Salesforce

Zoho CRM Dashboard

Why consider upgrading to Dataflo Dashboard?

You don't have to take our word for it, there are plenty of reasons why Dataflo is a top choice among  Zoho CRM users. With funnel dashboard have a view of entire sales process from how many leads have been generated, deals created, won or lose and more as follows.

Leads and Deals Overview

Having the entire sales process outlined in a single view can enable a salesperson to quickly assess the number. In Dataflo, Zoho CRM dashboard has a drill-down view of the metrics leads and deals that allows the salesperson to have a holistic view of the entire sales cycle—helping them improve their overall performance by better managing the flow and prioritizing prospects at each stage in the cycle.

Funnel dashboard

It is crucial to have the entire sales process outlined in one view so a salesperson can quickly see how many leads have been generated, deals created, and how many have won or lost from them. Using Dataflo, you can easily monitor the progress of your leads through the sales funnel and focus on nurturing them. Get real-time insights into the funnel, make data-driven decisions to boost conversion rates, and streamline your sales process.

One-click dashboard access

Dataflo offers a more straightforward and intuitive interface that allows users to access and navigate their data efficiently. The platform provides a holistic view of the data in a single view, eliminating the need for extensive navigation and multiple clicks. As a result, users can save time and be more productive when using Zoho CRM dashboard in Dataflo.

Stride with paid attribution

Attribution helps identify which marketing tactics drive sales/conversions by analyzing consumer touchpoints on their purchase path. The Dataflo’s paid attribution template shows the breakdown of the channel, source, and campaign levels and helps understand performance, behavior, and conversion data from ads, Google Analytics, and CRM. It helps visualize how these contribute to overall success.

Build a Zoho CRM Dashboard with Dataflo

No-coding dashboard

Dataflo offers a no-coding Zoho CRM dashboard with a user-friendly interface. With that, you can save hours of time and effort that would have gone into the setup process and focus on other essential tasks.

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Favorite dashboard

Dataflo's Favorite dashboard streamlines data analysis by displaying metrics from multiple tools in one place. Identify trends and track performance quickly without switching data sources.

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Collaborate

Stay on top of your data and collaborate more effectively with your team by using the comment threads inside Zoho CRM's metric card in Dataflo. Using it, you can proactively identify trends and collaborate with your team.

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OKR settings

Track progress of your Zoho CRM metrics and KPIs against their targets in real-time by setting goals and assigning ownership to each team member. Dataflo fosters accountability and collaboration.

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Transform your data into insights with Dataflo Dashboard

Using a dashboard like this, you can see real-time data about your Pipeline, helping you make data-driven decisions and achieve your goals.

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Dataflo lets you integrate Zoho CRM dashboard with different data sources and provides a single holistic view

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