Working with Analytics and Dashboards | Zoho CRM on Android

Working with Analytics and Dashboards

Dashboards in CRM are an effective way to view summaries of your sales data. The dashboards created in the Zoho CRM web application can be accessed and shared from the mobile app.

 

To view a dashboard

  1. Tap the icon in your Zoho CRM app.

  2. Tap Analytics.

  3. Tap on one of the dashboards in the list to view it.

You can also use the search bar to search for a dashboard.

 

 

 

To change between views for a dashboard component

  1. Go to the dashboard and tap on one component.

  2. Tap Change View.

  3. Tap a view option (Pie, Bar, Funnel, etc).


To share dashboard charts
  1. Go to the dashboard and tap on one component.

  2. Tap Share Chart.

  3. Choose the method you want to use to share the dashboard chart.

 

 

 

 

Working with the Inventory modules


Gaining real-time inventory data can be challenging. Zoho CRM's Inventory modules allow you to manage your business inventory needs in the same platform as your sales. The Inventory modules, Products, Price Books, Vendors, Sales Orders, Quotes, Invoices and Purchase Orders, allow you to create all the documentation required when a deal is won.

 

 

Working with the Products module


Products are the goods or services sold and procured by an organization. Create records with detailed information about your products to help your sales and purchasing teams collaborate better. For example, fields such as Product Name, Product Category, Qty Ordered, and Qty in Stock help your users track product availability.

 

Learn more about the standard fields in the Products module here

Creating products

 

To create a new product

  1. Tap the icon in your Zoho CRM app.

  2. Tap Products and then tap the  icon.

  3. Enter the product details in the Add Product screen. To view all the product fields, tap Show all fields and enter details in the following sections.