• Forecast in Zoho CRM Just Got Smarter with an upgraded Zia Intelligence

  Hello Everyone, We are here with an interesting enhancement to Forecasts in Zoho CRM — Enhanced Zia Insights for your sales Forecast. Imagine a regional sales manager reviewing their team’s performance using forecasts in Zoho CRM. Instead of switching

• Showing Amount Achieved Towards Target on Zoho CRM Dashboard

  I thought I'd create this post to stick a flag in the ground. My requirement: To create a visual gauge/bar chart in my CRM Sales Team Dashboard so salespeople can see their progress towards their monthly/quarterly/annual targets. The problem: After several

• How to create Comparison across Period chart in a dashboard?

  Hi all How can I create this chart in a custom dashboard? The issue for me is that this chart is very small. The CRM module (unlike Projects module) has no ability to expand a chart. I want to make it larger, but also want to include it in a custom Forecast

• Identify and prioritize profitable deals: Zoho CRM Forecasts help users focus on revenue-driving opportunities

  Post moderated on: 7th November: Release update: This feature is now available for users in all DCs. Dear Customers, We hope you're well! At any given time, a sales rep handles multiple deals, each progressing at its own pace. But not all deals will succeed—some

• How to share forecasts?

  Hi everyone! We have set up forecasts using an administrator user, how can we allow a normal user to view them (as an administrator would)? Thanks in advance!

• Editing Forecast Category

  Hi there, I have customised my Sales stages in the section "Stage Probability Matching" I wanted to update the related Forecast Category, however am having some issues In documentation it says you can: Associate Forecast categories (Pipeline, Closed, Omitted, Best Case, Committed) However in my Zoho CRM, I can only see Pipeline, Closed and Omitted There is no Best Case or Committed Where do you add these Forecast Categories of Best Case or Committed? Note that I am only using the Free Edition of

• Forecasts - Word of the day #19

  Forecasts are the factual insights needed for making smart business decisions and anticipating future sales. Within Zoho CRM, your forecasts are automatically generated in the form of charts and textual information to provide you with a personalized view of your real-time business for tracking and fine-tuning the sales process in your organization. Check this knowledge-base article to learn more on working with Forecasts Here's a quick video on how to set up Forecasting in Zoho CRM: Previous 'Word

• bottom up target setting

  Before Zoho, our org used a hybrid top down-bottom up sales target setting process.  First step involved looking at our individual accounts and/or service lines across various sales managers and estimating likely business that would be pursued in the coming period.  Once that first pass was done, we went back and set top down targets across various territories.  Does anyone have some good advice as to how to accomplish this in zoho.  I've been playing with Territory Forecasts, but the process seems

• What is the best way to create a report that compares actual vs. forecast?

  I know you can see some information in the Forecast module, however I would like to pull some of that information into a report and don't see how to include forecast information in a report in the CRM.

• Old vs New Forecasts

  Hello, I'm a long term user of Zoho forecasts in another company. I have just setup another company and wish to use the same views within forecasts that provided the Best case and Commit values in the forecast view - it seems this is no longer available and is only accessible via reports??? Please advise? Jon