Tips and Tricks #17: How smart can you be with Smart Elements?

Tips and Tricks #17: How smart can you be with Smart Elements?

Hi Everyone!



Zoho Show has added an interesting new feature for you to try out: Smart Elements.

Text isn't the ideal medium for all ideas. Visuals can be an effective means for conveying ideas to your audience. With the help of the right presentation tool, the probability of reaching the audience is even greater. Zoho Show's Smart Elements help you reveal the most sensitive and complex strategies in a simple yet illustrative style.

Smart Elements are the Key Performance Indicators (KPI's) that represent data visually in a meaningful, measurable way. These metrics help you visualize and present data in a more engaging way.

Only smart goals or objectives can build Smart Elements:
S (Specific)- Determines the "what" in your goal.
M (Measurable)- Determines the factor that tells you "the goal is reached".
A (Attainable)- Determines the "Is it possible to attain" in your goal.
R (Relevant)- Determines whether your business is in par with the goal.
T (Time-bound)- Determines the "when" in your goal along with key breakthroughs in your goal.

Evaluate and Re-evaluate are the two fundamentals of Smart Elements in the sense that, unlike the usual KPI’s, the Smart Elements help you track your performance against the defined set of business objectives, constantly. This helps you determine your business flaws, backlogs, loopholes, success parameters and also get a quick overview of the entire business scenario including identifying outstanding professionals in your business, effortlessly.

Zoho Show has many types of Smart Elements to offer you:
  1. Circular Indicators : These indicators can be used to show proportions in percentages, making them a useful tool customer base, trends in your organization's internal operations, and much more. For example;
    Manufacturing sector :
    You can depict facts about the status of your operations, freight levels, backlogs, and the items being shipped.
    Note: You can also use Vertical or Horizontal indicators for Circular indicators. 
     


  2. Clocks : Clocks are useful when discussing an event that affects offices or customers in different parts of the world, to save your audience from having to convert the time in your head. Timers are great for managing interactive aspects of a presentation, like timed quiz questions or brainstorming. Keep your presentation on schedule and your audience on the same page. For example;
    Marketing/Sales sector
    You can keep track of the relevant time zones when presenting contents to clients in different parts of the world.
       


  3. People Indicators : These performance indicators are helpful for representing facts about your customer base or staff. For example;
    Human Resource sector
    You can sketch the employee gender ratio or the total head count in a particular department.
         

       
  4. Arc Meters : These indicators indicate the progress towards an objective over a time span, and they come in several styles. For example; 
    Healthcare sector
    You can get an idea on the number of beds occupied compared to the total number of beds in a department. This can help management make decisions about allocating resources and predict what that percentage will look like in the near future.
         


Some tips you can follow while using the Smart Elements in your Show are given below:
  • Choose the Smart Element that best fits the information you want to represent 
  • Provide accurate settings information for the Smart Elements in the pop-up window that appears 
  • Preview the Smart Elements and make changes before you go live 
  • Ensure that the Smart Elements you use fit with your strategic goals and targets 
  • Pick the right Element for your need
  • Ensure that your Smart Elements show live results
Once everything is properly in place, the Smart Elements are reliable and can fetch data easily and accurately.

To add Smart Elements to your presentations,
  1. Open the required slide in the Show Editor. 
  2. Click Shape  > Smart Elements . All the available indicators (Smart Elements) will appear. 
  3. Select the type of indicator you want to use, and the indicator will be added to the slide. 
  4. Provide details for the indicator in the pop-up window that appears along with the indicator. You may preview the indicator to ensure your business criteria is met. 
It's that simple!

We hope you found this article interesting and useful. Have questions or feedback to share? Feel free to comment below. We're looking forward to serving you.

Follow us on Twitter and Facebook for more updates on the Show. 



      • Sticky Posts

      • Tips and Tricks #08: Lock and unlock objects in Zoho Show

        Hello everyone, Here is a tip about just one of the many interesting tools in Zoho Show.  Let's say the marketing and design teams are working together on a product launch. With multiple people working on this shared presentation, and rushing to get it
      • Tip and Tricks #01: Take your text for a spin

        Hello folks, Zoho Show's all-new, clear, contextual interface was a great update to an already great product, so we thought you might appreciate some help putting it to good use.  Following this release, the Zoho Show Community is happy to launch  Tips
      • Tips and Tricks #06: Animate text at the paragraph level on Zoho Show.

        Hi guys!   We're back with another Show tip! Before we jump into it, let's read through a quick scenario first.    Say you have a slide with a list of bullets and paragraph levels to present to your audience. The second it's on the screen, your audience
      • Tips and Tricks #05: Add pictures as comments within a slide.

