Chapter 15: Building Actionable Reports and Dashboards (CRM)
The reporting and dashboard capability within Zoho Customer Relationship Management (Zoho CRM) is first class. There is a common saying/cliché in business: Whatever gets measured, gets done. Whether or not you believe this to be completely true, it is difficult to argue against the fact that measuring performance is an essential undertaking for every business that wants to become successful.
Every business at some stage sets goals, followed by targets to help it achieve these goals. Therefore, it follows that we need to measure how we are performing against such targets. Zoho CRM facilitates this by allowing a majority of fields in every module to be used within a report as a measure ...
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