Ideas for Working with This Data in Analytics

Now that your CRM note data is in Zoho analytics, have fun working with it! There are a variety of reports and metrics that you can build. Here are a few ideas:

• Note counts by salesperson
• Time lag between record creation and the first note created for that record
• Note counts by weekday, month, or even hourly (when are your salespeople more actively leaving notes on records?)
• Which records don’t have notes (and might need follow-up)?
• Are all notes created and left alone or are any edited later?
• Create a daily digest of note activity