FAQs: CRM Analytics App
1. What is the Zoho CRM Analytics app?
1. What is the Zoho CRM Analytics app?
Dashboards in CRM represent your data in graphical format, allowing you to take a quick glance at various important metrics for your business. They consist of the following types of components: charts, KPIs, comparator, anomaly detector, target meter, funnel, cohorts, and quadrants. Each of these components represents the data in a different way.
Meeting clients, attending conferences, and organizing trade shows are key parts of your business. When you are constantly on the move, you may not have access to the CRM that you use to manage your business. Monitoring day-to-day activities such as tasks you need to perform, events you have scheduled, or other metrics such as revenue generated this week or the number of deals in the pipeline is suddenly impossible if you're away from your computer.
To keep you in the loop, the Zoho CRM Analytics application lets you access all the dashboards that you have created from your mobile devices. You can view the underlying data that each component represents as a report and open the records used to make the report. You can also share the components of your dashboard with your coworkers. This gives you better access to your CRM wherever you go.
System Requirements
- Android: Android 5.1.1 (Lollipop) or above.
- iOS: Version 11 or above.
Default dashboards such as Sales Trends and Sales Follow-up Trends are not supported in the mobile app.
2. Will the dashboard display data dynamically in the CRM Analytics app?
2. Will the dashboard display data dynamically in the CRM Analytics app?
No, the data does not change dynamically. Every time you open a dashboard, the data is fetched from the web version of CRM and is displayed in the dashboard in your mobile application. Any change made to the web version will not be immediately reflected in your mobile app. You must refresh the dashboard or the component to see the latest information.
3. Can I share a dashboard on Whatsapp?
3. Can I share a dashboard on Whatsapp?
No, a dashboard can't be shared via Whatsapp. However, the components in a dashboard can be individually shared via Whatsapp or any communication channel such as emails, MMS, or messenger. The components will be shared as images.
4. How do I refresh a dashboard in the mobile app?
4. How do I refresh a dashboard in the mobile app?
In the Zoho CRM Analytics app, you can refresh an entire dashboard or its components individually. Simply open the dashboard or the component and swipe down from the top. The dashboard will be refreshed. The data is automatically refreshed every six hours.
5. If a chart view is changed in mobile app, will it reflect in web version too?
5. If a chart view is changed in mobile app, will it reflect in web version too?
No, the chart view that you see in the Zoho CRM Analytics app is just for representational purposes. When the component is refreshed, it will revert to the original chart that is present in the web version.
We hope that this list of frequently asked questions about CRM Analytics app is informative. If you still have questions that haven't been addressed, please let us know here. We will be happy to discuss them with our subject matter experts and add them in the future. And please don't forget to share your rating below :)
Access your files securely from anywhere
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 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 Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
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
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Zoho CRM Analytics App
Dashboards in CRM represent your data in graphical format, allowing you to take a quick glance at various important metrics for your business. They consist of the following types of components: charts, ...Setting Advanced CRM Analytics
The Advanced CRM Analytics (powered by Zoho Analytics) helps you to analyze CRM data and create insightful reports and dashboards for your business. This integration allows, the users to understand the data and make better decisions by making: ...FAQs: CRM for iphone
From where do I install the Zoho CRM native app for iPhone? You can install Zoho CRM native application in your iPhone in two ways: Download and Install the Zoho CRM application from the App Store from your iPhone. Download Zoho CRM through iTunes ...FAQs: Webform Analytics
1. What is a webform? Web forms simplify the process of capturing visitors or users information from your website into your CRM system. They are designed to automate the importing of data from websites into Zoho CRM. Non-technical users find it easy ...FAQs: HIPAA Compliance
How does Zoho CRM help organizations be HIPAA Complaint? At Zoho CRM, we allow organizations to be compliant with the HIPAA guidelines by providing the following options: Select modules that contain personal health data: All modules that contain ...
New to Zoho LandingPage?
Zoho LandingPage Resources