Showing Amount Achieved Towards Target on Zoho CRM Dashboard
I thought I'd create this post to stick a flag in the ground.
My requirement: To create a visual gauge/bar chart in my CRM Sales Team Dashboard so salespeople can see their progress towards their monthly/quarterly/annual targets.
The problem: After several conversations and a screen share with Zoho Premium Support, they confirmed this is not possible. The only suggestion they had was to use the target KPI, which has a target field that is manually filled and not dynamically linked with the forecast module - which simply isn't practical with a team of 20 salespeople.
Premium Support has closed the ticket and marked it as a feature request.
What's incredible is that this is such a basic feature of a CRM, it's maddening that it's not possible.
So, here's my flag in the ground. If anyone else needs this feature, please add your voice.
Topic Participants
Matthew Butterworth
Haiku Technical Support
Pheranda Nongpiur
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