Reporting coverage
Zoho CRM metrics & breakdowns
Explore the metrics and breakdowns available through Adzviser's Zoho CRM connector. Start with these examples or search the complete catalog.
Metrics
Browse all 14 metrics
- Accounts
- Contacts
- Deals
- Leads
- Annual revenue
- Employees
- Deal amount
- Deal probability (%)
- Deal expected revenue
- Deal lead conversion time
- Deal overall sales duration
- Deal sales cycle duration
- Lead annual revenue
- Lead employees
Breakdowns
Browse all 114 breakdowns
- Account ID
- Account name
- Account number
- Account site
- Account type
- Account ownership
- Account industry
- Account SIC code
- Account ticker symbol
- Account website
- Account phone
- Account fax
- Account description
- Account tag
- Account locked
- Account enrich status
- Account rating
- Account billing street
- Account billing city
- Account billing state
- Account billing country
- Account shipping street
- Account shipping city
- Account shipping state
- Account shipping country
- Contact ID
- Contact name
- Contact first name
- Contact last name
- Contact title
- Contact email
- Contact secondary email
- Contact home phone
- Contact other phone
- Contact assistant phone
- Contact mobile
- Contact lead source
- Contact department
- Contact date of birth
- Contact assistant
- Contact email opt out
- Contact Skype ID
- Contact salutation
- Contact X (Twitter)
- Contact unsubscribed mode
- Contact mailing street
- Contact mailing city
- Contact mailing state
- Contact mailing zip
- Contact mailing country
- Contact other street
- Contact other city
- Contact other state
- Contact other zip
- Contact other country
- Deal ID
- Deal name
- Deal description
- Deal tag
- Deal locked
- Deal stage
- Deal type
- Deal lead source
- Deal reason for loss
- Deal next step
- Deal record status
- Lead ID
- Lead name
- Lead first name
- Lead last name
- Lead title
- Lead company
- Lead email
- Lead secondary email
- Lead phone
- Lead fax
- Lead mobile
- Lead website
- Lead status
- Lead record status
- Lead industry
- Lead email opt out
- Lead Skype ID
- Lead salutation
- Lead Twitter
- Lead description
- Lead rating
- Lead tag
- Lead locked
- Lead is converted
- Lead enrich status
- Lead unsubscribed mode
- Lead street
- Lead city
- Lead state
- Lead zip code
- Lead country
- Created by ID
- Modified by ID
- Owner ID
- Campaign source ID
- Reporting to ID
- Vendor name ID
- Parent account ID
- Created date
- Created datetime
- Modified date
- Modified datetime
- Last activity date
- Last activity datetime
- Unsubscribed date
- Unsubscribed datetime
- Closing date
- Closing datetime
Setup
Connect Zoho CRM MCP in three steps
Connect Zoho CRM to Adzviser
Create a workspace. Select your Zoho CRM region, sign in to Zoho, and allow Adzviser to read its reporting data.
Connect Adzviser to your AI assistant
For Claude, choose Adzviser in the connector directory. For ChatGPT, add the Adzviser plugin. For another supported AI tool, use https://mcp.adzviser.com/http.
Ask your first question
Open Adzviser in your AI assistant and ask what you want to know about Zoho CRM.
Quick connection check
List my connected Zoho CRM organizations and show the Adzviser workspace for each. After I choose one, return "Annual revenue" for the last 7 complete days.
Try a deeper analysis
Analyze Zoho CRM deal velocity for the workspace I choose during the last 30 complete days. For each stage: Average Days, Conversion Rate, and Bottlenecks. Recommend actions to accelerate deals through the pipeline.
Prompt ideas
Zoho CRM prompts to try
Weekly Pipeline Summary
Get a weekly overview of your sales pipeline.
Pipeline Velocity Optimization
Speed up your sales cycle.
Revenue Trend Analysis
Track revenue trends over time.
Choose the right setup
Zoho CRM MCP: official option or Adzviser?
Zoho provides separate MCP servers for insights, CRM data and automation. Adzviser offers one narrower, read-only reporting path across Zoho CRM and your marketing stack.
Update Zoho CRM records and workflows
- SetupInstall one or more pre-built Zoho CRM servers and authenticate through OAuth
- PermissionsCan read or change records, customize modules and manage workflow rules based on the server selected
- Reporting scopeZoho CRM only: work with its data, configuration and automations
Best for: Zoho CRM teams that want direct platform operations or administration.
Read Zoho's documentation →Report on Zoho CRM across channels
- SetupConnect Zoho CRM once in Adzviser; no separate Zoho MCP server installation is required
- PermissionsRead-only: analyze leads, deals, activities and revenue without changing Zoho CRM
- Reporting scopeCross-channel: compare Zoho CRM outcomes with ads, analytics and lifecycle data
Best for: marketing and revenue teams focused on attribution and reporting.
Start with Adzviser →
