CRM Reports
It's important to know where your leads are coming from. It's equally important to know whether those leads are being converted into successful deals to contribute to your brand's progress.
For all those who have integrated
Zoho CRM to their
Zoho Social, there are built-in reports to track three variables -
Leads and Contacts created,
network potentials, and
revenue generated from the Leads and Contacts who interacted with you on social media. This is available as a feature called
CRM Reports. You can track how your brand is performing by checking which social channel is helping you generate the maximum amount of revenue.
To view CRM Reports, you will first need to integrate Zoho Social with your Zoho CRM account. When generating leads, you will have the option to add them as either CRM Leads or CRM Contacts.
- Leads are the Connections who have provided their contact information and have the potential to be converted into CRM Contacts.
- Contacts are the Leads that you have already contacted and have ongoing interactions with.
Track Leads and Contacts
- Go to the Reports tab on the home page
- Select CRM under Standard Reports
a. The first thing you'll see is the Leads Created tab. You can view details such as Day, Lead Name, Lead Owner, and Lead Source.
b. The Contacts Created tab will show you details of your CRM Contacts. - Click the Lead Source filter in the top-right corner of the report to view which social channels your Leads and Contacts were generated from.
Data for Leads generated through social media interactions on Facebook and Twitter are available on CRM Reports.
Track Potentials
These are the sales windows that you need to keep an eye out for. Potentials refer to the number of sales opportunities or deals made from your CRM Contacts. Track the value of your sales potentials here:
- Go to Reports on the left panel.
- Select CRM under Standard Reports.
- Click Potentials.
Potentials: open, won, and lost
Open Potentials: Number of sales deals that are still pending and can be either won or lost.
Won Potentials: Number of sales deals successfully closed.
Lost Potentials: Number of sales deals lost, or failed to be closed
Here's what you'll find when you click on Potentials
- The table lists Potential Names along with other details such as Potential Owner, Lead Source, Contact Name, Closing Date, Probability, Stage, and Amount.
- You can view information about Potentials from your CRM that are associated with your Zoho Social Connections.
- Clicking on a Potential or a Contact will open their record in Zoho CRM.
- Click the Lead Source filter in the top-right corner of the report to view which social channels your Potentials were generated from.
- Check the status of Potentials by selecting Stage in the top-right corner of the report. The dropdown menu allows you to filter for Open, Closed, and Lost Potentials.
Track Revenue Generation
Revenue refers to the number of opportunities or sales deals you have won successfully. In other words, Potentials that have generated Revenue. To track this, perform the following steps:
- Go to Reports on the left panel.
- Select CRM under Standard Reports.
- Click Revenue($).
a. A table will appear listing Potential Names along with other details such as Potential Owner, Lead Source, Contact Name, Closing Date, Probability, Stage and Amount.
b. The Amount column shows you the Revenue earned from a successful sales deal. - Click Lead Source filter located in the top-right corner of the report to view which social channels your revenue was generated from.
There are three important tabs in the top-right of CRM reports to filter columns of Leads Created, Contacts Created, Potentials, and Revenue ($):
- The Calendar button has multiple time-frame filter options. View reports for the Current Week, Last Week, Current Month, Last Month, Last 7 days, Last 15 days, and Last 30 days.
- Choose whether to Email the report to your colleagues.
- You can also Export the report and save it as a CSV file.
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
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.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Zoho DataPrep Resources
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
What do the different sections of the Network Reports show?
On Zoho Social, Cards are categorized under different Network Reports for each social channel. The following are the different sections available and their descriptions: 1. Summary: Shows a concise summary of activities happening on the channel. At a ...How do I schedule reports?
To schedule a Dashboard: - Go to the Dashboard - From the top right, click on Email, select Schedule - Type the name of the recipients from your team. - You can choose to add a message to the email. (The subject will be preset) - Select the Date ...Can I view and edit my scheduled reports?
Yes, you can. To edit a scheduled report: - Go to the last section under Reports, called Scheduled Reports - Hover over a report, at the right, select the pencil button - You can add or delete the recipients of the report - Also, you have the ...Can I share reports on the Collaborate tab?
Yes, you can share Cards to the Collaborate tab but not Dashboards and sections of Network Reports. To share a Card to the Collaborate tab, - Go to Reports, head to the desired social channel - Hover over a Card and click on the ellipsis on the top ...Facebook Lead Gen Reports
Lead Ads Statistics Once you've set up a Lead Ads campaign, you will want to measure its performance. This includes being able to identify the number of leads generated from Facebook Lead Ads, the demographics of the leads being generated, and more. ...
New to Zoho LandingPage?
Zoho LandingPage Resources