Standard modules on this dashboard
Every build is custom. These are the modules we ship most often for this use case. Mix and match, add new ones, drop what you don't need.
Pipeline by Stage, Owner, Source
Deal volume, conversion rates, forecast — joined with call volume and ad spend so you see the whole funnel.
Call to Lead to Deal Attribution
Which campaigns and sources are producing calls that convert to leads that close as deals. Not just activity counts.
Ad Spend to Closed-Won
True cost per deal by campaign and channel. Google, Meta, Bing, TikTok, direct. Joined with Zoho closed deals.
Missed Call Follow-Up Status
Match inbound calls to Zoho records, then match outbound follow-up calls to those records. Spot where leads are being dropped.
Zoho Blueprint Visualization
If your Zoho pipeline uses Blueprints, we show how deals are moving through stages and where they are stuck.
Operational Views for Non-CRM Users
Executive directors, operations managers, and clinical directors who should not have to log into Zoho still get the numbers they need.
Zoho CRM reporting examples
Example screens. The callback queue is illustrative; the heatmaps are from a dashboard we built.
Know who is calling before you call back
Callbacks owed, with each caller matched to their Zoho CRM status. A report the native Zoho report builder cannot produce by itself.
- Each caller matched to their CRM status
- Qualified callers stand out from new ones
- Open the call record in one click
Where the missed calls pile up
Missed calls by hour and day, with totals, so the hours that need more coverage stand out.
- Missed inbound calls only
- Darker red means more missed calls
- Totals for every day and every hour
When callers go unanswered
Percent of inbound calls missed by hour and day: green is good, red is bad, and the worst hour is called out.
- Green under 10%, red at 40% and up
- The worst hour named at the top
- Hours with fewer than 5 calls are greyed out
Call us. Watch yourself appear in queue.
A live piece of what we build. Dial the number and your call shows up here within 6 seconds. Mount it on a TV in your call center and you have an operations screen your floor and leadership share.
- — The live widget polls your call system every 6 seconds
- — Caller numbers are masked to the last 4 digits
- — Perfect for a wall-mounted TV in the call center
- — Pair it with any of our standard dashboards
Where native Zoho CRM reporting runs out
None of this is a knock on Zoho. It is a CRM, and its reports are built around CRM data. These are the walls teams tell us they hit.
Reports stay inside Zoho
Native reports are built on Zoho modules. Calls from your phone system, ad spend, and EMR data only show up if something syncs them in.
Custom logic is hard to express
A question like "which missed callers have had no call back since" spans systems and time. The report builder was not designed for it.
Combining modules gets complicated
The more modules and custom fields a report has to join, the harder it is to build and to trust.
Every viewer needs a seat
Owners, directors, and location managers need a Zoho license just to look at a dashboard.
Integrations only go so far
Connectors for call trackers and ad platforms often bring across part of the data, not everything a report needs.
Not built for a live screen
A live call queue, a callback list that clears itself, or a wallboard for the floor is outside what CRM dashboards are for.
How we improve your Zoho reporting
Two jobs: make the reports inside Zoho better, and build what Zoho cannot show.
Bring the missing data into Zoho
Call outcomes, and EMR data such as admit and discharge dates, insurance, appointment status, or revenue, written onto the Zoho record so your native reports can use them.
Custom reports outside Zoho
The reports that need data from several systems or logic the report builder cannot express, on a dashboard we host and maintain.
No extra Zoho seats
Anyone who needs the numbers gets a dashboard login. Only the people who work records need Zoho.
Callback queues with Zoho status
Missed callers broken out by who they are in Zoho: new, repeat, already qualified, or unqualified.
Alerts, not just reports
Missed-call and voicemail alerts to email, Microsoft Teams, or the dashboard, near instant.
Links back to the Zoho record
Each row opens the matching record in Zoho, so whoever follows up is one click from the details.
Zoho CRM integrations, built for reporting
We are a reporting company. We connect Zoho to your other systems so your reports can answer bigger questions.
Google Ads + Zoho CRM
Campaign, ad group, keyword, and device tracked through to Zoho leads and deals.
Meta Ads + Zoho CRM
Campaign, ad set, ad, and placement (Instagram vs. Facebook) tracked through to Zoho deals.
CallTrackingMetrics + Zoho CRM
Calls matched to Zoho records, plus the live queue and callback queues.
CallRail + Zoho CRM
Match CallRail calls to Zoho records, by source and by campaign.
EMR + Zoho CRM
Kipu, Sunwave, ModMed, or any EMR with an API. EMR data brought back into Zoho, then onto the dashboard.
From Zoho access to live reporting
1. Discovery call
We map your Zoho setup, your other systems, and the reports you have tried and failed to build.
2. Scope + fixed quote
You get a fixed quote within 48 hours of the discovery call. No per-seat fees, and everything is month to month.
3. Build + review
We stand up your dashboard on a dedicated subdomain of trusscharts.com. You review and we iterate.
4. Launch + maintain
The dashboard refreshes every five minutes, and missed call alerts are near instant. We monitor it and add views as you grow.
Common questions
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Tell us your systems. Get a fixed quote in 48 hours.
We ask what you use, what nobody can answer today, and who needs to see the data. We come back with a fixed scope and quote within two business days of our discovery.