Create Dashboard with information pulled from multiple modules?
I am looking to create an overview dashboard for each account we have within the CRM. This will need to include information from Books, Bookings, Analytics (want to see the graphs).
I am new to using Zoho but am trying to help streamline our processes with account overviews. My questions are:
1. Am I even using the right module for this?
2. Is there a way to pull information together into one viewable dashboard from multiple modules?
3. Are there any templates or guides that can help get me started with this?
4. Is there a better way to do this?
5. Can I add in calculations eg 6 month average spend?
Any other tips and tricks would be greatly appreciated!