[New] Target Meter component in Dashboards and the "Create Record" action in Workflows

[New] Target Meter component in Dashboards and the "Create Record" action in Workflows

Greetings,

I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin. We'll go over each one in detail.

Target meter component in dashboards

Currently, when creating dashboards in Bigin, you can create two types of components—KPIs and charts—to visualize various business metrics. Last week, we've introduced target meters: a new type of component that serves to strengthen data visualization in Bigin.

Let's say you want to set a goal for your team and monitor their progress periodically. In such scenarios, you can create a target meter component in Bigin's dashboards to set a goal for your team. These components provide a convenient way to visualize critical metrics in relation to the goal you set—such as this year's count of closed deals, last quarter's revenue, or this month's ticket resolution milestones—without the need to delve into exhaustive reports. You can set up target meters effortlessly, define the relevant parameters, and promptly obtain the desired data for analysis and tracking purposes.

The different types of target meters available are as follow:
  • Dial gauge: A dial gauge, as the name indicates, is a graphical depiction of progress that resembles a dial. It displays the goal at the curve's end, while an arrow indicates the current progress towards that goal.

  • Traffic light: Traffic lights share similarities with dial gauges, but offer enhanced visual progress tracking via colored indicators. Red (meaning well below target), orange (meaning mid-way to target), and green (meaning close to target) serve to signify different levels of target achievement, and these color categories can be configured manually. Employing color-coded target meters streamlines progress monitoring through visual cues, ensuring that you maintain alignment with your objectives.

  • Single bar: Bar meters consist of a main bar that represents the overall target and a secondary, smaller bar that indicates the current progress toward that target. These meters can be subdivided into various levels to enhance visual comprehension of the target's progress. Additionally, you can use the bar's color to signify the extent of a target's achievement up to now.

  • Multiple bars: Multi-bar target meters serve as effective visual tools for comparing progress among multiple individuals in your team or other entities. You can set targets individually for each user/entity or set a common target for all users/entities. You can use multi-bar meters to track the progress of various metrics like sales reps' sales targets, the number of tickets agents have closed, and so on.

Notes
  • This feature is available in Premier and Zoho One editions.
  • Click on "Change Style" to alter the target meter type. All previously made configurations will remain unchanged.

To know more on Target Meter, please access this help document.

"Create record" action in workflows 

Let's say you want to create a new deal automatically every time you add a new contact. You can achieve this using the newly launched "create record" action in workflows. This feature enables you to automatically generate records in one module when an update occurs in another module, simplifying your tasks within Bigin. By setting up this automation, you can establish a workflow that automatically generates records in any module so that you don't have to do it manually each time.  

Note  
  • You can add only one "create record" action per workflow. This ensures that the automation remains focused and doesn't create redundancies or conflicts within the workflow.
  • Only workflows created in the Companies, Contacts, Tasks, and Events modules support the "create record" action. For the Pipelines module, you can use Connected Records.

Availability  

  • This feature is available for users in the Express, Premier, and Zoho One editions.
To know more on this feature, please access this help document.

That's all for these enhancements. We sincerely hope you find these improvements useful. Please give them a try and provide us with feedback in the comments section below. Watch this space for future announcements.

Thanks and have a good day. 


      • Recent Topics

      • Outlook is blocking incoming mail

        Outlook is blocking all emails sent from the Zoho server. ERROR CODE :550 - 5.7.1 Unfortunately, messages from [136.143.169.51] weren't sent. Please contact your Internet service provider since part of their network is on our block list (S3150). It looks

      • Zoho Social API for generating draft posts from a third-party app ?

        Hello everyone, I hope you are all well. I have a question regarding Zoho Social. I am developing an application that generates social media posts, and I would like to be able to incorporate a feature that allows saving these posts as drafts in Zoho Social.

      • Temporarily rate limited due to IP reputation.

        We have suddenly started receiving the following Mail Delivery Status Notification: Diagnostic-Code: 4.7.650 The mail server [136.143.184.12] has been temporarily rate limited due to IP reputation. For e-mail delivery information, see https://aka.ms/postmaster

      • IMPORTANT: It doesn´t search for letters with portuguese characters.

