Working with unified dashboard
Unified Dashboard in Zoho CRM Plus is a centralized space that lets you create, manage, and view all your critical dashboards in one place. It enables you to access important metrics and data from various modules quickly and to keep everything organized and within easy reach.
Zoho CRM Plus comprises multiple modules and are used by various teams in your organization based on their roles and responsibilities. For example, it's important for the sales team to manage their CRM and monitor all the deals, and visualize the ROI, whereas your support team needs to keep tabs on the inflow of tickets, the happiness ratings, number of high priority tickets, and so on. When the requirements are varied, it's important for everyone on your team to have a space where they can customize and personalize the most important metrics at a glance without much effort.
Using unified dashboard
The unified dashboard can be accessed from the Home tab in Zoho CRM Plus. Various dashboards can be added from CRM, Desk, Social, Analytics, SalesIQ, Projects, and PageSense.
You can do the following from the unified dashboard:
Create dashboards from scratch:
Dashboards can be created afresh from CRM, Desk, Social, and Analytics module. These dashboards will also be available in the respective modules as well. For example, a new Dashboard that you create in CRM from the unified dashboard tab can also be accessed from CRM module.
Add existing dashboards:
The dashboards that are already part of CRM, Desk, Social, Analytics, SalesIQ, Projects, and PageSense can also be added to the Dashboards in the Home tab, making it easy for you to access the metrics with ease.
Customize and mark dashboards as favorites:
Every custom dashboard you create in CRM, Desk, Social, and Analytics will be added to a unified dashboard automatically, as with any dashboard that's marked as a favorite in the aforementioned modules.
Note
- The dashboards can only be added from the modules that the user has access to.
- User should have the permission to create dashboards in CRM, Desk, Social, and Analytics module.
Dashboard supported across modules
- CRM: All dashboards from the Dashboards Module
- SalesIQ: All dashboards from the Reports module
- Desk: Desk dashboards are separated as three categories,
- General: Includes Ticket HQ dashboard, Knowledge Base dashboard, and Community dashboard.
- Predefined: Prepopulated dashboards available in the Analytics module.
- Custom: Custom created dashboard by the user in the Analytics module.
- Projects: List of project's dashboard view
- Social: Custom dashboards created in the social brand.
- PageSense: Goals, Funnel Analysis, Heatmap, Form Analytics, Session Recording.
- Analytics: Dashboards, Charts, and Pivot view.
To create dashboards
- Go to Home and ensure that the Dashboards tab is selected.
- Click the Create Dashboard icon.
- Select the module (CRM, Desk, Social, or Analytics) from the Create Dashboard popup.
- Enter a Name and customize your dashboard as required by adding suitable components and click Save.
To add existing dashboards
- Go to Home and ensure that the Dashboards tab is selected.
- Click the Create Dashboard icon.
- Click + Add existing dashboards.
- Switch between the modules on the left and select the appropriate dashboards that you want to add to the Home tab.
- Click Dashboards selected to view the complete list of all dashboards that you have selected across modules.
- Hover over a dashboard and click Remove if you want to remove any dashboard that you have selected.
- Click Add to add the dashboards.
To search for a dashboard
- Go to Home and ensure that the Dashboards tab is selected.
- Enter the name of the dashboard that you are looking for in the Search Dashboards box.
Note:
- The Search Dashboards box will be available only when you have more than 14 dashboards added to the Home tab.
To remove dashboards
- Go to Home and ensure that the Dashboards tab is selected.
- Click the More icon next to the dashboard you want to remove and click Remove.
To reorder dashboards
- Go to Home and ensure that the Dashboards tab is selected.
- Click More > Rearrange Dashboards.
- Drag and drop the dashboards in the order of your choice, and click the Save icon denoted by a tick.
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