This tutorial walks you through creating a dashboard inside Zoho Analytics. Dashboards are a great way to display all your reports in one place. This is the last video in this tutorial series, in case you missed the previous video, check out How To Create Reports.
Key Takeaways
Creating a Zoho Analytics dashboard will provide an easy way to view reports and KPIs all in one convenient place. Follow along with these steps and tricks on creating a dashboard.
- On the top left, click the Create tab and select Dashboard.
- Give the dashboard a title at the top.
- Drag and drop the reports you want to be included in the dashboard.
- You can adjust the size by dragging the corner of the report.
- Any filter that is already within one of the reports will apply to the dashboard when added.
- One filter we always recommend adding is the timeline filter. It allows you to filter multiple components based on different date axes. Using the timeline filter, you can choose exactly what date column you want to be applied. Inside the timeline filter settings, you will want to add some additional values which allow you to see specific months, years, etc.
- Specific to Zoho Analytics, you can use other modules to filter your data, not only the Deals module.
- You can have multiple filters at the top and apply them all together.
- Adding widgets provides KPIs that you may want to add to the dashboard.
- Widgets can pull information from any of the data columns. You can also apply filters just to the widget and not the entire dashboard.
- Use the duplicate option on widgets for an easy way to add another widget with similar filters by only changing out the data column and label.
- If your widget data doesn’t seem to be matching the reports, make sure to double-check and edit the filters applied to that widget.
- There are a ton of different options for widgets to add. Choose which applies best to your dashboard and the high-level information you would like to see along with your reports.
Additional Resources
Want to learn more about Zoho Analytics? Check out our other resources, including videos, articles, and guides by clicking here to visit the Zoho Analytics resource page.
