Zoho CRM enables fully customizable reports in all the modules with flexible options, such as cross-linking modules, 3-level column grouping, scheduling reports generation and delivering to the intended users including non-Zoho CRM users through e-mail. In addition, over 40 standard reports are packed in various modules, which can be used as a ready reference and enhance the learning experience.
Dashboards give a real-time snapshot of your organization's key metrics. Using dashboards you can easily visualize comparisons, patterns, and trends in sales, marketing, support, and inventory related data. The Zoho CRM solution dashboard is comprised of different types of two-dimensional/three-dimensional (2D/3D) charts, which are generated dynamically and built over the Macromedia Flash technology. The unique chart is the Funnel chart, which can be used to visualize the sales pipeline at various stages intuitively.
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
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.
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