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

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 between reports or manually analyzing deal data to get sufficient information to rewrite the sales process or rethink business strategy, they can now simply click on a sales rep’s card in the Forecast hierarchy and instantly understand:
  1. How much the rep achieved
  2. What deals are still open?
  3. Which deals are likely to close?
  4. Why they are behind target
  5. What actions can help improve results?
This is exactly what we are enabling in this update. We've revamped the user/role card page that includes upgraded Zia Insights that delivers clearer and more actionable insights during a forecast period.

What's new?

→ Improved Zia Intelligence to provide insights like Performance Summary, Achievement & Gap Analysis and Suggestions for Improvement.

→ CEO roles will be able to view an additional section - 'Key Business Patterns' in the Zia intelligent section.

→ Revamped UI for the performance insights in each user/role card.

→ The Target Achievement Report renamed to Achievement and Performance Report.

Let's take a look at this enhancement in detail.

Current Setup

Let’s return to our sales manager.

Currently, when they clicked on a card in the Forecast hierarchy, they could see a Target Achievement Report with basic metrics like:
  1. Achievement
  2. Target
  3. Open deals
  4. Predictions
But:
  1. Reports took time to interpret
  2. Zia insights were available only when sufficient historical data existed.
This made it harder to take quick action during an ongoing forecast cycle.

Improved Zia Insights

Currently, only two Zia metrics were displayed : Reasons for Gap and Suggestions for improvement placed in a small panel on the right.

With the improved Zia insights section, your insights are generated daily using the data available during the forecast period.

So, our sales manager does not have to wait weeks or months. They can start taking action almost immediately.

Insights that answer what, why, and what next

Zia now presents insights in four clear sections. Let’s see how the sales manager uses each of them.

These insights are :

Performance Summary

The Performance Summary provides a quick overview of the sales rep's performance as of today. Their achievement, target audience, closed lost deals, open deals and what else has occurred will be displayed in this section.

This helps answer: What is happening right now?



Achievement and Gap Analysis

This section analyzes performance levels that were achieved or missed. If a sales rep is behind target, this section explains why.

It highlights:
  1. Reasons behind achievements
  2. Causes of performance gaps
  3. Unusual patterns in deals or anomaly detection
This helps the manager perform root cause analysis instead of guessing.


Suggestions for Improvement

Once the issue is clear, Zia recommends what actions to take next.

This section provides actionable recommendations to help users improve their forecast outcomes or what can be done to close the gap.

If the remaining time in the forecast period makes the original target difficult to achieve, Zia will provide insights to help managers maximize their predicted achievement even if they can't reach their target.


Key Business Pattern for CEO role

For leadership, Zia goes a step further. The Key Business Pattern section is available only for CEO role users.

This section identifies patterns that contribute to the success or failures of a sales activity being carried out in the organization such as:
  1. Which teams are closing more deals?
  2. Which activities lead to better results?
  3. Which regions or customer segments perform best?
For example, a CEO might discover:
  1. Chennai team closes more deals due to in-person meetings.
  2. Other regions rely more on online meetings with lower success rates.
These insights help leadership identify best performing strategies and replicate them across teams.

This section will appear:
  1. In the Achievement and Performance Report for the CEO role card in Role hierarchy
  2. In the Parent Territory card within Territory hierarchy
  3. In the Super Admin performance report in Reporting hierarchy

Faster insights with the revamped UI

Achievement and Performance Report

The Target Achievement Report has now been renamed to Achievement and Performance Report.

Along with the new name, the layout has been redesigned. Now, when the sales manager clicks on a sales rep’s card, they are presented with the most important metrics.



The top section now displays:
  1. Target : What the rep needs to achieve
  2. Achievement : What they have already closed
  3. Gap to Target : What is still pending
  4. Open Deals : A detailed breakdown of the pipeline
  5. Closed Lost Deal : How much they churned


For example, if the manager notices a large gap to target, they can immediately click on Open Deals and view which deals are in Pipeline, Best Case, or Committed stages.

Below this, two graphs help the manager understand performance visually:

→ A sales overview graph showing deal distribution across forecast categories or deal stages


→ A performance trend graph showing how the rep’s performance has changed over time



On the right, Zia highlights :
  1. Predicted Achievement
  2. Likely to Win deals
  3. Low Priority deals
  4. At Risk deals


This helps the sales manager quickly identify which deals need attention and which ones can be relied on to close.

Outcome for the sales manager

With all these insights in one place, the sales manager can now:
  1. Quickly understand team performance
  2. Identify risks early
  3. Focus on the right deals
  4. Take corrective action during the forecast period
Instead of reacting at the end of the cycle, they can now actively improve outcomes while the forecast is still in progress.



Availability : This feature is available for users with Professional editions and above.

Release Plan : This is enabled for US DC orgs in Professional and Enterprise editions with less than 50 users. For other orgs and DCs, it will be rolled out in a phased manner.

Resources : Read this article to learn more about forecasts and it's Achievement and Performance Reports.

With this enhancement we aim to help sales leaders quickly understand performance trends, reasons behind forecast gaps, and perform actions required to improve results.

