Lead Source KPI Dashboards
What you get
One page per lead channel answers the questions you ask every week: how many came in, how many moved forward and how many closed.
- Overview dashboard across all channels
- Up to four channel dashboards, such as website, call center and referral partners
- Counts, conversion by stage and won value for the period you pick
- Drill-down from each figure to the list of deals, and to a lead detail page
- Live data from Zoho CRM, with no export or refresh step
Who it suits
An owner or sales lead who wants to see which channels are worth the money without building reports each time.
What we need from you
Admin access to Zoho CRM and Zoho Creator, a reliable lead source on your deals and the figures you review today. No account yet? Sign up for Zoho CRM or Zoho Creator.
How it starts
1. Use Add to Cart above and check out, or write to us first to confirm fit.
2. We contact you to schedule a kickoff call.
3. We confirm scope and access with you, then start the work.
Billing questions
Who bills me?
Creator Scripts invoices you in MXN.
What does the price cover?
The scope listed above for one Zoho organization, in MXN before IVA. Zoho Creator licenses are separate. Anything outside the scope is quoted before we start.