Zoho CRM
The integration of "Zoho CRM" Connector seamlessly connects your Zoho account to Whatsdash™, utilizing data to generate visually appealing reports on the dashboard. Simply click on the "+" icon of Zoho CRM from the list of available integrations on the "Integrations" page.
Then provide your login credentials to establish the connection with the data source. Once the data source is linked, it will appear in the list of connected integrations.
Now you can generate report with Zoho CRM as per below screen shot.
Zoho CRM metrics and dimensions -
List of Metrics
| Name | Category | Description |
|---|---|---|
| Accounts | Accounts | Total number of account |
| Converted Leads | Leads | The process of converting a lead involves transitioning it from the Lead object to other standard objects |
| Leads | Leads | Leads are individuals or entities who have shown interest in your products or services but haven't yet been qualified as a customer |
| Annual Revenue | Leads | Tracks yearly income of potential customers for sales |
| No of Employees | Leads | No of Employees in Leads |
| Contacts | Contacts | This object represents individuals or business contacts |
| Amount | Deals | The Amount field is commonly used in ZohoCRM to track the potential or actual revenue associated with a sales deal. |
| Deals | Deals | Manages sales opportunities, tracking leads through the sales pipeline for efficient deal management |
| Won Amount | Deals | Sum of the amount where Closed Won is stage |
| Won Deals | Deals | Number of deals whose stage is closed won |
| Win Rate | Deals | Count of total won records / Number of total record present in Deals |
| Lost Amount | Deals | Sum of the amount where Closed Lost is stage |
| Expected Revenue | Deals | It is used to capture the estimated revenue that a sales representative expects to generate from a particular Deals |
| Probability | Deals | Specify the probability of closing a deal. |
| Tasks | Tasks | Number of tasks are listed in the record's Home page |
| Meetings | Events | Number of Meetings are present |
| Calls | Calls | Number of calls are present |
| Campaigns | Campaigns | Is used to track and manage marketing efforts. A marketing campaign or initiative designed to promote a product, service, or message |
| Actual Cost | Campaigns | This field stores the total amount of money actually spent on running the campaign |
| Budgeted Cost | Campaigns | Object represents the planned or budgeted cost associated with a marketing campaign. |
| Expected Revenue | Campaigns | Estimate the potential financial impact of the campaign |
| Expected Response | Campaigns | Estimate the potential impact of the campaign |
| Num sent | Campaigns | It refers to the total number of individuals included in the campaign target audience |
List of Dimension
| Name | Category | Description |
|---|---|---|
| Lead Source | Leads | Multiple sources for generated Leads |
| Lead Status | Leads | Used to track leads in your sales process and help you understand where a lead is in your sales cycle |
| Rating | Leads | Rating is something to rate the individual or the company where the lead belongs to. |
| Stage | Deals | Refers to a specific phase or step in a sales or business process, most commonly associated with the Deals Module |
| Type | Deals | This field is belongs to different type od deals and campaign |
| Priority | Tasks | Refer priority of tasks |
| Status | Tasks | Often used to indicate the current state or condition of a record |
| Call Type | Calls | Different type of call |
| Call Purpose | Calls | Purpose of calls |
| Call Result | Calls | Result of calls |