Report catalog

All reports are generated live from your Zoho CRM data. Where a report is dated, the date-range filter narrows it to the selected period; the date field each report uses is noted in its description. Reports marked (CRM Invoices) / (CRM Purchase Orders) / (CRM Products) are built from the corresponding Zoho CRM inventory modules — enable those modules in your CRM to use them.

CRM Sales Analytics

Sales Pipeline Health (Funnel Report) — your open pipeline grouped by deal stage, with deal count and total value per stage, to spot where deals accumulate or stall. Date range applies to the deal created time.
Revenue Forecast Report — open deals grouped by expected closing month, with deal count and probability-weighted projected revenue (Amount × Probability). Date range applies to the closing date.
Win/Loss Analysis Report — closed deals grouped by outcome and loss reason, with deal count and total value per group, so you can see why deals are lost. Date range applies to the closing date.
Sales Rep Performance Leaderboard — total deals, won deals, win rate and revenue generated per deal owner. Date range applies to the closing date.
Lead Source ROI and Conversion — total leads, converted leads, closed-won deals and revenue generated per lead source, connecting top-of-funnel marketing to revenue. Date range applies to the created time of leads and deals.
Stagnant Deals (Accounts Aging) Report — open deals untouched for longer than the stagnation threshold (30 days by default), with stage, amount and days since last modification.
Closed Revenue Report — Closed-Won revenue totaled by year.
Monthly Sales Report — Closed-Won revenue and deal counts by month.
Existing vs New Customers Sales Monthly — Closed-Won revenue by month, split by deal type (Existing Business vs New Business).
Existing vs New Customers Sales Yearly — the same split totaled by year.

Aged Payables / Receivables

Aged Receivables Detail (CRM Invoices) — every CRM invoice with its customer, dates, status, days overdue and aging bucket (Current / 1–30 / 31–60 / 61–90 / 91+).
Aged Receivables Summary (CRM Invoices) — one row per customer with invoice count and outstanding amounts split into aging buckets.
Aged Payables Detail (CRM Purchase Orders) — every CRM purchase order with its vendor, dates, status, days overdue and aging bucket.
Aged Payables Summary (CRM Purchase Orders) — one row per vendor with order count and amounts owed split into aging buckets.

Ledger & Transactions

Transaction List (CRM) — Invoices, Sales Orders, Quotes and Purchase Orders unified into one chronological transaction list with type, party, status and amount.
Transaction List By Customer (CRM) — the transaction list restricted to customer-side documents, grouped per customer.
Transaction List By Vendor (CRM) — the transaction list restricted to vendor-side documents, grouped per vendor.

Sales

Sales By Customer (CRM Invoices) — invoice count, total sales and average invoice value per customer.
Sales By Customer Detail (CRM Invoices) — one row per invoice with customer context, subtotal, tax, adjustment and grand total.
Sales Detail (CRM Invoices) — all CRM invoices in one list with dates, status and full amount breakdown.

Customer / Vendor Balances

Customer Balance (CRM Invoices) — open invoice count, open amount and overdue amount per customer.
Customer Balance Detail (CRM Invoices) — the open invoices behind each customer balance, with days overdue.
Vendor Balance (CRM Purchase Orders) — open order count, open amount and overdue amount per vendor.
Vendor Balance Detail (CRM Purchase Orders) — the open purchase orders behind each vendor balance, with days overdue.

Purchasing & Expenses

Purchase Order Details (CRM) — all purchase orders with vendor, dates, status, subtotal, tax, adjustment and grand total.
Purchase Orders By Vendor (CRM) — order count, total amount and average order value per vendor.

Inventory & Projects

Inventory Valuation Summary (CRM Products) — every product with code, category, unit price, quantity in stock, quantity ordered, reorder level and stock value (quantity × unit price).