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

    • Adding Taxes to paid consultations in Zoho Bookings

      I created a 'paid' consultation under Zoho Booking and integrated it with payment gateways for online/instant payment before a booking is done. How can I add 'taxes' to the price of consultation? I can add taxes to other Zoho apps (liks Books, Checkout,

    • Zoho Finance Suite - Customer Custom Tabs - Dynamic Link

      Hi Finance Suite team, When creating a Custom Tab for a Client Portal, there is no option to add dynamic parameters. This would be very helpful for adding Zoho Analytics dashboards which can be dynamically filtered through the URL to only show information

    • Feature Request - Insert URL Links in Folders

      I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to create

    • Possible to bold or indent text in the description field?

      As part of one item, I often have a detailed description that would be much easier to read if there was the ability to have a bulleted list or bold text and the like. Is this possible? My last invoicing software allowed markup in the field so, for example, an asterisk meant a bullet. I haven't been able to find any documentation related to this.  Any information would be appreciated. Thank you.

    • How can I setup Zoho MCP with Chat GPT

      I can set up custom connections with Chat GPT but I cat an error when I try to set it up. The error is: "This MCP server can't be used by ChatGPT to search information because it doesn't implement our specification: search action not found" Thoughts?

    • Formatting of Balance Sheet and Profit & Loss Reports

      The default format of the Balance Sheet and P&L Reports are based on the Account Types and then the individual accounts within the Chart of Accounts. These are then ordered alphabetically under these sub-headings and one is unable to re-order these or

    • UK MTD reports concerning turnover and cerash accounting

      Hi I am a sole trader, and I have just started with Zoho Books in order to comply with the new HMRC requirements. I use 'cash basis' - which I understand to mean that income is when the cash comes in (not the invoice date) and expenses are when they are

    • Retainer Invoice.

      Why ZOHO not have facilities to deduct partially advance payment from an invoice.

    • IMAP Server not responding.

      Trying to connect a phone via IMAP and getting "imap.zoho.com not responding." Is the server down, for maintenance or otherwise? I've tried this on two different devices and got the same error on both.

    • Share saved filters between others

      Hi, I am in charge to setup all zoho system in our company. I am preparing saved filters for everybody, but the only one can see its me. How can others see it? Thanks

    • GST Slabs Redefined: Stay Compliant Using Zoho Books!

      Hello Everyone! The Government of India is rolling out new GST rates, a major reform aimed at simplifying the current tax structure starting 22 September 2025. GST will move from four slabs (5%, 12%, 18%, 28%) to two main slabs (5% and 18%), plus a special

    • Kanban view on Zoho CRM mobile app!

      What is Kanban? The name doesn't sound English, right? Yes, Kanban is a Japanese word which means 'Card you can see'. As per the meaning, Kanban in CRM is a type of list view in which the records will be displayed in cards and categorized under the given

    • Presenting ABM for Zoho CRM: Expand and retain your customers with precision

      Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers

    • No practical examples of how survey data is analyzed

      There are no examples of analysis with analytics of zoho survey data. Only survey meta data is analyzed, such as number of completes, not actual analysis of responses, such as the % in each gender, cross-tabulations of survey responses. One strange characteristic

    • Zoho Creator as LMS and Membership Solution

      My client is interested in using Zoho One apps to deploy their membership academy offer. Zoho Creator was an option that came up in my research: Here are the components of the program/offer: 1. Membership portal - individual login credentials for each

    • Adding Chargebee as a Data Connector

      Is it possible to get Chargebee added as a Zoho Analytics data connector?

    • Webform & spam

      Hi, We set up 2 webform on our website, fowarding the content to Zoho CRM. Since it has been opened up, we are getting lot of spam message (for now about 20 a day). To lower the  amount of false new leads we added the captcha field and new enquieries are send to the Approval Leads list. However we still get some spam. Is there any "anti spam" mechanism built in Zoho CRM, or how is the best way to avoid these kind of spam ? Thanks

    • Dropbox to Workdrive

      Namaste, Trust you all are doing well. Wanted to check how this can be done with Zoho flow. I typically receive dropbox links from my clients. Is there a way where I can provide the link to Zoho flow and it downloads the files from dropbox link to a work

    • Deals by Stages Funnel not showing in correct order

      Using the Stage-Probability Mapping for the Deals module we have created a steps our deals will pass through, RFQ, Closed/Lost, Declined/No-Go, Pricing, Submitted, Negotiations, Won. However when I view the Deal By Stages Funnel it does not show in the

    • Turning off the new UI

      Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?

    • Confirmation prompt before a custom button action is triggered

      Have you ever created a custom button and just hoped that you/your users are prompted first to confirm the action? Well, Zoho knows this concept. For example, in blueprint, whenever we want to advance to the next state by clicking the transition, it is

    • How to create auto populate field based on custom module in Zoho CRM?

