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:
- 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.
- 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.
- 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.
- 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,
- Open the required slide in the Show Editor.
- Click Shape > Smart Elements . All the available indicators (Smart Elements) will appear.
- Select the type of indicator you want to use, and the indicator will be added to the slide.
- 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.
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Sadhana S
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 itTip 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 TipsTips 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 audienceTips 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 isTips 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
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho Campaigns Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Using Queries with dynamic parameters in Kiosk Studio
Hi, I'm pretty new when it comes to developing within Zoho (I'm really a .NET developer), as it was just added to my responsibilities. For a new feature in the CRM, I'm trying to develop a Kiosk function to show a list of records (retrieved by the newUnused items should not count into the available number of custom fields
Hey, I realized that unused Items reduce the number of available custom fields. I can't see a case where that makes sense. Especially in our case where we have two different layouts in Deals with a lot of different fields, this causes problems.Introducing Bot Filtering for Accurate Email Campaign Analytics
Dear Marketers, We're excited to announce a new feature designed to enhance the accuracy of your email campaign analytics: bot filtering. This feature helps you filter out bot-generated opens and clicks, ensuring your campaign reports reflect genuineTip 37: Time Log Restriction in Zoho Projects
Timesheet in Zoho Projects helps you big time in entering log hours for the tasks and issues and approving them. Now, with the new Time Log Restriction option, you can set daily and weekly log hour limits. You can restrict users from entering extra log hours than the permissible limit. The limits are restricted to 24 hours per day and 168 hours per week by default based on business hours. To customize, navigate to Task & Timesheet settings under Portal Configuration in Zoho Projects setup and enableChart showing schedule
I want to be able to create a chart for everyday to check and which of which driver is available on the timeframe. Here's my table Name City Day Start Time End Time Driver1 Medicine Hat Monday 11:45 AM 4:45 PM Driver 2 Medicine Hat Tuesday 11:00 AM 7:00Multiple Vendor SKUs
One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku forIn Zoho Projects, is there a way to create a folders template under documents that can be used once a project is created?
We have a specific folder structure that we would like to use that is standard across every project. Instead of having to create this structure every time a project is created, is there a way to create a template for the folders that can be added?Zoho Payroll in France
When will Zoho Payroll be available in France ?Blueprint - 'On hold' state with an automatic transition?
I think I'm missing something here so I'm hoping if I explain what I'm trying to achieve someone might be able to give me a way around it. We sometimes get request far in advance but we don't want to action them unless it is 7 days from when they areHOW TO VIEW INDIVIDUAL COST OF NEWLY PURCHASED GOODS AFTER ALLOCATING LANDED COSTS
Hello, I have been able to allocate landed costs to the purchase cost of the new products. however, what i need to see now is the actual cost price (original cost plus landed cost), of only my newly purchased products to enable me set a selling priceClient Script: $Client.refresh({ triggerOnLoad: true }); not triggering onLoad Client Scripts
Hey friends! I'm trying to store a temporary var, refresh the page for the user, then check that temporary var and do some actions. Theoretically using the title's code: $Client.refresh({ triggerOnLoad: true }); should refresh the page and trigger onCalculate months and years between 2 dates on subform
I am looking for a function syntax for an employment candidate to calculate the number of years and months (decimal format. eg 1.2 years) they are employed. I have their start date entered, but if the end date is blank, that tells me they are still employedCombine related grouping values into categories in CRM analytical components
Hello everyone, Analyzing large datasets can be challenging when dealing with numerous individual data points. It's often difficult to extract meaningful insights when information is scattered and ungrouped. To address this, we're adding options to createHow Kiosk Studio can simplify sales for bank employees | Kiosk Studio Session #4
Hello everyone, Banks can boost revenue by cross-selling to their current customers. For example, they can sell credit cards, personal loans, and more to existing account holders. To do this, bank employees move all around the CRM, open and close records,Tip #19 - Create checkbox tracker in your spreadsheet
Hello Sheet users! We are here with yet another tip to help you get the most out of Zoho Sheet. Spreadsheets can be used to handle a variety of tasks, but ever tried using checkboxes to track the progress of your action items dynamically? Here's a sampleIntegrate Oracle with ZOHO CRM
Please let me know if its possible to Integrate Oracle with ZOHO CRM. If yes then help me in doing it.UUIDs
Has anyone coded a Universal Unique Identifier (UUID) generator in Deluge?Introducing signer groups: Streamline signature collection and make it even faster
Hello everyone, We're excited to introduce signer groups, a feature designed to make your signing process quicker, more efficient, and collaborative. With signer groups, you can send an envelope to a group of people, and any member of the group can openCalendar - Recurring Event - End of Month and Last Weekday of Month
How do I set a calendar event to recur on the last day of every month? How do I set a calendar event to recur on the last weekday of the month?Duplicate Zoho Invoices and Sales Receipts
We have been running into an issue where upon saving an invoice or a sales receipt, we get a duplicate: same information saved twice but with a different invoice id/number and sales receipt id/number. I have logged a ticket but so far no response. ItIntroducing revamped Zoho Creator Developer Console—a powerful platform for developing and distributing apps
Hello everyone! We're thrilled to announce the launch of the revamped Zoho Creator Developer Console—a dedicated platform designed specifically for Creator developers and Partners to build, test, and distribute apps to your clients. Developer ConsolePhone App of CRM doesn't find contacts
I open the crm to and do a contact search but nothing comes up. If I do a full zia search it will find an old note that is attached to a contact and I can open the contact. BUT I still can't enter notes of calls, set appointments, etc. It requests I go[Product Update] Deprecation of 'Inbound Transport Details' module in Zoho Analytics - Amazon Seller Central integration
Dear Customers, Please be informed that the Amazon Seller Central will be deprecating the 'Inbound Transport Details' module APIs effective December 20, 2024. As a result, this module will no longer be supported in the Amazon Seller Central - Zoho AnalyticsIs there any support for Drivers license and other forms of ID scanning capabilities?
