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I am looking to create an overview dashboard for each account we have within the CRM. This will need to include information from Books, Bookings, Analytics (want to see the graphs). 

I am new to using Zoho but am trying to help streamline our processes with account overviews. My questions are:
1. Am I even using the right module for this?
2. Is there a way to pull information together into one viewable dashboard from multiple modules?
3. Are there any templates or guides that can help get me started with this? 
4. Is there a better way to do this?
5. Can I add in calculations eg 6 month average spend?

Any other tips and tricks would be greatly appreciated!

1 user has this question.
3 Replies
Reply

Hello Kim,

Is there a way to pull information together into one viewable dashboard from multiple modules?

To create a dashboard that contains data from different sources (Books, CRM, Bookings), you need to integrate all these sources into the same workspace. By doing so, you can bring all the data tables together, allowing you to build reports and dashboards based on this data.

Are there any templates or guides that can help get me started with this?
 

  • 4 days ago

Awesome thank you!









ZOHO
Answered by
Ganesh R
Image



Hello Kim,

As Balaganesh mentioned, to view the data from multiple data sources in a single dashboard, you would have to integrate all the data sources in a single workspace.

Once that is done you can create reports and widgets based on the modules of Zoho CRM, Zoho Books etc which also have module level data blending support through lookups as well.

It is surely possible to add calculations like 6 month avg spend and much more.

Please check the sample dashboard of Zoho CRM and Zoho Books as well as other dashboards in our sample gallery.

Also please reach out to our support team with your requirements at support@zohoanalytics.com and they will be happy to guide you in your reporting requirements.

We hope this helps.



Regards,
Ganesh R
Zoho Cares 
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