Instantly refine your CRM dashboard using Filters and download underlying data – all in a few clicks!

Instantly refine your CRM dashboard using Filters and download underlying data – all in a few clicks!

Notes
Update: The enhancements mentioned in this post have been released to all users in all DCs.
Hello everyone,

Imagine you’re a sales manager overseeing multiple product lines across different regions. You're viewing your sales dashboard in Zoho CRM, which gives a powerful overview, but you often need to drill down to see how a specific product line is performing in a region or whether a key sales rep is performing as expected.

Instead of manually tweaking each component or switching to a different tool, you can now use dashboard filters to get the view you need instantly, right within your CRM Dashboards tab.


Let's look at how you (the sales manager) can use dashboard filters to achieve this:


The moment you apply the filter, every relevant component on the dashboard re-calibrates to show only that subset. Within seconds, you can switch to a different view of the dashboard as you explore, analyze, and come up with meaningful insights. You can clear the filters to zoom out to your powerful big-picture overview.

Component filters help you refine data for a single component without affecting the rest of the dashboard. Combine dashboard filters with component filters for flexible data exploration. For example, after applying a dashboard filter to focus on a product line, you can use a component filter on the sales funnel chart to analyze sales progress by campaign source.

Dashboard filters are filters that refine all relevant components of a dashboard in one go. This instantly aligns all the components around the immediate needs of individual users.

Note
  • Dashboard filters support time, user, and picklist (including Tags) fields. These fields can be in the primary module and related modules of any component present on the dashboard.
  • A maximum of four dashboard filter fields can be used.
  • Users with the Manage Analytics permission can configure filters on dashboards that are not locked for them. Once the filters are configured, anyone with access to the dashboard can apply them.




  • Dashboard filters are not supported for the Anomaly Detector component.

Download the underlying data of a component in a few clicks

Let's say you notice something interesting in a chart and want to dig deeper. Now, you can download that component's underlying data in CSV and Excel (XLS) formats.



This means you can go from viewing a component to having a portable dataset in a few clicks. You can share the downloaded file with your team or import it into a different tool for further analysis. No more waiting for someone else to pull that data for you or manually recreating queries in an external system, and so on. It can all be done directly from your Zoho CRM dashboard.

Note
  • The fields in the Excel file or CSV file depend on the columns chosen in the drill down view of the component. To learn more, please see: Drill down view of dashboard components.
  • This option is supported for the following components: KPI, Chart, Target Meter, Quadrant, and Zone.
The result of using these updates? A super-streamlined dashboard experience for your users where they can extract exactly the view they need and quickly move on to the next step in their workflow.

For instructions and more details, please see: Dashboard filters, Download as XLS/CSV.

Availability
Release plan: Phased release to all customers. It is already available to customers in the JP and AU DCs.
It will soon be available in all DCs to all customers using a paid edition of Zoho CRM.
[Update | 12 Aug 2025] These updates have been released to all users in all DCs.

Thanks and please let us know your feedback in the comments section!



        • Recent Topics

        • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

          The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Managing addresses

        • Can i connect 2 instagram accounts to 1 brand?

          Can i connect 2 instagram accounts to 1 brand? Or Do i need to create 2 brands for that? also under what subscription package will this apply?

        • How to Calculate MTTR (Mean Time to Resolve)

          We want to calculate MTTR (Mean Time to Resolve) in our Zoho Analytics report under Tickets. Currently, we are using the following fields: Ticket ID Ticket Created Time Ticket Closed Time Ticket On Hold Time We are planning to calculate MTTR (in days)

        • How to export project tasks, including the comments

          Hi, how can I export the project tasks, whereby I can also see the comments associated to a specific task? The use-case is that often we use comments to discuss or update a task related ideas. I would like to export the tasks, where we can also see the

        • Round robin

          Hi, I'm trying to set up a round robin to automatically distribute tickets between agents in my team but only those tickets that are not otherwise distributed by other workflows or direct assignments. Is that possible and if so which criteria should I

        • Does Zoho Sheet Supports https://n8n.io ?

