Zoho

Estimated reading time: 14 min

Zoho makes it easy to get the complete picture of your sales cycle and stay on top of your business opportunities.

In this article, you’ll find the answers to the following questions:

Creating an Integration

To create an integration, head over to the Library tab (your home page) and click the plus button at the bottom right. Select Integration from the submenu.

From the next page, you can find Zoho with one of the following ways:

  1. Scroll down and select Zoho from the list of integrations;
  2. Use search icon from the top right corner of the window;
  3. Open the All dropdown and select CRM.

You’ll see the Integration settings dialog window. You can select the frequency for the automatic updates on the DATA REFRESH tab, or set weeks settings on the ADVANCED tab. Leave this page open for now – we’ll need it to complete the setup.

To generate your Authentication Token, follow this instruction.

Enter the token to the Integration settings window and click OK.

After authorization, the integration will be created and it will appear in your account in the list of objects. Now you are able to share the integration with either individuals or the entire Team, rename or remove the integration. To view the options available for the integration, right click it in the list.

Creating a Dataset

A dataset is a collection of data in a tabular format that is created on one of the possible data sources. The datasets can be used to create dashboards or individual charts.

To create a dataset, click your Zoho integration in the list and select Browse datasets. From the following page, select which data you want to add to use in your charts.

NOTE: Cloud Service Integrations have prebuilt data sets that are not editable.

Click dataset’s name for a description of each dataset.

This data source contains information about all of your contacts

Dimensions

  1. Name – The full name and email address of the contact
  2. Vendor – The vendor related to the contact
  3. Created – Date the contact was initially created
  4. Lead Source – The lead source associated with this contact
  5. Created By – The user that created this contact
  6. Country – The country of the contact
  7. Account Name – The account related to the contact
  8. Job Position – The job position of the contact
  9. Department – The department of the contact
  10. Contact Owner – The user to whom the contact is assigned

+ Custom Dimensions

Measures

  1. Contacts Сount

+ Custom Measures

Templates

  • Cumulative Number of Contacts Created over the last 30 days – Keep track of growth of the number of contacts created over the last 30 days.

This data source contains information about your leads such as their rating and the annual revenue of their associated company.

Dimensions

  1. Name – The full name and email address of the lead
  2. Created – Date the lead was initially created
  3. Company – The name of the company where the lead is working
  4. Industry – The industry to which the lead belongs
  5. Lead Status – The status of the lead
  6. Lead Source – The source of the lead, that is, from where the lead is generated
  7. City – The name of the city where the lead lives
  8. State – The name of the state where the lead lives
  9. Country – The name of the lead’s country
  10. Designation – The designation of the lead
  11. Rating – The rating of the lead
  12. Lead Owner – The user to whom the Lead is assigned

+ Custom Dimensions

Measures

  1. Annual Revenue – The annual revenue of the company where the lead is working
  2. Emploees Count – Specify the number of employees in lead’s company
  3. Leads Count – Leads Сount

+ Custom Measures

This data source contains information about all your tasks such as task count by status and priority.

Dimensions

  1. Priority – The priority of the task
  2. Status – The status of the task
  3. Recurring – If this task marked it as a recurring activity
  4. Subject – The name of the task
  5. Due Date – Date when the task should be completed
  6. Related To – The name of object that related to this task
  7. Created By – The user that created this task
  8. Relation – The type of object that related to this task. Possible values: Accounts, Potentials or Campaigns
  9. Contact – The full name of the contact/lead associated with this task
  10. Created – Date the task was initially created
  11. Task Owner – The name of the user to whom the task is assigned
  12. Contact Owner – The user to whom the account is assigned
  13. Lead Owner – The user to whom the Lead is assigned
  14. Lead Name – The name of the lead related to this task

+ Custom Dimensions

Measures

  1. Tasks Сount

+ Custom Measures

Templates

  • Number of Tasks by Status (last 30 days) – Compare and monitor the different statuses of tasks.

This data source contains information about all your events such as the name of an event, its venue, and the associated contact with the event.

Dimensions

  1. Subject – The name of the event
  2. Venue – The venue for the event
  3. Created – Date the event was initially created
  4. Start Date – Date when the event will be started
  5. End Date – Date when the event will be over
  6. Recurring – If this event marked it as a recurring activity
  7. Related To – The name of object that related to this task
  8. Contact – The related contact or lead
  9. Created By – The user that created this event
  10. Relation – The type of object that related to this task. Possible values: Accounts, Potentials or Campaigns
  11. Event Owner – The name of the user to whom the event is assigned
  12. Contact Owner – The user to whom the account is assigned
  13. Lead Owner – The user to whom the Lead is assigned
  14. Lead Name – The name of the lead related to this event

+ Custom Dimensions

Measures

  1. Events Сount

+ Custom Measures

Templates

  • Top 10 Contacts by Number of Events – View your top ten contacts by number of events over the last 30 days.

