Now that you’ve added GA data to your Zoho CRM, you probably want to display it in a meaningful way. You probably want to see reports that will allow you to see things like the number Deals that came from a specific traffic source.
In this article, we’ll go though the process of creating such a report.
First, go to Zoho CRM – Reports – Create Report
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Select a module you want to report on
In this case, Potentials (also known as “Deals”)
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Pick “Matrix Report”
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Set Report Representation Groupings
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Set Report Representation Columns to Total
In case of Potentials, we recommend Sum – Amount or Count.
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Leave filters blank
Or set them if you want to only report on a subset of your Potentials.
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Pick report name, folder and click “Save”
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Your report is ready!
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Additionally, you can create a chart:
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We recommend Vertical or Horizontal Bar chart in this case:
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Here is how the result would look like
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