When scanning a drivers license barcode for data input to a Form, the scanning tool receives all the raw data but there doesnt seem to be a function to limit or remove the unnecessary fragmrnts, like a prefix. Is there any support or info in the helpExciting Update: Multi WhatsApp Business Account (WABA) Support Now Available in SalesIQ!
We’re pleased to share an important update that will enhance the way you manage your WhatsApp Business accounts (WABAs) within SalesIQ. With the launch of Multi WABA support, you can now connect and manage multiple brands more effectively, each underGravity Forms plugin not passing some fields
I use the gravity form zoho plugin to push data from my lead form into my lead page in Zoho CRM. Everything was working file for about 6 months. Suddenly on Oct 1st, some of the fields are no longer getting passed to Zoho. The fields with the problemCan't delete bank transactions (i changed from 14 days trail to free just now)
Hi, I manually added one bank transaction When i try to delete it, it say below: What should I do?Feature Request: Search in the PC client. Some thoughts about the search.
Hi all. I'm really excited to start using Zoho Notebook, but I'm missing some of the search capabilities on my desktop. There are also some thoughts on improving search in general. Search is very important to me, without it it is difficult for me to useLeave Policy for Brazil
Hi, Brazil asked us to configure Zoho People to apply the following policy: · To block starting vacations 2 business days before holidays or weekends; Employees cannot start their vacations 2 days before holidays or weekends. Example: If December 25thAdding date field to each individual Items when creating Invoices?
When adding items into an invoice I need to be able to have a date for each item. Example below: Date Item Description Qty Rate Discount(%) Tax Amount 31/07/13 Brown Sugar Performance 1.00 3,000.00 0.00 10% $3300 Is this possible or will it be in theAuto-Create OneDrive Folder Structure Upon Lead Creation
Hello, New to Zoho and looking for help on a critical process automation I'm looking to implement. My company currently utilizes OneDrive for file management and the folder structure is Proposals -> Client Name -> Address (where I need to initially createProfile Page View Customization
I need to change the fields, sections from the profile view of an emplyoyee.What do the Image Sizes mean in Zoho CRM Email Templates?
Below you can see the image options in email templates: Banner, Fit, Small, Medium, Original, Custom. Can someone from Zoho please share with me: What each is/means? How each will look on desktop AND mobile? How to edit "custom"? If I choose "Custom"Translate any published presentation to the language of your choice
As part of our constant effort to enrich your presentation experience, Zoho Show has rolled out a new feature for translating published presentations. Consider the following scenario: Zylker IT services, a multinational corporation, has announced productBlueprint: multi-select lookup field not available in the criteria option
I read this old forum post which stated that multi-select lookup fields are now selectable as an option in a Blueprint transition configuration: https://help.zoho.com/portal/en/community/topic/blueprint-multi-select-lookup-field-not-available-within-blueprint-transitionApply Credit Note Automatically
We need the ability to apply open Credit Notes toward invoices generated by recurring invoice as the first, priority payment. This should be an option that we can enable/disable in the recurring profile and/or the Credit Note. Other invoicing systems can do this. I'm not sure why Zoho Invoice doesn't have it. Here's an example for a Recurring Invoice... If a customer has open Credit Notes, and a saved credit card set for auto-pay, once an invoice goes out, the credit balance gets automatically appliedWorkflow for "Expenses" module?
Hi there, over the last 2 years, Zoho Expense has seen tremendous growth and we are happy with it. But, sometimes it is frustrating to see things are being implemented halfheartedly, or so it seems. For example, There is the possibility to create workflowsRecord Template - Conditionally printing sections
Is there a way to conditionally print a section of a Record Template? More specifically I am printing records from a Form "Invoice". That Form has 3 SubForms. I'd like to print the content of those SubForms using a Record Template but only if they have at least one line item. If they have no line items, I'd like to hide the headers for that section on the printout.User can choose the PDF report
Hi. I would like to find out if a user (Creator or customer portal) to choose from the different PDF customised reports that have been built?Query table pull last 12 months
I am tying to pull the following criteria and the date is always what causes me the issue. I want to pull people (pco_id) who have entries of "event_id" being these 2 events and whos "kind" is Regular or Guest and where the event_starts_at (date column)Next Page