Zoho CRM Brings Smarter Forecasts with Performance Anomaly Alerts
Dear Customers,
Zoho have been steadily enhancing the forecasting capabilities in Zoho CRM, and as part of our #CRM25Q1 updates, we’re thrilled to introduce a powerful new addition: anomaly detection in forecasting.
Forecast reports are essential tools that provide insights into your sales team’s performance. Until now, Zoho CRM has enabled you to compare each team member’s results against their assigned targets to gauge progress. However, tracking progress alone doesn’t always give the full picture. Sales leaders need to be alerted when unexpected changes — positive or negative — could impact revenue.
Say hello to anomaly detection for sales results
An anomaly refers to any unusual drop or spike in regular sales patterns. With this enhancement, Zia now flags anomalies in forecast reports, giving sales leaders weekly insights into irregularities in individual performance.
Each week, Zia will analyze a salesperson’s recent achievements, estimate their projected outcomes, and highlight any significant variances in revenue performance.
Past anomalies are available in both tabular and line chart views
Real-life scenarios to highlight its value:
Sarah’s performance slowdown
Sarah operates in a sector currently navigating tough economic conditions. Despite her efforts, her numbers are slipping. Thanks to anomaly detection, her manager gets real-time visibility into this trend and can act fast — whether it’s by revising her targets or tweaking the value of open deals.
Evan’s unexpected sales boost
Evan, a seasoned sales rep, usually maintains a steady track record. But last week, he closed a massive deal — two high-value condos — thanks to his sharp instincts and negotiation skills. Zia flags this as a positive anomaly, giving his manager a chance to acknowledge his exceptional performance.
These examples show how spotting anomalies can offer meaningful insights into sales performance:
You can opt to receive alerts from Zia via the notification panel or email
That’s a wrap on our new anomaly detection feature in sales forecasting.
For more details visit pfc-group.com.Related Articles
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