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 analytical components you can choose to create your dashboard:
- Chart
- KPI
- Comparator
- Anomaly Detector
- Target Meter
- Funnel
Note:
- Before you begin working with the dashboards make sure you install and enable the Adobe Flash plug-in in your browser
- Standard and Professional edition users can only create Charts and KPIs.
- You can view a detailed drilled-down report by clicking on Charts, KPIs, Target meters and Comparators.
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