Exciting enhancements to Motivator for Zoho CRM

Exciting enhancements to Motivator for Zoho CRM

Dear customers,
 
Motivator for Zoho CRM is an innovative tool designed to boost your team's productivity by tracking critical business metrics and targets. We're thrilled to announce that we've made a series of enhancements to the tool to improve usability and provide more controls for team/employee management:
  1. Announcements on TV channels
  2. On-track and off-track analysis for targets
  3. Option for refreshing individual components
  4. Enhanced team creation
  5. Hierarchy-based views for users
  6. Additional date granularity
Without any further delay, let's dive into the specifics!

1. Add announcements on TV channels

The TV channel feature now includes an announcement section. This functionality enables you to include important messages right in your channel's broadcast, offering a more dynamic way to share critical updates or information. Whether it's a significant achievement, an urgent directive, or spotlighting a department's breakthrough, your displayed message will ensure everyone's alignment and awareness.



The announcement icon on the TV channel list allows you to modify or remove the announcement.


 

2. On-track/off-track analysis

The on-track/off-track analysis feature has been newly added to the Targets feature in order to help monitor the progress of a target over time. This feature provides a more precise way of tracking targets, allowing users to keep their goals on track and on schedule. It helps filter out targets based on their completion status, enabling users to identify areas where progress has fallen behind (off-track) or areas where progress has been made (on-track). Users can use this feature to help users stay on track and reach their goals promptly.


For example, take the "Revenue to Generate" component, which operates on a monthly scale. For a typical month lasting 31 days with an ambition of 27,000 points, the daily target hovers around 870.9 points. To remain "on-track" by the 10th day, the cumulative tally should surpass 8,709.6 points. Achieving figures like 10,000 points by this 10th day ensures that the company stays ahead of the curve, and is accordingly categorized as on-track.
 
On the other hand, the "Leads Created" component operates on a weekly basis. With its weekly target fixed at 21 points, let's say a sales team should accrue three points each day. Ideally, by the week's fourth day, they'll have amassed 12 points. However, if they've only gained nine points, their progress is categorized accordingly as off-track.

3. Refresh option for individual components

This update enables users to refresh various components on the dashboard individually, ensuring they're always working with the most up-to-date information. Each component, such as KPIs, Targets, and Games, can be updated with the individual refresh buttons instead of refreshing the entire page via the browser.



4. Enhanced team creation 

Creating a team in Motivator has been simplified, especially for larger teams. Rather than selecting users manually, you can now simply select entire roles and/or territories and automatically add all users in those roles or territories at once, making the process more efficient.



5. Hierarchy-based views for users

Previously, when a user was logged in, the "Users" filter for KPIs and Targets showed all users and teams in the organization. We've improved this feature such that the "Users" filter will display either based on the role or reporting hierarchy, depending on what is set in the organization. This will provide a more customized view that aligns with the organization's established structure.
  • Users: To make the reporting structure more efficient, we now only show the logged-in user and their subordinates.


  • Teams: Similarly, the teams filter will only list the teams of which the logged-in user and their subordinates are part.

6. Additional date granularity

Previously, users were limited to viewing KPI and Target trends on a day-to-day basis. We've now improved this feature to provide a more comprehensive analysis. Users can now analyze and evaluate data over different time frames, such as days, weeks, or months, for components with a duration of a quarter or a year. Additionally, for components with a duration of a month, users can divide the data on either a daily or weekly basis to obtain a comprehensive view of their metrics. This increased level of detail applies to both KPIs and Targets.
 


Info
Update as of September 2024
  • We've now increased the limits for KPIs, Targets, Games, Teams, and TV Channels for each edition.

    The revised limits are as follows:



  • Additionally, we have introduced separate profile permissions for Motivator. This update removes Motivator from the "Modules Customization" section and places it under "Manage Motivator," enabling you to define which profiles have management access and which can only view it.

 Please share your thoughts and feedback in the comments below. 


 
Thanks!
Sohel


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ








                                ご検討中の方

                                  • Recent Topics

                                  • Mobile Chat Window - Full Screen

                                    Hello, The mobile chat window takes up the full screen, which is highly confusing for most customers! Using a desktop machine, I see the same happens when reducing the browser width to 800px or below. This suggests that it responsive web design, causing the switch to full screen. Can we fix this very annoying behaviour ourselves using a custom css file? If so, can you please let me know how? Thanks
                                  • Is it possible to customize ZC Themes?

