Prediction Analytics | Zoho CRM - Help

Prediction Analytics

 

Zia can understand business metrics, analyze them, and predict the possible outcome that can help in decision-making and preparing your business for the future. To substantiate the prediction results, Zia shows the analytics that were taken into consideration to predict an outcome.
 

Zia Analytics

Zia Prediction is designed in such a way that it helps sales reps improve the quality of their day-to-day activities. It helps managers take in the prediction insights and help improve their decision-making, including which deals to focus on, understanding where the sales reps need to improve, and more. With the existing prediction analytics, users can understand Zia's prediction capabilities and its broken down for users to better consume these analytics.


 
Overall accuracy of the predictions and its quality:

Zia will give itself a score on the strength of its prediction capacity. It will take into account the prediction score it gave, the number of deals closed based on the prediction, and the number of deals lost. This way, Zia will learn to correct its own trajectory to better study the data and provide better predictions in the future.
For example, 50% accuracy is considered acceptable, while more than 50% is excellent.
For example, in the image below we are predicting the type of health insurance that is likely to be purchased by a customer. Based on the analytics, Zia shows that 2465 active predictions are currently available and the accuracy is 38%.

 

 

The number of records that uptrend or downtrend:  
Based on the recent activity a record's progress towards higher or lesser probability is calculated and displayed as an uptrend or a downtrend. For example, in the image above, five deals uptrend and two deals showcase a downward trend for deals which are about to be lost as predicted by Zia.
 
Time-based graphical representation of prediction accuracy display:
You can see the number of accurate predictions made last week, month, quarter etc. You can also view the number of successful and failed predictions, calculated by evaluating the actual field value vs. the predicted field value at the end state. For example, the number of deals that were predicted as closed won vs. the actual number of deals that were closed won. As per the image below, 32 deals were accurately predicted.
 


Failure prediction - Users Who Got Most Prediction As Failure: 
In this, Zia will provide a report on all of the total predictions it's given for each user in the CRM system, the number of predictions that failed and the number of active predictions in a tabular format. This will help admin-level users understand how users are approaching the deals and aid in better decision-making. For example, if Zia has predicted a win for a particular deal and it ended up becoming a lost deal, managers can understand what went wrong with this analytics and even go to the extent of deciding whether to rely on this prediction or not.


 

 

Closed Lost Prediction Deals Current Stage:
Whenever sales reps are focusing on deals and it gets to a point where the deal is going to be lost, it would have been better if they got an idea beforehand so they can focus on those deals better. Zia will predict deals that are likely to be closed lost based on its current stage and this depiction can help sales reps focus on what can be done better at the early stages instead of when it's usually too late.


 

 

Win/Loss analysis:
Zia Prediction will provide the win/loss analysis, taking into account the numbers that went into the prediction, and how efficiently the system helped in predicting a win or a loss apart from that, it also lists the most influential factors for arriving at this analysis. For example, take the case of a Health insurance company, their win/loss analysis looks something like this. Here you can get the overall health insurance policies won by reps and those that are lost, the number that was predicted and the success and failure rate of the predictions along with a graphical representation of the same data.


 

 

 

Failed prediction segmentation:
Zia will segment the previously failed predictions, and validate them and this information can be used to understand the common characteristics that different segments have to arrive at a pattern for failure. It will group the failed predictions as segments based on different fields. You can filter to see the unique fields and they will be highlighted like this:


 

This can help you assimilate a reason for failure if any and take action accordingly.
 
Contributing factor:
Every record will have a Zia prediction contributing factor to help users understand data at a record level. But to understand the overall sentiment of the organisation, Zia prediction analytics will now give you an overall idea of the top positive and top negative contributing factors that have influenced the winning deals and the lost deals respectively.
 
This again will help users understand where they are and perform course corrections if needed.


 

 

 


Delayed deals:
This will help users understand which deals were delayed beyond their prediction dates. Zia will provide a report on the predicted date and the actual date of conversion along with the Deviation in terms of days.


 

 


Points to remember
  1. If there is no sufficient data, Zia will not be able to compute the analytics. Hence, there won't be any data to display.
  2. If the number of records in active prediction are shown as 0 that implies the records may not have undergone any recent update or they have been newly added to the CRM system. You can wait for a couple of days or weeks and revisit the Analytics to see the uptrend or downtrend.
To view prediction analytics
  1. Go to Setup > Zia > Zia Prediction.
  2. Click the Analytics tab.

Note:
Only those users who have the permission to manage Zia configurations can view the Prediction Analytics.

 


    Access your files securely from anywhere

      Zoho CRM Training Programs

      Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

      Zoho CRM Training
        Redefine the way you work
        with Zoho Workplace

          Zoho DataPrep Personalized Demo

          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.

          Zoho CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION









                                            You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Zia Field Prediction

                                                                                                                Zia's field prediction builder is a toolkit for CRM administrators to build custom predictions in their business. This simple and intuitive builder can quickly predict probable outcomes for both standard and custom modules. What can you predict? You ...
                                                                                                              • Capabilities of Zia in Zoho CRM— A perspective

                                                                                                                Zoho CRM harnesses the transformative power of Artificial Intelligence (AI) to revolutionise decision-making across all critical areas of your business, from initial customer interactions to their entire journey. With Zia, AI-powered assistant, Zoho ...
                                                                                                              • Analytics for Zia Best Time to Contact

                                                                                                                For every organization, winning a deal and converting a prospect is a positive milestone. It requires a combination of the right product, the right pricing, and, perhaps most importantly, the right communication at the right time. This is why Zia, ...
                                                                                                              • Zia Recommendation Analytics

                                                                                                                Zia can analyze customer data such as purchase details, interests, and requirements to recommend similar items for other customers. It also compares the behavioral pattern of customers and identifies similar attributes, which it uses to recommend the ...
                                                                                                              • Predict customer churn using Zia

                                                                                                                One of the biggest ongoing challenges businesses face these days is customer churn. It means your customers are discontinuing their transactions with you or, in other words, withdrawing from your business. This is a threat for any thriving business, ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources