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Monday, July 20, 2026
Zoho CRM - Team Module Support in Advanced Analytics
Advanced Analytics in Zoho CRM now supports team modules, so you can include teams along with their notes and fields in reports and insights. This gives enterprises with multiple teams a structured, team-level view of CRM data without manual tagging or exports.

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Advanced Analytics in Zoho CRM now supports team modules, letting you include team modules along with their notes and fields in reports, insights, and other analytical functions.
- Team modules can be selected in the Zoho Analytics Configuration pop-up alongside standard and custom modules.
- Team modules behave like custom modules in Advanced Analytics, so you can build dashboards manually for your business scenarios.
- You can report on team productivity metrics such as tasks completed per team or member, average turnaround time, and workload distribution.
- You can track customer journeys across the full lifecycle, from lead to deal to onboarding to support, and identify drop-offs between stages handled by different teams.
- You can track team activities and how many records or tickets each team has managed, based on the module synchronised with Analytics.
- You can create dashboards such as deals closed by team or leads handled per team.
Availability: All DCs; all paid editions; released to all customers.