Zoho CRM Lead Conversion Analytics

Zoho CRM Lead Conversion Analytics

Hello,

As you can see in the image below, we use the Funnel Style component in Zoho CRM Analytics to acquire Lead Conversion Percentages.


However, the issue we are experiencing is that we are unable to compare Lead Conversion Percentages among our CRM Users, specifically Sale Reps. Additionally, we are highly interested in including the Lead Source in such a comparison.



We want to be able to easily compare Lead Conversion Percentages by BOTH a CRM User and by Lead Source in one Component, such as in the manually created chart below for example purposes.

 

Eric

Kayla

June

Heather

Megan

Calvin

Mary

Joslyn

Webinar

4.2%

10%

7.3%

2.1%

5%

6.7%

6.1%

2.2%

TKS

6.1%

5.4%

9%

5%

2.3%

3.3%

10%

4.5%

PC Completed

1.4%

6%

8.7%

4.2%

10%

2.4%

5%

8.3%



Can a Component with the above stated requirements currently be created in Zoho CRM?


If so, please provide details on how to do so.


We can’t seem to find any way to easily create such a Component to compare this simple, yet important metric comparison for our business.


Thanks,


    Zoho Developer Community






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