As always, please comment below for any questions and we will get back to you at the earliest.

Thanks & Regards,
Serena Woolridge



    • Recent Topics

    • Introducing Radio Buttons and Numeric Range Sliders in Zoho CRM

      Release update: 1. 2 March 2026: Currently out for CN, JP, AU and CA DCs (Free and standard editions). For other DCs, this will be released by mid-March. 2. 26 March 2026: CA, SA, AU, JP, CN DCs - Free, Standard, Professional, Enterprise, Ultimate, CRM

    • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

      Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

    • Notebook on Mac: Fuzzy fonts in list view

      Hi, I am running Notebook on Mac OS 26. Generally it works fine, and the font display in the notes themselves is crisp. However, in the notes list (left of the open note) the font of the note titles as well as first lines is noticeable fuzzy. Attached

    • Adding a Mark Up

      Can you use the discount column to be a mar up column on estimates and invoices?

    • URGENT. Recovering email without eArchive

      Hello, I have deleted some email from my trash but do not have eArchive. Is it possible to recovery without this? many thanks!

    • Subscription Statuses - Dunning

      How are other companies handling the scenario when customers don't pay and dunning takes over? Our issue is that in my situations, we want our customers to be able to catch up their late payments and continue their subscription after the dunning process

    • Logo Doesnt appear on email

      Hi, 1. PROBLEM: mails sent to customer from zoho invoice ( Estimates and incoices etc.) Logo doesnt appaer on email. 2. SUGGESTION: there must be an option to select from google fonts if we want specific font to the pdf templates. thanks

    • Transaction Rule Matching

      Q1. Is there a method to have the Transaction Rules applied across multiple Bank Accounts? Q2. To match "contains" text in Transaction Rules, is a wildcard or regular expression required? Is it case sensitive? Would searching for "issue" in the following

    • How to see Statement Details Shown in Unclassified Transactions in All Transactions?

      All, The list of Unclassified Transactions show the Statement Details and Descriptions. What is the method to see that column in the All Transactions list? -Thanks!

    • Non-Avalara Tax Automation wtih Zoho Books

      We are paying a ridiculous amount for Avalara. Our team wants to make a change, but they're the only software fully integrated with Zoho. We also don't have the bandwidth to do this manually, so we do need some sort of automated software solution. We

    • Migrating to the new outgoing webhook model in Zoho Connect

      Dear User, Outgoing webhooks configured across the Zoho Connect Integrations page, Zoho Flow, and Zapier will stop working after May 31, 2026. This is due to an upcoming upgrade to our outgoing webhook flow. This update is mandatory only for networks

    • Create formula calculations in Assemblies for scaling quantities

      Something we have been encountering with our composite items is dealing with scaling of quantity of one or more items within the composite assembly relative to the number of complete units being sold. I.e. running the equation 2(n-1) on one of the assembly

    • Lastest update

      The latest update to notepad has completely trashed all my notes. If I go to view it it just opens up a screen with a box with dotted lines around it for me to add something I can import saved nodes but you can't view them at all. Anybody else having

    • Is it possible to make tags "required"

      We would like to be able to make the tag field a requirement for agents before they can close a ticket. This would help with monthly reporting, where a lot of tickets end up with no tag, causing manual work to go back and add the correct tag for each

    • Tip #67- Exploring technician console: Disable Input Devices- 'Insider Insights'

      Hello Zoho Assist Community! Picture this: you are in the middle of a critical remote session, carefully configuring a system or running an important update, and the customer accidentally clicks somewhere or types something that undoes your progress.

    • What matters more in Zoho implementations: tools or system architecture?

      I recently worked on a full-stack migration for a catering equipment business using Zoho One with Shopify, and it raised a few interesting observations. The setup included migrating a large product catalog (around 9,700+ SKUs), integrating multiple supplier

    • Facturation électronique 2026 - obligation dès le 1er septembre 2026

      Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,

    • [Webinar] Solving business challenges: One tool for documents, forms, PDFs, e-signatures, and more

      Hi Zoho Writer users, Most businesses rely on multiple tools, such as a word processor, form builder, e-signature provider, and PDF editor, for their document workflows. Managing multiple subscriptions, switching between tools, and moving data across

    • Deposit on invoice

      I'm trying to figure out how to customize an Estimate to include a Deposit/Retainer Invoice line within the Estimate. I tried creating my own custom field called "Deposit" where I manually inputted the deposit amount, which was nice. However, my employer

    • Zoho NOTEBOOK: What are file size restrictions?

