Zoho CRM Connector: Enhanced Data Visualization in Whatsdash
The "Zoho CRM" Connector integrates smoothly with Whatsdash, enabling direct access to Zoho CRM data. This connection empowers users to create detailed and visually compelling reports directly on the Whatsdash dashboard, utilizing real-time information from their Zoho accounts seamlessly.
10
Dimensions
23
Metrics
Consolidate your Zoho CRM statistics into a single, understandable dashboard.
Improve efficiency with widgets preloaded with key KPIs. Just drag and drop and you're done, turning data tracking into a seamless experience. Easily extend your analysis.
Converted Leads
The process of converting a lead involves transitioning it from the Lead object to other standard objects.
Leads
Leads are individuals or entities who have shown interest in your products or services but haven't yet been qualified as a customer.
Available Metrics, Segments, & Dimensions
Users typically integrate the following metrics
and dimensions when compiling their Zoho CRM
reports.
Accounts
Total number of account.
Annual Revenue
Tracks yearly income of potential customers for sales.
No of Employees
No of Employees in Leads.
Contacts
This object represents individuals or business contacts.
Amount
The Amount field is commonly used in ZohoCRM to track the potential or actual revenue associated with a sales deal.
Deals
Manages sales opportunities, tracking leads through the sales pipeline for efficient deal management.
Won Amount
Sum of the amount where Closed Won is stage.
Won Deals
Number of deals whose stage is closed won.
Win Rate
Count of total won records / Number of total record present in Deals.
Lost Amount
Sum of the amount where Closed Lost is stage.
Expected Revenue
It is used to capture the estimated revenue that a sales representative expects to generate from a particular Deals.
Probability
Specify the probability of closing a deal.
Tasks
Number of tasks are listed in the record's Home page.
Meetings
Number of Meetings are present.
Calls
Number of calls are present.
Campaigns
Is used to track and manage marketing efforts. A marketing campaign or initiative designed to promote a product, service, or message.
Actual Cost
This field stores the total amount of money actually spent on running the campaign.
Budgeted Cost
Object represents the planned or budgeted cost associated with a marketing campaign.
Expected Revenue
Estimate the potential financial impact of the campaign.
Expected Response
Estimate the potential impact of the campaign.
Num sent
It refers to the total number of individuals included in the campaign target audience.
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