                                    I understand you can choose a layout and customize Brand Color, App Header, Menu, and Sub-Menu components, but can you override some of the default theme settings with CSS or a config file? For example, - Table highlight color - Listview auto filter highlight
                                  • Is it possible to create Custom function-based Lookup field in Zoho CRM

                                    Is it possible to create a custom function-based lookup field in Zoho CRM? If so, how? Use case: Need to fetch users from Zoho Projects into a dropdown field in Zoho CRM.
                                  • @mention in comments no notification

                                    Hi, hope someone can help. When we @mention someone in the comments in Zoho Creator, how is that user notifed as we don't get anything on email or in the app notifications. 
                                  • Add "Running Balance" column to Account Transaction Reports

                                    Hello, Currently Zoho Account Transaction Reports give you the opening balance, then lists the transactions, then provides the closing balance.  It would be great if you could add a column on the far right that shows the "Running Balance" on the account after each transaction.  There are many times when analyzing or tie-ing out transactions that this would be very helpful.  I currently have to frequently run a tape on my adding machine to get balance totals after a specific transaction on the list.
                                  • Unified customer portal login

                                    As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that
                                  • WhatsApp Channels in Zoho Campaigns

                                    Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.
                                  • error : Object code : 6500

                                    b3 = map(); b3.put("name", "Test Project Name"); updateprojects2 = invokeurl [ url :"https://projectsapi.zoho.eu/restapi/portal/era0130/projects/169495000000928007/" type :PUT parameters: b3 connection:"in2" ]; info b3 ; info updateprojects2; ------------
                                  • I got unknown charge from Zoho

                                    Good day, I need help disputing a charge I don't know from, zoho. I have ZohoMail and ZeptoMail. I purchase credits for ZeptoMail, and for ZohoMail I am not subcribed.
                                  • How can I see content of system generated mails from zBooks?

                                    System generated mails for offers or invices appear in the mail tab of the designated customer. How can I view the content? It also doesn't appear in zMail sent folder.
                                  • Zadarma + Zoho CRM Integration – Missed Calls Saved as Contacts Instead of Leads

                                    Hello everyone, I’m looking for input from anyone with experience using the Zadarma + Zoho CRM integration. Currently, I’m seeing that missed calls are automatically being created as Contacts instead of Leads. From a CRM perspective, this doesn’t make
                                  • Function 56: Automatically enable the option for customers to pay via bank account

                                    Hello everyone and welcome back to our series! One of the key features of Zoho Books is its integration with multiple payment gateways, allowing you to receive online payments for your invoices. This ensures faster payments, automates payment tracking
                                  • Attach Files to Your Notecards and share them on the go!

                                    Hey everyone! We’re excited to share a feature many of you have been asking for — you can now attach files directly to your text notecards and share with ease! 🙌 This update was built with your feedback in mind, especially for those who wanted a simple
                                  • 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?
                                  • Workdrive on Android - Gallery Photo Backups

                                    Hello, Is there any way of backing up the photos on my android phone directly to a specific folder on Workdrive? Assuming i have the workdrive app installed on the phone in question. Emma
                                  • Integración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)

                                    Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? Gracias
                                  • YouTube Live #1: AI-powered agreement management with Zia and Zoho Sign

                                    Hi there! We're excited to announce Zoho Sign’s first YouTube live series, where you can catch the latest updates and interact with our Zoho Sign experts, pose questions, and discover lesser-known features. We're starting off by riding the AI wave in
                                  • How to add a % Growth column for year-over-year comparison (2024 vs 2025)

                                    Hello, I am trying to build a monthly revenue comparison between 2024 and 2025 in Zoho CRM Analytics. My current setup is: Module: Deals (Affaires) Filter: Stage = Closed Won Date field: Closing Date Grouping: By Month Metrics: Sum of Amount for 2024,
                                  • How to searchByCriteria records that are under approval?

                                    I need to search for both approved and pending approval records Is that possible with this method? Or I need to a different method? var priceReqID = $Page.record_id; log(priceReqID); var records = ZDK.Apps.CRM.Price_List_Item.searchByCriteria("Price_Request:equals:"
                                  • Power of Automation::Streamline log hours to work hours upon task completion.

                                    Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
                                  • How to add Simple Analytics to Zoho Pages?

                                    I have a website with Zoho Pages, how do I add Simple Analytics on it? They seem to have code they need to be embedded https://docs.simpleanalytics.com/script
                                  • End Date in Zoho Bookings

                                    When I give my appointments a 30 minutes time I would expect the software not to even show the End Time.  But it actually makes the user pick an End Time.  Did I just miss a setting?  
                                  • Cant seem to delete an email account

                                    Hello, I have researching for 4 days how to delete an email account and I am absolutely without a clue. The email account I am trying to delete is support<AT>fyshoes<dot>com. It's the first email account I made and it (is???) was associated with the super user (me). I have since changed it to adming<AT>fychoes<dot>com and I see the support email in my list but I just cant seem to get rid of it. Ultimately I want to associate that email account with another user that I want to add. This is really
                                  • Commerce Order as Invoice instead of Sales Order?

