Tips and Tricks #17: How smart can you be with Smart Elements?

Tips and Tricks #17: How smart can you be with Smart Elements?

Hi Everyone!



Zoho Show has added an interesting new feature for you to try out: Smart Elements.

Text isn't the ideal medium for all ideas. Visuals can be an effective means for conveying ideas to your audience. With the help of the right presentation tool, the probability of reaching the audience is even greater. Zoho Show's Smart Elements help you reveal the most sensitive and complex strategies in a simple yet illustrative style.

Smart Elements are the Key Performance Indicators (KPI's) that represent data visually in a meaningful, measurable way. These metrics help you visualize and present data in a more engaging way.

Only smart goals or objectives can build Smart Elements:
S (Specific)- Determines the "what" in your goal.
M (Measurable)- Determines the factor that tells you "the goal is reached".
A (Attainable)- Determines the "Is it possible to attain" in your goal.
R (Relevant)- Determines whether your business is in par with the goal.
T (Time-bound)- Determines the "when" in your goal along with key breakthroughs in your goal.

Evaluate and Re-evaluate are the two fundamentals of Smart Elements in the sense that, unlike the usual KPI’s, the Smart Elements help you track your performance against the defined set of business objectives, constantly. This helps you determine your business flaws, backlogs, loopholes, success parameters and also get a quick overview of the entire business scenario including identifying outstanding professionals in your business, effortlessly.

Zoho Show has many types of Smart Elements to offer you:
  1. Circular Indicators : These indicators can be used to show proportions in percentages, making them a useful tool customer base, trends in your organization's internal operations, and much more. For example;
    Manufacturing sector :
    You can depict facts about the status of your operations, freight levels, backlogs, and the items being shipped.
    Note: You can also use Vertical or Horizontal indicators for Circular indicators. 
     


  2. Clocks : Clocks are useful when discussing an event that affects offices or customers in different parts of the world, to save your audience from having to convert the time in your head. Timers are great for managing interactive aspects of a presentation, like timed quiz questions or brainstorming. Keep your presentation on schedule and your audience on the same page. For example;
    Marketing/Sales sector
    You can keep track of the relevant time zones when presenting contents to clients in different parts of the world.
       


  3. People Indicators : These performance indicators are helpful for representing facts about your customer base or staff. For example;
    Human Resource sector
    You can sketch the employee gender ratio or the total head count in a particular department.
         

       
  4. Arc Meters : These indicators indicate the progress towards an objective over a time span, and they come in several styles. For example; 
    Healthcare sector
    You can get an idea on the number of beds occupied compared to the total number of beds in a department. This can help management make decisions about allocating resources and predict what that percentage will look like in the near future.
         


Some tips you can follow while using the Smart Elements in your Show are given below:
  • Choose the Smart Element that best fits the information you want to represent 
  • Provide accurate settings information for the Smart Elements in the pop-up window that appears 
  • Preview the Smart Elements and make changes before you go live 
  • Ensure that the Smart Elements you use fit with your strategic goals and targets 
  • Pick the right Element for your need
  • Ensure that your Smart Elements show live results
Once everything is properly in place, the Smart Elements are reliable and can fetch data easily and accurately.

To add Smart Elements to your presentations,
  1. Open the required slide in the Show Editor. 
  2. Click Shape  > Smart Elements . All the available indicators (Smart Elements) will appear. 
  3. Select the type of indicator you want to use, and the indicator will be added to the slide. 
  4. Provide details for the indicator in the pop-up window that appears along with the indicator. You may preview the indicator to ensure your business criteria is met. 
It's that simple!

We hope you found this article interesting and useful. Have questions or feedback to share? Feel free to comment below. We're looking forward to serving you.

Follow us on Twitter and Facebook for more updates on the Show. 


    • Sticky Posts

    • Tips and Tricks #08: Lock and unlock objects in Zoho Show

      Hello everyone, Here is a tip about just one of the many interesting tools in Zoho Show.  Let's say the marketing and design teams are working together on a product launch. With multiple people working on this shared presentation, and rushing to get it
    • Tip and Tricks #01: Take your text for a spin

      Hello folks, Zoho Show's all-new, clear, contextual interface was a great update to an already great product, so we thought you might appreciate some help putting it to good use.  Following this release, the Zoho Show Community is happy to launch  Tips
    • Tips and Tricks #06: Animate text at the paragraph level on Zoho Show.

      Hi guys!   We're back with another Show tip! Before we jump into it, let's read through a quick scenario first.    Say you have a slide with a list of bullets and paragraph levels to present to your audience. The second it's on the screen, your audience
    • Tips and Tricks #05: Add pictures as comments within a slide.