          Does Zoho Sheet Supports https://n8n.io ? If not, can we take this as an idea and deploy in future please? Thanks

        • Bigin Android app update: User management

          Hello everyone! In the most recent Bigin Android app update, we have brought in support for the 'Users and Controls' section. You can now manage the users in your organization within the mobile app. There are three tabs in the 'Users and Controls' section:

        • Transfer all Related Data to new Account Owner

          Currently when I change the account Owner I only see the option to change only the open deals But I want the new account owner to take over all the related modules and all the deal stages Is it not possible right now? Am I missing something? Do I really

        • Share records with your customers and let them track their statuses in real time.

          Greetings, I hope everyone is doing well! We're excited to introduce the external sharing feature for pipeline records. This new enhancement enables you to share pipeline records with your customers via a shareable link and thereby track the status of

        • Live webinar: Discover Zoho Show: A complete walkthrough

          Hello everyone, We’re excited to invite you to our upcoming live webinar, Discover Zoho Show: A Complete Walkthrough. Whether you’re just getting started with Show or eager to explore advanced capabilities, this session will show you useful tips and features

        • When dispatched to crew, assigning lead missing

          Hello, For the past two or three weeks, whenever an officer assigns Service Appointment to a team, the lead person is missing from the assigned service list. Therefore, we have to reschedule the SA and then the lead person becomes visible in the assigned

        • Option to Empty Entire Mailbox or Folder in Zoho Mail

          Hello Zoho Mail Team, How are you? We would like to request an enhancement to Zoho Mail that would allow administrators and users to quickly clear out entire folders or mailboxes, including shared mailboxes. Current Limitation: At present, Zoho Mail only

        • Deal Stage component/widget/whatever it is... event

          Deal Stages I am trying to access the event and value of this component. I can do it by changing the Stage field but users can also change a Deal Stage via this component and I need to be able to capture both values. Clicking on 'Verbal' for instance,

        • Create advanced slideshows with hybrid reports using Zoho Projects Plus

          Are your quarterly meetings coming up? It’s time to pull up metrics, generate reports, and juggle between slides yet again. While this may be easier for smaller projects, large organizations that run multiple projects may experience the pressure when

        • Add an option to disable ZIA suggestions

          Currently, ZIA in Zoho Inventory automatically provides suggestions, such as sending order confirmation emails. However, there is no way to disable this feature. In our case, orders are automatically created by customers, and we’ve built a custom workflow

        • Email Integration - Zoho CRM - OAuth and IMAP

          Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have

        • Zoho CRM Sales Targets for Individual Salespeople

          Our organistion has salespeople that are allocated to different regions and have different annual sales targets as a result. I am building an CRM analytics dashboard for the sales team, which will display a target meter for the logged in salesperson.

        • Formula field with IF statement based on picklist field and string output to copy/paste in multi-line field via function

          Hello there, I am working on a formula field based on a 3-item picklist field (i.e. *empty value*, 'Progress payment', 'Letter of credit'). Depending on the picked item, the formula field shall give a specific multi-line string (say 'XXX' in case of 'Progress

        • CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

          Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

        • Need help to create a attach file api

          https://www.zoho.com/crm/developer/docs/api/v8/upload-attachment.html Please help me to create it... It's not working for while. Do you have some example?

        • update linked contacts when update happens in account

          Hi, I have a custom field called Licence in the Accounts module. When someone buys a licence, I’d like to update a custom field in the related Contacts. How can I achieve this? I noticed that workflows triggered on Accounts only allow me to update fields

        • Zoho CRMの流入元について

          Zoho CRMとZoho formsを連携し、 formsで作成したフォームをサイトに埋め込み運用中です。 UTMパラメータの取得をformsを行い、Zoho CRMの見込み客タブにカスタム項目で反映される状況になっています。 広告に関してはUTMパラメータで取得できているため問題ないのですが、オーガニック流入でフォーム送信の場合も計測したいです。メールやGoogle、Yahoo、directなどの流入元のチャネルが反映されるようにしたいのですが、どのように設定したら良いでしょうか。 また、

        • Error While Sign in on Zoho Work Drive

          Dear Team, I hope this email finds you well. I have recently created a Zoho account and started using it. But while I am trying to log in to Zoho work drive it won't log me in its crashing every time I try it. I have tried it on android app, phone browser

        • Choosing a portal option and the "Unified customer portal"?

