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Zoho CRM - Reports & Dashboards

Reports:

  • 25+ standard reports in sales force, marketing, customer support, and order management modules
  • Ability to have cross link reports spanning multiple modules
  • Store reports in different types of public/private folders and enable access to the users according to their access privileges
  • Schedule the report generation mechanism and send printer-friendly reports to the specified users including non-Zoho CRM users.
  • Export reports data to various formats such as XLS and PDF
  • Drill down to report data from dashboards. 

 

Dashboards:

  • Flash-based, interactive dashboards with an aesthetically pleasing layouts and fast loading capability
  • Fully customizable dashboards with different types of Bar, Funnel, Pie, and Line charts
  • Drill down charts for further data analysis

 


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