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.
- 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.