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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