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A weekly pipeline review from Zoho CRM

For sales leads who start the week with the pipeline: the review is built from Zoho CRM once, and is waiting for you every Monday.

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Every Monday the sales meeting starts with the same question: where does the pipeline stand? In this recipe the agent builds the pipeline review from Zoho CRM once (what is closing this month, by stage and owner, and which deals have gone quiet) and XataWorks makes it again every week.

What you need

1. Ask for the review

With Zoho CRM open beside the chat:

Make a pipeline report from Zoho CRM for the open deals closing this week: the total value by stage as a chart, the total for each owner, and a table of every deal with its stage, amount, closing date and owner. Add a second table of open deals whose closing date has already passed.

The agent lists the deals by closing date, with totals per currency, and the report opens in a window of its own. Reading CRM never asks.

2. Make it weekly

Choose File ▸ Save as Template…. XataWorks says which dates in the request it will move to each run’s period. Check it names the deals’ closing dates. Then in File ▸ Report Templates… choose Schedule…: Weekly, on Monday, at a time before your meeting, covering The current period.

3. Share it

Export it from the report window as slides for the meeting, or as a PDF to send round. Every format is made again on each run.

Where this recipe stops

  • Read only. The review reads Zoho CRM and never changes it.
  • XataWorks has to be running, and CRM signed in. A run that falls due while the application is closed is skipped until its next time.
  • Your view of CRM. The report shows the deals you can see in Zoho CRM. A colleague’s private deals stay private.

Read more

  • Reports: templates, schedules and the export formats.

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