Zoho Advanced Analytics with Team Module support – Now includes teams, notes, and fields in reports & insights
Greetings all,
Advanced Analytics is now accessible via Zoho CRM's team modules, which means you can add team modules—plus their notes and fields—for inclusion in reports, insights, and other analytical functions.
Alongside the standard and custom modules available in Advanced Analytics through the Zoho Analytics Configuration pop-up, you can now also choose the team modules listed at the bottom.
Note:
Team modules in Advanced Analytics carry properties similar to custom modules; users can manually create dashboards for use cases that match their business scenarios.
Team modules in Advanced Analytics carry properties similar to custom modules; users can manually create dashboards for use cases that match their business scenarios.
With this enhancement, enterprises with multiple teams get a structured, team-level view of CRM data without manual tagging or exports. Let's quickly look at how this helps with Advanced Analytics:
- Get a closer overview of team productivity with reports that cover metrics like tasks completed per team/member, average turnaround time, and workload distribution.
- Track customer journeys across the full customer lifecycle (Lead → Deal → Onboarding → Support) while identifying drop-offs between stages handled by different teams.
- Track team activities and how many records or tickets each team has managed, based on the associated module that's synchronized with Analytics.
- Create dashboards like “Deals closed by team" or “Leads handled per team" for quick insights.
Feel free to leave your queries as comments below.
Help resource: Setting up Advanced CRM Analytics
Availability
DCs: All DCs
Editions: All paid editions
Released to: The enhancement is released to all customers.
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