Zoho CRM KPI Dashboards
Publicada el 2026-07-25
Descripción de la oferta
I need three clean, easy-to-read dashboards built directly inside my Zoho CRM so the sales team can glance at live numbers without digging through reports. The focus is on tracking sales performance, customer engagement, and conversion rates, all pulled from data that already lives in the system—no custom coding or outside integrations should be necessary. Here’s how I picture the job: • Dashboard 1 – Overall Sales Performance Pipeline value, deals closed/won, average sales cycle, and quarterly targets vs. actuals. • Dashboard 2 – Customer Engagement New leads vs. contacted leads, follow-up activity counts, email/phone touchpoints, and response rates. • Dashboard 3 – Conversion Rates Lead-to-opportunity, opportunity-to-deal, and stage-to-stage conversions with quick visual cues showing where drop-offs occur. Acceptance criteria • All widgets load inside Zoho CRM’s native dashboard module with no external links. • Metrics match existing Zoho reports when spot-checked. • Layout remains intuitive on desktop and tablet resolutions. • I can duplicate or adjust each component without your assistance once delivered. When you reply, please share one or two screenshots or live examples of Zoho CRM dashboards you have created, a brief timeline for completing all three, and your fixed-price quote.
Skills
Fuente original: freelancer