In this quick implementation, we talk through a dashboard that we created in Zoho Analytics where you can do some scoring of different CRM activities. This dashboard gives an overall view of how your CRM users are interacting with the system. For a deeper look into creating Zoho Analytics dashboards, check out our How To Create a Dashboard Inside Zoho Analytics tutorial.
Key Takeaways
Scoring rules can provide a top-down look at what is going on within your CRM. In this example, we use a simple scoring system of 1 point for each call placed or taken, 2 points for Leads, and 5 points for Deals. Within Analytics, this will look like a simple activity scoring dashboard. You can customize your scoring any way you would like. Add more activities and scoring rules where you see the best fit. In the Analytics dashboard, you can set certain benchmarks for your users to hit. Setting goals for your sales team by using these scoring rules can motivate them and even spark some healthy competition. Be sure to share this dashboard with the team so they can easily see where they are at with their goals.
Here are some examples of CRM activities that you may want to track within your dashboard.
- Length of calls placed/taken
- Deal size amount
- Lead conversion time
- Closed deals in a month
- Lost deals in a month
With the integration of CRM and Analytics, these dashboards will update automatically when one of the scoring criteria is hit. Remember that the dashboard will update as often as the auto-sync setting, the quickest option being every 3 hours.
Additional Resources
Want to learn more about Zoho Analytics? Check out our other resources which include videos, articles, and guides by clicking here to visit the Zoho Analytics resource page.
