CRM provides a set of system-defined dashboards and components that are most commonly used in businesses such as deals in the pipeline, sales by account, campaign vs. revenue etc.

These dashboards are available for Leads, accounts and contacts, cases and solutions, products, inventory, campaigns, and territory. All these system-defined dashboards like Lead analytics, Org Overview, Activity Stats etc. are public dashboards that are available for every CRM user.

By default, these dashboards are accessible to all users in the org and the permission cannot be modified. Sometimes if you do not require these dashboards, you can delete them from the org account. You can also delete components that are not used in your business. A user who has manage dashboard permission in their profile can delete these dashboards and the components in it.

Note: Deletion of dashboards does not apply to the Classic view.

To delete a dashboard

1. Go to the Dashboards or Analytics tab.

2. Select a system-defined dashboard from the drop-down list.
   All the system-defined dashboards will be displayed.

3. Click the More icon, on the top right corner and click Delete.
   

To delete a component

1. In the Org Overview Dashboard, go to the component you want to delete.

2. Hover on the component and click the More icon.

3. Select Delete from the drop-down list.

Clone and delete system defined components and dashboards

The system-defined dashboards and its components are displayed and accessible to all users in the org. If you want to delete them for other users and retain certain dashboards for a selected set of users, you can clone them and give permission to the selected users only.

Similarly, the admin can clone the dashboard and keep it for their reference by setting the permission as Only me.

Note: Once deleted the system defined dashboards cannot be retrieved. Hence, the best practice would be to clone it before deleting.

1. Go to the Dashboards or Analytics tab.

2. Select a dashboard from the drop-down list.
   Likewise, you can select a component in a dashboard.

3. Click the More icon, on the top right corner and click Clone.
   The cloned dashboard will be named as [dashboard name_Cloned].
   

4. Click the All users icon, next to Org Overview_cloned dashboard and select Only me or Custom, to set sharing permission.

5. If you choose Custom Users, select the list of users with whom you want to share.
   

6. Go to the original Org Overview Dashboard and click the More icon.

7. Select Delete.
   In Are you sure you want to permanently delete the dashboard, click Delete.
   This action will permanently delete the dashboard and you will not be able to undo or retrieve it. 

Avoid using the following special characters while entering domain details as it may cause validity issues: ^ { } | " < > ` multiple commas, and spaces (goo gle.com). 

Move to another dashboard

1. Go to Analytics and access the dashboard that contains the specific component.
2. Click on the More icon of the component and click Move to another dashboard.
3. Select the dashboard from the dropdown in the pop-up, and rename the component as required.
   
   
4. Click Move.

Note:

1. A component can't be moved to a dashboard which is locked.

Download

1. An image or PDF. This allows for effortless sharing and presentation of information.
   
2. An Excel (XLS) file or CSV file. This means that you can go from viewing a component to having a portable dataset in a few clicks. You can share the downloaded file with your team or import it into a different tool for further analysis.
   

Note

1. The download as Excel/CSV option is supported for the following components: KPI, Chart, Target Meter, Quadrant, and Zone.
   
2. When you choose the Excel/CSV format, you can decide if the download needs to be of ungrouped records or grouped records.
   
1. Ungrouped records is the data without being categorized based on the grouping field. You can download a maximum of 50,000 records when you choose this option.
   
2. Grouped records is the data categorized by the grouping field. A maximum of 2,000 records can be downloaded in this case. The first three multi-line columns will show up to 5,000 characters each, while other multi-line columns will show up to 255 characters.
   
3. The fields in the Excel file or CSV file depend on the columns chosen in the drill down view of the component.

1. In the dashboard, hover over the component you wish to download.
   
2. Click the more icon and select Download.
   
   
3. Select the format.
   
4. If you've selected Image or PDF, click Download.
   If you've selected Excel or CSV, select the type of download (Ungrouped or grouped records) and click Download.

Restoring recently deleted dashboards/components

There may be instances where you delete a dashboard or its components because they seem unnecessary at the time, but realize sometime after that you still need them, even if for a different purpose. It could also be that you deleted a dashboard or a component accidentally. In such instances, you can restore deleted dashboards and components within 30 days, thereby, minimizing the impact of accidental deletions and facilitating data recovery.

1. The Recently Deleted section is categorized into two tabs: Dashboards and Components. Each offers grid and list views for enhanced visibility and navigation.
2. Users with manage permissions for Dashboards can restore deleted items for shared dashboards.
   

Cases for restoring deleted components

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

1. When the parent dashboard of the deleted component(s) is/are available in analytics, you can simply select the component and restore it directly.
2. 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:
1. Restore the component along with its parent dashboard.
   
   
2. Select a different dashboard to restore the component into.
   

Notes:

1. You can access the 'Recently Deleted' section in 2 ways.
   
1. On the Dashboard main page, "Recently Deleted" is located in the dropdown on the left panel where all types of dashboard views are listed.
   
