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 :




Get a powerful BI, reporting and analytics tool in your own brand name 

No CRM - No Problem

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. 

Zoho CRM

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 :

  • Customer segmentation
  • Profitability analysis
  • Campaigns personalization
  • Measuring and tracking escalation
  • Predictive modeling


Zoho CRM


Zoho CRM



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 

  • Receive hands-on Analytics LIVE training to create a 10 KPIs Dashboard for your CRM sales and marketing teams 
  • Learn to discern when to use Zoho Analytics instead CRM Analytics
  • Gain the skills needed to manage, process and analyze all CRM data sets
  • Get unlimited e-mail  support for 1 month  for all  additional answers you need to efficiently process structured and unstructured data after your 3 hours training ( ONLY first 3 paid registrations per class ) 

We only train 10 attendees per class


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.

Let's get things rolling!

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