        Hello everyone,   We're back with a new Show tip.  In today's post, we'll look at a more interesting way to comment and collaborate on a slide in Zoho Show. ​ No matter where your colleagues are in the world, using comments to share opinions or give feedback is
      • Tips and Tricks #07: Crop a Picture to Fit a Shape

        Hello everyone, Whether you're designing an adventurous photo collage, your company's brochure, or simply a team introduction for new hires, images always play a crucial role in making your presentation look interesting and interactive.    To help spruce

        • Recent Topics

        • Zoho Forms - Feature Request - Past Into Scanning/OCR Field

          Hi Zoho Forms Team, You recently introduced the OCR/Scanning field which I have found great use for with one client who receives work orders as a screenshot from one customer. I want to raise a feature request here which would make that field even more
        • Zoho Forms - Feature Request - Year Field

          Hi Zoho Forms Team, You currently have the following date and time fields: Date Time Date and Time Year and Month It would be useful if you could include a "Year" field For example a recent application I completed said "What year was your house built?"
        • inability to use different primary address on invoice per location

          my company operates in two different locations with different email address. The problems then is the inability to edit the primary to suite the invoice for the second location.
        • Zoho Books - Breaking A Working App

          We've been using Zoho for many years now. Across all apps, entering phone numbers in standard formats was enabled in all apps. These formats are: xxx.yyy.zzzz xxx-yyy-zzzz (xxx) yyy-zzzz and we were able also to add extension numbers in these formats:
        • No Need To Fix Something That Is Working

          Zoho Books is a great financial tool which helps businesses to become more efficient and productive with day-to-day operations. As such, every change, upgrade, improvement needs to be carefully thought before implemented in the software and I'm sure Zoho
        • Use Zoho Creator as a source for merge templates in Zoho Writer

          Hello all! We're excited to share that we've enhanced Zoho Creator's integration with Zoho Writer to make this combination even more powerful. You can now use Zoho Creator as a data source for mail merge templates in Zoho Writer. Making more data from
        • Anyone in Australia using Zoho Books AND has their account with NAB?

          Hi I have an account with both NAB and Suncorp. Suncorp transaction come in the next day however NAB transactions take 4-5 business days to appear. eg: A deposit made today in my Suncorp will be imported into Zoho tomorrow. A deposit made today to the NAB account will be imported maybe Saturday (Friday overnight). I have contacted both Zoho and NAB but noone seems to know why. I was just wondering if anyone else in Australia uses NAB and has this issue (or doesn't) maybe we could compare notes and
        • Detailed Balance Sheet for tax preparer

          I'm using the free edition of Zoho Books. My tax preparer is asking for "detailed" Profit & Loss and Balance Sheet reports which include all the activity and transactions within the various categories. The default reports do not include these details.
        • On Edit Validation Blueprint

          Hello, I have a notes field and a signature field. When the Approve button is clicked, the Signature field will appear and must be filled in. When the Reject button is clicked, the Notes field will appear and must be filled in. Question: Blueprint will
        • Zoho Projects - Cloning a task does not trigger task workflow when created

          Hello! I have a Project where my team uses a set of tasks from a tasklist as templates, so we could simply clone it and drag it to another list in kanban view to avoid creating a new one from scratch. The process works well, but after cloning it the new
        • Host Group Appointments Online in Zoho Bookings

          Greetings from the Zoho Bookings team! We’re excited to announce a new enhancement to Group Booking that makes hosting online group events smoother and more professional than ever. You can now conduct online group events with auto-generated meeting links
        • Can't rename groups on Mac desktop app

          I'm working on an up-to-date Mac with a freshly downloaded Notebook app. I'm trying to rename a group within a notebook. Here I have, left to right, a note, a group, and a note. I select the group. On the top left, I select Action. On the dropdown, "Rename"
        • Workdrive Collaboration with an External User

          I would like to know if I can setup a collaboration space with an external user in workdrive or do I need to add them as a user on my system? If I need to add them, can I add them on Workdrive only and give limit access to our space only?
        • Delete button

          Hi, The delete button were hide into the three dot button. Can I display outside? why Zoho make this update?
        • FSM integration with Books

          Hi, I have spent a few months working with FSM and have come across a critical gap in the functionality, which I find almost shocking....either that, or I am an idiot. The lack of bi-directional sync between Books and FSM on Sales Orders/ Work Orders
        • Marketing Tip #23: Help customers with how-to guides and usage tips

          Customers don’t stop needing you after they place an order. Helping customers use your product correctly and confidently can improve satisfaction, reduce returns, and increase repeat purchases. Sharing simple how-to guides, usage tips, or care instructions
        • Powering Customer Support with our women

          In Zoho Desk support, women make up 50% of our team. We see this as one of our strengths, reflecting the spirit of this year’s theme, "Give to Gain". Our women find their balance Women carry many responsibilities — they represent frontline support, lead
        • Function #25: Automatically generate purchase orders from a sales order

          We kicked off the "Function Fridays" series with the goal of helping you automate your everyday accounting tasks. As we delve into today's post, I'm delighted to announce that we're here to present the 25th custom function in this series. While it is
        • Looking for Guidance on Building a Zoho Website

          I'm exploring the possibility of building a custom website with specific features using Zoho as an alternative platform. My goal is to create something similar to https://gtasandresapk.com , with the same kind of functionality and user experience. I'd
        • ZOHO Reports are taking longer time to get refresh

