Creating Dashboards

Create Dashboard Folders

Dashboards can be stored in publicly accessible folders for all the Zoho CRM users or private folders with limited access to some of the users.

To create dashboard folders

1. Click the Dashboards tab.
2. In the Dashboards Home page, click the Go to Dashboard List link.
3. In the Dashboard List page, click Create New Dashboard Folder.
4. In the New Dashboard Folder page, do the following:
   • Enter the Folder Name.
   • In Accessibility Details section, define the user's accessibility to view the dashboard folder.
5. Click Save.

Create Dashboards

The 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.

Availability

List of Standard Dashboard Components

In the Dashboard home page the following types of dashboards are available:

Module	Standard Dashboard Components
Leads	Leads by Source Leads by Status Sales by Lead Source Leads by Industry
Accounts and Contacts	Sales by Account Accounts by Industry
Potentials	Pipeline by Stage Pipeline by Probability Potentials by Type
Campaigns	Campaign Leads Campaign Vs Revenue
Cases and Solutions	Cases by Origin Cases by Priority Cases by Status
Products	Products by Category
Inventory Management	Vendors Vs Purchases Sales Orders by Accounts Contacts Vs Purchases Purchase Orders by Status Quotes by Accounts Quotes by Stage Invoices by Accounts Invoices by Status Sales Orders by Status

To create dashboards

1. Click the Dashboards tab.
2. In the Dashboards Home page, click the Go to Dashboard List link.
3. In the Dashboard List page, click Create New Dashboard.
4. In the New Dashboard page, do the following:
   • Enter the Dashboard Name.
   • Select Dashboard Folder from the list in which the dashboard has to be stored.
   • Enter the Description of the dashboard.
5. Click Save.