Configure KPIs/Targets/Contests to the components of Live Dashboard
Previously, the type of component in the Live Dashboard, such as KPIs, Targets, or Contest, was preset and you could only customize their options. Now, you can select the type of each component and also customize their options.Read More
Custom User Field supported as the Point Recipient
When defining the behaviors of KPIs or Contests, you can now select the Custom User Field used in Zoho CRM as the Point Recipient.
Grand Total of Invoices/Quotes/Purchase Orders/Sales Orders supported in KPIs or Contests
When defining the behaviors of KPIs or Contests, you can now select Use the record's Grand Total as points to track the grand total price associated with the Invoices, Quotes, Purchase Orders and/or Sales Orders.
Custom periods supported in Targets
You can now define a custom period when setting a Target. For example, you can now set a Target Period for Leads Created to be June 1, 2019 to August 31, 2019.
Theme for Live Dashboards
Themes are now supported in the Live Dashboards.Read More
Organization Time Zone
By default, Zoho Motivator stores the local time zone for each record based on the time zone of the record owner/creator/modified person and when that record is created/modified. Now, by updating the Organization Time Zone, Zoho Motivator will have a unified organization time zone to be used for all records within the organization.Read More
Live Dashboards in Zoho Motivator provide a real-time view of your sales activities to help you track and improve your sales performance. Customize and visualize your key metrics so you can take prompt actions to keep your team on track.
Continuation of Pipeline Stages dashboard
The feature of Pipeline Stages dashboard will not be terminated as announced earlier.
Enhancements to Zoho Motivator for iOS
Now supports filtering in Dashboards and KPI records view. By clicking the record, you can now view the details of each record using Zoho CRM mobile application for iOS.Read More
Dashboard view supported in TV Channel
TV channel now supports Dashboard view (4x4 grid view) to share more information on large screen TVs.
Activity Logs and Requesting Data
To improve visibility and portability, you can now view activity logs and request data stored in Zoho Motivator. To view logs or request data, select the Privacy menu under Settings.Read More
Add Multiple KPIs/Targets
Multiple KPIs or targets can now be added to the dashboard at once. Click +KPI or +Target at the top of the dashboard and select the existing KPI/Target you want to add. Select multiple options to add several tiles at once.Read More
Dashboard to Motivator TV Channel
Adding the Motivator TV channel from a dashboard is now much easier. Just click the More button at the top of any dashboard you wish to show, and select Enable TV View.Read More
Converted Leads Support
Motivator can now calculate the number of converted leads in CRM. When creating a KPI, add a behavior with the Leads module. Under the Other Custom Rules section, select Converted to switch your option.Read More
KPI Condition Added to Target Filter
When the All Targets page is selected, you can now filter targets based on KPI conditions.
Adding tiles to your dashboard is much easier using the +KPI, +Target, or +Contest buttons at the top. Cloning tiles and dashboards can now be done with one simple click. Reorder your tiles any time with the handy drag-and-drop feature.Read More
Added Chinese Language Support
Zoho Motivator now also supports Chinese as well as English, French, Spanish, Japanese, and German.
Organize KPIs, targets, contests, and leaderboards from a single dashboard. Add multiple tiles for a single KPI and filter them individually to compare performance across multiple users and times simultaneously. Easily reorder dashboard tiles using drag-and-drop functionality.Read More
The navigation bar is now at the top of the screen for quick access to all of your dashboards, targets, contests, and TV channels.
Enhancements to Zoho Motivator for iOS
Now supports iOS10, new detailed view for Contests, and adds Tour feature, which is the introductory screens for new users.Read More
Zoho Motivator for Android
Zoho Motivator for Android is now available on Google Play.Read More
Formulas and Negative Metrics Supported in Contests
You can now select a formula (sum, average, and rate/ratio) and negative metrics for contests as well as KPIs now.Read More
When creating a KPI, you can now select the formula to apply to your behaviors. Sum is the sum of records or values of a numeric field in a CRM record over a period of time. Average computes the average value of a numeric field in a CRM record over a period of time. Rate/Ratio computes the ratio of two metrics over a period of time.Read More
Support for Negative Metrics
Negative Metrics are now supported when creating a KPI. Select Increase or Decrease as the objective to indicate if the goal is to increase or decrease points.Read More
Bar Chart Enhancement to Show Data from Non-active CRM/Motivator Users
When selecting a KPI, you can view a data breakdown by team, employee, or selected CRM record fields in a bar graph. If there are records associated with non-active CRM/Motivator users, it will show an additional bar labeled “Other” or “None”.Read More
Show Number of Active Users when Setting Company Targets
When setting a target for the Company, the number of active Motivator users being tracked by Motivator will be displayed. This feature clarifies that only data from active users will be tracked.Read More
Upload Custom Logo from Computer
You can now upload a logo image from your computer.Read More
Enhancements of Zoho Motivator for iOS
New features have been added to the Zoho Motivator mobile application, including KPI filters, KPI details, a CRM fields chart, Motivator TV, User and Team settings, and UI for iPad.Read More
Show Past Values as Tips for Setting Targets
When setting a target, Motivator now shows KPI achievements from prior periods.Read More
Custom Logo for Motivator UI & Motivator TV
You can now customize Motivator UI and Motivator TV with your company logo.Read More
Show CRM Records in KPI Charts
View related CRM records in KPI charts by clicking Show All Records or by selecting specific points or bars within a chart.Read More
Show Today's Goal in Targets/Scorecards
Hover your mouse over the white line on the Targets/Scorecards page to display today's goal and see whether you're “on pace” to reach your target by the end of the period.Read More
Dashboard / TV Channel Re-ordering
Administrators can now change the order in which Dashboards and TV Channels are displayed.Read More
There are now more target and contest notification options as well as more real-time notification emails to keep your team engaged.
“Settings/CRM Sync” Enhancement
You can now check the remaining number of syncs available from the CRM Sync page.Read More
Zoho Motivator for iOS
Zoho Motivator for iOS is now available on Apple's App Store.Read More
Introducing Zoho Motivator
Zoho Motivator is an analytics-driven sales motivation platform, exclusively for Zoho CRM.Read More