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


  • 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. 


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

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

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