          Hi Team, Since last few days, I'm facing issues in getting updated reports. For eg: right after making an expense entry or even posting a journal, it is taking longer then expected for the updated reports. Refer below: "You are viewing the report that
        • Invalid scope choice: Workdrive integration in CRM

          Bug: There is an invalid option in the permission choices for Workdrive integration in CRM. If the entry "WorkDrive.teamfolder.CREATE" is selected, it will return a message indicating invalid OAuth scope scope does not exist.
        • Sales IQ chat is not working in signed android apk

          I have integrated ZOHO sales IQ support chat and i have followed each step and its working fine in my development build but when i create signed APK for it. Chat does not work in it and showing awaiting for detail. I previously asked the same query but
        • How to add line breaks in zoho.cliq.postToUser(...) message?

          In a CRM function using Deluge I'm sending this message and attempting to add some line breaks but they are ignored. Is there another way to add these breaks? My message: message: New urgent task\nDescription \nThis is a fake description.\n A new line?
        • Project Notifcatiion Emails - Milestone

          Hello: I cannot get myself, or most importantly my portal client user to recieve an email upon completion of a milestone. I have set up our 1st project. I have set up a test client user. (accepted the invitation and is listed in the system as a client
        • Enable Free External Collaboration on Notecards in Zoho Notebook

          Hi Zoho Notebook Team, I would like to suggest a feature enhancement regarding external collaboration in Zoho Notebook. Currently, we can share notes with external users, and they are able to view the content without any issue. However, when these external
        • Problem with CRM Connection not Refreshing Token

          I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature to
        • Update Existing Records greyed out in Free Version

          Trying to update records from an Excel sheet, and not getting the option to update. Only option is to add as new accounts. All documentation I can see says update should be an option! Accounts, Leads, Contacts, all the same.
        • emailing estimates

          Shows up in the customer mail logs as sent but nobody is receiving them, even when I send them to myself I don't get them ??? Something wrong with the mail server or my end ?
        • Help with deluge script

          Hi Community, this is my first Deluge script. I've pieced it together from reading various articles I want to use it in a workflow to 1 Convert a lead to a contact 2. Create a record in a custom module Below is what I have got so far but it does not fire
        • How to use OR when filtering using two fields

          I want to create return a list of Account Names by filtering on Field1 = "yes" OR Field 2 = "no" I can't see how to use the OR in the filter.
        • Mobile phone version not working well

          I am working on the Zoho Site Builder. In the preview the desktop version looks okay, but in the mobile phone preview many words are cut off in the weirdest (wrong) way. How can I fix that?
        • Zoho - Please explain difference between Thread view and Conversation view on Ticket

          I have reviewed the help document here but am still not clear on the difference between the two views. As an example, I just had a back and forth on a ticket: - Customer emails support email. - I email back from Desk. - Customer responds back. - I email back from Desk. On the upper left drop down box on the ticket Zoho Desk now says this is "4 Threads" and "4 Conversations" . How is that 4 threads?? By my count it is 1 thread and 4 conversations (assuming by "conversation" Zoho means number of total
        • I need help to take Reports for tickets moved between departments.

          Hi, I need help to take Reports for tickets moved between different departments. Pls guide Shyam
        • Export to excel stored amounts as text instead of numbers or accounting

          Good Afternoon, We have a quarterly billing report that we generate from our Requests. It exports to excel. However if we need to add a formula (something as simple as a sum of the column), it doesn't read the dollar amounts because the export stores
        • Increase Round Robin Scheduler Frequency in Zoho Desk

          Dear Zoho Desk Team, We hope this message finds you well. We would like to request an enhancement to the Round Robin Scheduler in Zoho Desk to better address ticket assignment efficiency. Current Behavior At present, the Round Robin Scheduler operates
        • Automation #6 - Prevent Re-opening of Closed Tickets

          This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Typically when a customer submits
        • Zoho Desk EU slow/unresponsive

          Has anyone else got issues with ZohoDesk today in the EU? It takes an age to come back and if you do start typing something and try and send or save it looks like it times out. We are also getting this pic. ot I can't see anything on https://status.zoho.eu/
        • EU DC Partial Outage Resolved: A Detailed RCA

          Incident Summary Due to an overload on one of the nodes in the EU DC for Zoho Desk, the system was unable to handle the heavy load, causing a slowdown in requests and resulting in a partial outage for customers with data residing in that node. On May
        • Perfomance Management - Zoho People

          Hi team, I am looking for performance management data such as KRA, goals, feedback, appraisals, etc., in Zoho Analytics. However, I am unable to find these metrics while editing the setup. Could you please confirm whether these fields are available in
        • Deprecation of the Zoho OAuth connector

          Hello everyone, At Zoho, we continuously evaluate our integrations to ensure they meet the highest standards of security, reliability, and compliance. As part of these ongoing efforts, we've made the decision to deprecate the Zoho OAuth default connector
        • Next Page