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.