This solution sets up custom dashboards in Zoho CRM to help teams track what matters most — from deals closing this week to lead conversion rates. With clear visual widgets, you’ll gain real-time insights without digging through reports.
Note: The visuals depicted above are for illustrative purposes only and do not guarantee exact results or interface design.
What’s Included
Configuration of 1–2 CRM dashboards
3–5 widgets per dashboard, including:
Charts (bar, pie, line)
KPIs (e.g., deals won this month)
List views (e.g., hot leads, overdue tasks)
Clean dashboard layout for easy visibility
User access & sharing permissions setup
Additional Features You Can Add
Advanced filters or drill-down views
Dashboards for custom CRM modules
API-integrated widgets (external metrics)
More than 2 dashboards or 5 widgets
Ideal for sales leaders, marketing heads, and decision-makers who need fast, visual insights.
Prerequisites (Client-Side)
CRM modules must be populated with relevant data
Access to users who should receive dashboard visibility
A short call or list describing KPIs/metrics of interest
No design skills needed — we translate your metrics into dashboards.
Ideal For
Sales & Marketing teams that track performance daily
Executives looking for high-level visibility into operations
Admins who want to reduce reporting requests from other teams
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