Leads Dashboard in CRM

Leads Dashboard in CRM

  • Outcome:

The objective of this document is to outline the design and implementation of a Leads Dashboard in Zoho CRM to provide real-time insights into lead generation, tracking, and conversions. The dashboard will enhance lead management, improve decision-making, and optimize the sales process.

  • Use case Implimentation Steps:

Implementation Stage 1:

  1. Log in to Zoho CRM website with Administrator privilege.

  2. Go to Home >Customize homepage> new homepage.

     

 

Implementation Stage 2: Creating new home page

Description: We have to create a new homepage for that we have to click on new homepage and then we have to click on dashboard.

 Steps:  Click on new home page> Dashboard

 

 

 

 

 

 

Implementation Stage 3: Creating dashboard

Description: Here we have to select the lead analytics and then we have to select which components we want to showcase in the dashboard.

Steps: select lead analytics > select components

 

 

Implementation Stage 3: save and share

Dashboard is created we can save it for furture use or we can share it.

 

 

  • Target Audience:

  • Sales Managers

  • Marketing Teams

  • Business Analysts

  • Customer Support Teams

 

  • Users:

  • Admins: Configure dashboard settings and manage access

  • Sales Representatives: Track and manage leads efficiently

  • Marketing Analysts: Analyze campaign effectiveness

  • Executives: Monitor overall lead performance and trends

 

  • Flow Chart:

  • Tool Permission Required:

      Zoho CRM

  • Link Required:

      Flow Chart

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