Does your Zoho CRM Homepage look something like this?
At the start of your work day, it’s good to see a snapshot of how things are going, whether your role is as the CEO, senior management or in more transactional operations.And the worst thing about lists is they are hard to interpret. Usually, charts provide a visual way of presenting and organising data, so you can understand what you are looking at, at a glance. Not only can you change the default setup for everyone, but you can also customise each person’s, or group’s, pages so you can see what is relevant to them. For example, the business owner might want to see an overview of the business, where a sales manager might want to see which reps haven’t followed up recent leads.
Let’s quickly go through the steps needs to modify this screen:
1. Make sure you have a Dashboard and Chart already created. We’ll show you how to do this in another Tips and Tricks. Have a look in the Analytics tab and browse out-of-the-box charts and dashboards.
2. Have a browse around. There is quite a lot there, already, and standard charts may suit your needs. It’s pretty easy to modify these charts, and to create new ones.
3. So, let’s say the boss wants the following charts:
- Revenue, This Year
- Leads by Source
- Deal Amount by Stage and some Snapshots
- Calls by Purpose
4. From you current Home Page, mouse over the ellipses (three dots …) in the top right corner. Use this to Add a Component (chart), reorder your charts or View in Full Screen. Note, if you Add a Component, it will be at the bottom of the Dashboard.
For this example, we’re going to delete all existing charts and add new ones.
5. Just mouse over the chart that you are going to delete, and click the ellipses in the top right corner of that chart. Click Delete. This doesn’t Delete the original chart, it just removes it from your Home Dashboard.
6. Repeat, as required, for other charts and lists you don’t need.
7. Clicking the ellipses at the top of the page, click Add Component.
In this dialog, select Dashboard. The first chart we want to link is something to do with “Revenue”, so type that into the search box, then select “Revenue Target – This Year”
Give the dashboard chart a name. It’s usually the same as the chart name, but it can be different. Note I’ve made it Proper Case, rather than Upper Case, so it’s not shouting at you.
8. So, now we’ve added the first chart, and our Home page looks like this:
9. Continuing the process and adding Widgets (see step 6 graphic), we end up with this