Analytics / Dashboards
Quadrant Analysis
Some of the options mentioned in this document are being released in a phased manner and may only be available to specific users. What is quadrant analysis? You can measure or compare a limited set of business data using a chart or KPIs, but if you ...
Cohort Analysis
Some of the options mentioned in this document are being released in a phased manner and may only be available to specific users. What is cohort analysis? Cohorts are groups of users, customers, or data that share similar characteristics at any given ...
Funnel
Some of the options mentioned in this document are being released in a phased manner and may only be available to specific users. The Dashboards tab is renamed as Analytics for selected accounts. A funnel segregates the data based on different stages ...
Target Meter
Some of the options mentioned in this document are being released in a phased manner and may only be available to specific users. The Dashboards tab is renamed as Analytics for selected accounts. Target meter lets you set and monitor targets for your ...
Anomaly Detector
Understanding the positive and negative trends in business Anomaly detection is a technique used to identify unusual or out-of-the-ordinary behavior that does not conform with the normal trend of a business. For example, a sudden dip in purchases, ...
Comparators
Some of the options mentioned in this document are being released in a phased manner and may only be available to specific users. The Dashboards tab is renamed as Analytics for selected accounts. A comparator lets you compare your organization's data ...
Key Performance Indicators (KPIs)
Some of the options mentioned in this document are being released in a phased manner and may only be available to specific users. The Dashboards tab is renamed as Analytics for selected accounts. Key Performance Indicator (KPI) is a standard ...
Charts
Some of the options mentioned in this document are being released in a phased manner and may only be available to specific users. The Dashboards tab is renamed as Analytics for selected accounts. A chart presents data from various records of a ...
Creating dashboards
Some of the features mentioned in this document are being released in a phased manner and may only be available to specific users. Analytics is a summarized view of the custom report data in Zoho CRM. It provides a platform for real-time analysis of ...
Analytical Components - Overview
Zoho CRM provides different types of analytics components for user dashboards. The list of components that the users can choose from is: Charts - Chart is a graphic representation of the user's data. It gives quick insights into records for easy ...
Popular Articles
Managing List Views
A List View is grouping of records based on a defined set of criteria. List Views are beneficial for displaying customer specific data according to your business requirements. For example, you may be interested in following-up on the leads created ...
Migrating Data Between Zoho CRM Accounts
Retrieve Data files from Zoho CRM If you are planning to use a backup of data from Zoho CRM to import, the file structure does not change. If you exported data from another CRM, use the following folder structure: The Data folder should contain all ...
Setting up portals and inviting users
Portals in CRM are designed for the administrators to extend CRM access to their contacts, vendors or partners. A portal user can access the modules and some of the associated data that they have been given access to, such as products, invoices, and ...
Including Opt-in Checkbox in Web Forms for Consent
You may already have some Zoho CRM web forms in use that are published in your website. You need to follow the steps given below to add a consent checkbox to those web form. The same steps can also be followed to include consent checkbox in a new ...
Configuring Workflow Rules
Workflow Rules in Zoho CRM, are a set of actions (email notifications, tasks and field updates) that are executed when certain specified conditions are met. These rules automate the process of sending email notifications, assigning tasks and updating ...