   
2. On the "Manage Dashboards" screen, it is positioned at the top right.
   
   
2. Deleted items are organized based on the date of deletion to offer a clear timeline for restoration. They are categorized into four sections based on the date of deletion:
   
1. Today
   
2. Yesterday
   
3. This Week (Excludes Today & Yesterday)
   
4. Earlier this week
   
3. When performing a bulk action (restore/delete), a maximum of 100 items can be deleted or restored at once.

Drill down view of dashboard components

You can view a detailed report on the selected data in any dashboard component.

To drill-down dashboards

1. Click the Dashboards or Analytics tab.
   
2. Go to the required dashboard and click on the particular component for which you need a detailed drill down view.

The data is displayed in the form of a report. You can modify the columns shown in the drill-down view of the dashboard component, choose a new column remove one, or reorder them as per requirement.

Dashboard filters

Dashboard filters are being released in a phased manner. They will soon be available to all users.

Dashboards provide a powerful overview, but users often want to focus on specific segments in their dashboard. For example, a sales manager wants to check how a specific product line is performing.

To help users in cases like this, you can configure dashboard filters. These filters let users focus the entire dashboard on a specific subset of data quickly, so they don’t have to adjust each component manually. Anyone with the right access can configure these filters. Once configured, anyone who can view the dashboard can apply them.

How do I configure a dashboard filter for my users?

1. You need to have the Analytics permission (with the Manage option) enabled for your profile.
   
2. If you are adding dashboard filters for an existing dashboard, it should not be locked for you.
   

1. Navigate to the Analytics tab and select the dashboard in the sidebar.
   
2. Click the More (...) button in the top-right corner and select Add Dashboard Filters.
   
   
3. Select the module and field.
   
4. Hover over a chosen field and click + to add another field in the filter. Repeat the previous step. Click – to remove the field from the filter.
   
5. Click Save.
   The dashboard filter will be added to that dashboard.
   
   

1. To edit the dashboard filter, click the More (...) button in the top right and select Edit Dashboard Filters. Make the changes and click Save.
   
2. To delete the dashboard filter, click the More (...) button in the top right and select Edit Dashboard Filters. Click Delete Filter.
   
3. You can add dashboard filters when you are creating a dashboard. Once you've added components to your new dashboard, you can configure dashboard filters by clicking Add Dashboard Filters. Select the fields and click Save.
   

How do I apply dashboard filters as a user?

1. You need to be able to access the dashboard.
   
2. The dashboard must have dashboard filters configured for it.
   

1. Navigate to the Analytics tab and select the dashboard in the sidebar.
   
2. Click the Filter icon if the dashboard filter is not visible.
   
   
3. Set the criteria for one or more fields in the filter. Click Apply to get the view you need. Repeat this step whenever you want to view a different subset of data.
   
4. Click Save Filter if you want the filter to remain applied till you decide to clear it.
   
5. Click Clear to get back to the original view.
   

Note
The dashboard filter is applied across all relevant components. For example, if a dashboard filter with a Stage field from the Deals module is applied. This will only affect components associated with the Deals modules. Components which have not been filtered will be marked with the warning icon.

To get a count of records when two modules  (primary & related ) are involved

To create a presentation from a dashboard

Availability
This feature is available for orgs using Enterprise edition and above in US, AU, EU, IN, JP, and CN DCs.

You can quickly convert a dashboard into a presentation and use it in your team meetings, strategy sessions, performance reviews, and so on. You can start presenting the new slide deck right from your CRM. If you want to make some changes, you can easily open the slide deck in Zoho Show. The changes made there will be synced back to the slide deck in your CRM.

To do this:

1. Click the Analytics module.
   
2. Select the required dashboard in the left pane.
   
3. Click the more (...)  icon at the top right corner of the dashboard and select Create as Presentation.
   Note: When a presentation is being created, you will not be able to create another one. Each user can create a maximum of 10 presentations per month. The slide deck will be erased one month from the time of creation.
   
   
4. You will get a notification once the presentation is created. Click View in Zia Notification.
   
   
   
   
5. The notification will be selected by default, and the presentation will be shown in the Dashboard Presentation pane.
   
   
6. If you want to start presenting from within the CRM, use the presentation options available at the bottom of the slide deck. You can:
   
1. View the slide deck in full-screen mode.
   
2. Zoom to a particular section.
   
3. Use a pointer or marker, along with the options to hide and erase markup.
   
4. Navigate to the next or previous slide, or pick a particular slide
   
   
7. f you want to present the slide deck from Zoho Show or want to make changes to it, click View in Show.
   
   

Note

1. Each user can create a maximum of 10 dashboard presentations per month. You can see how many you've already created by hovering over the Create as Presentation option.
   
   
2. When a presentation is being created, you will not be able to create another one.
   
   
3. You can access your slide deck by clicking on the Zia Notification Panel from the bottom of your CRM application. The slide deck will be erased one month from the time of creation.
   
   
4. If you open the slide deck in Zoho Show and make changes to it, the changes will be synced back to the deck in the CRM. Markup will not be saved. Please note that these options are available only when you are using a paid edition of Zoho Show. Otherwise, you'll be able to view, present, download, and print the slide deck in Zoho Show, but you'll not be able to perform other actions.