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:
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...