      Hello everyone,   We're back with a new Show tip.  In today's post, we'll look at a more interesting way to comment and collaborate on a slide in Zoho Show. ​ No matter where your colleagues are in the world, using comments to share opinions or give feedback is
    • Tips and Tricks #07: Crop a Picture to Fit a Shape

      Hello everyone, Whether you're designing an adventurous photo collage, your company's brochure, or simply a team introduction for new hires, images always play a crucial role in making your presentation look interesting and interactive.    To help spruce
    • Recent Topics

    • Feature Request - Ability to Customise Contact Info Card on Ticket Details View

      Hi Desk Team, I've added a "Contact Priority" and "Account Prioirty" field and it would be very useful to agents if they could see that information in the Contact Info card on the Ticket Details view. It would be great if we could choose some fields to
    • Customizable UI components in pages | Theme builder

      Anyone know when these roadmap items are scheduled for release? They were originally scheduled for Q4 2025. https://www.zoho.com/creator/product-roadmap.html
    • Feature Requests - Contact Coloured Picklist Visibility & Field Visibility During Ticket Creation

      Hi Desk Team, I have 2 feature requests for you. Since Coloured Picklists are now available in Desk, It would be great if the colours were visible on the Related Details (Contact Information) when creating a ticket. In the screenshot below, I have 2 fields
    • Unify Overlapping Functionalities Across Zoho Products

      Hi Zoho One Team, We would like to raise a concern about the current overlap of core functionalities across various Zoho applications. While Zoho offers a rich suite of tools, many applications include similar or identical features—such as shift management,
    • Bulk update Profile Permissions

      Dears, What should we do if we add new forms or reports and need to update more than 20 permissions? Updating them one by one feels pretty harsh, doesn’t it?
    • Filter in fields from Jira extension

      We have installed the Jira extension so we can maken Jira issues from Zoho desk. In Zoho desk I can also see the Jira issue status for example but I can not filter on this field. I would like to setup an filter showing me the closed Jira issues. How can
    • text length in list report mobile/tablet

      Is there a way to make the full text of a text field appear in the list report on mobile and tablet? With custom layouts, the text is always truncated after a certain number of characters.
    • Zoho Creator customer portal limitation | Zoho One

      I'm asking you all for any feedback as to the logic or reasoning behind drastically limiting portal users when Zoho already meters based on number of records. I'm a single-seat, Zoho One Enterprise license holder. If my portal users are going to add records, wouldn't that increase revenue for Zoho as that is how Creator is monetized? Why limit my customer portal to only THREE external users when more users would equate to more records being entered into the database?!? (See help ticket reply below.)
    • Link Contacts to Billed Accounts

      Hello, I want to do a survey on all my customers of 2025. For that I want to select all contacts linked to accounts who where billed in 2025. How to I create this link to I can then use Zoho Survey with this database of contacts?
    • Export all of our manuals from Zoho Learn in one go

      Hi, I know there's a way to export manuals in Zoho Learn, but I want to export everything in one go so it won't take so long. I can't see a way to do this, can I get some assistance or is this a feature in the pipeline? Thanks, Hannah
    • Bring Zoho Shifts Capabilities into Zoho People Shift Module

      Hello Zoho People Product Team, After a deep review of the Zoho People Shift module and a direct comparison with Zoho Shifts, we would like to raise a feature request and serious concern regarding the current state of shift management in Zoho People.
    • Historical Sales Info - Blend with Finance Invoice Line Items, Access in CRM and Desk

      My company has been using Zoho One since 2021, with sales data going back through 2020. However, we have been in business much longer, and we have historical sales information that we want to have at our fingertips when talking with customers (usually
    • Is there API Doc for Zoho Survey?

      Hi everyone, Is there API doc for Zoho Survey? Currently evaluating a solution - use case to automate survey administration especially for internal use. But after a brief search, I couldn't find API doc for this. So I thought I should ask here. Than
    • Pre-Zoho Sales Info - Best Way to Add to Desk / CRM

      My company has been using Zoho One since 2021, with sales data going back through 2020. However, we have been in business much longer, and we have historical sales information that we want to have at our fingertips when talking with customers (usually
    • Shift-Centric View for Assigning and Managing Shifts in Zoho People

      Hello Zoho People Product Team, Greetings and hope you are doing well. This feature request is related to Zoho People - please don't move it to zoho one! We would like to submit a feature request regarding the shift assignment and management view in Zoho
    • CRM function REST API response format

      Is there a way to control the JSON response returned by the CRM function REST API? If I call a function using either OAuth or an API key it returns a 200 OK response with a string in the format shown below. I am using a particular feature of an external
    • Add Employee Availability Functionality to Zoho People Shift Module

      Hello Zoho People Product Team, Greetings and hope you are doing well. We would like to submit a feature request to enhance the Zoho People Shift module by adding employee availability management, similar to the functionality available in Zoho Shifts.
    • Using MPN across multiple SKUs and inventory tracking

      I have several different SKU's that share a common MPN and would like to track inventory by MPN. SKU1 has MPN1 assigned SKU2 has MPN1 assigned Here is an example If I start with 5 of MPN 1 in stock I want each SKU1 and SKU2 to show as 5 in stock, If I
    • Unable to Access Application:

      Whenever I try to access my application from the desktop, say I am editing it and want to test something in the desktop environment I get: An error has occurred. An internal error has occurred. Please check the URL , or try refreshing the page I can edit
    • PDF Annotation is here - Mark Up PDFs Your Way!

