How Can You Make the Most of Zoho CRM With Reports


September 19, 2022

Sales is a metrics-driven contact sport. By tracking the right metrics, you’ll be able to analyze trends in your results with more clarity.

Table of Contents

  • Open Opportunities
  • Closed Opportunities
  • Deal Size
  • Win Rate
  • Sales Cycle
  • Takeaways

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In our previous post, we shared 5 key sales reports for a winning team, and we mentioned that Zoho CRM will allow you to track all those metrics. Now in this post, we will show you how!

Keeping track of activities handled by sales reps—the tasks, events, and calls made to prospects—is a crucial aspect of CRM. Every phone conversation, email, and other pre- and post-sale communication is logged in the activities module of the software.

Sales managers and sales reps need insight on activities taking place as a part of the sales process.

When you have a lot of data to keep track of, it becomes difficult and time-consuming to gain an overall view.

Zoho Reports advanced analytics add-on for Zoho CRM provides you with more than 25 auto-generated reports to analyze activities data, gain insight, and visualize your sales execution in a snap.

In this post, I’ll highlight the essential reports to get the best results out of your CRM Activities data.

Effective Activity Report: By Win Rate

This report shows the number of tasks, events, and calls per won deal or potential. Sales managers can learn the number of activities each salesperson performed, the efficiency of each activity, and the level of engagement to win the deals.

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Hot Deals / Potentials (Top 10): By Activities

This report identifies your hottest prospects by analyzing the number of activities associated with them. Spot the deals or potentials for whom most activities are happening and align your sales team to get them converted.

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