Instantly refine your CRM dashboard using Filters and download underlying data – all in a few clicks!

Instantly refine your CRM dashboard using Filters and download underlying data – all in a few clicks!

Notes
Update: The enhancements mentioned in this post have been released to all users in all DCs.
Hello everyone,

Imagine you’re a sales manager overseeing multiple product lines across different regions. You're viewing your sales dashboard in Zoho CRM, which gives a powerful overview, but you often need to drill down to see how a specific product line is performing in a region or whether a key sales rep is performing as expected.

Instead of manually tweaking each component or switching to a different tool, you can now use dashboard filters to get the view you need instantly, right within your CRM Dashboards tab.


Let's look at how you (the sales manager) can use dashboard filters to achieve this:


The moment you apply the filter, every relevant component on the dashboard re-calibrates to show only that subset. Within seconds, you can switch to a different view of the dashboard as you explore, analyze, and come up with meaningful insights. You can clear the filters to zoom out to your powerful big-picture overview.

Component filters help you refine data for a single component without affecting the rest of the dashboard. Combine dashboard filters with component filters for flexible data exploration. For example, after applying a dashboard filter to focus on a product line, you can use a component filter on the sales funnel chart to analyze sales progress by campaign source.

Dashboard filters are filters that refine all relevant components of a dashboard in one go. This instantly aligns all the components around the immediate needs of individual users.

Note
  • Dashboard filters support time, user, and picklist (including Tags) fields. These fields can be in the primary module and related modules of any component present on the dashboard.
  • A maximum of four dashboard filter fields can be used.
  • Users with the Manage Analytics permission can configure filters on dashboards that are not locked for them. Once the filters are configured, anyone with access to the dashboard can apply them.




  • Dashboard filters are not supported for the Anomaly Detector component.

Download the underlying data of a component in a few clicks

Let's say you notice something interesting in a chart and want to dig deeper. Now, you can download that component's underlying data in CSV and Excel (XLS) formats.



This means you can go from viewing a component to having a portable dataset in a few clicks. You can share the downloaded file with your team or import it into a different tool for further analysis. No more waiting for someone else to pull that data for you or manually recreating queries in an external system, and so on. It can all be done directly from your Zoho CRM dashboard.

Note
  • The fields in the Excel file or CSV file depend on the columns chosen in the drill down view of the component. To learn more, please see: Drill down view of dashboard components.
  • This option is supported for the following components: KPI, Chart, Target Meter, Quadrant, and Zone.
The result of using these updates? A super-streamlined dashboard experience for your users where they can extract exactly the view they need and quickly move on to the next step in their workflow.

For instructions and more details, please see: Dashboard filters, Download as XLS/CSV.

Availability
Release plan: Phased release to all customers. It is already available to customers in the JP and AU DCs.
It will soon be available in all DCs to all customers using a paid edition of Zoho CRM.
[Update | 12 Aug 2025] These updates have been released to all users in all DCs.

Thanks and please let us know your feedback in the comments section!

    • Recent Topics

    • 重要詢問:電子報回信沒有收到

      我使用zoho作為寄電子報的mail， 但是我發現從電子報回信，完全都沒有收到!!!(包含垃圾郵件) kit那邊設定確定都沒有問題，請問這邊是哪裡設定有問題導致沒收到呢? (我確認過mail是一樣的)

    • Mail Id’s backup

      Dear Zoho Team, Kindly share the backup of my all mail id’s associated with Zoho account. Thanks, Saurabh Sharma +91 8851066915

    • Feature Request - Option To Hide Default System Fields on Items

      Hi Zoho Inventory Team, As far as I know it is not possible to hid some of the defult system fields on Items, such as UPC, MPN, EAN, ISBN. A good use case is that in many cases ISBN is not relevant and it would be an improved user experience if we could

    • Important update on our transition to the new video platform framework

      As part of our ongoing platform changes, users in select regions, including the United States and other supported data center locations, have been migrated to our new video platform framework. Due to this migration, some participants may notice changes

    • Account review. Does anyone still work here?

      Are accounts still being reviewed? Mine has been under review for over two weeks now. I also created a support ticket and reached out on Twitter but never received any kind of response. Is this company still alive?

