Accounts dashboard in Zoho CRM

Accounts dashboard in Zoho CRM

    • Outcome:

    The objective of this document is to outline the design and implementation of an Accounts Dashboard in Zoho CRM to provide real-time insights into account management, financial tracking, and business performance. The dashboard will enhance decision-making, improve client relationship management, and streamline account monitoring.

    • Use case Implementation 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 click on new homepage to create a fresh home page for the dashboard.After that we have to click on custom view to see the contacts option.

      Steps: Click on new home page>custom view

     

     

     Implementation Stage 3: Creating dashboard

    Description: Here we have to select the Accounts from the dropdown menu and we have to select the components required to create the dashboard.

                  Steps: select Accounts > 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:

    • Finance Teams

    • Sales Managers

    • Business Analysts

    • Customer Success Teams

     

    • Users:

    • Admins: Configure dashboard settings and manage access

    • Finance Analysts: Track revenue and outstanding invoices

    • Sales Representatives: Monitor key account interactions

    • Executives: Analyze overall account health and trends

     

     

    • Flow Chart:

     

    • Tool Permission Required:

              Zoho CRM

    • Link Required:

          Flow Chart

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