The Reports & Dashboards functionality helps you to visualize the sales pipeline, business performance, trends and schedule reports to the specified users including non-Zoho CRM users. Additionally, you can share reports and dashboards with colleagues.
CRM software that helps you sell smarter, better, faster.
dashboards are pictorial representation of your custom report data, which gives a real-time snapshot of your organization's key metrics.
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Add sales performance charts, marketing campaign reports, or engagement analytics to your customized dashboard. You can share dashboards with your team or keep them private.
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Advanced CRM Reporting powered by Zoho Reports allows the analyst in you plug in data from any source and create powerful reports and dashboards. Let sales and marketing teams make better, data-driven business decisions and increase your bottom line.
Proudly serving customers for over 25 years
First Direct Corporation
Bob Ritter, President
(845) 221-3800 / (800) 935-4386
Reports are presentation of data or records for various modules as per requirement.
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Build custom reports using the summary, tabular, matrix view or use one of our 40 default reports to compare data across multiple modules via a matrix layout. Turn your reports into visual representations by selecting from an array of chart options ranging from pie charts to funnel graphs.
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Drag and drop your customized reports into the appropriate folder. Create new folders, share them with your team, or keep them private. You can also quickly access frequently used reports by adding them to your Favorites folder.
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Turn in reports on time by sending them instantly as attachments, or by scheduling automatic delivery to your inbox on a recurring basis. Export your reports as PDF, XLS or CSV files in just a few clicks.
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You can view charts, graphs, and reports in a separate pop-out window while you continue working in CRM. Turn reports into charts or tables and add them to your customized dashboard.
Proudly serving customers for over 25 years
First Direct Corporation
Bob Ritter, President
(845) 221-3800 / (800) 935-4386