Dynamic Dashboard for CRM Flyout/Widget
Hello,
Apologies if this has been answered before—it's possible I'm just not searching the community with the right terms.
I'm trying to create a dashboard in Zoho Analytics that pulls together reports from several datasets (e.g., CRM Deals, Books Invoices, Projects, etc.), all related to a specific Account.
The goal is to display this dashboard in a flyout panel on a Canvas view in Zoho CRM. Ideally, I want the shared dashboard (via widget or share URL) to dynamically filter its reports based on the Account ID of the record currently being viewed in CRM.
Has anyone done something similar, or know how to pass the Account ID from CRM to filter the dashboard in Analytics?
Thanks in advance!
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