This data source contains information about all your calls such as if the call is related to a potential sale and the call result.

Dimensions

  1. Subject – The subject of the call
  2. Type – The type for the call. Possible values: Inbound or Outbound
  3. Created – Date the call was initially created
  4. Call Start Time – The call start date and time
  5. Call Purpose – The purpose of the call
  6. Call From/To – The contact or lead related to this call
  7. Billable – If the call is considered for billing
  8. Call Status – The call result. Possible values: Attended Dialled, Unattended Dialled, Received, Missed
  9. Related To – The name of object that related to this call
  10. Contact – The related contact or lead
  11. Created By – The user that created this call
  12. Relation – The type of object that linked this call. Possible values: Accounts, Potentials or Campaigns
  13. Call Owner – The name of the user to whom the call is assigned
  14. Contact Owner – The user to whom the account is assigned
  15. Lead Owner – The user to whom the Lead is assigned
  16. Lead Name – The name of the lead related to this call

Measures

  1. Call Duration – The duration of the call
  2. Calls Сount – Calls Сount

Templates

  • Top 10 Contacts by Call Duration (last 30 days) – View your top ten contacts by call duration over the last 30 days.
  • Top 10 Contacts by Number of Calls Given (last 30 days) – View your top ten contacts by number of calls over the last 30 days.

This data source contains information about all of your orders such as the status of orders over time and the total sale amount.

Dimensions

  1. Subject – The title of the purchase order
  2. Number – The purchase order ID after creating a case
  3. Created – Date the purchase order was initially created
  4. Vendor – The name of the vendor
  5. Carrier – The carrier’s name that ships the products from your warehouse to customer site
  6. Status – The status of the order
  7. Contact – The full name of the contact associated with this order
  8. Assignee – The user name to whom the purchase order handling duty is assigned
  9. Date – Date on which purchase order is created
  10. Created By – The user that created this purchase order
  11. Billing country – The billing country of the contact
  12. Shipping country – The shipping country of the contact
  13. Due Date – The due date
  14. Tracking Number – The number to track the purchase order
  15. Requisition No – The number in which the purchase order is requested
  16. Purchase Order Owner – The name of the user to whom the purchase order is assigned
  17. Contact Owner – The user to whom the account is assigned

+ Custom Dimensions

Measures

  1. Sub Total – Total of purchase order excluding discount
  2. Tax – Sum of all taxes
  3. Grand Total – Grand total of purchase order
  4. Discount – Total discount amount for the purchase order
  5. Sales Commission – The commission to the sales person upon closing the deal
  6. Excise Duty – The excise duty for the shipment
  7. Purchase Orders Count – Purchase Orders Сount

+ Custom Measures

Templates

  • Top 10 Vendors by Total Purchase Order Value (last 30 days) – View your top ten vendors by total purchase orders created over the last 30 days.
  • Total Purchase Order Value (last 30 days) – Compare and monitor the different statuses of purchase orders.

The Products data source contains information about all products that you buy and sell such as the commission rate and vendor information.

Dimensions

  1. Name – The name of the product
  2. Active – The status of the product
  3. Created – Date the product was initially created
  4. Product Category – The product category of the product
  5. Vendor – The name of the vendor
  6. Taxable – Whether the product is a taxable product
  7. Created By – The user that created this product
  8. Sales Start Date – Date on which the product sales starts
  9. Sales End Date – Date on which the product sales ends
  10. Support Start Date – Date on which the product support starts
  11. Support End Date – The date on which the product support ends
  12. Manufacturer – The name of the product manufacturer
  13. Handler – The user who is handling the product
  14. Product Owner – The name of the user to whom the product is assigned

+ Custom Dimensions

Measures

  1. Unit Price – The unit price of the product
  2. Commission Rate – The commission rate for selling the product
  3. Qty Ordered – The number of units
  4. Qty in Stock – The stock quantity
  5. Qty in Demand – The demand quantity
  6. Products Сount – Products Сount

+ Custom Measures

This data source contains information about all your deals such as expected revenue and it’s close probability.

