A Zoho Analytics command centre that shows every lead, every county and every partner at a glance

At a glance

The project in 30 seconds

Client: CollisionCam
Industry: Crash-lead referral network
Location: United States
When: February 2026
Engagement: Fiverr
My role: Zoho Analytics developer

Zoho AnalyticsZoho CRMKPI tilesFunnels & treemapsDashboard filters

The situation

Where CollisionCam started

CollisionCam captures crash leads and passes each one to a partner: an attorney, or a physical-therapy / medical clinic. Every lead is a record in Zoho CRM.

The data existed, but it couldn't answer simple questions. How many leads came in this month? Which counties are growing? Which partner received how many, and how many people in those vehicles signed or started treatment?

The challenge

What had to be solved

The reporting had to solve three things:

Two kinds of number. Lead counts and people counts (everyone in the vehicle) are different, and mixing them makes partner reports wrong.

Messy location data. Counties and states had to be standardised so totals didn't split.

Different audiences. Leadership wants the macro view; each partner needs their own numbers.

The approach

How I tackled it, step by step

1
Fix the data model
Standard picklists for lead source, county, destination type and partner, plus a clear lead-status path.
2
Define the metrics
Lead counts and people counts (sum of people in the car), never substituted for each other.
3
Build four dashboards
Macro, location, attorney performance and PT/clinic performance, with filters that update every chart.
4
Refine with the client
Three rounds of feedback, worked through line by line.

What I built

Inside the system

9 real screenshots from the build. Click any image to enlarge.

01The macro view leadership asked for

Year-to-date, 30-day, 7-day and 24-hour lead totals, leads by month, leads won and lost, a pipeline funnel with conversion rate, and the split of leads across affiliate partners.

Macro KPIs with year-to-date, 30-day, 7-day and 24-hour lead counts — Macro KPIs: 849 leads year to date

Pipeline funnel from new lead to signed — Pipeline funnel with conversion rate

Leads closed lost by reason and leads won by month — Lost reasons and wins by month

Pie chart of leads sent to each partner — Leads sent to each partner

02Where the leads come from

Leads by county and city, attorney-vs-clinic comparison tables by city, state and county, and a treemap of every city. Date, county and state filters update everything at once.

Leads by county chart and table — Leads by county

City, state and county comparison tables — Attorney vs PT by city, state and county

Treemap of leads by city — Every city at a glance

03How each partner is performing

The attorney dashboard shows leads sent, leads signed and people involved, by county and month. The PT/clinic dashboard mirrors it with treating instead of signed. Both can be filtered to a single partner.

Attorney performance dashboard — Attorney performance

PT and clinic performance dashboard — PT / clinic performance

The results

What changed for CollisionCam

Leadership sees performance by month, county and partner in one place instead of exporting CRM data by hand.

Each partner can be shown exactly how many leads, and how many people, were sent to them, and how many signed or started treatment.

Feedback such as month ordering, missing days, missing states and partner-only views was worked into the dashboards across three revision rounds.

Key decisions

The calls that made it work

Good systems come from good decisions. Here's what I chose, and why.

Keep lead counts and people counts separate

A car with four people is one lead but four potential clients. Partners are paid on people, so every people metric sums "people in car" and never reuses lead counts.

Standardise counties as a picklist

Free-text counties split one place into several. A picklist keeps totals accurate.

Filter-first design

Partners and leadership look at the same dashboards through different filters, so there's one source of truth.

In the client's words

★★★★★

"Very talented and will use again!"

Josh BarnesCollisionCam · United States · rated 5/5 for communication, quality and valueVerified Fiverr review

Is this for you?

A similar system could help if…

Your data is in Zoho CRM but reporting means exports and spreadsheets.
You report to partners, franchisees or locations and each needs their own view.
You need numbers you can defend, with clear definitions.

Dashboards show aggregate numbers only. Every screenshot on this page comes from the real project; nothing is a mock-up.