Expected Outcome:  

The Sales Order Dashboard in Zoho CRM will provide a real-time snapshot of sales order data, including key metrics such as total orders, order status, and revenue generated. It will offer insights into order trends, top-selling products, and customer order history, enabling sales teams to track performance and manage orders efficiently.

• Use Case Implementation Steps:  

Implementation Stage 1: Configure Sales Order Dashboard Settings  

Description: Log in to Zoho CRM with administrator privileges and set up the Sales Order Dashboard for real-time analytics.

Steps:

1. Log in to Zoho CRM.

2. Navigate to Analytics > Dashboards and select Create Dashboard.

3. Name the dashboard "Sales Order Dashboard" and choose a layout.

Input:

• Administrator access to Zoho CRM.

• Dashboard configuration options.

Output:

• Access to create and customize dashboards.

• Confirmation of dashboard setup readiness.

Implementation Stage 2: Add Key Metrics and Widgets  

Description: Incorporate key performance indicators (KPIs) and widgets that display relevant sales order data.

Steps:

1. Add widgets for essential metrics:

• Total Orders Placed.

• Orders in Progress.

• Orders Delivered.

• Revenue Generated.

2. Configure real-time data retrieval from the Sales Order module.

3. Set up filters for time period selection (e.g., last week, last month, quarter).

Input:

• Sales order data attributes.

• KPI definitions and business requirements.

Output:

• Sales Order Dashboard displaying key sales data.

• Enhanced visibility into order performance.

Steps to Track Sales Order Metrics Without a Dashboard:  

Option 1: Use Reports Module  

1. Go to Zoho CRM > Reports.

2. Click Create Report and select the Sales Order module as the primary module.

3. Add Key Metrics:

• Total Orders Placed

• Orders in Progress

• Orders Delivered

• Revenue Generated

4. Apply Filters:

• Choose a time period (Last Week, Last Month, Quarter, etc.).

• Filter by Order Status (e.g., "In Progress," "Delivered").

5. Save the Report and run it anytime to track sales order performance.

Option 2: Export Data & Analyze in Google Sheets/Excel  

1. Go to the Sales Order module in Zoho CRM.

2. Click Export Data to download the sales order records.

3. Open the file in Google Sheets/Excel and create pivot tables & charts to track key metrics.

How to Track Key Metrics Using Available Fields?  

1. Total Orders Placed  

👉 Use SO Number (Sales Order Number) or Status field

• Go to Reports > Sales Orders

• Select SO Number (this will give the total count of sales orders)

• You can also group by Created Time to see orders placed in different time periods.

2. Orders in Progress  

👉 Use the Status field

• Filter the report using Status = In Progress

• This will show only sales orders that are not yet completed.

3. Orders Delivered  

👉 Use the Status field

• Filter the report using Status = Delivered

• This will give you the count of successfully delivered orders.

4. Revenue Generated  

👉 Use the Grand Total field

• Add the Grand Total column in your report.

• This will show the total revenue generated from all sales orders.

How to Create the Report in Zoho CRM?  

1️⃣ Go to Reports > Sales Orders > Create Report
2️⃣ Select Columns

• SO Number (for total orders)

• Status (to track "In Progress" & "Delivered" orders)

• Grand Total (for revenue)
  3️⃣ Apply Filters

• To get orders in progress: Filter "Status = In Progress"

• To get delivered orders: Filter "Status = Delivered"
  4️⃣ Save & Run the Report

Implementation Stage 3: Configure Graphs and Charts  

Description: Visualize data using charts and graphs for trend analysis and better decision-making.

Steps:

1. Add the following data visualizations:

• Bar chart for order trends over time.

• Pie chart for order distribution by status.

2. Customize visualization settings for enhanced clarity.

3. Enable drill-down features for detailed order insights.

Input:

• Historical sales order data.

• Visualization preferences.

Output:

• Graphical representation of order trends and sales insights.

• Improved understanding of sales performance.

Implementation Stage 4: Set Up Filters and Drill-Downs  

Description: Enable advanced filtering and drill-down capabilities to analyze specific sales order data.

Steps:

1. Configure filters for:

• Date range.

• Order status (Pending, Processing, Shipped, Delivered).

• Customer category.

• Product category.

2. Allow users to click on data points for more details.

Input:

• Sales order attributes and categories.

• Data segmentation requirements.

Output:

• Dynamic dashboard with interactive filters and drill-down features.

• Enhanced data analysis capabilities.

Implementation Stage 5: Automate Sales Order Reports  

Description: Configure automated reports and notifications for sales team efficiency.

Steps:

1. Navigate to Reports > Create Report.

2. Define report parameters based on sales order metrics.

3. Schedule automated reports to be sent to stakeholders.

4. Configure alerts for key sales order thresholds.

Input:

• Reporting and notification requirements.

• User roles and recipients.

Output:

• Scheduled sales order reports.

• Automated alerts for sales performance tracking.

Implementation Stage 6: Test and Deploy the Sales Order Dashboard  

Description: Test the dashboard's functionality and deploy it for live tracking.

Steps:

1. Validate data accuracy in widgets and graphs.

2. Conduct user testing with sample sales data.

3. Gather feedback from sales and management teams.

4. Deploy the final version and monitor its performance.

Input:

• Test scenarios and sample sales data.

• Feedback from end users.

Output:

• Fully functional Sales Order Dashboard.

• Real-time insights into sales performance.

• Confirmation message for successful deployment.

• Target Audience:  

          Sales Order

Sales Orders generated from customer requests and converted from Quotes.

• Users:

• Sales Teams: Monitor orders and track revenue.

• Managers/Supervisors: Analyze sales trends and performance.

• Administrators: Maintain dashboard functionality.

• Finance Teams: Track revenue and pending payments.

Additional Details:  

Data Required:

1. Sales Order Data:

• Order ID, customer details, product details, order date, status.

2. Revenue Data:

• Revenue generated per order, total revenue per period.

3. Product Data:

• Top-selling products, order quantity.

• Flow Chart:

• Tool Permission Required:

      Zoho CRM

• Link Required:

      Flow Chart