Thursday, September 24, 2015

Zoho CRM - Matrix Reports Explained

I have many clients that are confused about matrix reports, so I thought an example of how they can be used would be a useful tip.

Example: Sum of potentials in each stage broken out by month

  • Reports-> Create Report ->
  • Choose "Potentials" as the module - no related data is needed for this report
  • Under Groupings Tab:
    • Choose "Stage" as row headings
    • Choose Closing Date as Column Header (specify sort and date grouping)
  • Under Columns to Total - choose Potential Amount - Sum
  • Add criteria if desired (e.g. only open potentials - pipeline), and add date filter at top (e.g. current fiscal quarter)
  • The result looks something like this (with your stages of course!)


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