Zia Presentation - Overview

Imagine the monthly sales performance meeting, for instance, where your organization collectively discusses projections like the number of leads generated, qualified, and converted, the number of deals won, lost, or stalled, the highest performing products, and the lowest performing territories. Zia Presentations is handy for recurring reviews like this which normally require you to collate cumulative data each time, as it saves you a substantial amount of time and effort.

Note:

Zia produces its monthly analyses on the first day of the subsequent month and releases them as notifications in the Zia Notification panel. Click here to learn how to access these statistics.

Availability

Permission required

Zia Presentation is available only for organizations with 10+ user licenses in the Enterprise and Ultimate edition.

Organizations registered in the US, IN, CN, AU, EU, and JP can access this feature.

Only administrators can enable and view presentations.

Zia's insights

Lead information

1. Number of leads created
   
2. Number of junk leads
   
3. Number of untouched leads
   
4. This Week leads
   
   

Notes :

1. Records without any activity after creation are classified as untouched records.
   
2. While all the KPIs are based on a monthly analysis, the This Week Leads KPI details the number of leads created in the last week of the given month.
   

Deal information

1. Number of open deals
   
2. Number of deals created
   
3. Number of deals won
   
4. Number of deals lost
   
5. Average sales cycle
   
6. Sum of revenue
   
   

Revenue by lead source

Activity information

1. Open tasks
2. Completed tasks
3. Meetings
4. Calls
5. Overdue tasks
   

Behavioral analytics in Zia Presentation

Cohort analysis

Quadrant analysis

Notes:

1. The number of insights or KPI displayed is subject to the type of data available in your CRM.
   
2. With regards to the behavioral analytics, Zia selects the module based on your usage. In other words, if the activity is mostly around the Deals module, then Zia will display a behavioral study of the Deals module.
   

Advanced analytics in Zia Presentation

Apart from the insights and behavioural analytics charts, Zia also incorporates advanced analytics into the presentation, such as the Best Time Analytics and VoC Forecast charts. These features provide more in-depth understanding of customer interactions and future patterns, enhancing your presentations with valuable data that reinforces your storyline.

Best time to contact analytics

Zia presents significant charts for Best Time Analytics, such as optimal contact times and customer interaction trends. These charts are generated either from specific user data or from the entire organization's data if Zia is configured to make the decision. When a manager adds team members, the Best Time Analytics will automatically include the data of these team members without any additional setup required.

VoC Forecast charts

Zia decides which graphs to display and organizes them in a logical manner in Story Mode. For example, if Zia recommends graphs from the Deals module and discovers a relevant forecast, it seamlessly incorporates this forecast to maintain a smooth flow in the story. In cases where Zia believes you do not frequently utilize the Deals module and does not suggest any graphs from it, the forecast is instead added at the end.

The charts that you'll see for VoC forecast:

1. Open deals categorized by the intent in the form of a pie or donut chart.
2. Table for the deals lost based on the intent.
3. Tabular representation of the main keywords for analyzing a forecast.
   

Using Zia Presentation

The slide deck Zia prepares is pushed as a notification in the Zia Notifications pane l each month.

1. Expand the slide to full screen
   
2. Zoom in and out
   
3. Navigate between slides
   
4. Point and present using an arrow and laser light pointer
   
5. Annotate as you present, using a pen and highlighter
   
6. Erase markup
   

Notes:

The markup or edits made to the slides while presenting the deck will not be saved or carried over to Zoho Show. Any edits made here are momentary annotations to emphasize data points as you narrate.

Customize your presentations

Notes:

The data featured in presentations is real-time data from your Zoho CRM account. Any changes made to the slides after the export to Zoho Show will be synchronized with the slides in Zoho CRM. You can, however, manage or review versions by accessing Versions under the Review tab of the presentation. Click here to learn more.

Enable Zia Presentation

1. Go to Setup > Zia > Notifications > Zia Presentation.
   
2. In the Zia Presentation page, toggle the Monthly Presentation option. If the toggle switch is green, the feature is enabled.
   

View Zia Presentation

1. Click on the Zia Notification Panel from the bottom of your CRM application.
   
2. Click on the presentation notification to preview the slides.
   
3. Toggle the presentation options (Full screen, zoom, pointer, page navigator) from the bottom of your slide to present your slides from Zoho CRM.
   
4. Click View in Show to export the slides to Zoho Show for further customization.
   

To create a presentation from a dashboard

Availability
This feature is being released in a phased manner for orgs using Enterprise edition and above in US, AU, EU, IN, JP, and CN DCs.

You can quickly convert a dashboard into a presentation and use it in your team meetings, strategy sessions, performance reviews, and so on. You can start presenting the new slide deck right from your CRM. If you want to make some changes, you can easily open the slide deck in Zoho Show. The changes made there will be synced back to the slide deck in your CRM.

To do this:

1. Click the Analytics module.
   
2. Select the required dashboard in the left pane.
   
3. Click the more (...)  icon at the top right corner of the dashboard and select Create as Presentation.
   Note: When a presentation is being created, you will not be able to create another one. Each user can create a maximum of 10 presentations per month. The slide deck will be erased one month from the time of creation.
   
4. You will get a notification once the presentation is created. Click View in Zia Notification.
   
5. The notification will be selected by default, and the presentation will be shown in the Dashboard Presentation pane.
   
6. If you want to start presenting from within the CRM, use the presentation options available at the bottom of the slide deck. You can:
   
1. View the slide deck in full-screen mode.
   
2. Zoom to a particular section.
   
3. Use a pointer or marker, along with the options to hide and erase markup.
   
4. Navigate to the next or previous slide, or pick a particular slide
   
7. f you want to present the slide deck from Zoho Show or want to make changes to it, click View in Show.
   

Note

1. Each user can create a maximum of 10 dashboard presentations per month. You can see how many you've already created by hovering over the Create as Presentation option.
   
2. When a presentation is being created, you will not be able to create another one.
   
3. You can access your slide deck by clicking on the Zia Notification Panel from the bottom of your CRM application. The slide deck will be erased one month from the time of creation.
   
4. If you open the slide deck in Zoho Show and make changes to it, the changes will be synced back to the deck in the CRM. Markup will not be saved.