Tasks, events and calls made to leads and contacts are fundamental work items in Zoho CRM. That's why every phone conversation, email and other communications both pre- and post-sales are recorded in the activity module of your Zoho CRM.

But this is not enough, as managers and sales managers need a view of all activities in visual reports that allow them to make the right decisions every time.

This becomes more difficult and time-consuming when you have a large amount of data. That's why Zoho makes it easy for you with the Zoho Reports add-on for Zoho CRM.

This add-on provides you with more than 25 automatically generated reports to analyze activity data, get insights and visualize your company's sales in an instant.

Here are the 5 essential report types to get the best results from your Zoho CRM Activity data.

1. Activity vs. Profit

This report shows you the effectiveness of an activity: Tasks, Events, Calls or a combination of them.

With these reports, sales managers will know at a glance which strategies work best to close deals.

2. Activities vs. deals won

This report shows the number of tasks, events and calls per deal won. It reflects the number of activities performed by each salesperson, the efficiency of each activity and the level of commitment to win deals.

3. Activities per month

Get an overview of the number of calls, tasks and events handled by the sales team each month. This report shows the trend of monthly activities categorized by type of activity.

4. Activities by modules

This report shows the total number of activities completed by each salesperson for each module: Leads, Contacts, Accounts and Opportunities.

Use this data to evaluate the workload of your salespeople by the number of activities they perform.

5. Response Time vs. Conversion Rate

Identify the response time of your salespeople, leads and contacts on the percentage of deals won. Know the best times for initial response and increase your conversion rates.

If you want to learn more about the services on this Zoho CRM platform, please contact us at contact us.