        Some of my articles have for example the word "vídeo". But if I search for "vídeo" it doesn´t find them. If I search for "video" it does find them. Idealy, it should find the articles either way. But if I have to choose, it would be better to find the

      • IMPORTANT: It doens´t show full article name on search - Should add line break

        When we search for articles, it doesn´t show the full name. There should be a line break so the user can see the full article name, otherwise the user can´t know if that´s the article he/she is looking for. This is very important, otherwise the user has

      • Zoho Books - Payment Gateway - Revolut

        Hi Books Team, My feature request if to include the popular platform Revolut as a payment collection option on invoices in Zoho Books. Please upvote if you are also looking for this option.

      • Zoho Books | Product updates | January 2026

        Hello users, We’ve rolled out new features and enhancements in Zoho Books. From e-filing Form 1099 directly with the IRS to corporation tax support, explore the updates designed to enhance your bookkeeping experience. E-File Form 1099 Directly With the

      • Kaizen #233 - Generating AI-powered Follow-up Emails Using CRM Functions and Widgets

        Hey everyone! Welcome back to another interesting post in the Kaizen series! Sales teams regularly capture interaction notes in CRM after speaking with prospects. However, drafting a follow-up email that reflects the conversation context can be repetitive

      • Connect Bank in Zoho Books

        Can I connect UOB or Ariwallex in Zoho Books?

      • Using MPN across multiple SKUs and inventory tracking

        I have several different SKU's that share a common MPN and would like to track inventory by MPN. SKU1 has MPN1 assigned SKU2 has MPN1 assigned Here is an example If I start with 5 of MPN 1 in stock I want each SKU1 and SKU2 to show as 5 in stock, If I

      • Marketing Tip #1: Optimize item titles for SEO

        Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantly

      • Feature Enhancement Request – Text Formatting Options in Item Description (Zoho Books/Quotes Module)

        Dear Zoho Development Team, Greetings from Radiant360 Integrated Technical Services LLC. We would like to bring to your attention a functional limitation we've encountered within the Item Table / Quote Description section of Zoho Books (and Zoho CRM Quotes).

      • ZOHO Books Query

        Good day, Can someone please advise. I recently migrated from ZOHO Invoice to ZOHO Books. No that I want to use the inventory on Books I cant as all my items have transaction history. The person I spoke to at ZOHO said I need to create a new Company profile

      • Best way to schedule bill payments to vendors

        I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have

      • inventory removal at packing list or shipment.

        currently our system is set to remove inventory at invoice. This is creating an inventory nightmare? Is it possible to change the settings to remove the item from inventory at either the packing slip stage or shipping the item.

      • How to add employee and not invite them to log in?

        I want to add 50 employees, but invite them only when everything will be configured and ready. Is it possible? Should we create employee profiles and then convert them later? Thank you,

      • Any Offline Developing Environements or IDE's for Zoho Creator

        Hi there, Is there any offline developing environment for zoho creator like the Eclipse for sales force.com? So that i could make my development faster. Its taking a laot of time to write save and verify the code in Zoho Creator online. Thanks in advance

      • How is Your eCommerce Experience w/Zoho Inventory?

        First off, I'm SUPER grateful for the advent of Zoho Inventory and now the Zoho Commerce Suite. Overall, Inventory is a great product, especially for customers without an eCommerce presence. For eCommerce companies (especially those shipping more than ~10 packages/day), however, there are certain drawbacks that keep my clients from moving over to Zoho Inventory: Cons: 1. Invoice + Package Creation from Shopify/Other eCommerce Integrations: Zoho Inventory makes the somewhat perplexing decision to

      • Ability to Use Both AND and OR When Creating Rules (Advanced Conditions)

        I'd like to be able to use more complicated logic when setting up rules. E.g. in Zoho Mail, I can choose "Advanced conditions (AND/OR) to create a rule that can be applied to multiple subject lines from the same sender. But in Zoho TeamInbox, I will have

      • Zoho Desktop App- Unable to Minimize/Freezes

        I'm having issues with my Zoho Mail desktop app (PC). When go on my desktop and open the app this is what happens: - Unable to minimize and close app (in the screenshot attached you can see at the top right there is no option to minimize/close) - Unable

      • Zoho Invoice Zapier Integration

        Is there still a way to use Zapier with Zoho Invoice? I've read online that that migrated to Zoho Books or Billing but since I am just using Invoice I can not find a Zapier Connection anymore.

