Add matrix-like component to Zoho CRM dashboard
Hi,
We store and keep track of all our prospects in Zoho CRM. I've built a dashboard in Zoho CRM to monitor our sales results. Every prospect gets assigned two consultants: a main consultant, and a second consultant, as defined in two fields (consultant 1 and consultant 2) through a dropdown menu on the prospect page. This duo jointly carries out the entire sales process with this prospect. Now I want to add a module to my dashboard with some sort of matrix to provide an overview of the most succesful duo's. The composition of a duo changes every time. So basically all consultants co-operate with one another, with regard to sales. Hence, there are a lot of variations.
I have components that filter the amount of clients out of all prospect we spoke to etc., but now I want to add a layer of filtercriteria based on consultant 1 and consultant 2 of each prospect with the status ''client'', in a matrix overview to quickly see the best performing sales duo's.
Currently I can only do this on a personal level. So person A, who was either involved as consultant 1 or consultant 2 for a prospect, has X amount of clients out of all prospect he has spoken to. I wonder if it's possible to this on duo level as well?
I'm willing to provide screenshots of my dashboard and components if my question is unclear.
Thanks!
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