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

        • Can not add fields to a Section

          I feel like I'm missing something obvious: I can add new Sections to my form but I can not add fields to the Sections. I've tried fields already on the form as well as dragging and dropping new fields into the Section but nothing will go into it. What

        • Record Logged in User while using CRM lookup field

          Is it possible, while using the Zoho CRM lookup field, to automatically use the user account logged into Zoho CRM in a hidden field? I was hoping to add employee accounts to my current plan. But would like a record on the Form submission of who submitted

        • Form Rules for Suburb Categories to alternate landing pages or Making a Fields Contents ALL CAPS

          I need to send differentform submissions to two to three different thank-you URLs (for Meta/Google pixels) depending on which suburb a user selects in a form. I have ~400 suburbs split into two categories (A and B, based on business value). Current challenges:

        • Collaps Notes

          There are times when long/large notes are added to a record i.e. Accounts or Deals etc. Currently, the full note is displayed in the notes related list section. It would be great if by default only 5 to 10 rows of the note are displayed when the note

        • Zoho Down

          I have a drop in my Zoho One services.

        • Runing RPA Agents on Headless Windows 11 Machines

          Has anyone tried this? Anything to be aware of regarding screen resolution?

        • Problem for EU users connecting Zoho CRM through Google Ads for Enhanced conversions

          Has anyone else experienced this problem when trying to connect Zoho CRM through Google Ads interface to setup enhanced conversions? Did you guys get it fixed somehow? The Problem: The current Google Ads integration is hardcoded to use Zoho's US authentication

        • Why am I getting event Pop-up Notification for events that have been cancelled?

          Why is Calendar Notification still popping up for events that have been cancelled or changed? Each time events are cancelled or changed, I have observed that I am still getting notifications for them. Below is a sample pop-up notification for one of the

        • Whatsapp Limitation Questions

          Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based

        • Create a draft in reply to an email via Emails API

          Hi, I’d like to use the outgoing webhook to automatically create a draft reply to incoming mail. How can I use the Emails API to create a draft reply that is linked to an existing email thread? I couldn’t find the relevant method in the documentation.

        • India Tech Support

          Is there no phone tech support number for India? And no chat facility either?

        • Billing Management: #1 Billing a Universal Business Routine

          Hello, As the saying goes, "Do the hardest job first." We started with the complex subject of finance and revenue management, which is considered the backbone of any business. Now, let's shift our focus and take a deep dive into this Billing Management,

        • Show/ hide specific field based on user

          Can someone please help me with a client script to achieve the following? I've already tried a couple of different scripts I've found on here (updating to match my details etc...) but none of them seem to work. No errors flagged in the codes, it just

        • What is a a valid JavaScript Domain URI when creating a client-based application using the Zoho API console?

          No idea what this is. Can't see what it is explained anywhere.

        • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (9/25)

          ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 9月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 諸事情につき、今月の開催回は中止となりました。 次回は10/31（金）14時からの開催を予定しています。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho

        • Zoho Calendar not syncing correctly with personal Google Calendar

          Coming to this forum as Zoho Calendar support team is not responding, any more. For the past 8 weeks, I have been having an issue with Zoho Calendar not syncing with my personal Google Calendar correctly. I subscribed to Zoho Calendar iCal in my personal

        • Introducing Assemblies and Kits in Zoho Inventory

          Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the

        • Customer Parent Account or Sub-Customer Account

          Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they

        • need a packing list feature

          In our business, goods listed on an invoice are packed in separate boxes and shipped off. for e.g. an invoice may have 10 items. each item could then be packed in different boxes depending on qty of each item. this packing list is as important as the invoice for purposes of shipping documents.  Request you to add this feature asap.

        • Workdrive 5.0 / API Documentation Workflows

          Hi Zoho, When will the API documentation of the workflows be published? We are interested in using it to trigger manual workflows from an external application. Greetings, Justin

        • How to keep track of bags, cans, drums of inventory?

          We buy and sell products that are packaged in bags 🛍️, cans🥫, drums🛢️, etc. with batch numbers. When we get a shipment of one of the products, how do we track we received (say) 10 cans each of 5L of a product and maybe we received 10 cans of another

        • Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details

          Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below -  please check what went wrong. Thanks

        • How many ZOHO-Sites does the ZOHO-One Suite allow for?

