Managing Dashboards

Managing Dashboards

ZOHO CRM Dashboards:

 

ZOHO CRM Dashboards allow Users to access quick snapshots for Custom Reports and KPI’s set by the organisation. The Dashboard can provide users with a high level analytical tool using two-dimensional and three-dimensional charts to provide a quick reference



1.     How to create a Dashboard


a.     Click the Dashboards Module Tab

b.     In the Home Page select +Add

c.     Enter the Dashboard Name

d.     Select the Users that you would like to share the Dashboard with

                                               i.     Only Me

                                             ii.     Everyone

                                           iii.     Selected Users

e.     Add components

                                               i.     Bar Chart

                                             ii.     Pie Chart

                                           iii.     Line Chart

                                            iv.     Area Chart

                                             v.     Funnel Chart

                                            vi.     Table Chart

 

3.     How to Create a Report Chart


a.     Click the Dashboards Module Tab

b.     Select the Dashboard for the Component to be added

c.     Select Add Component

d.     Choose one of the following:

                                               i.     Get from Report – This will pull in data from a existing report

                                             ii.     Get from Gallery – Provides a list of predefined dashboards for selection

e.     Select the report or dashboard you wish to display

f.      Enter a name for the component

g.     Select the type of Chart

h.     Nominate the X and Y axis components

i.      Click Done

 

4.     Once Added to the Homepage you can:

​

a.     Add the chart to favourites

b.     Delete the Chart

c.     Edit

d.     Add to the Homepage

e.     Drill down on the data via the Chart

f.      Change the view from 2-dimensional to 3-dimensional

g.     Embed a URL


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