[Zoho CRM] Creating a Daily Completed Call Counter as an SDR

[Zoho CRM] Creating a Daily Completed Call Counter as an SDR

Overview 

Some SDR users may not have access to the Zoho CRM Analytics Dashboard where daily call counters and reporting widgets are displayed. You may first ask your manager to gain access to this section. 

As an alternative, SDRs can create a Custom View inside the Calls module to monitor and track their completed outbound calls for a specific workday. This custom view provides a full breakdown of completed calls during the SDR shift window (10:00 PM to 6:00 AM PHT).



Namely, it allows SDRs to: 
  1. Track total completed outbound calls
  2. View all completed calls during a specific shift, among other details of each call
  3. Monitor daily activity without Analytics Dashboard access

Solution: Create a Custom View in the Calls Module

  1. In Zoho CRM, navigate to the Calls Module
  2. Click the current view dropdown (usually “All Calls”) 
  3. Select “Create View” or "New Custom View"



  4. In the View Creator page, enter a name for the view in the top field 
    1. Example names are “Daily Completed Calls”, “Call Counter" etc. 
  5. In the "Specify Criteria" section, set the following filters exactly as listed below. Click the add (+) button to add each filter after the first one: 
    1. Call Result → is not empty (add this filter only if call results are consistently updated after every call)  
    2. Call Type → is → Outbound 
    3. Outgoing Call Status → is → Completed 
    4. Call Start Time → between → [Set the date range between yesterday and today]  
    5. Call Owner → is → [Name of SDR]


  6. In the "Choose Column for Default List View" section, click the add (+) button to select which data columns you want to see as part of your custom table view. 
  7. Click the Save button on the upper right side of the page when you're done.


    The page will reload to show the resulting custom view. You can see the total count by looking at the top of the Filters section on the left side of the page.

    For easier access, you may pin this to the top of the View dropdown list by clicking the star next to its name.
WarningThe only limitation of this workaround is that the SDR must manually update the Call Start Time date filter daily. This is necessary to ensure the view accurately reflects Yesterday’s shift and the Current reporting window. Without updating the dates, the call totals may become inaccurate or outdated.
Notes
To change the date, select the custom view you created and click the Edit (pencil icon) button beside it.

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