A Summary Report in Zoho CRM organises records into groups and provides subtotals and aggregations for each group. It is the most commonly used report type for sales analysis - for example, total deal value by stage, number of leads by source, or activity count by sales rep.
A Summary Report groups records by one or more fields and calculates summary values – sum, count, average, min, max – for each group. For example: group Deals by Stage, calculate the sum of Amount per stage, and count the number of deals per stage. This gives a pipeline distribution view in seconds.
Summary Reports support up to four grouping levels and can include a chart visualisation. They are the backbone of most CRM analytics – pipeline reviews, rep performance comparisons, and lead source analysis all use Summary Reports.
A Summary Report in Zoho CRM organises records into groups and provides subtotals and aggregations for each group. It is the most commonly used report type for sales analysis – for example, total deal value by stage, number of leads by source, or activity count by sales rep.
A Summary Report in Zoho CRM supports up to four grouping levels. For example, you can group Deals by Territory, then by Stage, then by Rep – three levels deep – with subtotals at each level.
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