Creating dashboards that can be shared automatically
A dashboard provides a quick and easy way to display multiple reports on a single page that can be accessed and shared by your Analytics users. It is also possible to schedule sending a dashboard report to a list of users/other email addresses automatically on a daily, weekly, or monthly basis. This could be really valuable to managers that need to share reports with external stakeholders that do not have access to CRM.
The drag-and-drop interface provides an intuitive way to add your existing reports. You may also add Key Performance Indicator (KPI) Widgets, branding, and text, which will help you produce a functional and professional report. In this section, we will do the following:
- Create a new dashboard
- Create KPI Widgets
- Personalize the appearance of your dashboard
- Share your dashboard
So, let's begin by creating a dashboard.
Creating a new dashboard
Starting from the Zoho CRM Reports...
