Painéis do Zoho CRM ajudam na Gestão Comercial?

Painéis do Zoho CRM ajudam na Gestão Comercial?

A gestão do departamento comercial é uma questão fundamental para qualquer empresa. Uma boa gestão proporciona previsibilidade, alinhamento e melhores resultados.

Acredito que todos que adquirem uma plataforma de CRM buscam uma gestão ágil e eficiente — e com o Zoho CRM não seria diferente.

O Zoho CRM conta com um módulo dedicado à criação de painéis, que facilita significativamente essa tarefa. Afinal, como disse um renomado consultor:
“O que não pode ser medido, não pode ser gerenciado.” — William Edwards Deming

O objetivo deste texto é apresentar um painel chamado "Gestão do Departamento de Vendas". Não pretendo apresentar a solução definitiva ou o ápice da tecnologia em gestão, mas sim compartilhar algo que tem me ajudado muito e me proporcionado uma visão mais clara para cuidar de um dos setores mais estratégicos da minha empresa.

Como começar?

Para construir um bom painel, é essencial começar com indicadores simples. Aqui vão algumas sugestões:

1) Total de Vendas no Mês

  • Um indicador simples e direto, ainda mais útil quando acompanhado de um comparativo com o mês anterior.
    Exemplo:
    R$ 85.351,48 (↓56% em relação ao mês passado, que foi R$ 193.894,27)

2) Quantidade de Leads Criados

  • Pode ser segmentado por produto ou serviço.

  • Ideal para avaliar se a demanda está chegando.

  • Visualização mensal, com comparativos do mês anterior.

3) Meta do Mês ou do Trimestre (Quarter)

  • Ajuda a monitorar o progresso em relação aos objetivos estabelecidos.

4) Leads Qualificados

  • Mostra quantos leads passaram pelas etapas de qualificação.

  • Importante refletir as etapas reais do seu processo de vendas.

5) Atividades Atrasadas

  • Um dos indicadores mais relevantes.

  • Atividades são a essência da venda: cada ação planejada aumenta consideravelmente a chance de fechamento.

6) Reuniões Realizadas

  • Um dado valioso para medir o engajamento e produtividade da equipe comercial.

7) Oportunidades Criadas

  • Mostrar o volume e valor das oportunidades ajuda a entender o pipeline e prever vendas futuras.

8) Geração de Negócios por Vendedor

  • Oferece uma visão individual da equipe.

  • Permite identificar anomalias e acompanhar de forma mais precisa o desempenho de cada membro.

9) Monitor de Desempenho do Trimestre

  • Proporciona uma leitura clara sobre o crescimento ou necessidade de ações corretivas mais intensas.

10) Possíveis Fechamentos da Semana

  • Foco é essencial.

  • Priorizar oportunidades quentes aumenta a efetividade da equipe.

Esses indicadores são apenas uma amostra do quanto o módulo de painéis do Zoho CRM pode ser poderoso para a gestão comercial.

E você?

  • Esses indicadores fizeram sentido para você?

  • Qual indicador você incluiria?

  • Acha interessante fazermos um webinar para aprofundar o tema?

Fico à disposição para trocar ideias e seguir aprimorando juntos nossa gestão comercial!

      • Recent Topics

      • Is It Possible to Hide Menu Option from Main Navigation?

        Is it possible to hide a menu option, e.g. Admin, from the Main Navigation based on some criteria, e.g. login = zoho.adminuser

      • How many clients can be added to Zoho Practice?

        How many clients can be added to Zoho Practice without having their zoho app?

      • Add Comprehensive Accessibility Features to Zoho Writer

        Hello Zoho Writer Team, We hope you are doing well. We would like to submit a feature request to enhance Zoho Writer with a full set of accessibility tools, similar to the accessibility options already available in the Zoho Desk agent interface. 🚧 Current

      • Need more details on API Usage Dashboard

        Hi Team, We have implemented Zoho Expense for a client and has done some integrations with well known third party ERP via api. Recently we have noticed a huge spike in the API consumption. But we couldn't get the root cause for the same. I accept there

      • Global Search placement in the new UI

        Having a hard time with the global search placement in the UI redesign. Surely I can't be the only one. Previously global search placement was perfect. A bar at the top/center of the page. Exactly where you would expect it to be. Since the new UI has

      • Preview an upload PDF or File

        I have a form where the customer has to upload a file (normally PDF - never jpeg)  When in report view I want to be able to preview the uploaded file without having to download it.  If I click on the upload it downloads to my computer, I want to be able

      • Edit item custom fields

        Getting this error : Transactions have been created with the custom field. Hence it cannot be deleted. Not trying to delete it, just trying to change which modules to show in or to not show at all in transactions !