      Hello, i'm still new to Zoho CRM and work as administrator in my company. Currently, I'm configuring layout for Quotes Module. So, the idea is, I've created a read-only field in Quotes called "Spec". I want this field automatically filled with Specification

    • Rich Text For Notes in Zoho CRM

      Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By using

    • Change Last Name to not required in Leads

      I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

    • Office 365 and CRM mail integration: permission required

      Has anyone run into this weird problem? My email server is Office 365. When I try to configure Zoho CRM to use this server, a Microsoft popup window opens requesting user and password. After entering that, I get a message in the Microsoft window saying

    • Tables improvement ideas / features

      Heya, I've been using Zoho Tables for a few months now and wanted to post some features that I think will be greatly beneficial for the tool: 1. Ability to delete a record in automation or move a record in automation. - Usecase: I move a record from one

    • Deluge - Can't get phone number SalesIQ

      Hey folks, I’m building a custom plug for SalesIQ that’s supposed to register leads into Zoho CRM. The SalesIQ chat is being implemented on WhatsApp, and in my plug I’m using this line: mobile_clean = session.get("phone").get("value"); From what I understand,

    • how to differentiate if whatsapp comes from certain landing page?

      I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsApp

    • Zoho Desk - Community

      As a regular user of Zoho Cares Community I would really love to see the publish date of articles. For example, when I look at Announcements, it would be very beneficial to see which ones were posted recently, over those which have just and a recent comment.

    • access to quartz for my customers

      Hi how can I have access to the application quartz you use for us to send you screen rocording, this feature would be immensely useful for our customers support https://quartz.zoho.com/

    • Issue with Inline Images in Email Reply via Zoho Desk API

      Hi, I am attempting to send inline images in an email reply using the Zoho Desk API, but the images are not being displayed inline for the recipient. I have followed this documentation: https://desk.zoho.com/DeskAPIDocument#Uploads https://desk.zoho.com/DeskAPIDocument#Threads#Threads_SendEmailReply

    • How to search a value stored in a subform?

      Hello, We store serial numbers in subforms but now we would like to be able to search the values to be able to easily find the record with the serial number. I saw that it's not possible to search such values through global search but is it possible to do it an other way? Thank you,

    • Field Dependency Not Working on Detail Page in Zoho Desk

      Hi Support Team, I’ve created field dependencies between two fields in Zoho Desk, and they are working correctly on the Create and Edit layouts. However, on the Detail page, the fields are not displaying according to the dependencies I’ve set — they appear

    • How do the keyword critera work?

      Hi, I'm working on automated assignment of tickets based on keywords. How does this feature work? Where does this criteria look for keywords - email address, subject, email body? Can you please clarify this as I want to avoid overlapping with criteria

    • Error: Unsupported content type: text/html;charset=UTF-8 after tryeing to get the token for n8n automation

      I am working on ZOHO Desk automation and need to get the ZOHO auth token for n8n I have created the app in ZOHO Desk API, got client id and client secret. Added all data required to get a token in n8n. After I sign in with my ZOHO credentials in ZOHO

    • Improving Collaboration Features in Zoho Portal

      Hello Zoho Community, I’ve recently started exploring Zoho services and I’m really impressed with the wide range of features. However, I feel there is still room for improvement in the collaboration area. For example, it would be really helpful if we

    • Automated Shopify Emails Not Being Delivered

      I have an ecommerce store with Shopify. I recently set up my email to be served through Zoho. Since doing this, customers are not receiving some of our automated emails from Shopify itself. Our initial email that confirms their purchase goes through but our Shipping Notification that is automatically sent out upon fulfillment is not going through. Sometimes we get a notice that it's been classified as spam, sometimes nothing. I can send/receive email via Outlook on my desktop and I can send/receive

    • I can't log in to my account on Thunderbird

      I've just had to rebuild my PC (calamitous mess from Microsoft with Win10/Win 11 'upgrade' - they confirmed I had to start with a new build). I have used Zoho mail for years via Mozilla Thunderbird, but now I've had to download the latest version of TBird,

    • Send a campaign to one recipient.

      Very often I speak to a customer and they say they didn't see my email (maybe it went in Junk, maybe they deleted it). Anyway, I just want to go into the Campaign and send it to one person. You already have a feature very close to this - when sending a Test. While developing a campaign, I can send tests to anyone. Why can't we have this AFTER  the campaign has been sent? I know, there's a caveat, and that's in the use of merge tags. Most of the time I only use FNAME, but maybe you could check if

    • Try FSM again for our business

      We already have our customers individual equipment in CRM with serial numbers, install dates, warranty length and importantly next service which is generally 2 years. a month before the service date is due we get get a report and send out service reminders.

    • Next Page