Adding Components for Dashboard

Adding Components for Dashboard

Add Components

After creating a dashboard you must add components (representing the exact data in pictorial form), which includes Bar, Pie, Line, Funnel, or Table charts. You can select the charts to display the data in a pictorial form and also a table to display the data in tabular format.

Note:

  • You can add only a maximum of 6 components in a dashboard.
  • Only Summary Reports can be added to the dashboard.

 List of Standard Charts

Chart Type Description
Bar chart To display two or more kinds of data, that can be used to compare values across categories.
Pie Chart To display data that is divided into triangular areas proportional to the percentages of the whole and used to illustrate the relationship of parts to the whole.
Line Chart To display a trend over a period with the variations in the multiple values in a single chart.
Funnel Chart To show the convergence of data from the entry level to exit level. It is typically used to show the recruitment pipeline at any point in time.
Table Chart To show the sum of the values in each category of the data.

To create report charts

  1. Click the Dashboards tab.
  2. In the Dashboards Home page click Add Component.
  3. In the
     
    Add Component page, do the following:
    • Select the Component Type, either Chart or Table.
    • Enter the Component Name
    • Select the source of data for the report from the Source Report list.
  4. Click Next.
  5. In the Add Component page, select the type of chart from the Select Chart Type list box. Under Provide Chart Details, the X-Axis and Y-Axis details are displayed.
  6. Click Finish.

After adding a chart to the dashboard, you can perform the following operations:

  1. Delete the chart
  2. Edit the chart
  3. Drill-down the chart 
  4. Change to 2-dimensional or 3-dimensional view
  5. Zoom out the chart 

Note

  • You can delete only the custom charts created by you.

 Drill Down Dashboards

This feature enables you to view a detailed report on the selected data in any dashboard report.

To drill-down dashboards

  1. Click the Dashboards tab.
  2. In the Dashboards Home page, select the dashboard from the Switch to Dashboard drop-down list.
  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 

 Zoom in Charts

This feature enables you to zoom in and zoom out the chart for a better visualization of data, which is very useful while working with massive amounts of data.

To zoom in the charts

  1. Click the Dashboards tab.
  2. In the Dashboards Home page, select the dashboard from the Switch to Dashboard drop-down list.
  3. In the Dashboards Home page, in the required chart click the Zoom icon. The enlarged chart is displayed in a separate window.

    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 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


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Offline Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal

                          Form Designer HR

                          Card Forms Food
                          Assign Forms Photography

                          Translate Forms Real Estate
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            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.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    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 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

                                                                                                              • Creating Dashboards

                                                                                                                The dashboard is a summarized view of the custom report data in Zoho Recruit. It provides a platform for real-time analysis of the stages in your firm's recruitment process. You can make your dashboards publicly accessible to all users or to select ...
                                                                                                              • Data Administration

                                                                                                                The purpose of the Zoho Recruit data administration tools is to guide the Recruit Administrator in creating, verifying and ensuring data integrity by maintaining relationships and implementing access controls throughout the databases. Based on the ...
                                                                                                              • Overview Dashboard

                                                                                                                In today's world, your recruitment process is defined by who you hire and how you're trying to hire them. This leads to organizations developing unique recruitment methods, which are often multi-layered as responsibilities are divided among various ...
                                                                                                              • Generating Reports

                                                                                                                You can create new module-specific reports linking some of the other cross-functional modules. For example, you can create a report in the accounts module linking other modules such as Contacts, Job Openings, and others. Types of Report Tabular ...
                                                                                                              • Adding Sample Data to your account

                                                                                                                In Zoho Recruit, new users can opt for sample data. Sample data helps users work with content that is similar to actual data that they would be working with at a later point. Sample data can help in providing a hands-on test experience and provides a ...
                                                                                                                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