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Building Expert Business Solutions with Zoho CRM

You're reading from   Building Expert Business Solutions with Zoho CRM An indispensable guide to developing future-proof CRM solutions and growing your business exponentially

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Product type Paperback
Published in Aug 2021
Publisher Packt
ISBN-13 9781800564664
Length 352 pages
Edition 1st Edition
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Author (1):
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Dominic Harrington Dominic Harrington
Author Profile Icon Dominic Harrington
Dominic Harrington
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Table of Contents (22) Chapters Close

Preface 1. Section 1: Laying the Foundation
2. Chapter 1: The Foundation Modules – Understanding the Building Blocks of Success FREE CHAPTER 3. Chapter 2: Leads – Getting It Right the First Time 4. Chapter 3: Deals – Sales Funnels to Fuel Your Business Growth 5. Chapter 4: Accounts and Contacts – The Beating Heart of Your CRM 6. Section 2: Take Your CRM to the Next Level
7. Chapter 5: Working with Other System and Custom Modules 8. Chapter 6: Game-Changing Workflows and Automations 9. Chapter 7: Essential Systems Administration 10. Chapter 8: Supercharge CRM with Marketplace Extensions, Custom Functions, and Integrations 11. Section 3: Six of the Best Zoho Apps to Integrate with Your CRM
12. Chapter 9: Zoho Campaigns 13. Chapter 10: Zoho Forms 14. Chapter 11: Zoho Survey 15. Chapter 12: SalesIQ 16. Chapter 13: Zoho Analytics 17. Chapter 14: Zoho Creator 18. Section 4: Measure, Learn, Evolve
19. Chapter 15: Building Actionable Reports and Dashboards (CRM) 20. Chapter 16: Best Practices to Adopt and Evolve Your CRM 21. Other Books You May Enjoy

Example dashboards to accelerate a successful CRM experience

Many Zoho users have common objectives from their CRM system, and thus similar reporting requirements. For this reason, Zoho has provided a gallery of dashboards to select from and tweak slightly to fit your solution. Using this gallery will serve two purposes: it will inspire you and also help you develop the dashboards much more quickly—win-win!

To access the gallery from your own dashboard created earlier, click on Add Component | Pick From Gallery. You will now be presented with the gallery, as shown in the following screenshot:

Figure 15.21 – Analytics Gallery, grouped into five categories displayed on the left

Within the gallery, the reports have been grouped into five types, as follows:

  • Org Overview: This set of dashboards contains the type of summaries that would be reviewed during regular management meetings. You will recognize some of the KPI and Target Meter...
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