Dashboard 2.0
Embedded dashboard
Overview An embedded dashboard is the dashboard you integrate from other applications and access them along with your Zoho One dashboards. This enables you to view data and insights from different applications directly within Zoho One. By embedding ...
Edit widget
Sign in to your Zoho One account, then click next to Home. Choose a dashboard, then click ⠇next to the widget you want to edit. Click Edit. Make the required changes, then click Save.
Edit filter
Sign in to your Zoho One account, then click next to Home. Choose a dashboard, then click next to a widget. Hover over the filter you want to edit and click . Make the required changes, then click Save.
Delete filter
Sign in to your Zoho One account, then click next to Home. Choose a dashboard, then click next to a widget. Hover over the filter you want to delete and click . Click Delete.
Add filter
Sign in to your Zoho One account, then click next to Home. Choose a dashboard, then click next to a widget. You can choose to add a New Filter or Add Quick Filter. If you choose to add new filter: Enter a filter name and description, then select a ...
Add custom widget
Sign in to your Zoho One account, then click next to Home. Click on the dashboard where you want to add custom widget, then click Add Widget. Click the Custom Widget dropdown on the top-right corner. If you choose to Create widget: Enter a widget ...
Delete widget
Sign in to your Zoho One account, then click next to Home. Choose a dashboard, then click next to the widget you want to delete. Click Delete. On the confirmation page, click Delete.
Add widget
Sign in to your Zoho One account, then click next to Home. Click on the dashboard where you want to add widget, then click Add Widget. You will find different categories to choose widgets from. Choose the widgets you wish to add from the list. You ...
Pin/Unpin dashboard
Sign in to your Zoho One account, then click next to Home. Click on the icon. Hover over the dashboard you want to pin, then click . The dashboard will be pinned next to the default dashboard. To unpin, hover over the dashboard and click .
Delete dashboard
Sign in to your Zoho One account, then click next to Home. Choose the dashboard you want to delete, then click on . Click Delete. If you are deleting a public dashboard, it will affect other users in your organization.
Add/Edit dashboard
Add dashboard Sign in to your Zoho One account, then click next to Home. Click on the icon. Click +New Dashboard. Add a name for your dashboard, then set the dashboard visibility. Only an admin can set the visibility to Everyone. Users can create ...
Dashboard 2.0
Dashboard A dashboard is a visual interface that organizes and presents real-time data through charts, graphs, and other metrics to help your users monitor key performance indicators (KPIs) at a glance. It is a way of displaying your organization's ...
Data sync in dashboards between Unified UI and Spaces UI
Overview With ZO25, Zoho One allows users to upgrade individually without the need to upgrade for the entire organization. Since the Dashboard 2.0 module supports additional features and widgets, upgrading individually from user login or switching ...