Zoho CRM Reports and Dashboards

Zoho CRM Dashboards & Reports: Visualizing Success

Zoho asked me to present a webinar to their users on Reports and Dashboards: why you would use them, how to create them, how to add charts, and how would you implement them in your own Zoho CRM database. Below is a recording of the webinar including the answers to quite a few questions at the end. In it I cover basics of Zoho CRM Reports and dashboards, as well as some advanced concepts. I also briefly cover Zoho Advanced Analytics and how it is different from the Zoho CRM built-in reports.

If you like the webinar, would appreciate it if you would click to go to YouTube and give it a Thumbs up.