One dashboard with data from Zoho Books and Zoho CRM
Hello,
I would like to create one dashboard with data from Zoho Books (example: account receivables balance) and Zoho CRM (example: number of new deals created).
I've already connected both CRM and Books with Analytics. However they are in separate workspaces and it seems that I can't reach Books while I'm in CRM workspace and vice versa. Is there any way to have in one workspace both modules? Or is there any other way to have one dashboard with KPI;s from CRM and Books.
Regards,
PJ
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