In-depth CRM analytics to help you make smarter business decisions

From lead analytics to deal insights, activity stats, and email analytics, Zoho CRM's advanced analytics help you monitor every aspect of your sales cycle. Create customized dashboards with analytical widgets for sales, such as charts, target meters, KPIs, and funnels. Make data-driven decisions with customizable reports, and boost your sales success with actionable data intelligence.

SALES ANALYTICS
Why Analytics?
Customizable Reports
Charts
Anomaly Detector
KPIs
Comparator
Target Meter
Pipeline
Capabilities

Why Analytics?

Get visual answers from your data

Actionable insights for everyone

Zoho CRM Analytics empowers everyone in your organization to make data-driven decisions. This includes your C-level employees, management, and sales representatives.

Multi-dimensional reports

Blend your CRM data in multiple ways to understand the underlying trends. Bring together CRM data from leads, contacts, campaigns, tasks, vendors, quotes, and much more.

Filter reports

Powerful filtering options help you sift through your data. Filter your data using criteria based on modules, for example - if you are analyzing deals module, you can drill down based on deal type, deal stage, sales cycle duration and so on.

Share and export

Export your reports as Excel, CSV, or pdf files. Share your Dashboards with people who need access to them. Embed them into your website or share them on your Slack Channel.

Templates for easy analysis

Choose which chart type works best for visualizing your data from a list of predefined templates.

Customizable Reports

Drill deep into your sales data with customizable reports

Real-time reporting gives you insight into a variety of metrics such as sales trends, marketing campaigns, activity reports, and team performance.

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Standard Reports
Custom Reports

Standard Reports

Choose from a wide variety of pre-built reports to get a quick look at your sales health. This includes lead reports filtered by source, status, and ownership—deal reports filtered by stage and status—as well as activity reports, forecasts reports, and much more.

Custom Reports

Create multiple reports, such as matrix, summary, and tabular reports across multiple modules. Apply advanced filters to drill down into your data and get the information you need.

Charts

Tell persuasive stories with powerful charts

From pie charts to heat maps, start seeing your everyday sales metrics in the most visually engaging way. Bypass the hassle of analyzing huge volumes of data with a simple, visual representation of your CRM data. With a range of chart styles to choose from, you can create a chart from an existing report, or create one instantly without the need to select a report.

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Anomaly Detector

Know where your business stands

You shouldn't have to manually track individual sales parameters, such as the number of leads created per month and the number of deals closed daily. Our AI-powered Anomaly Detector widget compares your actual sales performance with the predicted trend, and lets you know where there were any deviations from the projected sales pattern.

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KPIs

Don't ignore your KPIs

From a scorecard that follows top deals to a dashboard that monitors current growth indices, Zoho CRM's KPIs give you a complete picture of the essential sales figures so that your team can identify and concentrate on the areas that need improvement.

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Start selling smarter,
better and faster

Comparator

Compare and contrast

Compare a variety of metrics across multiple modules, such as users, teams, roles, and territories. Create a comparison table, weigh in on a range of parameters, and track how your metrics fare against each other.

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Target Meter

Break sales records without breaking a sweat

Turn your organization's objectives into achievable targets. Assign and monitor targets to know where you stand. Customize your target meter the way you want it to be: a dial gauge, a bar chart, a watch list, and much more.

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Pipeline

Stay in control of your sales pipeline

Analyze every sales activity, and track the numbers at every stage of your sales pipeline. Create funnels for important metrics, and know whenever there is a significant drop or rise in your sales pipeline. With funnels, see your conversion rates, identify where the potentials churn the most, and measure the overall efficiency of your sales process.

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Capabilities

What can you do with CRM Analytics?

You need to identify sales growth in different regions. Or see the impact of a marketing campaign on your sales. Maybe you just want to optimize your sales funnel. Whatever the challenge, Zoho CRM Analytics can do it and more. See the different ways how Zoho CRM Analytics provides you with insights that can improve your bottom line.

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