                                    I need a purchase made on my Commerce Site to result in an Invoice for services instead of a Sales Order that will be pushed to Books. My customers don't pay until I after I add some details to their transaction. Can I change the settings to make this
                                  • Import data into Multi-Select lookup field from CSV/Excel

                                    How to import data into a multi-select lookup field from the CSV/Excel Sheet? Let's say I have an Accounts multi-select lookup field in the Deals module and I want to import the Deals with Accounts field. Steps:- 1. Create/edit a multi-select lookup field
                                  • Sync desktop folders instantly with WorkDrive TrueSync (Beta)

                                    Keeping your important files backed up and accessible has never been easier! With WorkDrive desktop app (TrueSync), you can now automatically sync specific desktop folders to WorkDrive Web, ensuring seamless, real-time updates across devices. Important:
                                  • Script that deletes a record?

                                    We're using WP Plugin "Integration for WooCommerce and Zoho Pro", and have created a couple of Feeds to send data to Zoho. We are trying to create Contact records, but only based upon condition. Tried to make it with small Deluge function and Workflow,
                                  • A formula that capitalises the first letter of each word

                                    Hi all, is there a zoho formula that can capitalise the first letter of each word in a string? INITCAP only capitalises the first letter of the first word.
                                  • Reverse payment on accidentally closed invoice.

                                    An invoice was closed accidentally with the full payment added. However, only partial payment was paid. How can I reopen the invoice and reverse this to update it to show partial payment?
                                  • Quotes in Commerce?

                                    In Zoho Ecommerce, I need to be able to generate quotes, negotiate with customers, and then generate invoices. Currently, I plan to integrate Zoho CRM to generate quotes. After negotiation and confirmation, I will push the details to Zoho Ecommerce to
                                  • Zoho Commerce - Mobile Application

                                    Does Zoho Commerce have a mobile application for customers to place an order?
                                  • Register user through Phone Number by Generating OTP

                                    In zoho commerce , I am developing website on online food store Inilialy the user get verification code to their email for registering there account for login. But I need to login using phone number by generating OTP automatically rather than verification
                                  • Custom Buttons for Mass Actions

                                    Hello everyone, We’ve just made Custom Buttons in Zoho Recruit even more powerful! You can now create Bulk Action Buttons that let you perform actions on multiple records at once, directly from the List View. What’s new? Until now, custom buttons were
                                  • Zoho Vault Passwords

                                    Is there a way to consume Zoho Vault Manager passwords using the API? Thanks in advance.
                                  • Is the ChatGPT Assistant integration capable of recognizing WhatsApp voice messages?

                                    I was wondering: if a visitor sends me a voice message on WhatsApp, would the assistant be able to transcribe it and reply to them?
                                  • Zoho Creator to Zoho CRM Images

                                    Right now, I am trying to setup a Notes form within Zoho Creator. This Notes will note the Note section under Accounts > Selected Account. Right now, I use Zoho Flow to push the notes and it works just fine, with text only. Images do not get sent (there
                                  • 【Zoho CRM】レポート機能のアップデート

                                    ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、レポート機能のアップデートをご紹介します。 目次 1. レポートのエクスポート時のレコードIDの表示について 2. 通貨項目の表示について 3. レポートの削除の監査ログへの反映について 1. レポートのエクスポート時のレコードIDの表示について これまで、レポートをエクスポートするとファイルにレコードIDが必ず含まれていました。レコードIDが識別子として役立つ場合もありますが、実際には多くの企業で参照されることはありません。
                                  • Translation in zoho bookings

                                    We cant translate zoho booking emails. The general text we can change. But what about text like: ""Here a link to join the meeting online:"" and "Add to Zoho Calendar" and "Add to Google Calendar"? No professional business have mixed languages. Its looking
                                  • Is there any way to bill one client in different currencies on different invoices?

                                    I have some customers who have their currency set as USD and most of their billing is done in USD.   However, from time to time I have a need to bill them in my base currency GBP for some specific invoices, but there seems to be no way of doing this that I can see. The only workaround that I can see is to create two client records for the same client, one for USD billing and one for GBP billing, but this is not an ideal situation. Is it likely that the (hopefully!) soon to arrive multi-currency support
                                  • API name for all fields in Zoho Project (Standard or custom)

                                    Hi! I struggle to find easily all API name of all field in Zoho Project to build my API rest with other services. We can find them very fast in CRM but not in PRoject.   Could you share a function to get the list of all API Name of any field of an App
                                  • Next Page