Operations reporting
A 6-tile KPI dashboard and 6 reporting modules give business owners a daily view of sales operations, Zalo account health and the pipeline, without asking each person.
Operations reporting
From the overview dashboard to 6 detailed reporting modules, every sales operations metric lives inside ZCRM.
6 KPI tiles plus message, pipeline and customer-source charts on one screen.
An executive view combining sales and operations performance in one report.
Track which accounts perform well and which need attention based on real numbers.
See which salesperson is engaging well with customers, to support whoever needs it.
See conversion performance across pipeline stages and lead distribution speed.
Dig deeper into the numbers beyond the default reports when more detail is needed.
Each reporting module answers a different operations question, all drawn from the same underlying data.
Dashboard
The overview dashboard has 6 KPI tiles plus message, pipeline and customer-source charts, letting owners grasp the situation without asking each salesperson.
Data updates continuously, so every number on the dashboard reflects what's actually happening.
6 report modules
Six report modules — Executive overview, Zalo account operations, Sales & Team, Pipeline & Lead Pool, Customer engagement, Audit & system health — each answer a specific operations question.
This lets managers see which salesperson closes well, which account is weakening, and which customers show signs of drifting away.
Export & analytics
Export Excel reports by date range for status meetings or for reporting to leadership who don't use the software.
When the default reports aren't enough, advanced analytics helps dig into more detailed numbers.
6 KPI tiles and charts to grasp the situation without asking each salesperson.
From executive, Zalo accounts, sales & team, to pipeline and customer engagement.
Ready for status meetings and reporting to leadership without opening the software.
Book a demo so the ZCRM team can walk you through the dashboard and 6 reporting modules with your own data.
