Zoho Expert – Call vs Order Analytics Dashboard
Budget: $10 – $30 USD
We are seeking a highly experienced Zoho expert to develop a custom Call vs Order Analytics Dashboard in Zoho. This dashboard will help visualize the relationship between sales calls and resulting orders to support sales tracking and team performance analysis.
Key Responsibilities:
Analyze our existing Zoho CRM, Zoho Books (or other relevant modules) setup to extract and connect call and order data.
Create a dynamic dashboard in Zoho Analytics that compares and correlates:
Calls (volume, duration, outcomes) vs. Orders (volume, value).
Filters by Agent, Team, Territory, and Time (Day/Week/Month/Year).
Display key metrics such as conversion rates, and allow segmented views by role and region.
Implement interactive visualizations and filtering (e.g. by date range, team, territory).
Automate data syncing for real-time or scheduled updates.
Provide documentation and a short training session for users.
Examples of Report Use Cases:
(Agent, Date) Steven, 312 Calls, 6 Orders → 1.9% Conversion Rate
(Team, Month, All Territories) Team: 6,431 Calls, 800 Orders → 1.2% Conversion Rate
(Territory: Beringer, Agents: Steven, Kelsey, Jessica, Week 5/26–5/30) → 4,500 Calls, 67 Orders → 1.4% Conversion Rate
Ability to analyze Territory by Day, Week, Month, Year
Requirements:
Proven experience with Zoho CRM, Zoho Analytics, and optionally Zoho Creator and Zoho Books.
Expertise in building advanced reports and dashboards with multi-dimensional filters.
Ability to work independently and translate real-world business questions into actionable insights.
Experience with sales reporting or call center analytics is a strong plus.
Key Responsibilities:
Analyze our existing Zoho CRM, Zoho Books (or other relevant modules) setup to extract and connect call and order data.
Create a dynamic dashboard in Zoho Analytics that compares and correlates:
Calls (volume, duration, outcomes) vs. Orders (volume, value).
Filters by Agent, Team, Territory, and Time (Day/Week/Month/Year).
Display key metrics such as conversion rates, and allow segmented views by role and region.
Implement interactive visualizations and filtering (e.g. by date range, team, territory).
Automate data syncing for real-time or scheduled updates.
Provide documentation and a short training session for users.
Examples of Report Use Cases:
(Agent, Date) Steven, 312 Calls, 6 Orders → 1.9% Conversion Rate
(Team, Month, All Territories) Team: 6,431 Calls, 800 Orders → 1.2% Conversion Rate
(Territory: Beringer, Agents: Steven, Kelsey, Jessica, Week 5/26–5/30) → 4,500 Calls, 67 Orders → 1.4% Conversion Rate
Ability to analyze Territory by Day, Week, Month, Year
Requirements:
Proven experience with Zoho CRM, Zoho Analytics, and optionally Zoho Creator and Zoho Books.
Expertise in building advanced reports and dashboards with multi-dimensional filters.
Ability to work independently and translate real-world business questions into actionable insights.
Experience with sales reporting or call center analytics is a strong plus.