Creating Dashboards | Online Help - Zoho CRM

Creating Dashboards

Analytics is a summarized view of the custom report data in Zoho CRM. It provides a platform for a real-time analysis of the sales stages and business operations. You can create a dashboard and share it with all the users or few selected users. You can also create private dashboards that will be accessible only to you.
The Dashboards tab is renamed as Analytics for selected accounts.
Availability
Permission Required
Users with Analytics and Manage Reports permission in their profile can access this feature.

Create Dashboard

Depending on your business requirement you can create dashboards to get an overview of varied business activities such as, email analytics, lead status, marketing metrics, activity stats and so on. Further, you can share these dashboards with selected or all users in your organization.
Note
  1. If a dashboard is shared with all users in the organization, the data in it will be visible only to those users who have the permission to view the field. For example, if you create chart for industry-wise revenue and share with all users, only those users who have the permission to view the Industry field will be able to see the chart.
  2. A user must have the permission to view dashboard enabled in their profile to be able to view the Dashboard tab. Read more Module permission

To create a dashboard

  1. Click the Dashboard or Analytics module from the Menu.
    If you can't find the Analytics in the Menu, click the More icon and look for the same.

  2. In the Dashboards or Analytics home page, click the Add (+) icon.
  3. Click Add Component, to add different components to your dashboard.
  4. In the  Dashboard   Builder  page, do the following:
    • Enter the Dashboard Name.
    • Select the users with whom you want to share the dashboard.
      • Only me - Accessible only to you.
      • All users - Shared to all users in your CRM.
      • Custom - Select users from different sources like list of users, roles & subordinates or groups.

5. Click Save.

Drill Down Dashboards

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

To drill-down dashboards
  1. Click the Dashboards or Analytics tab.
  2. In the Analytics Home page, select the required dashboard.
  3. In the selected dashboard, click on the data for which you need a detailed report.
  4. The data is displayed in the form of a report.
  5. In the Report page, you can export the data to PDF/XLS/CSV, save the report, customize it, or create a chart based on the details.
    See Also 
    Working with Reports

Add to Home or Favourite

This feature allows you to add the chart to the home page of your Zoho CRM.
To add the chart to your home page
  1. Click the Analytics tab.
  2. In the Analytics Home page, select the required dashboard.
  3. Click the More icon and select Add to Home or Add as Favorite.

Clone Dashboards

There can be instances when you want to create a dashboard with components that are already present in one of the existing dashboards. In such case, instead of creating a new dashboard, you can clone an existing one and make edits if necessary. You can clone the components too.
To clone a dashboard
  1. Go to the Analytics tab and click the More icon on the top right corner.
  2. Click Clone.
    You can rename the cloned dashboard.
  3. Click Save

View Dashboards

The dashboards present in your CRM account for your organization are categorized as follows:
  1. Favourites - Dashboards that you have marked as favourites. The dashboards can be reordered by clicking the reorder icon () at the bottom.
  2. Created by me - Custom dashboards created by you (the user).
  3. Shared with me -  Custom dashboards explicitly shared with you by any user in your CRM account.
  4. Public - Dashboards that are accessible to everyone in your CRM account. This also includes the default dashboards provided by Zoho CRM.
  5. Other user's dashboard - Custom Dashboards created by other users in your CRM account, which doesn't come under the above categories will be displayed. Only Admins and Super Admins will be able to see the dashboards created by other users.

Embed URL

You can embed the dashboard in any web page by copying the dashboard's URL and pasting it in the desired website. You can restrict the dashboard for specific domains by mentioning them as allowed domains. For example, if you want a chart to be displayed only in the .edu domain you can mention this domain in the allowed domain section. This will restrict users from other domains to view the chart. 
Avoid using the following special characters while entering domain details as it may cause validity issues: ^ { } | " < > ` multiple commas, and spaces (goo gle.com). 

To embed dashboard URL
  1. Click the Dashboards or Analytics tab and select the desired dashboard.
  2. In the Dashboards Home page, select the required dashboard.
  3. Click the More icon and click Embed URL.
  4. From the Embed URL page, copy the dashboard's URL from the text box.
  5. In Allowed Domains, enter the domains where the dashboard should be displayed.
    This dashboard will be visible only in the mentioned domains. 
  6. Click Done. 

Delete system defined dashboards and components

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.
To clone and delete system defined dashboards

  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. 


SEE ALSO


    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Get started with Zoho Sign

            in a few quick steps!

            Download Help Guide





                      Still can't find what you're looking for?

                      Write to us: support@zohoforms.com


                            




                            

                          Zoho Marketing Automation

                            Zoho Sheet Resources

                             




                                Zoho Forms Resources


                                  Secure your business
                                  communication with Zoho Mail


                                  Mail on the move with
                                  Zoho Mail mobile application

                                    Stay on top of your schedule
                                    at all times


                                    Carry your calendar with you
                                    Anytime, anywhere




                                          Zoho Sign Resources

                                            Sign, Paperless!

                                            Sign and send business documents on the go!

                                            Get Started Now


                                                Zoho SalesIQ Resources



                                                    Zoho TeamInbox Resources



                                                            Zoho DataPrep Resources



                                                              Zoho DataPrep Demo

                                                              Get a personalized demo or POC

                                                              REGISTER NOW


                                                                Design. Discuss. Deliver.

                                                                Create visually engaging stories with Zoho Show.

                                                                Get Started Now











                                                                                      • Related Articles

                                                                                      • Create and Manage Groups

                                                                                        In Zoho CRM, you can create different types of groups (set of users) to manage a set of common records. Groups can be used for setting up team selling, team support, event management by a group of marketing users, etc. Users associated with a ...
                                                                                      • Key Performance Indicators (KPIs)

                                                                                        Key Performance Indicator (KPI) is a standard measurement that demonstrates the effectiveness of your sales team in achieving important business objectives, it also gives useful analytics to help sales personnel increase their productivity by ...
                                                                                      • How do I create multiple sales pipelines?

                                                                                        Pipelines can only be created for the Deals module. To create a pipeline, follow the steps below: To create a sales pipeline Go to Setup > Customization > Pipelines. Click New Pipeline. Enter a name and select the Layout to associate the pipeline ...
                                                                                      • Comparators

                                                                                        A Comparator lets you compare your organization's data among users, roles and over different time periods. You can easily track information like sales teams performance over the years, number of deals lost or won in the consecutive months or ...
                                                                                      • How can I create inventory templates?

                                                                                        Zoho CRM has a gallery of predefined inventory templates, you can choose any sample and use it for your business purpose. Alternatively, you can build a template of your own and customize it as needed.  Follow the steps below to create a template: ...
                                                                                      Wherever you are is as good as
                                                                                      your workplace

                                                                                        Resources

                                                                                        Videos

                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                        eBooks

                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                        Webinars

                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                        CRM Tips

                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                          Zoho Show Resources