Dimensions

  1. Name – The name of the potential
  2. Created – Date the potential was initially created
  3. Account Name – The name of the account to which potential has to be created
  4. Campaign Source – The campaign related to the contact
  5. Stage – The sales stage
  6. Contact – The contact related to the potential
  7. Type – The type of potential (New Business or Existing Business)
  8. Probability – The probability of closing a potential
  9. Lead Source – The lead source of the potential
  10. Closing Date – The expected close date
  11. Created By – The user that created this potential
  12. Contact Owner – The user to whom the account is assigned
  13. Potential Owner – The name of the user to whom the potential is assigned

+ Custom Dimensions

Measures

  1. Amount – The amount that can be expected after closing the potential
  2. Expected Revenue – Calculated based on the Amount and close probability that you specify
  3. Potentials СountPotentials Сount

+ Custom Measures

Templates

  • Leads by Stage (last 6 months) – Compare and monitor the different stages of leads.
  • Total Value of Opportunities by Stage (last 6 months) – Track your potential business deals at each stage of the sales cycle.

This data source contains information about all your solutions which appear as a result of the requests your customers to the support and with which product it is associated.

Dimensions

  1. Name – The subject of the solution
  2. Solution Number – The case ID after creating a solution
  3. Created – Date the solution was initially created
  4. Product Name – The name of the product to which the solution has to be associated
  5. Status – The status of the solution
  6. Question – The question of the solution
  7. Answer – The solution details
  8. Created By – The user that created this solution
  9. Solution Owner – The name of the user to whom the solution is assigned

+ Custom Dimensions

Measures

  1. Solutions Сount – Solutions Сount

+ Custom Measures

Templates

  • Number of Solutions by Status (last 30 days) – Compare and monitor the different statuses of solutions.

This data source contains information about all your invoices such as the invoice total amount and its related account name.

Dimensions

  1. Number – The ID of the invoice
  2. Subject – The name of the invoice
  3. Created – Date the invoice was initially created
  4. Sales Order – The reference sales order
  5. Invoice Date – Date on which the invoice is created
  6. Due Date – The invoice due date as per your payment terms
  7. Status – The status of the invoice
  8. Purchase Order – The reference purchase order
  9. Account Name – The account name to which the invoice has to be created
  10. Assignee – The user’s name to whom the invoice handling duty is assigned
  11. Billing Country – The billing country of the contact
  12. Shipping Country – The shipping country of the contact
  13. Created By – The user that created this invoice
  14. Invoice Owner – The name of the user to whom the invoice is assigned
  15. Contact Owner – The user to whom the account is assigned
  16. Contact – The full name of the contact associated with this invoice

+ Custom Dimensions

Measures

  1. Sub Total – Total of invoice excluding discount
  2. Tax – Sum of all taxes
  3. Grand Total – Grand total of invoice
  4. Discount – Total discount amount for the invoice
  5. Sales Commission – The commission to the sales person upon closing the deal
  6. Excise Duty – The excise duty for the shipment
  7. Invoices Сount – Invoices Сount

+ Custom Measures

Templates

  • Total Invoiced Amount by Billing Country (last 30 days) – Track the total amount of invoices from different countries over the last 30 days.
  • Total Invoiced Amount by Invoice Due Date – Displays the forecasted revenue from invoices over time.

This data source contains information about all of your sales orders such as the total sales order amount and the associated carrier name.

Dimensions

  1. Subject – The title of the purchase order
  2. Number – The sales order ID after creating a case
  3. Created – Date the sales order was initially created
  4. Carrier – The carrier’s name that ships the products from your warehouse to customer site
  5. Status – The status of the order
  6. Contact – The full name of the contact associated with this order
  7. Assignee – The user name to whom the sales order handling duty is assigned
  8. Created By – The user that created this sales order
  9. Billing Country – The billing country of the contact
  10. Shipping Country – The shipping country of the contact
  11. Account Name – The account name to which the sales order has to be created
  12. Due Date – The due date
  13. Purchase Order – The reference purchase order
  14. Potential Name – The potential for which the sales order has to be generated
  15. Sales Order Owner – The name of the user to whom the sales order is assigned
  16. Contact Owner – The user to whom the account is assigned

+ Custom Dimensions

Measures

  1. Sub Total – Total of sales order excluding discount
  2. Tax – Sum of all taxes
  3. Grand Total – Grand total of sales order
  4. Discount – Total discount amount for the sales order
  5. Sales Commission – The commission to the sales person upon closing the deal
  6. Excise Duty – The excise duty for the shipment
  7. Sales Orders Сount – Sales Orders Сount

+ Custom Measures

Templates

  • Top 10 Contacts by Orders Amount (last 30 days) – View your top ten contacts by total amount orders created over the last 30 days.
  • Total Order Value by Due Date – Displays daily revenue forecasts  from orders over time.
  • Total Sales Order Value by Billing Country (last 30 days) – Track the total amount of sales orders from different countries over the last 30 days.
  • Total Sales Order Value by Status (last 30 days) – Compare and monitor the different statuses of sales orders.