    • Seamless and safe way to migrate all my hubspot forms to zoho forms?

      Hi community! Our website (B2B consulting / market research), offers a wide variety of public report in PDF formats stored behind forms previously hosted via Hubspot. As we are migrating to Zoho Forms, I am facing an issue. Example: Form A (Report A),

    • E-Mail Distribution List

      How do I create an e-mail distribution list in Zoho Mail?

    • Zoho Contacts *Web Interface Does Not Load* (Tested in Firefox, Safari)

      When trying to load https://contacts.zoho.com the error shown in the console is: The resource from “https://static.zohocdn.com/zmail/zm/newContactsChange11/js/main.js” was blocked due to MIME type (“application/json”) mismatch (X-Content-Type-Options:

    • Automatically calculate and include tax on quotes

      I've recently been VAT registered and now need to include VAT on my quotes. I have been able to set the tax label and amount but still need to click the tax link and select the tax I wish to include before it appears on the quote. Does anyone know of

    • Zoho Desk: Chromium (Google Chrome, Edge) filename issue when opening/download attachments in a ticket.

      Hello Zoho Desk Team. When opening a PDF attachment in a ticket, Chromium-based browsers such as Google Chrome and Microsoft Edge display the file with the title “content” When the file is saved, it is downloaded as content.pdf instead of using the original

    • how to Solve Conflict Invoices in Zoho POS

      Hello Team, I am facing a repeated issue in Zoho POS while saving a sale that contains service-based items. My products are intentionally created as Service (Non-Inventory) items because I do not want to track stock for them. However, every time I try

    • Cliq iOS can't see shared screen

      Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

    • Zoho Desk Community Module Reporting

      I can't seem to find any reporting for the community module in Zoho Desk. Am I missing something or are there just no reports available?

    • Zia AI capabilities now available in all paid editions

      Hello everyone, We are expanding the availability of AI-powered features in Desk to the other paid subscriptions from 7th July 2026. Right now, the following AI-based features are available for Enterprise edition users: Intelligence: Sentiment analysis,

    • Feature Request: Integración con la Lista del Artículo 69-B del SAT para Zoho Books México

      Feature Request: Integración con la Lista del Artículo 69-B del SAT para Zoho Books México Hola equipo de Zoho, Durante los últimos meses he observado una necesidad recurrente entre varios clientes en México relacionada con el cumplimiento fiscal del

    • Business Day Logic Update: More Accurate Scheduling for Your Workflows

      Hello everyone, We’re improving how business-day calculations work in workflows, especially when triggers happen on weekends. This update ensures that offsets like +0, +1, and +2 business days behave exactly as intended, giving you clearer and more predictable

    • Workflow Assistance in Zoho CRM

      Our client's sales team visits customers on-site and currently fills a physical paper form to capture customer details, and then separately re-enters the same data into Zoho CRM via the mobile app — resulting in double data entry. We want the salesperson

    • Can we generate APK and IOS app?

      Dears, I want to know the availability to develop the app on zoho and after that .. generate the APK or IOS app  and after that I added them to play store or IOS store.. Is it possible to do this .. I want not to use zoho app or let my customers use it. thanks 

    • Pricelists

      So we have them in books but I cannot find them in commerce?

    • Validation Rule Not Working for Mandatory Field in Zoho Blueprint

      As a Zoho user, we created a validation rule for a specific field. However, we noticed that when we made the same field mandatory within a Blueprint, the validation rule we defined did not work. When we reported this issue to Zoho Support, they stated

    • Ticket id issues

      When I reply a ticket from desktop, it doesn't have ticket id in the subject and it's great. When I reply a ticket from Zoho desk mobile, Zoho adds ticket id in the subject and I don't want that. Please help in this matter.

    • Une collaboration simplifiée grâce à l’interopérabilité des calendriers

      L’interopérabilité des calendriers permet aux équipes utilisant différentes plateformes, comme Zoho Calendar et Google Calendar, de consulter facilement les disponibilités de leurs collègues sans avoir à utiliser plusieurs outils. Dans les entreprises

    • Format of data after export to spreadsheet

      Dear Zoho, can you explain to me what is the point of a report exporting to XLSX if the format of the amounts that will be created there is in text format and not suitable for anything? Why do I need data in a sheet with which nothing more can be do

    • How to add custom icons in Sites ?

