Start With the Leads Data

We want four main categories of data: new leads, converted leads, new deals, and closed deals.

So, for our first sub-query, we draw all the information from the Leads module.

If you have trouble following along, see the full code below. And remember, by using the “Insert Columns” and “Insert SQL” tabs, you don’t have to worry about misspelling column or operator names!

Also, we are building this query table with the knowledge that we’ll use Zoho Analytics Chart and Pivot builders to finalize our reports. What we do in this lesson is compile all the data in the right format and the right place. But, in the end, it’s still just a table of somewhat-raw data that allows us to build cool charts and tables in Zoho Analytics.

See the full code in our GitHub repository