This data source contains information about all your accounts such as the account type, SIC code, and its associated annual revenue.

Dimensions

  1. Name – The company name
  2. Number – The number of the account
  3. Created – Date the account was initially created
  4. Country – The billing country of the account to send the quotes, invoices, and other agreements
  5. Industry – The type of industry
  6. Rating – The rating of the account
  7. Ticker Symbol – The ticker symbol of the Company
  8. Type – The type of account
  9. Created By – The user that created this account
  10. SIC Code – The Standard Industrial Classification code of the account
  11. Account Owner – The name of the user to whom the account is assigned

+ Custom Dimensions

Measures

  1. Annual Revenue – The annual revenue of the account
  2. Employees – The number of employees in account’s company
  3. Accounts Count – Accounts Count

+ Custom Measures

Templates

  • Accounts’ Total Number of Employees by Industry – Compare the number of leads created by industry.

This data source contains information about all your campaigns such as expected response, expected revenue, and campaign spend.

Dimensions

  1. Name – The name of the category
  2. Status – The status of the campaign
  3. Created – Date the campaign was initially created
  4. Start Date – Date on which the campaign starts
  5. End Date – Date on which the campaign ends
  6. Type – The type of the campaign
  7. Created By – The user that created this campaign
  8. Campaign Owner – The name of the user to whom the campaign is assigned

+ Custom Dimensions

Measures

  1. Expected Revenue – The revenue expected after launching the campaign
  2. Actual Cost – The actual amount spent on the campaign
  3. Expected Response – The campaign turnout percentage
  4. Budgeted Cost – The planned amount to be spent on the campaign
  5. Num Sent – The number of leads/contacts to whom the campaign details has been sent
  6. Campaigns Count – Campaigns Count

+ Custom Measures

Templates

  • Budgeted vs. Actual Costs vs. Expected Revenue for Active Campaigns – Compare the budgeted cost with actual cost with expected revenue for active campaigns.

This data source contains information about all your cases such as the type of case by priority.

Dimensions

  1. Number – The case ID after creating a case
  2. Status – The status of the case
  3. Created – Date the case was initially created
  4. Subject – The title of the case
  5. Priority – The priority of the case
  6. Type – The type of the case
  7. Created By – The user that created this case
  8. Related To – The email address of the contact related to this case
  9. Product Name – The name of product
  10. Case Reason – The reason for the case
  11. Case Origin – The source from which the case has been generated. Possible values: Email, Phone, or Website
  12. Account Name – The account related to the case
  13. Potential Name – The potential related to the case
  14. Case Owner – The name of the user to whom the case is assigned

+ Custom Dimensions

Measures

  1. Cases Count – Cases Count

+ Custom Measures

This data source contains information about all sales quotes between a customer and vendor.

Dimensions

  1. Subject – The name of the quote
  2. Number – The number of the quote
  3. Created – Date the quote was initially created
  4. Team – The team of the quote
  5. Account Name – The account to which the quote has to be created
  6. Created By – The user that created this quote
  7. Contact Name – The contact to which the quote has to be created
  8. Carrier – The name of the carrier manufacturer
  9. Quote Stage – The status of the quote
  10. Potential Name – The potential name for which the quote has to be created
  11. Valid Till – The date till the quote is valid after sending to the prospective customer
  12. Quote Owner – The name of the user to whom the quote is assigned
  13. Contact Owner – The user to whom the account is assigned

+ Custom Dimensions

Measures

  1. Sub total – Total of quote excluding discount
  2. Tax – Sum of all taxes
  3. Grand total – Grand total of quote
  4. Discount – Total discount amount for the quote
  5. Quotes Count – Quotes Count

+ Custom Measures

Creating a Chart

Click a dataset or integration and select Create dashboard/Create chart/Create presentation to start building a chart (please note that presentations are available starting from the Standard Plan).

From the next page, you can choose to create your own chart from scratch, or you can apply one of the templates we created.

  • If you choose to build a new chart from scratch (“Blank” option), the Chart designer will open. Go here to learn how to create a chart in the Chart designer.
  • If you choose a template, a new chart will be added to a dashboard/report/presentation (depending on the way you start the chart creation).
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