Reports & Analytics module — inside the ZIVUX.AI CRM for Indian SMEs

The reporting problem most SMEs have

SMEs almost universally fall into one of two patterns. Pattern A: nobody runs reports — decisions get made on gut feel and Slack screenshots. Pattern B: someone exports CRM data into Excel every Friday and spends 4 hours building the same pivot table they built last week. Both patterns are expensive. Pattern A loses you opportunities you can't see. Pattern B burns 200 hours/year of your best analyst.

ZIVUX ships pre-built dashboards covering 80% of what an SME founder, sales head or board member typically asks. For the other 20%, the no-code report builder lets a non-technical user build a custom report in under 10 minutes.

Pre-built dashboards (zero configuration needed)

Sales dashboard

• Pipeline value (total, weighted, by stage)
• Forecast vs quota — gap analysis
• Win rate by rep, product, region, source
• Average deal size, deal cycle time
• Activity metrics — calls made, emails sent, meetings held
• Leaderboard — reps ranked by closed-won YTD
• Stalled deals report — anything not moving for 14+ days
• Win/loss reasons breakdown

Marketing dashboard

• Lead volume by source (organic, paid, IndiaMart, JustDial, referral, partner)
• Conversion funnel — Lead → MQL → SQL → Won (% at each stage)
• Campaign ROI — revenue closed per ₹1 spent, by campaign
• Email metrics — open/click/conversion by campaign
• WhatsApp metrics — delivery, read, response, conversion
• Cost per lead, cost per won customer (when ad spend tracked)
• Source mix shift over time

Support dashboard

• Ticket volume — opened, resolved, backlog
• SLA compliance — % met, breached, at risk
• First-response time, resolution time
• CSAT trend — by agent, category, customer tier
• Top ticket categories (product feedback signal)
• Agent performance leaderboard
• Top 10 customers by ticket volume (intervention candidates)

Customer / account health dashboard

• Lifetime value distribution
• Churn risk indicators — declining engagement, recent ticket spikes, AMC non-renewal
• NPS / CSAT by segment
• Account expansion potential — upsell signals
• Renewal calendar — what's expiring in next 90 days
• Top accounts by revenue, by activity, by support load

Operations dashboard

• Open tasks across the team
• Overdue items by owner
• Activity heatmap — when is the team most active
• Adoption — who's using ZIVUX vs who's behind

Custom report builder

For the 20% of questions the pre-built dashboards don't answer, the custom report builder lets you:

• Pick any module — leads, deals, contacts, tickets, campaigns, tasks, products, invoices
• Add fields by drag-and-drop
• Group by any dimension (rep, region, product, time period)
• Filter by any combination of conditions
• Choose visualisation — table, bar, line, pie, funnel, scatter, gauge, heat map
• Save the report and share via link or scheduled email
• Export to Excel, CSV, PDF

A typical "show me top 10 products by revenue in Mumbai region YTD by month" report takes about 90 seconds to build.

Scheduled delivery

Schedule any dashboard to email automatically — daily, weekly or monthly. Founders get the Monday morning sales summary in their inbox at 8 AM. Sales heads get a Friday end-of-week wrap. Marketing gets the campaign ROI report on the 1st of each month. The data shows up where decisions get made.

External sharing

For board members, investors, advisors and external auditors, generate read-only public links to dashboards. Set link expiry. Restrict by IP or domain. Revoke any time. No need to give external stakeholders full CRM access.

Goals tracking

Set numeric goals at the company, team, region, product or rep level — and watch the gauge fill in real time. Quota for the quarter, lead volume for the month, AMC renewal % for the year. Goal cards live on every dashboard. When you're behind, the colour goes red. When you're ahead, green. Visible to everyone who has the dashboard.

YoY, QoQ, MoM comparisons

Every report supports comparison views: "this period vs last period," "this period vs same period last year," with delta percentages clearly displayed. The "are we growing?" conversation becomes data-driven, not anecdotal.

Data export and BI tool integration

If you have a Power BI, Tableau or Looker setup already, ZIVUX supports outbound data export via:

• REST API for real-time pulls
• Webhooks for event-driven pipelines
• Scheduled CSV/Excel exports to S3 / Google Drive / SharePoint
• Direct Power BI connector (Scale plan)