Analytical Dashboards in Zoho CRM

Analytical Dashboards in Zoho CRM

Every business requires processing and organizing huge amount of data on a day-to-day basis. Also, your daily activities can become tedious when you have to get regular updates on trends, targets, performance indicators, pipeline stages, meetings, follow-up calls and more. To make things easier, Zoho CRM gives you Analytical Dashboards. Dashboards use analytical insights and give you detailed overview of all the important data at a glance. Below are the six different types of analytical components that you can choose to create your dashboard: 

  • Chart
  • KPI
  • Comparator
  • Anomaly Detector
  • Target Meter
  • Funnel

Note:

  • Please ensure that your Web browser supports Adobe Flash.
  • In case your browser does not support Adobe Flash plug-in, click the Flash plug-in icon to install it.

Availability

Permission Required: Users with Administrative profile can access this feature.

Features Free Standard Professional Enterprise
Analytical Dashboard -

Create Dashboards

Create pictorial representation of your data with the help of components, for a real-time snapshot of your organization's key metrics.

Analytical Components

Choose from six different analytical components to get a comprehensive data at a glance. 
Charts | KPI | Comparator | Anomaly Detector | Target Meter | Funnel

    • Related Articles

    • Analytical Dashboards in Zoho CRM

      Every business requires processing and organizing huge amount of data on a day-to-day basis. Also, your daily activities can become tedious when you have to get regular updates on trends, targets, performance indicators, pipeline stages, meetings, ...
    • Creating Dashboards

      Dashboard is a summarized view of the custom report data in Zoho CRM. It provides a platform for a real-time analysis of the sales stages and business operations. You can create a dashboard and share it with all the users or few selected users. You ...
    • Creating Dashboards

      Dashboard is a summarized view of the custom report data in Zoho CRM. It provides a platform for a real-time analysis of the sales stages and business operations. You can create a dashboard and share it with all the users or few selected users. You ...
    • Zoho CRM - Working with Dashboards

      Chapter 20: Working with Dashboards Dashboards are a pictorial representation of your custom report data, which gives a real-time snapshot of your organization's key metrics. Using dashboards you can easily visualize comparisons, patterns, and trends ...
    • Python SDK - An Overview

      Python SDK offers a way to create client python applications that can be integrated with Zoho CRM. This SDK makes the access and use of necessary CRM APIs with ease. In other words, it serves as a wrapper for the REST APIs, making it easier to use ...