Build a Successful ZOHO CRM Dashboard
Make sense of all existing data on your Zoho CRM by signing-up for our
3 Hours LIVE training (*) on how to create Zoho CRM Analytics, Reports and Dashboards with one of our Zoho Experts
Get to see the whole process of choosing your top 10 KPIs, how to define your KPIs and make them effective for your organization.
You will learn to build interactive & powerful filtering options to filter the necessary data that is to be included in the dashboards you create.
We'll go over the best practices when it comes to building BI Dashboards that will empower your company to accomplish its goals.
How to build a 10 KPIs Dashboard
How to create Interactive Filters
How to optimize your dashboards
Hand-holding Consulting to learn :
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THE 10 KPIs ONE-ON-ONE
Get a powerful BI, reporting and analytics tool in your own brand name
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A Key Performance Indicator (KPI) is a measurable value that demonstrates how effectively a company is achieving key business objectives. Organizations use KPIs to evaluate their success at reaching targets and to evaluate factors that are crucial to the success of the organization
Learn on How to Become a Data-Driven Business
Becoming a data-driven company is easier said than done—but carefully establishing KPI metrics and tracking them with the right KPI dashboards will get you there faster.
Key Performance Indicators
Learn when and how to implement each of Zoho CRM 's Reporting Tools
Sales forecasts are an important measurement of your company's growth and success.
Learn how to project, monitor and manage all the short-term and long-term sales performance projections of your company.
Additionally master in creating detailed reports that will provide selective and informative list of records to accomplish your sales goals. Each report will provide access to important data required for various purposes.
In-depth CRM analytics facilitates and streamlines the process to make smarter business decisions.
We will walk you through the steps to create customized dashboards with sales analytical widgets, such as charts, target meters, KPIs, and funnels.
From lead analytics to deal insights, activity stats, and email analytics, monitor every aspect of your sales cycle any time, anywhere with pre-defined dashboard views.
Get a complete picture of the essential sales figures, so that your team can identify and concentrate on the areas that need improvement.
Complement your Zoho CRM Reports and Analytic Dashboards with real time interactive business intelligence dashboards that will empower you to dynamically explore your chars with drill down sub-charts organized by desired parameters.
Consolidate the use of your analytics for :
Become a Zoho CRM Data-Driven Organization.
Get Access to your Zoho CRM Reports, Dashboards, Analytics, Big Data and Modeling Capabilities to empower and leverage the performance of your Sales and Marketing teams.
Expand your knowledge & use Zoho CRM ot its fullest potential
Sign Up for being 1 out of 10 Companies for this One-on-One Training and
Get All Your Questions Answered
We only train 10 attendees per class
CHECK OUT WHAT 10KPIs COURSE OFFERS YOU
Ariel Segall is the CEO and founder of Cloud Mobile Forms with 25+ years of experience in the design and implementation of businesses processes with the adoption of mobility and BI cloud based tools.
Zoho Expert Trainer - Ariel Segall
Sign-up for our Zoho CRM 10 Key Performance Indicators [ KPIs ] course and find out how you can improve your sales cycles & conversions by tweaking your CRM reports.
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