CRM Help

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.

Note

  • System administrators and the users who create the dashboard folder have full control of the folders.
  • Other users can access the dashboards only when the owner of the folder provides the access.

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

Profile Permission Required: Access to the Dashnoards Tab and Manage Reports And Dashboards permission.

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

Note

  • You cannot modify or delete the standard dashboards.

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.

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