Your managers want to know which reps and which channels bring in the deals. We build the reports and dashboards in Zoho CRM and Zoho Analytics, and we fix the fields and automation underneath, so the numbers are right.
900+ integrations completed · We sign BAAs
How a dashboard build runs
The questions your managers ask, written as numbers
The fields and automation each KPI depends on, fixed where needed
In Zoho CRM, or in Zoho Analytics for data from more than one system
Homepage dashboards for reps, managers and leadership
Zoho CRM has reports and dashboards built in. They cover pipelines, activity, conversion by rep and homepage dashboards for a team. We start there.
Zoho Analytics is the next step. Its Zoho CRM connector syncs the modules and fields you pick, can blend them with data from other systems, and its reports can be shown inside Zoho CRM as a web tab. That is where cross-system reporting fits.
A dashboard is only as good as the data under it. If the lead source is blank or a field does not carry from Lead to Deal, the KPI is wrong. We fix that first.
What's included
Rates like lead to deal, inquiry to admit, and qualified to closed, by rep and by marketing channel.
A dashboard for each role, like a call center homepage with the day's calls, leads and follow-ups.
Activity and results for each rep, including business development reps working referral accounts.
A score on accounts, so your team sees which referral partners send you business.
Google Ads and Microsoft Ads data on the lead, so spend can be reported next to deals.
Reports on how well your team collects email, zip code and a second phone number.
Missed call reports, and lead and deal disposition reports with lost reasons.
The Zoho CRM connector set up with the modules you need, blended data, and dashboards embedded in Zoho CRM.
Fields, lead source automation and lead-to-deal mapping that the reports depend on
Zoho's own analytics app, connected to Zoho CRM through its connector
Zoho CRM data in a sheet or a Looker Studio dashboard
Dashboards that combine CRM, ad and call data
Ad clicks and campaigns on the lead, and offline conversions sent back
Calls and their source on the record, ready to report on
Admits and discharges from the EMR, for inquiry to admit reporting
Every system we connect to Zoho CRM
On a free call we look at the reports your managers use, the KPIs they want, and the fields behind them, and show you what the build would take.
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I have been thoroughly impressed with the results. JTS team expertise in systems and software integration has given me clear and concise reports, they help me also with generating qualified leads, has been instrumental in driving my business forward. Thank you for everything you have done for my business.
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How it works
We look at your Zoho CRM account, what your team needs from it, and what is not working today.
What we will build or fix, written down, with a project quote you approve before we start.
Built in Zoho CRM and tested with real records before your team relies on it.
Live with your team, with written steps and support when something changes.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Not for every team. Zoho CRM reports and dashboards cover a lot. Zoho Analytics fits when you want to blend CRM data with other systems or build reports CRM cannot. We help you decide on the free call.
Yes. With lead source automation and tracking fields filled in on every lead, reports can split leads and deals by channel and by rep.
Yes. Zoho CRM has homepage dashboards, and Zoho Analytics reports can be embedded in Zoho CRM as a web tab.
Yes. We trace the numbers back to the fields and automation that feed them and fix the cause, then the report.
By project, not by the hour. The first call is free, and you get a project quote after it.
