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3 Steps for Configuring Your Dashboard in Zoho CRM

3 Steps for Configuring Your Dashboard in Zoho CRM | CloudbakersWithin Zoho CRM, there are many different modules, including a Dashboard module. But what is a dashboard? A dashboard, in Zoho terms, is a “pictorial representation of custom reports, which gives a real-time snapshot of your organization’s key metrics.” Dashboards are widely used in the business world today, and knowing how to properly organize and navigate them is essential. They can help companies visualize their sales trends, inventory, marketing efforts, and so forth.

The dashboard module is where users can go in and create multiple different dashboards based on their preferences. Here, users can also create 2D or 3D charts, called components. Small features like this help make a dashboard more appealing and easier to read.

Setting Up Your First Dashboard

Before setting up a dashboard, the first step is to make sure you have a folder to put it in. Once a dashboard is created, it can be stored in a public folder where all users within the organization can view it, or placed in a private folder with limited access based on the rules and permissions for the folder. We will be going through a quick tutorial on how to setup a dashboard.

Step 1. Creating Dashboard Folders

Once within Zoho CRM, go to the Dashboards tab on the module bar. In the dashboards module, there is a link named “Go to Dashboard List.” This link will take you to a page with all of your folders and the dashboards within each. From this page, you can click on “Create New Dashboard Folder” in order to create a new folder. When filling out the information for a new folder, you can set the accessibility rules for the folder.

Create New Dashboard Folder in Zoho CRM | Cloudbakers

Step 2. Creating the Dashboard

In order to create a dashboard, you will need to have reports and know which reports you want to pull data from. Once you have decided on this, you can go into the Dashboards module, and click on “Go to Dashboard List.” From this page, you will select “Create New Dashboard.”

Create New Dashboard in Zoho CRM| Cloudbakers

Once the new dashboard page is pulled up, enter the desired name for the dashboard, select the folder that you want to store the dashboard in, and then enter the description for the dashboard. Click “Save” to create the dashboard.

Step 3.  Adding Components to the Dashboard

Creating the dashboard does not mean that the data has been added to the dashboard. In order for the dashboard to show the data that you want to see, you need to add components to it.

From the Dashboards module, there will be a dropdown menu that will contain the newly created dashboard. Select the desired dashboard. Once selected, you will notice that there isn't any data available. To add data, select “Add Component.”  

Add Components in Dashboards Module | Cloudbakers

In the “Add Component” page, select either a chart or a table view. The next step is to specify a component name, and then select the report you would like to see. After specifying the details for the component, select “Next.” The next page you will be taken to will differ based on the component type. If you wanted the component to be a chart (e.g., bar graph, pie chart, etc.), then you will be taken to a page where you will have to select what type of chart you would like to see. If you wanted the component to be a table, the next page will ask you to specify column details for the table, such as what columns you would like to see or keep hidden.

Most of the time, users generally like to use a chart for a component type, as this is the best way to get a pictorial look on a report.

After the details have been specified, simply select “Finish,” and voila! Your dashboard has been created. Quick and simple.

Read this blog post if you've still got questions about how to choose a CRM and get the best use out of it.

Call us to discuss Zoho with a CRM expert

Originally published on September 17, 2015

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