Till now, project managers using Zoho Projects had access to limited reporting options – Gantt and resource utilization charts. Not anymore. Today, we are glad to announce the Zoho Projects Advanced Analytics Add-on, powered by Zoho Reports. Project managers can use this analytics add-on to know & track their key project metrics, and get lots of insights from their projects data.
When we published the Gain More Insight Into Sales With 3 Types of CRM Reports post, CRM user Wendy Wright wanted to know, “What % of leads were closed/won in the last month?” (i.e., how to know the total number of leads got, to those that finally got converted to sales)
This is where the Advanced Analytics Add-on for Zoho CRM, powered by Zoho Reports, comes in. It helps CRM users to slice and dice data, and get actionable insights.
There are a lot many businesses who have on-premise, legacy software systems being used for many years. While such software might have served those businesses well over the years, moving to the latest technology always brings in more benefits.
Take the case of Worldwide Express, a global logistics company and an authorized reseller of UPS. Worldwide Express handles millions of shipments for more than 30,000 customers worldwide. Read more
Zoho now has more than 8 million registered users, and we are growing at a very healthy rate. Keeping pace with this growth means we need to scale up our infrastructure periodically. We are planning one such infrastructure upgrade in our primary data center on Saturday, Aug 31, 2013 between 10 am PDT and 10 pm PDT. We have planned it in such a way that there is a minimal disruption of service during the scheduled maintenance period.
The Advanced Analytics Add-on for Zoho CRM got an update. Till now, data from Accounts, Contacts, Leads, Potentials and Users modules were synced to Zoho Reports. Now, data from the Activities module can be synced too. With this enhancement, you can get your Zoho CRM’s Calls, Events and Tasks data analyzed using Zoho Reports.
Zoho Reports added the following new set of features recently.
Advanced Summary Functions in Charts
What was possible only in pivot tables is now available in charts too. You can now use the advanced summary options like running total, difference from, percentage of etc while plotting charts.
Export Folders, Export as XLSX Read more
Zoho Reports brought in some new features in its latest update.
Enhanced Look & Feel of Charts
The default chart background color has been changed from grey to white, to give the chart a lighter look and feel. The fonts and styles of the charts have all been made more consistent. The tooltip now sports a new presentation style, and the tooltip border reflects the same background color as the corresponding bar/line/point.
New Import Option
Before this update, Zoho Reports supported 3 import options – 1) append new records to the end of a table, 2) delete all records and add all records afresh, and 3) add new records and update existing records. Now, there is a fourth option, which allows you to delete those records in Zoho Reports which aren’t there in the incoming import file. This option is most useful when relationships are defined between tables, and you want to delete specific records.
Previously, the column shelves in the chart designer were of fixed height. If more than 2-3 columns were dropped, it was a bit difficult to scroll through and drop new columns. It’s become more intuitive now, as the shelf’s height grows, based on the number of columns dropped.
More Chart Types
New Area Chart types have been added.
- Smooth Area
- Smooth Area with Points
- Stacked Smooth Area
- Stacked Smooth Area with Points
- Previously, when changes were made to a chart, the chart type reverted to default. But now, the chosen chart type gets retained.
- When adding a numeric data column in the Graph tab, Add New Range option is available now (previously, the range was auto-calculated).
- When you do some changes to a chart’s Settings, you can now preview those changes using the Preview link.
Try the new enhancements in Zoho Reports now.