per band. This limit will be reached within the first few days. 1. LINEFree webinar! Sign documents across borders: AES, QES, ID verification
Hello all, Signing paperwork across geographies sounds simple, until critical questions around legality, security, and compliance pop up. Join our upcoming webinar to see how Zoho Sign helps businesses worldwide sign documents with confidence. Agenda:Blueprint Not Triggering When Lead Status Is Updated by Workflow (IndiaMART Integration)
I have set up a blueprint that triggers when a lead’s status is “New Lead.” Our CRM is integrated with IndiaMART, and when leads are created from IndiaMART, their Lead Status is initially set to None. To handle this, I created a workflow that automaticallyAdd field "Expected Availability Date" to Purchase Orders
Hi there. We drop ship and 'make to order' whereby we backorder sales order items directly with factories for manufacturing. One of the leading questions from Customers is "when is the order ready". Currently there is an 'Expected Delivery Date', whichRelated list view for Assets
We first set up all our parent assets in FSM and now we are adding child assets which are the parts for the parent assets. When under the customer related list, since it only displays 5 rows of data, I have to click through many assets to locate the parentHow To Invoice Immediately for Future Subscription
Hi, When a new subscription is created that has a future start date, Zoho Subscriptions does not invoice the customer until the start date of the subscription. Is there a way to immediately invoice the customer as soon as the subscription is created,Problem with the blueprint flow.
Scenario: 3 departments in a single environment: A-B-C agents from department 1 D-E-F agents from department 2 G-H agents from department 3 Since we've been using Zohodesk (2023), agents can assign tickets to the correct department using the blueprintCreate Tasklist with Tasklist Template using API v3
In the old API, we could mention the parameter 'task_template_id' when creating a tasklist via API to apply a tasklist template: https://www.zoho.com/projects/help/rest-api/tasklists-api.html#create-tasklist In API v3 there does not seem to be a way toSpell Check Red Underlines Keep Appearing Even After Disabling
Hello Zoho Support, I'm facing an issue in Zoho Writer where red spell-check underlines keep appearing even after I disable Spell Check. I have already: Turned OFF Spelling Errors Turned OFF Grammar Turned OFF Writing Quality Turned OFF browser spellAdd multiple users to a task
When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesmaniOS Books app shows filtered view after changing to All sales orders
My boss often checks sales orders on his iPhone. The app is mostly working fine, but there's an ongoing issue: When switching between different filters (also called custom views on the web), going back to All doesn't often work. It typically gets stuckEmpowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM
Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individualsRecurring Invoices
I'm looking to set up recurring invoices on a monthly basis, using GoCardless as a payment gateway. I've done this successfully, however there's a big problem with the Invoice Date and Due Date. We prefer to provide sufficient notice of collection (10Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps
We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurringVorrei disdire l'abbonamento
Vorrei disdire l'abbonamento, ma non trovo il modo. Mi assistete?Service line items
Hello Latha, Could you please let me know the maximum number of service line items that can be added to a single work order? Thanks, Chethiya.Has anyone successfully gotten conditional rendering to work in Zoho Books Sales Order HTML PDF templates?
I’m trying to hide a custom field box when the custom field is blank. The value placeholder itself works perfectly: ${salesorder.cf_distribution_reference_numb} If the Sales Order has a value, it renders correctly. Example: 45488045. But when I wrap thatWhat's New in Zoho Inventory | April & May 2026
Hello users, We're excited to roll out the latest Zoho Inventory updates for April and May 2026. These enhancements are designed to make your daily operations smoother and more efficient, from advanced inventory management and flexible pricing to automatedLatest updates to Zia in Office Integrator
Hello Zoho Office Integrator users! We’re pleased to share exciting updates to the proofing capabilities of Zia, our AI-driven writing assistant, in Office Integrator. With these updates, you can now get spell and grammar check in Brazilian Portuguese,Implementing Back Button Navigation in Zoho Creator
Zoho Creator does not currently support a native Back button within forms, so implementing backward navigation requires a workaround. We recently implemented this in an application that was split into 9 modular forms. Since users needed to move betweenDeleted User Emails
I need to delete a user as I need to re-use their license, but I'd like to keep all their emails that are attached to various contacts in the CRM. Their emails are hosted externally on an M365 license. Anyone any idea how best to engineer this? TIAIn wiki editor, dragging an image fails
Expected behavior: Within the WYSIWYG editor, we have been able to select and drag an image (that is already inserted in the page) to move it to a different position on the page. Current behavior: For a few days recently (possibly longer and I didn'tNot able to see appointements when the territory permission is activated
Hello, I created different territories to separate the various departments within the company that will be working on different projects. The issue I am currently experiencing is that when I enable territory-based permissions, I can see the work orderQuotes Module - import data
Hello Zoho, is it possible to import Quotes records? I was trying and i have no results. Raport shows no data imported. Could you help me please how to do it?Introducing the new Zoho Announcements Hub
Hello, Enterprise Support Community! We are excited to announce a new way to keep up to date with recent product releases and announcements for the Zoho apps you use on a regular basis. Introducing our new centralized location to bring together all ZohoIntroducing Custom Columns in Forecasts in Zoho CRM
Hello all, Forecasts in Zoho CRM help sales representatives, managers, and business stakeholders evaluate performance and plan future sales activities. While standard metrics such as Target, Achieved Amount, and Pipeline Amount provide a baseline view,Can Zoho CRM Emails be used in Zoho Analytics in any capacity?
We're wanting to display details about Lead Activity in regular reports through Zoho Analytics but we're having difficulty integrating Emails at all. We'd like to be able to note when an email is received and when it is sent somewhere other than justZoho Books - France
L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilitéSmart URL Determination
I would like to see Vault implement some sort of "smart" URL determination. When one starts to add a new username-password combination from a new site, Vault brings in the exact URL of the page from which this is happening. All too often, it looks somethingProject Statuses
Hi All, We have projects that sometimes may not make it through to completion. As such, they were being marked as "Cancelled". I noticed that these projects still show as "Active" though which seems counter intuitive. In fact, the only way I can get themComposite Services and Account Tracking
I am looking to garner support/request the ability to make composite services. A quick search in the forums brings up multiple requests for this feature. I fail to see why an item is mandatory while services are optional. I also would like to see theMarketer's Space: Lists vs. segments—what's the difference?
Hello Marketers, Welcome back to another post in Marketer's Space! In email marketing, reaching the right audience is just as important as crafting the right message. Yet many marketers often confuse lists and segments, using them interchangeably withoutBuilding a Multi-Step Form Experience in Zoho Creator Using Standard Forms
Zoho Creator does not currently provide native multi-step form functionality. For applications with a large number of fields, a common requirement is to split data collection into manageable sections while maintaining a single application record. In thisAdd Video link to interview record
Hi Team, we are having team members consistently go to the interview record to find the link for their upcoming meeting and have been confused that they have not been able to find them. When the interview is created can you please upload the link to theZoho projects dependancies is a joke
About to cancel our Zoho One subscription because Zoho Projects is a mess. Can't build a proper progream in it because the dependancies doesn't work properly. Can't believe this software is promoter as a project program when one can't even build a properNext Page