      Reviewing PDFs just got a whole lot easier. You can now annotate PDFs directly in Zoho Notebook. Highlight important sections, add text, insert images, apply watermarks, and mark up documents in detail without leaving your notes. No app switching. No
    • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

      Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),
    • Cannot see Application from Lookup field

      Hi all, I am trying to access data for an application on our account via a lookup field; however, the application doesn't appear in the dropdown at all. Can anyone shed any light on this, please? I have asked Zoho support; however, they're just as confused,
    • Cannot see correct DNS config for mail after moving domain to another provider

      I have moved my domain from one provider to another and after that zoho mail stopped working (expected). Problem is, zoho mail admin panel still shows (10 hours after move) that all records are correct while I haven't changed anything in my domain DNS
    • Zoho CRM Meetings Module Issues

      We have a use-case that is very common in today's world, but won't work in Zoho CRM. We have an SDR (Sales Development Rep) who makes many calls per day to Leads and Contacts, and schedules meetings for our primary Sales Reps. He does this by logging
    • Zoho Books integration sync from Zoho CRM does not work

      Hi Zoho Community & Zoho Support We just tried to get a sync some products into Zoho Books from CRM using the native sync and we're getting an error: "It looks like some mandatory fields you're trying to map are empty. Please provide valid field names
    • P & L Sub-categorized accounts

      How can I show sub-categorized Income and Expense accounts on the P & L report?
    • Report showing Bill Details with Project and Sales Invoice Number

      Hi There, I am hoping that someone can help, I am looking for report that can show the bill and expense details along with project its as assigned to and the invoice number that the sales has been raised in. The goal is I can filter a customer/project
    • Advanced Payment for Inventory Items with serial numbers

      Hello, We sell equipment that we track the unique serial numbers on using Sales Orders. We can charge the customers an advanced payment, then the balance on delivery. We cannot figure out a way to do this in Books/Inventory: - Cannot part invoice a SO
    • Is it possible to restrict ZCRM user to see only custom views created by administrator

      I have segmented data in my CRM and I want to allow different users to be able to see only parts of it based on some criteria. I've tried to create and share a custom view, but then there is always an option for user to see all open lead for example.
    • Issues Logging into ZOHO

      Hello, one of my coworkers is having issues logging into ZOHO, she has requested a code when entering and the email is correct but she has not received the code. can you help us with this?
    • Google Fonts Integration in Pagesense Popup Editor

      Hello Zoho Pagesense Team, We hope you're doing well. We’d like to submit a feature request to enhance Zoho Pagesense’s popup editor with Google Fonts support. Current Limitation: Currently, Pagesense offers a limited set of default fonts. Google Fonts
    • Add Popup Rejection Metrics to Reports

      Hello Zoho PageSense Team, We would like to request improved reporting for popup interactions. Current Limitation: PageSense currently provides conversion data, but there is no clear visibility into: Popup rejections Popup closes (✕ button clicks) Dismissals
    • Ability to Reset / Reinitialize Popup Cookies

      Hello Zoho PageSense Team, We would like to request the ability to manually reset popup cookies. Current Limitation: At the moment, it is not possible to initiate a new popup cookie from the our side. Visitors who rejected or closed a popup will not see
    • Control Popup Cookie Expiration Duration

      Hello Zoho PageSense Team, We would like to request an enhancement related to popup cookie management. Current Limitation: Currently, PageSense popup cookies remain active for 365 days, and this duration cannot be modified by us. If a visitor closes or
    • Clone / Export Popup Design Across PageSense Projects

      Hello Zoho PageSense Team, We hope you’re doing well. We would like to request an enhancement that allows popup designs to be reused across different PageSense projects. Problem Statement: Currently, Zoho PageSense allows popups to be duplicated only
    • Are there settings for hyperlinks?

      Clicking a hyperlinked cell in Sheet creates this little pop-up with the actual hyperlink inside. Is it possible to have a 1-click link where if you click the cell it opens the link directly with no pop-up?
    • Automatically include all ticket attachments in the ticket resolution email

      Hello Zoho Community, We are implementing Zoho Desk in a real customer-facing production environment and have run into a limitation that is becoming a blocking requirement for our clients. The problem When a ticket is closed or resolved, Zoho Desk sends
    • adding several team members to an Opportunity

      How can we add several team members to one opportunity for collaboration? I have researched and only found something called Deal Team which I cannot find in my CRM to configure.
    • Finding text within a ticket: Expand All or Search this Ticket

      The auto-collapse feature within a ticket is nice for screen scrolling, however it makes it difficult to find text within the ticket if the email is collapsed. In fact you cannot find text if it is collapsed. I would like to propose a feature that allows
    • Books & Desk. Client mapping

      Hi, I’ve been using Zoho Books for several years and am now looking to improve my customer service. I'm experimenting with Zoho Desk and want to sync and map my client data from Zoho Books. However, it seems that mapping requires both contacts to have
    • Next Page