      • Rendering PDF to view on page

        My company upload lots of PDF files onto Zoho. But every time we open it, it downloads the file instead of viewing it on the web page. Does Zoho allow uploaded PDF files to be rendered to view on web page yet? I've been trying to use <embed> or <object> but it cannot be loaded.  (similar thread: https://help.zoho.com/portal/community/topic/how-to-open-a-pdf-file-of-a-view-in-preview-mode)

      • Dynamically Fetching Lookup Field Display Value

        I have an audit trail form, Audit_Changes, that tracks old vs new values across different forms. For lookup fields, the old/new value is the ID, but I also need the display value. What's a best practice for dynamically fetching the display value of the

      • Create folder is fetch fails

        coming from zapier... zapier has a google drive task that searches for a specific folder in google drive, and if it fails to find the folder it will create a folder based on the search criteria, and contine along the singluar path of the flow. Trying

      • Workflow workdrive rollout

        Hi! When will workflow be rolled out to all users? Thanks.

      • Workdrive and ChatGPT Team Synced Connectors

        Hi, we want to be able to integrate Zoho Workdrive with OpenAI’s ChatGPT Team plan. Google Drive and OneDrive both offer this, zoho please catch up asap. We dont want to have to put our company files in google drive, we want to allow chatgpt Team edition

      • Are Environments Worth It?

        In concept, Environments in ZC is a great idea. I think the flow is pretty smart when you compare it to GitHub, especially for a low code audience. However, in practice, I've found it to be unpredictable, and I've only used it a few times. Aside from

      • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

        Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

      • InvokeURL butchering JSON for OpenAI API calls

        My organization works with mostly educational institutions. We have a custom module called "Schools", which is the user-entered school name they put when using our service (which they enter along with their state and zip code). We want to map this to

      • Is it possible to pull the Zoho desk data into Zoho analytics in real time

        Hi - I am looking to add more dashboards and reports of Zoho Desk in analytics. I see there is a schedule to pull the data into analytics, but I'm wondering if there is an option to pull the data in real time instead of a specific interval?

      • Contact's title in "Contact Role Mapping"

        When I'm creating a deal, I'd like to see the contacts title in the listing. Right now, I only see this: How can I get the contact's title in there?

      • Microsoft Teams now available as an online meeting provider

        Hello everyone, We're pleased to announce that Zoho CRM now supports Microsoft Teams as an online meeting provider—alongside the other providers already available. Admins can enable Microsoft Teams directly from the Preferences tab under the Meetings

      • Account in Quick View Filter

        I have a report that I often run against a specific Account. Every time, I have to go into the edit menu and change the Advanced Filter. I would prefer to use the Quick View Filter, but it does not allow me to use the one and only field that makes any

      • Account in Quick View Filter

        I have a report that I often run against a specific Account. Every time, I have to go into the edit menu and change the Advanced Filter. I would prefer to use the Quick View Filter, but it does not allow me to use the one and only field that makes any

      • Ability to Create New Items When Zoho Trident is Minimized via tray or taskbar icon

        Allow users to create new items (emails, calendar events, tasks, etc.) directly from the system tray icon or by right clicking the task bar icon, even when the window is minimized or not actively running in the foreground. This enables quick access to

      • Bug Report and Suggestions for Improvement in Zoho Applications

        Hi Zoho Team, I’d like to report a few bugs and improvement suggestions I’ve noticed while using Zoho products: Zoho Cliq Video Call: The camera sometimes turns off automatically during video calls. This seems to be a bug — please check and fix it. Zoho

      • Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas

        Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. With

      • I can not see Undeliverable emails from my Mass Email Leads activity in CRM

        I am sending email templates and I can not see the Undeliverables? I only receive the "Out of Office" replies and any manual replies from the lead. Can you please let me know where the Undeliverable emails are sent so I can use the information to clean up the database?