          I am trialling Zoho to replace various existing systems, one of which is a customer portal. Our portal allows clients to add and edit bookings, complete forms, manage their subscriptions and edit some CRM info. I am trying to understand how I might best

        • Support new line in CRM Multiline text field display in Zoho Deluge

          Hi brainstrust, We have a Zoho CRM field which is a Muti Line (Small) field. It has data in it that has a carriage return after each line: When I pull that data in via Deluge, it displays as: I'm hoping a way I can change it from: Freehand : ENABLED Chenille

        • How to create a Zoho CRM report with 2 child modules

          Hi all, Is it possible to create a Zoho CRM report or chart with 2 child modules? After I add the first child module, the + button only adds another parent module. It won't let me add multiple child modules at once. We don't have Zoho Analytics and would

        • Elevate your CX delivery using CommandCenter 2.0: Simplified builder; seamless orchestration

          Most businesses want to create memorable customer experiences—but they often find it hard to keep them smooth, especially as they grow. To achieve a state of flow across their processes, teams often stitch together a series of automations using Workflow

        • First day of trying FSM in the field.

          What we found. 1. with out a network connection we were unable to start a service call? 2. if you go to an appointment and then want to add an asset it does not seem possible. 3. disappointed not to be able to actually take a payment from within the app

        • Unified Directory : How to Access ?

          I signed in to Zoho One this morning and was met with the pop up about the upgraded directory (yay!) I watched the video and pressed "Get Started" ... and it took me back to the standard interface. How do I actually access the new portal/directory ?

        • Translation support expanded for Modules, Subforms and Related Lists

          Hello Everyone!   The translation feature enables organizations to translate certain values in their CRM interface into different languages. Previously, the only values that could be translated were picklist values and field names. However, we have extended

        • Send Automated WhatsApp Messages and Leverage the Improved WhatsApp Templates

          Greetings, I hope all of you are doing well. We're excited to announce a major upgrade to Bigin's WhatsApp integration that brings more flexibility, interactivity, and automation to your customer messaging. WhatsApp message automation You can now use

        • Unified task view

          Possible to enable the unified task view in Trident, that is currently available in Mail?

        • Bigin, more powerful than ever on iOS 26, iPadOS 26, macOS Tahoe, and watchOS 26.

          Hot on the heels of Apple’s latest OS updates, we’ve rolled out several enhancements and features designed to help you get the most from your Apple devices. Enjoy a refined user experience with smoother navigation and a more content-focused Liquid Glass

        • Importing data into Assets

          So we have a module in Zoho CRM called customers equipments. It links to customers modules, accounts (if needed) and products. I made a sample export and created extra fields in zoho fsm assets module. The import fails. Could not find a matching parent

        • Allow instruction field in Job Sheets

          Hello, I would like to know if it is possible to have an instruction field (multi line text) in a job sheet or if there is a workaround to be able to do it. Currently we are pretty limited in terms of fields in job sheets which makes it a bit of a struggle

        • Streamlining Work Order Automation with Zoho Projects, Writer & WorkDrive

          Hello Community, Here is the first post in 'Integration & Automation' Series. Use Case :: Create, Merge, Sign & Store Documents in Zoho WorkDrive. Scenario :: You have a standard Work Order template created in Zoho Writer. When a task status is chosen

        • The dimensions of multilingual power

          Hola, saludos de Zoho Desk. Bonjour, salutations de Zoho Desk. Hallo, Grüße von Zoho Desk. Ciao, saluti da Zoho Desk. Olá, saudações da Zoho Desk. வணக்கம், Zoho Desk இலிருந்து வாழ்த்துகள். 你好，来自 Zoho Desk 的问候。 مرحباً، تحيات من Zoho Desk. नमस्ते, Zoho

        • Multi-line address lines

          How can I enter and migrate the following 123 state street Suite 2 Into a contact address. For Salesforce imports, a CR between the information works. The ZOHO migration tool just ignores it. Plus, I can't seem to even enter it on the standard entry screen.

        • Accessing Zoho Forms

          Hi all, We're having trouble giving me access to our company's Zoho Forms account. I can log in to a Forms account that I can see was set up a year ago, but can't see any shared forms. I can log into Zoho CRM and see our company information there without

        • Archiving Contacts

          How do I archive a list of contacts, or individual contacts?

        • Next Page