      I understand that Zoho NOTEBOOK is a free product, and what it offers is great. But I'm wondering what the file size restrictions are. When I record an audio note in Zoho Notebook, what is the maximum length of recording time/audio file size? When I wish to upload MP4 video, what is the maximum video size I can upload per Zoho Notebook restriction? Moreover, does Zoho Notebook use its own storage structure, or can I upgrade my storage for Zoho Notebook to add larger file attachments, videos and audio

    • Concern Regarding Stock Validation in Inventory Management

      Hi Zoho Team, We would like to highlight a concern regarding stock validation in the inventory system. As per standard inventory management practices, if the stock level is zero, the system should not allow users to create a shipment, packing slip, or

    • Automation Series #2: SLA vs Supervisor Rule in Zoho Desk

      SLA vs Supervisor Rule: Keeping tickets on track in Zoho Desk This post is part of the "Desk Automation Series," Chapter 1. Through this series, we will help you choose the right automation type in Zoho Desk by comparing commonly confused automations

    • Zoho Recruit - Email Relay

      Good day, Has anyone succeeded in setting up an email relay for Office 365? If I add the details from https://support.microsoft.com/en-us/office/pop-imap-and-smtp-settings-8361e398-8af4-4e97-b147-6c6c4ac95353, I get the connection error. Regards, Eka

    • Better use of contacts

      Zoho inventory has the ability to add multiple contacts to customers. However Zoho inventory doesn't currently provide a way to link a contact to objects like sales orders. This means that while you can tell what company has placed a sales order you can't

    • Notebook AI limits

      Hi folks, Working with the AI transcription tools in Notebook, on the Mac App, which I find quite handy, but the one thing I am struggling with is the inability to either edit or copy the results of the transcript: I can't click in any of the boxes, and

    • Disappointment with Zoho Payments

      Dear Gowdhaman, I am writing to inform you that I am removing Zoho Payments from my website. I cannot continue to disappoint my customers due to the lack of UPI support, as has been the case with my experience so far. Please note that the 0.5% transaction

    • Zoho Commerce B2B

      Hello, I have signed up for a Zoho Commerce B2B product demo but it's not clear to me how the B2B experience would look for my customers, in a couple of ways. 1) Some of my customers are on terms and some pay upfront with credit card. How do I hide/show

    • Exporting All Custom Functions in ZohoCRM

      Hello, All I've been looking for a way to keep about 30 functions that I have written in Zoho CRM updated in my own repository to use elsewhere in other instances. A github integration would be great, but a way to export all custom functions or any way

    • Rename system-defined labels in Zoho CRM

      Renaming system-defined labels is now available across all DCs. Hello everyone, Zoho CRM includes predefined system fields across modules to support essential CRM operations. Until now, the labels of these fields were fixed and could not be edited from

    • Introducing parent-child ticketing in Zoho Desk [Early access]

      Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

    • Separate Items & Services

      Hi, please separate items and services into different categories. Thank you

    • Log a call: Call Duration for Inbound is mandatory but inbound is optional

      Hi Team Can you advise on why the call duration for the inbound call type is a mandatory field? We have a use case where we are manually logging a call but do not use the call duration field. The field does not have the option to make it non mandatory

    • 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

    • Zoho Sign 2025–2026: What's new and what's next

      Hello! Every year at Zoho Sign, we work hard to make document signing and agreement execution easy for all users. This year we sat down with our head of product, Mr. Subramanian Thayumanasamy, to discuss what we delivered in 2025 and our goals for 2026.

    • New Account, Setting up Domain Question

      Hello, I recently set up a new account with a custom domain. But after paying and setting up my account, it says OpenSRS actually owns the domain, and I have to sign up with them to host my site. But OpenSRS wants to charge me $95, which is ridiculous.

    • 【開催報告】東京 Zoho ユーザー交流会 NEXUS vol.1 ～ データドリブン経営・少人数組織のCRM活用・AIエージェントの最前線 ～

      ユーザーの皆さん、こんにちは。 コミュニティグループの中野です。 2026年3月27日（金）、東京・新橋にて「東京 Zoho ユーザー交流会 NEXUS vol.1」が開催されました。 今回は「マーケティング領域のZoho 活用法 × AI」をテーマに、ユーザーさん2名による事例セッション、Zoho 社員によるAIセッションなどを実施しました。 ご参加くださったユーザーの皆さま、ありがとうございました！ この投稿では、当日のセッションの様子や使用した資料を紹介しています。残念ながら当日お越しいただけなかった方も、ぜひチェックしてみてください。

    • Monthly Webinar : Getting Started with Zoho LandingPage

      Our monthly Getting Started with Zoho LandingPage webinar is back! If you're building your first page and want a little guidance, this is where to start. Learn how landing pages fit into your strategy, generate leads, and improve conversions. Here’s what

    • ZOHO CRM Quote Export / Quote Report

      How can I either Export my quote list, or create a Report that shows all quotes AND includes the NOTES field in a column. I attempted to Run a Report which includes ALL FIELDS, however it does not include the Notes Field (but oddly does include the fields

    • Mass emails - Allow preview of which emails will receive the email based on the criteria

      Feature request. Please allow us to view and confirm the exact recipients of the mass emails based on the criteria we've chosen before sending. It can be quite sensitive if you send the mass email to some wrong accounts accidently, so it would be great

    • Limitation in Dynamic Constant Sum Based on Previous Question Selections in Zoho Survey

      Zoho Survey supports the Constant Sum question type, allowing respondents to distribute a fixed total (such as 100) across a set of options. However, it does not support dynamically populating these options based on selections made in a previous question.

    • Next Page