          The free version of ZOHO-Sites allows for two sites, but it seems that the professional version (which is included in the ZOHO-One Suite) only allows for two websites. Is that correct? How many sites can I have within one ZOHO-One account?

        • Webhook from Zobot to Zoho Flow fails

          I'm trying to connect from zobot to zoho flow. When testing in zflow, I am receiving all entered data from the connector correctly. The SalesIQ connector's "outputreaction" is {} (is this normal or is there a problem?). But as soon as I try my chat bot

        • Transition from Sole Proprietorship to GmbH (Limited Liability Company) – Best Approach in Zoho Books / Zoho One

          Hello everyone, I am currently operating under a Zoho One plan with a sole proprietorship in Switzerland. As of January 1st, 2026, I will be incorporating a new legal entity – a GmbH (Swiss equivalent of a Limited Liability Company). While the business

        • Best way to display complex Bookings Consultation Descriptions on Zoho Site?

          I am a new user so apologies if this has been asked before. I couldn't find any answers in the forum. We offer 18 complex Consultations to our subscribers. Our current platform lets me put detail on these Consultations thoroughly (200-300 words) during

        • DKIM cannot be enabled for the domain as no verified default selector present

          Hi Support Team, For Domain DKIM record trying to enable status. but showing error "DKIM cannot be enabled for the domain as no verified default selector present" So, please resolve the issue. Thank you.

        • Issue Connecting My Domain to Zoho Sites Despite Purchasing It from Zoho

          Hello, I am facing an issue connecting my domain to my website on Zoho Sites. Details of the issue: I purchased the domain directly from Zoho. I am already using the same domain successfully with Zoho Mail. However, when I try to assign this domain to

        • Insert auto number from main form into subform rows

          Hello. I'm trying to take from my main form "order number" which i have setup as an auto generated number into every line created in my subform. So when a row is created in my subform i want the "order number " from the main form to be inserted automatically.

        • Dark Mode - Font Colors Don't Work

          When editing a document in Dark Mode and selecting font colors, they don't show up on screen.  Viewing/editing the same document in Light Mode shows them just fine.

        • Integrate Bunq with ZOHO Bookes

          We are new users of ZOHO Books, and our bank (BUNQ, in the Netherlands) isn't listed on the bank integrations. Is there a way to handle this?

        • Cliq iOS can't see shared screen

          Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

        • Access Denied

          I am iOS Developer and updating our clients project and shifted ZohoDeskPortalCore SDKs from cocoapods to SPM and changed few lines of code but now i am get access denied, the help center app is unavailable. please contact administrator.

        • Using Zoho Desk to support ISMS process

          Hi, I am evaluating using Zoho Desk for security incident management. This seems to be aligned with Zoho Desk purpose as its just another type of incident. However in security incident management, ideally I can link incidents (tickets) with a risk from

        • Bin Locations

          Dear all, I am wondering if someone has the ability to develop the bin locations option for zoho inventory (integrated with zoho books) Regards, Ryan

        • TaxJar vs Avalara

          Hi, I'm evaluating adoption of a sales-tax service for US based business. Anyone else have experience with TaxJar and Zoho Books? I am a Zoho One subscriber so anticipate needing to use Flow to make this work. It seems like Avalara are simply too expensive

        • How to check Leads with no Task (open activity)

          Hi everyone, I was wondering if there’s a way to view leads that don’t have any tasks assigned or open activities linked to them.

        • What can we do on our end to improve the Answer bot answers?

          Hi, I'm using the Answer bot card in the Codeless bot builder. I've input several questions and their answers in the FAQ section to feed the Answer bot. The text is all in French, as this is the language our customers communicate in. I've tried testing

        • Taxes for EU B2B Transactions

          Currently, ZC doesn't seem to have a procedure for validating VAT numbers of businesses purchasing in another EU state, and removing local VAT is valid.  This is essential for all inter EU B2B trade.

        • How to upload file to Connect using API?

          Hi there. I looked at the API documentation and nowhere did it mention how to use the API method to upload a file even though it is mentioned that it is possible to be done so. Please help.

        • Next Page