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 analysis. We support bar chart, horizontal chart, line chart, stacked chart, pie chart, donut chart, table chart, funnel chart, and area chart
KPI - Key Performance Indicator lets users measure the performance of their team. We support Standard, Growth Index, Basic, Scorecard, and Rankings KPIs.
Comparator - Comparator gives users a comparative overview of any data, including user performance, lead source, and more.
Anomaly Detector - Anomaly Detector detects any type of discrepancy in the user's usual business process.
Target Meter - Target meter lets users set and monitor targets for their team.
Funnel - Funnel provides a visual depiction of different stages in the user's business. We support Standard, Compact, Segment, Classic, and Path funnel components.
Cohort analysis: Cohort analysis helps Zoho CRM users understand customer behavior across the sales life cycle or their buying trends and patterns, for analyzing support costs over a specific period, or other similar metrics. Results drawn from the analysis can be used to adjust existing services or products offered to the identified cohorts and to observe the resultant impact on the overall health of the business.
Quadrant analysis: Quadrant analysis scatters the data that users want to analyze or measure into four quadrants. They can analyze data, such as the type of campaigns versus the revenue generated to identify the campaign that was most effective or leads created versus lead source to identify the source and others.
Note
You can add maximum 20 components to a dashboard.
Only Summary and Matrix reports can be added to the dashboard.
You can delete only those custom charts that are created by you.
Standard and Professional edition users can only create Charts and KPIs.
You can view a detailed drilled-down report by clicking on Charts, KPIs, Target meters and Comparators.
You can clone a component, when you want to create a component that is similar to an existing one. You can click on the More icon of an existing component and click the Clone option.
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
Install the PageSense code snippet on your site in a matter of minutes and start collecting in-depth data about the website visitors to grow your business.
Set up goals in PageSense to measure every single action performed by visitors on your website like button or link clicks, form submissions, and page engagements.
Create funnels in PageSense to quickly see which pages visitors use to enter your website, where they navigate to next, and which pages they decide to leave without converting.
Visualize your visitor's behavior with color codes
Set up heatmaps in PageSense to see where users have clicked more, how far they've scrolled, and on which parts of a page they've spent the most time using color-coded patterns in reports.
Use form analytics in PageSense to see how people interact with different fields in your form, whether they complete the form successfully or not, and where exactly they drop out on your form.
Use session recordings in PageSense to watch a video of all the visitor actions performed on your website including the pages they navigate, the buttons they click, the UX issues they face, and more.
Run A/B or Split URL tests in PageSense to figure out which version of your web page works best for your business and results in the best conversion rate.
Use personalization in PageSense to deliver customized versions of your website for every individual customer based on their demographics, local weather, browsing history, and more.
Run polls on your website using PageSense to understand what your customers think about your products/services and what needs improvement on your site.
Use web push notifications in PageSense to schedule and notify your customers about an upcoming flash sale, product releases, promotional coupons, and a lot more that can spark conversions on your website.
Use pop-ups in PageSense to instantly grab the attention of visitors by showing attractive signup offers, coupon code discounts, or email newsletters that can eventually convert them into subscribers.
Use PageSense's advanced features like creating mutually exclusive groups, enabling cross-domain tracking, configuring customized project JS, and more to get deeper insights about your website.
Download the PageSense extension app available for your web browser with a few clicks and start collecting all of your required website metrics in real time.
Discover your favorite integrations with PageSense
Get a deeper look at your website's data by seamlessly integrating PageSense with a host of popular third-party apps like Google Analytics, Mixpanel, Intercom, and more.
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