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Database Management Dashboard
Banner reading Database Management Dashboard

The Database Management Dashboard provides a unified view of key metrics across Zoho CRM, a secondary CRM, data enrichment, VOIP 1, and VOIP 2 systems, covering lead and contact data quality, campaign performance, and overall CRM health. The dashboard is updated weekly and presents insights based on monthly metrics.

All figures shown are sample data for portfolio demonstration. Company, client, and vendor names have been anonymized. Built with Zoho Analytics.

Zoho CRM and Secondary CRM Analytics

Database Health Checkup

Trace ID Count
148270
Oct 2026 New Records
1276
↑
Sep 2026 New Records: 383
No Email
1218
No Phone Contact
148825
Unreachable Contacts
6284
Database Score
100.00
71.67
No Designation/Title
656
No Company
66
No Job Level
777
Records by Country (Top 10)
Displays the top 10 countries with the highest number of records in the CRM.
SingaporeMalaysiaHong KongIndonesiaIndiaThailandAustraliaPhilippinesNew ZealandVietnamCountry0150003000045000Id Count116842410205471778416168155151213911621915014281168
Lead Category Funnel Stage
Displays counts of leads by category stage, from Uncategorized to Level 5 Converted. Values represent separate records, not a sequential funnel.
UnknownLevel 5 - ConvertedLevel 4 - Accepted/P..Level 3 - EngagedLevel 2 - RejectedLevel 1 - NeutralLevel 0 - CleaningUncategorized1276 (0.9%)1945 (1.3%)1515 (1%)4586 (3.1%)6412 (4.3%)16170 (10.9%)14251 (9.6%)102670 (69%)
Contact Status
Shows the ratio between Active and Inactive Contacts in Zoho CRM
ActiveInactiveUnverified8.9%68.8%22.3%
Key Lead Statuses
Shows key lead status metrics, highlighting the most important lead tags to track progress, engagement, and conversion performance.
Call Back - No AnswerRevalidated Leads - AcceptedCall Back - BusyDNC - Do Not CallLead Status010010000Count of Records251072637243403259517701555115310046462601488277472625
Type of Lead
Shows the classification of each lead, such as Gamification, Bottom Funnel, Top Funnel, and other lead types based on campaign or stage.
GamificationSurveyRSVP - RT PhysicalTop-Mid FunnelMid FunnelTop FunnelRSVP - Conferenc..RSVP - Conferenc..6.3%7.2%8.7%13.1%16.8%17.1%23.6%
Database Origin of Contacts
Displays the source of contacts, including data vendors, a secondary CRM, datamining, tech site registrations, and other lead generation channels.
DatamineTech Site AData Vendor CZoho CRM (Main DB)Secondary CRMLocal Server80312 (54%)
Contacts by Job Level
Displays the distribution of contacts by job level, highlighting roles such as C-Level, Director, Manager, and Vice President to show where most records fall.
Senior Director, Innovation & C..UnknownPartnerVice PresidentC-LevelDirectorManager42077 (28.4%)55530 (37.5%)
Email Verification Status
Word cloud showing the distribution of email verification statuses such as Valid, Unverified, and Bounced, highlighting the most common verification results.
Unknownvalid