Zoho CRM Insights Dashboard Setup

I need an experienced Zoho CRM specialist to jump in and build a set of custom reports and an easy-to-navigate dashboard that focuses on Customer Insights. The goal is to surface trends in behaviour, purchase history, and engagement so my team can make smarter retention and upsell decisions directly inside Zoho CRM. Scope • Audit the current CRM modules and data structure to confirm everything you need for accurate customer analysis is present and properly related. • Design and configure the reports that highlight the key insight metrics I care about—segmentation by behaviour, purchase frequency, and activity patterns—while keeping them flexible enough for future filtering. • Assemble those reports into a single dashboard with clear visual widgets (charts, pivot tables, KPI tiles) so anyone on the team can interpret the results at a glance. • Walk me through the setup live or via recorded loom and provide concise documentation so we can tweak parameters without extra help later. Acceptance Criteria • All reports load in under three seconds and refresh automatically on schedule. • Dashboard components pull from native Zoho data only (no manual uploads). • Metrics for at least three customer segments display accurate counts when cross-checked against raw data. • Documentation covers navigation, filter editing, and cloning a report for a new segment. Tools Zoho CRM (current version), Zoho Analytics if you think it adds value—let me know your recommendation. Timeline is flexible over the next two weeks; I’ll prioritise quality and clarity over speed. Let me know your experience with similar insight-focused setups and any sample dashboards you can share.

Project ID: 40541230