Are you in search of a simplified sales process? With just one click, you can access the Zoho CRM dashboard and obtain a comprehensive view of your sales process using metric card lead and deal overviews. Furthermore, utilizing the paid revenue attribution template can help you achieve better outcomes.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Using a dashboard like this, you can see real-time data about your Pipeline, helping you make data-driven decisions and achieve your goals.
Eliminate the need to log in to Dataflo by integrating it with Slack for a seamless reporting process. Maximize efficiency and minimize interruptions by utilizing the Slash Command Center on Slack.
Quickly access data for reports, monitor team progress, and stay informed with real-time notifications.
Utilize the "/metric" command to easily access metrics and create tailored reports for your team with custom metrics and dashboards.
Slash commands serve as a one-stop shop for all your metric needs. Keep up to date with real-time ROI updates delivered directly to your chosen Slack channel. Schedule daily, weekly, monthly or quarterly reports and save time by automating the process.
A metric that measures the number of potential customers who have shown interest in a product or service.
A metric that measures the number of deals that a salesperson has initiated.
A metric that measures the number of deals that have been successfully closed.
A metric that measures the number of notes or comments added to a customer's profile
A metric that measures the number of successful deals closed by individual team members
A metric that measures the number of deals that were not successfully closed.
It measures the number of leads that have been successfully converted into paying customers.
A metric that measures the number of deals that are currently being worked on by sales teams.
The number of leads generated from different sources, such as website traffic or social media.
The number of leads in different stages of the sales funnel, such as qualified or unqualified.
The number of phone calls made or received by sales teams in a given time period.
The number of deals in each stage of the sales pipeline, like prospecting, qualification, etc.
The number of deals that fall under different categories, such as new business or renewal.
Create your ideal dashboard quickly and easily with just three simple steps. No coding or complicated procedures are required.
1) Toggle on your Zoho CRM data source 2) Enter your Zoho CRM credentials 3)We will verify & fetch your Zoho CRM data. Have your personalized dashboard up and running in minutes.
Metrics can be arranged according to your preference, such as Leads, deals created, open deals, deals won, etc.
Use this tool to quickly identify and solve data-related issues, gain valuable insights and make informed strategic decisions.
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