Implementing component filters and restoring deleted items in Zoho CRM analytics

Hello everyone,

We're thrilled to announce two powerful enhancements to your Analytics Dashboard that will improve the way you visualize and manage your data: component filters and the option to view and recover recently deleted items. These improvements are carefully crafted to improve your dashboard experience, giving you more freedom, effectiveness, and command over your data analysis.

Component filters

Suppose a sales manager creates a component to analyze deals at various stages and shares it with the sales team. Currently, the sales executives can't see immediate results by filtering deals by closing date for the current week or by a specific lead source.

This is where component filters come into the picture.

Component filters are dynamic and can be instantly applied directly to components without affecting their configurations.
Beyond the existing criteria filters that are specific to each component, these new component filters enable individual users to apply personalized filters and obtain the results they need, which enhances the flexibility with which they can view different data perspectives on each component and thereby improves their data analysis capabilities.
Users have a broad range of picklist, user, date, and date/time fields from both primary and secondary modules they can use to customize their data views and can configure a maximum of two filter fields directly within a component’s settings.

After setting up the filter fields, you can apply the filter values and view the results temporarily by clicking Apply. If you want the filter values to remain active until you decide to remove them manually, clicking Apply and Save will ensure the filters persist even upon refreshing the dashboard or navigating away and returning to the page.

Component filters will be supported for all type of dashboard components except Anomaly Detector. These filters will not be applicable for Comparator when its parameters are of different modules. The filters applied in the Dashboard tab will not be carried over to the Home page.

Recently deleted dashboards/components

There may be instances where you delete a dashboard or its components because they seem unnecessary at the time. However, you might soon realize you need them again, either to view similar data or to create new dashboards based on the deleted configurations. Additionally, dashboards or components might sometimes be deleted accidentally.

The Recently Deleted feature allows users to effortlessly restore deleted dashboards and components within 30 days, minimizing the impact of accidental deletions and facilitating data recovery.

Key features

The Recently Deleted section is categorized into two tabs: Dashboards and Components. Each offers grid and list views for enhanced visibility and navigation.
Deleted items are organized based on the date of deletion to offer a clear timeline for restoration.
Users with manage permissions for Dashboards can restore deleted items for shared dashboards.

While restoring a deleted component, there are two possible scenarios.

When the parent dashboard of the deleted component(s) is/are available in analytics, you can simply select the component and restore it directly.
When the parent dashboard of the deleted component(s) is/are also in the recently deleted list, a pop-up will appear and ask you to select one of two restoration types:

Restore the component along with its parent dashboard.
Select a different dashboard to restore the component into.

Feature availability and release status:

These features will be available for all paid editions of Zoho CRM. However, they're being released in phases. Below is the current release status of the features (Last modified on: 20 June, 2024)

Component Filters

Available for all editions in JP, CN, and AU.
Available only for Standard, and Professional editions in IN, US, and EU data centers.

Recently Deleted

For new sign-ups: Available in all data centers.
For existing orgs: Available for Standard, and Professional editions in all data centers, and for Enterprise editions in AU, JP, and CN data centers.

That's all for the enhancements, let us know your thoughts and feedback in the comments below.

Resources: Creating Dashboards | Zoho CRM Help

Thanks,

Nizamuddin

Zoho Developer Community

New to Zoho LandingPage?

Access Zoho LandingPage

Zoho LandingPage Resources

New to Zoho Survey?

Access Zoho Survey

Latest Feature Updates

Explore our Pricing & Plans

Zoho Survey Resources

Android Mobile Surveys

Insurvey Blogs

Insight Blogs

Tips & Tricks

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho CRM Plus?

Deliver unforgettable customer experiences

ACCESS ZOHO CRM PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Zoho Marketing Plus?

Everything you need to run your marketing

ACCESS ZOHO MARKETING PLUS

New to Bigin?

Signup Now

Access Bigin

Latest Feature Updates

Zoho Desk Resources

Desk Community Learning Series
Digest
Functions
Meetups
Kbase
Resources
Glossary
Desk Marketplace
MVP Corner
Word of the Day

Tout forum

France ZUGs

Zoho SalesIQ Resources

Sticky Posts
Announcing the demarcation of a few capabilities within Feeds
Dear Customers, We hope you're well! We are here with a recent update we made to the Feeds feature in Zoho CRM. We have demarcated the following capabilities from Feeds: View inactive/ dormant records View records followed by you Auto-follow records With
Effortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in all
Enhanced duplicate check for Leads in CRM
Hello Everyone, We are excited to announce that you can now check for duplicate entries in leads by comparing them with similar records in the Contacts Module. Previously, when you added a lead, only the converted leads were checked for duplicates. This
Effortlessly analyze a report with contextual quick-view filter
Dear Customers, We hope you're well! We are here with nifty enhancements to the reports feature in Zoho CRM. Reports gives you a real-big picture of your business' performance as processed data. This useful tabulation of data can sometimes be extensive
Blueprint enhancements - Parallel and multiple transitions, and more
Last modified on Sep 4, 2023: All Zoho CRM users can now access these enhancements. Initially, these features were available only on an early access basis and by request. However, as of August 2, 2023, they have been made available to all users in all