Gain More Insight Into Sales With 3 Types of CRM Reports
                     GAIN MORE INSIGHT INTO SALES 
WITH 3 TYPES OF CRM REPORTS
BEST CRM SOLUTION FOR SMALL BUSINESS
EVERY ORGANIZATION TRIES TO ANALYZE WHAT WORKED IN THE CLOSURE OF 
DEALS. THIS ANALYSIS BRINGS IN MANY QUESTIONS:
HOW MUCH TIME DID IT TAKE FOR LEADS TO GO THROUGH THE SALES 
CYCLE?
ON AVERAGE, THE NUMBER OF LEADS THAT CONVERT TO CUSTOMERS IN A 
MONTH?
WHICH REGION GENERATED MAXIMUM SALES?
WHO WAS THE STAR PERFORMER?
3 TYPES OF CRM REPORTS
• ACCURATE NUMBERS CAN HELP TO ANSWER THESE QUESTIONS. AS A ZOHO
 CRM IMPLEMENTATION PARTNER, WE HELP YOU WITH THE THREE MAIN 
TYPES OF ZOHO CRM REPORTS. THESE REPORTS HELP YOU SPOT THE 
FACTORS THAT INCREASE SALES AND THEREBY DEVISE STRATEGIES TO 
FURTHER BOOST THE SAME.
1. TIME-BASED REPORTS
2. PEOPLE-BASED REPORTS
3. REVENUE-BASED REPORTS
TIME-BASED REPORTS
• A HIGHER NUMBER OF LEADS DOESN’T ALWAYS LEAD TO INCREASED SALES. 
THE KEY TO SUCCESSFUL CONVERSION OF LEADS IS LEAD NURTURING. AS A 
RESULT, THE SALES TEAM NEEDS TO UNDERSTAND THE LEAD NURTURE 
PROCESS.
• DOES YOUR SALES PIPELINE HAVE ANY STAGNANT LEADS? HOW DO YOU 
RECOGNIZE THESE LEADS? HOW MUCH TIME, SALESFORCE, AND EFFORT IS 
REQUIRED TO CONVERT THESE INTO SALES?
• TIMING IS CRUCIAL IN THE PROCESS OF LEAD CONVERSION. YOU MUST 
KNOW THE VALUE OF YOUR TIME AND EFFORT. ZOHO CRM REPORTS PROVIDE 
A DETAILED ANALYSIS OF THE LEAD NURTURING CYCLE.
PEOPLE-BASED REPORTS
• WHEN YOU HAVE A SUITABLE SALES METRIC AND RELEVANT INFORMATION 
TO MEASURE THE PERFORMANCE OF YOUR SALES REP, YOU CAN MAKE 
BETTER DECISIONS. YOU KNOW WHICH SALES EXECUTIVE IS MEETING 
TARGETS AND WHO REQUIRES TRAINING.
• ZOHO CRM PROVIDES SUCH PERFORMANCE-BASED REPORTS TO HELP YOU 
MEASURE THE PROGRESS OF EVERY SALES REP AND EVALUATE THE QUALITY 
OF SERVICES THE CUSTOMERS RECEIVE.
REVENUE-BASED REPORTS
• WHAT IS THE MONTHLY REVENUE, AND ITS SOURCE? IS A PARTICULAR 
REGION OR PRODUCT LINE GENERATING MORE THAN THE OTHER? HAVING 
SUCH INFORMATION HELPS TO DETERMINE WHERE YOUR PROFIT-
GENERATING CUSTOMERS ARE AND THEIR PURCHASE LIFE CYCLE.
BEST ZOHO CRM IMPLEMENTATION 
SERVICES
WITH SQUAREHOUSE TECHNOLOGIES, YOU GET THE BEST ZOHO
 CRM IMPLEMENTATION SERVICES FOR REPORTS THAT LET YOU MEASURE 
THE ORGANIZATION’S REVENUE AND GROWTH.