Dashboard design – Part 1: Types of dashboards

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A car’s dashboard shows its driver all the essential info she needs to know. Typically, it’s the car’s speed, engine RPM, fuel level, miles run, location on a GPS enabled map, cabin/engine temperature etc. A business dashboard draws heavily from a car’s dashboard. However, unlike the car’s dashboard which is limited to only its driver, a business dashboard has multiple consumers. Also, a business can have multiple dashboards, instead of just one.

A business dashboard can mean a lot of things. The best way to design it is to know who is going to view it. Based on that, your dashboard can fall under one of the three categories.

  • Strategic
  • Analytic
  • Operational

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Zoho Reports: White Label Reporting Solutions for ISVs, OEMs & Others

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Are you are a software vendor into making inventory management software, a help desk ticketing tool, a mass mailing marketing software, or any such software product? Chances are you would be continuously building and enhancing the core functionalities of your product and not spending too much time on non-core features like having an online store to power your bank transactions, or providing powerful reporting & dashboard features for your customers. These are things that are best left to the experts in the respective fields.

Zoho Reports offers extensively customizable white label solutions. It can be a very good fit for independent software vendors (ISVs), original equipment manufacturers (OEMs) and anyone who is in need of a ready made reporting tool to be plugged in seamlessly to their product offering.

Benefits of Zoho Reports White Label

  • Fully featured reporting / BI tool
  • Fast implementation
  • Seamless integration within your product/service
  • Customizable logo, login page, URL (from your own website)
  • Single sign on (use your own authentication system)
  • In-built collaboration with fine-grained access control
  • Embedded reporting (ready made reports)
  • Self-service BI for your users

Zoho Reports offers two types of white label solutions – 1) White label with SSO (single sign-on) and 2) White label without SSO.

White Label with SSO
This option is meant for SaaS providers. You have an application offered as SaaS. And you want to offer a powerful reporting solution to go with the service. Users login to your service, and they click on a ‘Reports’ tab/link in your service. This will open a white labeled Zoho Reports screen seamlessly within your service itself, without requiring your users to login again separately into Zoho Reports.


White Label without SSO
This option can be used by everyone other than SaaS solution providers.

  • Installable software vendors (who would want an online reporting/dashboard service accessible from anywhere anytime)
  • Companies from all verticals/industries (hospitality, real estate, manufacturing, automotive etc) who are mailing Excel attachments as reports to their clients every month
  • Analysts having lots of data to be reported upon/analyzed

Your clients can build ad-hoc reports too, on top of what you offer by default. We have setup a demo of this second option at https://reports.finepick.com.


Similar to the page you see above, your white label solution can have a web page served from a URL of your website, like say https://reports.mywebsite.com. Once the user logs in, she will see a customized, white label version of Zoho Reports with your own logo and top-band, being served from your own website. Similar to the one below, with your website URL, your logo, your customized page.


If you are interested in a full-fledged, ready made white label reporting / BI solution, do get in touch with us.

Zoho Reports 3.0 is Here

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We are excited to announce the all-new Zoho Reports 3.0, with a sleek new interface and loads of new features.

New UI
The user interface has been completely revamped. Zoho Reports 3.0 offers an enhanced user experience, designed for power users and beginners alike, to quickly and easily create fabulous reports. Read more

The Essential Sales Analytics Reports – Sales team Analytics

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In the previous post we spoke about Sales Pipeline Optimization through Stage History Analysis. In this post, we speak about sales team analytics. A natural question arises. Why is it so important?

The contribution of the sales team to a company’s development is invaluable. If there are inadequate efforts from the sales team, it will naturally mirror in the performance of the company. By continuously tracking the performance of the sales team, we can orient its efforts towards more productive ventures. Here are some of those possible analyses you can do on your sales data in Zoho CRM, with the help of Zoho Reports.

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Advanced Analytics Add-on for ManageEngine ServiceDesk Plus

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ManageEngine ServiceDesk Plus (SDP) is the widely popular help desk software loved by IT managers world wide. We are excited to announce the advanced analytics add-on for SDP, powered by Zoho Reports.

Why advanced analytics for SDP?
As IT managers and their teams fight IT fires every day, the effort required to analyze service desk data becomes an additional overhead for them. And IT technicians have to write complex scripts/queries to generate the right reports. Not anymore, because with this integration with Zoho Reports, SDP customers can create fine-grained reports with easy drag-and-drop actions, without writing database queries. The add-on also comes pre-packed with 80+ useful reports and dashboards.

Setting it up
The below slideshow provides step-by-step instructions of how to set up the advanced analytics add-on for SDP.

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Sales Pipeline Optimization through Stage History Analysis

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“Study the past to define the future,” said Confucius. Businesses that fail are typically those that repeat mistakes made in the past. Historical analysis helps companies to avoid such failures.

In the context of CRM, the analysis of sales stage history is essential for a multitude of key business decisions. A sales stage history gives you the number of potentials (opportunities) in each stage for a particular time period. Stage history analysis reports are now available in the advanced analytics add-on for Zoho CRM. Let us see how this can help you gain useful business insights.

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