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Gain More Insight into Sales with Three Types of CRM Reports
individual and the activities performed to achieve the target, is important while calculating the
monthly sales target. You may try these performance-based reports in Zoho CRM that serves to
measure the progress
of individuals in your team. More importantly, to check the overall quality of the service you provide
to the customers:
• Sales Person’s Performance Report
• Sales Cycle Duration across Owner
• Lead Conversion Count across Owners
Revenue Based Reports
How much revenue is your business making? How
much does each region or line of product contribute
to the overall profit? Your sales may be great in one
region but not in the other!
Knowing everything about the monthly revenue, the
lead source that gives you more business, percentage
of target achieved, etc. is important. Figuring out who
your most profitable customers are can be difficult unless you have a detailed report of everything
a customer buys and their purchase life cycle.
Measuring your organization’s revenue and growth need not be very difficult with the right report
in Zoho CRM.
• Sales by Lead Source
• Pipeline by Probability/Stage
• This Month Sales
Zoho CRM Resources 4
