Zenvlo CRM guide

Dashboard, analytics, goals and reports

See how your team is doing and send reports by email.

Dashboard

The Dashboard greets you with Revenue won, Deals won, Win rate, Open pipeline, New leads and Overdue follow-ups, a Trend chart, Needs attention (deals that may slip), the Deal funnel, Lead sources, Top performers and your Goals. Choose the date range at the top, and turn on Compare to see the change against the last period.

Reps see their own numbers. People with the All records permission see the whole team.

Analytics

Open Analytics for the tabs Sales, Leads, Activity and Explore. Click any number to open a drawer with the records behind it.

The Analytics page
Analytics with sales, leads and activity.

Goals

  1. 1
    At the bottom of the Dashboard find Goals and choose Month or Quarter.
  2. 2
    Press Set goal (shown if you may manage goals).
  3. 3
    Choose What to measure, For (the whole team or one person) and a Target above 0.
  4. 4
    Save. Saving the same goal again replaces the target.

Reports

The Reports list
Saved reports.

Open Reports and press New report. Choose Records (Leads, Deals, Tasks, Activities, Contacts or Companies), the Created range, and tick the columns you want. A live preview shows below. Name it and save.

The New report dialog
Building a report: choose records, range and columns.

On a saved report press Download / Schedule. New CSV or New Excel prepares a file. Under Email schedule choose Daily, Weekly or Monthly and add the emails to send to. You only ever see records you are allowed to see.

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