Connect Zoho CRM to Power BI

Authorize Zoho CRM in Catchr and select the CRM module needed for the report. In Catchr’s Power BI query builder, select deal IDs and pipeline fields, or the relevant leads or accounts module and preview a short extraction. Import the generated URL through Get data > Web in Power BI Desktop. Check the returned rows before building measures, keeping module-specific IDs before joining deals, leads and accounts clear in the model.

Yes. Catchr exposes deal stage, amount, probability and owner. Group opportunities by stage to see where value is concentrated. A chart of current stages shows today's distribution; it does not by itself measure how many deals moved through every stage during a past period.

Deal amount describes the opportunity's full value, while expected revenue uses its probability. Zoho's stage-probability setup helps determine that forecast. Catchr exposes both fields. Keep expected revenue separate from closed-won sales so the dashboard distinguishes forecast from completed business.

Use created time to report newly added pipeline and closing date for a closing-period view. Apply a stage filter to distinguish expected closes from wins. Catchr provides both dates, so make the selected date basis explicit in each chart's title.

Leads and contacts are different CRM record types, and conversion can move a prospect into the contact and account workflow. Adding counts from both modules does not necessarily count unique people. Define which lifecycle population you want and use record identifiers or a deliberate matching rule before combining totals.

Yes. Catchr's Zoho CRM catalog includes reason for loss, sales-cycle duration and overall sales duration. Use these with deal stage and owner to examine where opportunities stall or fail. Check which duration field matches the CRM report you are comparing, because similarly named measures can cover different parts of the process.

Yes. Add advertising sources such as Google Ads. Zoho deal fields include lead source and campaign source, which can help organize the comparison. Standardize those values before creating relationships; a CRM campaign label does not automatically match an advertising campaign ID.