      I've been trying to upload some of my own icons (specific to my business) to my zoho Site draft, and can't find a way to do it. I guess the workaround could be to insert images instead of icons and upload my icons as images, but I was wondering if its possible to customize the icon library.

    • Zoho Forms API

      Is there any way to get all form entry list using API? Looking forward to hear from you

    • #21 Five Minutes Every Monday That Replace an Hour of Digging

      Welcome to the final stretch of our journey. In this series so far, you have configured Zoho Invoice, created and managed your transactions and built a workflow that shares invoices and collects payments almost on its own. You have been doing the work.

    • Kaizen #251: From Campaign Leads to Sales Orders with Zoho CRM Mass Action APIs

      Hello all!! In growing businesses, sales teams often deal with a large volume of records every day - leads from campaigns, qualified prospects ready for conversion, and approved quotes that must be converted into sales orders. Performing these actions

    • Zoho Mail is down?

      We stopped getting new emails since 8:42am EST and mail.zoho.com shows an error.

    • Forwarding without verification

      Hi, I use Tripit to keep track of all my business travel. I've recently moved over to Zoho and wanted to set up a forwarding rule to send various travel confirmation emails automatically to plans@tripit.com Obviously this is an email address I don't control,

    • Disappearing Mouse cursor in Zoho Mail / Windows 11 (Chrome + Edge)

      I'm seeing an issue when writing mails with the light theme with the mouse cursor being white and the document area also being white - making it nearly impossible to see the mouse cursor. I see the problem on Windows 11 under Chrome and Edge. (Yet to

    • Request to unblock user creation error (This user is not allowed to add in Zoho)

      Hello Zoho Support Team, I am the Super Admin of my Zoho Mail organization. When I try to create a new business email user account, I encounter the following error message: "This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com

    • Zoho Mail account blocked after malware incident – request for review and unblock

      Hi Zoho team and community, My Zoho Mail account has been blocked due to outgoing email activity that was detected as spam or unusual sending behavior. The root cause was a malware infection on my computer, which compromised several of my accounts, including

    • creating an alias

      your instructions for creating an alias are wrong. there is no add alias in my mail account. also i dont have a control panel link just a settings link how do i really make an alias

    • IP Address blocked by many servers

      hello team this is to inform you that the zoho ip address 103.117.158.51 has been marked spam and not trustworthy by outlook and many other company servers. kindly discontinue using this ip to maintain a healthy domain reputation for your clients. Regards

    • Automatically set the default VAT percentage on a quote

      Every time I create a quote, I have to manually adjust the VAT and activate the checkbox for 21%. But all of our quotes include 21% VAT. So now occasionally, it happens that the checkbox is forgotten, and the customer receives an incorrect quote (without

    • What's New in Zoho Inventory | June 2026

      Hello users, June 2026 introduces a range of exciting enhancements to Zoho Inventory. With the full rollout of the Zoho Inventory Windows application, the launch of Terminal Payments, and new tracking combinations in Advanced Inventory Tracking, you can

    • Send a converted Contact or Deal back to Leads using the Restore Lead extension for Zoho CRM

      Hello everyone, This comes up more than people expect: a Lead gets converted into a Contact, and sometimes a Deal along with it, because at the time it looked ready. Then the situation changes the opportunity turns out to be much further off than expected,

    • Zoho CRM mobile updates: Reports module, record tags, dynamic formula field, and more

      Hello everyone, We've made a few updates to the Zoho CRM mobile app to enhance your mobile CRM experience and efficiency. Here's a quick look at what's new: Reports module (iOS ) Record tags (iOS) Dynamic formula field (Android) WhatsApp business deep

    • Side scroll bar missing from "new editor"

      The "new editor" simply lacks a side scroll bar. Unable to navigate long notes without using the keyboard. Bad upgrade... (using web version)

    • Zoho Desk MCP doesn't expose all functions

      Hello, I'd like to be able to draft (rather than send) ticket replies using Claude Cowork. However, the Zoho Desk MCP doesn't currently offer that, despite it being available in the API (https://desk.zoho.com/DeskAPIDocument#Threads#Threads_DraftEmailReply).

    • Next Page