Drill down and Review Data from Analytics
1. Left click on the graph.
2. Click View Underlying Data.
A pop up with the data table will appear. You can then:
3. Apply any filters on the columb header. The below example is showing all Invoices dated after 12/10/2023.
4. You can also export the data by clicking More and then Export.
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Consultant's Analytics FAQs
How do I export the data on a graph? How do I review the data that is used to produce a graph? What customer's do I have that have purchased a specific product? How can I review what a customer has ordered?
Exporting data from an Analytics Graph
1. Hover your mouse over the graph you would like to export. 2. Click the dot dot dot that appears in the right corner of the graph 3. Click on "Export" 4. Click the desired file type. Most typically, Excel is needed by the user. 5. Click Export 5. ...
Zoho Admin Issue Report: Quotes in CRM Status Review
This report lists quotes in CRM that are not at the order status, but an invoice was processed in Sage. Please review these quotes and invoices to see if the quote needs updated in CRM to "Order bypassed by CRM". 1. Access the quote via the provided ...
Review a Customer's Purchase History
1. While in Zoho CRM, locate the account. 2. In the left menu, select Customer Dashboard 3. A new tab will open with a Sales Overview for that account. Please note, this dashboard will only show you invoices that you were assigned.
Locate Customer's Ordering a Specific Product
1. Click the dropdown next to the Product filter. 2. Uncheck "All". 3. Enter the product in the Search field. 4. Select the check box next to the needed product. 5. Select Ok. The entire dashboard is now reporting on sales for that selected product. ...