      • Conect chat of salesiq with zoho cliq

        Is there any way to answer from zoho cliq the chat of salesiq initiated by customers?

      • Bug: OAuth 2.0 State Parameter fails with Pipe Delimiters (RFC 6749 Non-Compliance)

        I've discovered a bug in how Zoho's API Console handles the OAuth 2.0 authorization flow when the state parameter contains pipe characters (|), and I'm hoping the Zoho team can address this in a future update. The Issue Zoho's OAuth 2.0 implementation

      • Zobot with Plugs

        Hello, I am having a problem with Zobot using Plugs. Here is my current flow: When I run the flow, I should immediately see the messages from the initial cards (Send Message cards), then after running the plug, and finally, see the messages after the

      • Print a document from Zoho Writer via Zoho Creator

        If i use the code below i can get writer to create a new document or email it to me but i want to be able to print it directly from the browser and not have to send it via email and then print. Below is the code im using. Attached options form zoho writer

      • Training for How can i Operate the Software Features

        need to Help for Training of the ZOHO Billing Software

      • Automating Vendor Contract Management between Zoho Contracts and Zoho Books using Zoho Flow

        Managing vendor agreements across procurement and finance systems often requires manually downloading executed contracts and attaching them to vendor records. This can become time-consuming and difficult to manage when dealing with a large number of contracts.

      • VIEW HEADERS PARAMETERS

        A function was created in zoho creator. In the microservices “https://creator.zoho.com/userhome/<adminuser>/admindashboard#/microservices”. A custom API was created and associate the function. In the postman I send some data, how can I visualize what

      • Problem applying batch operation error keeps looping that error

        Problem applying batch operation error keeps looping that error an wont login

      • Shared Email Sending Duplicate Copies of Emails

        Hi there, We recently have moved our info@ email to Team Inbox to trial. We set this channel up using the Microsoft setup which works fine and have 3 users. I am wanting to know: 1. When I send a new email, it will create a copy of that email and send

      • merhaba

        merhaba sosyal medya paketimiz mevcut ama yorumları göremiyoruz ve o yüzden cevap veremiyoruz destek rica ediyoruz.

      • Teaminbox not working

        We couldn't send or receive any mail within the team inbox. Displaying error 'Unable to process this request.'

      • Related lists New option in missing

        hi I have created quite a few modules and added as related lists to my main module. Some have new, some dont I can not see why?

      • Cliq and ToDo integrations?

        I'm a bit surprised not to find any way to open a Cliq chat for the current thread, or to create a Zoho Mail ToDo from a thread. Are these on the roadmap?

      • Reply-to names are mangled

        Hello, I'm seeing an odd behavior in replies. Steps to reproduce: 1. Click reply to an email from "John Doe <doe.john@example.com> in TeamInbox Expected outcome: TO field pre-filled with "John Doe <doe.john@example.com>" Actual outcome: TO field pre-filled

      • I CANT UPGRADE MY FREE ACCOUNT

        I TRY TO UPGRADE MY FREE ACCOUNT AND I COULD NOT UPGRADE IT CAN SOMEBODY TELL ME WHY? AND I HAVE THE MONEY SO.

      • Level up your ASO game with tags & categories in store reviews

        Introducing tags and categories in Apptics' store reviews Dear Apptics community, If your app is listed on the Play Store or App Store, you already know how important store reviews and ratings are. They’re one of the most direct signals of user sentiment

      • Including attachments with estimates

        How can attachments be included when an estimate is sent/emailed and when downloaded as a .pdf? Generally speaking, attachments should be included as part of an estimate package. Ultimately, this is also true for work orders and invoices.

      • Adding VENDOR SKU to PURCHASE ORDERS

        how can we add the Vendor SKU when issuing a Purchase Order , so the PO shows the Supplier SKU and our own Internal SKU , which is what we want to receive into the system .

      • Possible to freely prompt/query CRM data using Zia?

        Is it possible to prompt Zia to query on any information stored in the CRM, especially on the data stored in custom text fields? My use case is the people in my organisation have entered lots of text in custom text fields to capture information from an

      • Next Page