Measure the effectiveness of your sales pipeline with the help of Data Blending. Using this feature, you can fetch data from multiple data sources and combine them to build powerful visualizations.
Example: Leads to invoices funnel.
You can blend the Leads data from Zoho CRM and Invoices data from Zoho Books to create a Leads-to-Invoices funnel.
This funnel chart will help you understand your sales pipeline and significantly improved the conversion rates. In addition, you can also quickly check the paid invoices, ensuring there is no balance due.
To blend data from CRM and Books,
Now, you can create the ‘Leads to Invoices’ funnel chart,
Drop the following columns to Y-Axis:
Similarly, you can blend data from diverse data sources across various domains such as Sales, Marketing, Finance, Support etc.