CRM Help

Creating Dashboards

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. You can make your dashboards publicly accessible to all users or to select users. You can also create private dashboards that will be accessible only to you.

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
Territory
  • Revenue by Territory
  • Industry-wise Revenue by Territory
  • Overall Sales Cycle Duration by Territory
  • Sales Cycle Duration by Territory

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 Add link.
  3. In the New Dashboard page, do the following:
    • Enter the Dashboard Name.
    • Select the users with whom you want to share the dashboard.
      • Only me - Accessible only to you
      • Everyone - Shared to all users of your CRM.
      • Selected Users - Shared only to a selected list of users.

      Under selected users you can select one of the following sources - Groups, Roles, Roles and Subordinates, Users, Territories, Territories and Sub-territories.

  4. Click Save.

Add Components

After creating a dashboard you must add components (representing the exact data in pictorial form), which includes Bar, Pie, Line, Donut, Area, Funnel, or Table charts. You can select the charts to display the data in pictorial form and also a table to display the data in tabular format.

Note

  • You can add only a maximum of 10 components in a dashboard.
  • Only Summary and Matrix Reports can be added to the dashboard.

List of Standard Charts

Chart Type Description
Bar chart To display two or more kinds of data, that can be used to compare values across categories.
Pie Chart To display data that is divided into triangular areas proportional to the percentages of the whole and used to illustrate the relationship of parts to the whole.
Line Chart To display a trend over a period with the variations in the multiple values in a single chart.
Funnel Chart To show the convergence of data from the entry level to exit level. It is typically used show the sales pipeline at any point of time.
Table Chart To show sum of the values in each category of the data.

To create report charts

  1. Click the Dashboards tab.
  2. In the Dashboards Home page, select the dashboard in which the component has to be added.
  3. In the Dashboards page, click Add component.
  4. In the Add Component page, choose one of the following:
    • Get From Report - This will get the data from a report in your CRM account.
    • Get From Gallery - Select a dashboard from a list of predefined dashboards.
  5. Selct the desired report / dashboard from the gallery.
  6. In the resulting page, do the following:
    • In the Component Name text box, enter the name for the component.
    • Select the type of chat from the Select a chart type list box.
    • Under Provide Chart Details part, select the X and Y axis components.
  7. Click Done.

After adding a chart to the dashboard, you can perform the following operations:

  1. Add to favorites
  2. Delete the chart
  3. Edit the chart
  4. Add to Home
  5. Drill-down the chart
  6. Change to 2-dimensional or 3-dimensional view
  7. Embed URL

Note

  • You can delete only the custom charts created by you.

Drill Down Dashboards

This feature enables you to view a detailed report on the selected data in any dashboard report.

To drill-down dashboards

  1. Click the Dashboards tab.
  2. In the Dashboards Home page, select the required dashboard.
  3. In the selected dashboard, click on the data for which you need a detailed report.
  4. The data is displayed in the form of a report.
  5. In the Report page, you can export the data to PDF/XLS/CSV, save the report, customize it, or create a chart based on the details.
    See Also Working with Reports

Add to Home

This feature allows you to add the chart to the home page of your Zoho CRM.

To add the chart to your home page

  1. Click the Dashboards tab.
  2. In the Dashboards Home page, select the required dashboard.
  3. In the selected dashboard, click [more options icon] in the chart that has to be added to your home screen and click Add to Home.
  4. Now the chart will be added to your home page.

Add to Favorites

You can mark the most important charts as your favorites. These charts will be displayed seperately in the favorites page and is easy to view.

To add the chart to your favorites page

  1. Click the Dashboards tab.
  2. In the Dashboards Home page, select the required dashboard.
  3. In the selected dashboard, click [Favorite icon] corresponding to the chart that has to be marked as favorite.
  4. Now the selected component will be dispalyed in Favorites page.

Embed URL

You can embed the chart in any web page if requires. This can be done by copying the URL from Zoho CRM and pasting it in the required site.

To embed the chart's URL

  1. Click the Dashboards tab.
  2. In the Dashboards Home page, select the required dashboard.
  3. In the selected dashboard, click [more options icon] in the chart that has to be added to your home screen and click Embed URL.
  4. From the Embed URL page, copy the URL from the copy URL text box.
  5. Enter the domains in which the chart should be displayed in the Enter allowed domains text box.
    This chart will be visible only in the domains that is entered here. For example, if you copy paste the chart in a page with the domain .edu but this domain isnt specified in this text box, then the chart cannot be viewed in that webpage.
  6. Click Finish.

 

 

 

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