Analytics / Dashboards
Stage component
Some of the options mentioned in this document are being released in a phased manner and may only be available to specific users. In today's fast-paced, competitive business environment, it has become necessary to enforce a process monitoring system. ...
Zia Strategy Influencer
Zia Strategy Influencer - A data-driven approach to achieving business goals Scope Every organization is driven by strategic business goals, which provide them with a purpose and a direction for their efforts. However, the tricky thing about having ...
Zone Analysis
Some of the options mentioned in this document are being released in a phased manner and may only be available to specific users. A company's CRM account includes a huge amount of business-related information, including customers' interests and ...
Quadrant Analysis
Some of the options mentioned in this document are being released in a phased manner and may only be available to specific users. What is quadrant analysis? You can measure or compare a limited set of business data using a chart or KPIs, but if you ...
Cohort Analysis
Some of the options mentioned in this document are being released in a phased manner and may only be available to specific users. What is cohort analysis? Cohorts are groups of users, customers, or data that share similar characteristics at any given ...
Funnel
Some of the options mentioned in this document are being released in a phased manner and may only be available to specific users. The Dashboards tab is renamed as Analytics for selected accounts. A funnel segregates the data based on different stages ...
Target Meter
Some of the options mentioned in this document are being released in a phased manner and may only be available to specific users. The Dashboards tab is renamed as Analytics for selected accounts. Target meter lets you set and monitor targets for your ...
Anomaly Detector
Understanding the positive and negative trends in business Anomaly detection is a technique used to identify unusual or out-of-the-ordinary behavior that does not conform with the normal trend of a business. For example, a sudden dip in purchases, ...
Comparators
Some of the options mentioned in this document are being released in a phased manner and may only be available to specific users. The Dashboards tab is renamed as Analytics for selected accounts. A comparator lets you compare your organization's data ...
Key Performance Indicators (KPIs)
Some of the options mentioned in this document are being released in a phased manner and may only be available to specific users. The Dashboards tab is renamed as Analytics for selected accounts. Key Performance Indicator (KPI) is a standard ...
Charts
Some of the options mentioned in this document are being released in a phased manner and may only be available to specific users. The Dashboards tab is renamed as Analytics for selected accounts. A chart presents data from various records of a ...
Analytical Components - Overview
Zoho CRM provides different types of analytics components for user dashboards. The list of components that the users can choose from is: Charts - Chart is a graphic representation of the user's data. It gives quick insights into records for easy ...
Creating dashboards
Some of the features mentioned in this document are being released in a phased manner and may only be available to specific users. Analytics is a summarized view of the custom report data in Zoho CRM. It provides a platform for real-time analysis of ...

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