      • Select Zoho Contacts as Meeting Participants in Zoho Cliq

        Hello Zoho Cliq Team, We hope you're doing well. We would like to request an enhancement to the meeting scheduling functionality in Zoho Cliq. Current Limitation: When scheduling a meeting in Zoho Cliq, participants can only be selected from: Organization

      • Creating Secret via Vault API

        Hi I am trying to create a secret through vault api.  This is the response I get. One thing I am not sure is how to decrypt the secretdata, how to get the secrettypeid? {     "operation": {         "result": {             "error_code": "",             "message": "Sorry, we are unable to process your request.",

      • Ability to Select External Users from Participants List When Scheduling Meetings

        Hello Zoho Cliq Team, We hope you're doing well. We would like to request an enhancement to the meeting scheduling experience in Zoho Cliq. Current Limitation when scheduling a meeting in Zoho Cliq: External users can be selected from the list only under

      • Kaizen #212 - Map Dependency Fields in Zoho CRM using APIs

        Welcome back to another week of Kaizen! Over the past few weeks, we have been addressing your questions and feedback shared through our Kaizen 200th feedback form. Thank you for your continued engagement and thoughtful queries. We truly enjoy helping

      • Enhancing Zia's service with better contextual responses and article generation

        Hello everyone, We are enhancing Zia's Generative AI service to make your support experience smarter. Here's how: Increased accuracy with Qwen One of the key challenges in AI is delivering responses that are both contextually accurate and empathetic while

      • CRM for email in Outlook: how to ignore addresses?

        We’re using the "Zoho CRM for email" add-in for Outlook. When opening an email, the add-in displays all email addresses from the message and allows me to add them to the CRM or shows if they’re already contacts. However, sometimes people listed in To

      • Zoho Sign Reminder email template

        Is there a template we can edit for the reminder emails? I don't see it in Settings / Choose a template

      • Outdated state in mexico

        Hello Zoho team, the drop down to add the state for customers, when they introduce their state in mexico has a city named “Distrito Federal” that name changed many years ago to “ciudad de mexico”. could you please update this so my clients can find the

      • Is anyone using Zoho Flow with airtable?

        I need to build a flow that collects data from airtable and uses some of that data to create folders and files in google drive. I have fully function version of this in zapier and want to migrate to zoho. I am trying to perform a very basic fetch from

      • Default in fields on Form B based on the user selection in Form A

        Hi Everyone, I have added an action button to a form report to bring up a new form based on user selection, see it indicated in red below: Then when the ne form loads, I want to default in some of the fields based on the record the user was selected on.

      • SOME FEATURES ARE NOT IN THE ZOHO SHEET IN COMPARISION TO ZOHO SHEET

        TO ZOHO sir/maam with due to respect i want to say that i am using ZOHO tool which is spreadsheet i want to say that some features are not there in zoho sheet as comparison to MS EXCEL like advance filter and other Features which should be there in ZOHO

      • Organization Emails in Email History

        How can I make received Org Emails to show up here?

      • AI in Zoho Workplace: A Sneak Peek into What’s Coming!

        Hello everyone, We’re super excited to share something we’ve been working on and we want you to be part of it! You may have seen our announcement blog post introducing a major evolution in how AI works within Zoho Workplace. Want to be among the first

      • Display Client Name in Zoho Creator Client Portal Dashboard

        Hello Zoho Creator Team, We hope you are doing well. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for providing a personalized portal experience. However, there is currently

      • Meet Canvas' Grid component: Your easiest way to build responsive record templates

        Visual design can be exciting—until you're knee-deep in the details. Whether it's aligning text boxes to prevent overlaps, fixing negative space, or simply making sure the right data stands out, just ironing out inconsistencies takes a lot of moving parts.

      • Migrate file from Single File Upload to Multi File Upload

        Dears, I have created a new field Multi File Upload to replace the old Single File Upload field. I'd like to ask you guys what is the best way to migrate the files to the new field?

      • Next Page