Analytical Components

Analytical Components

Every business needs to process and organize data on a regular basis. Also, your daily activities can become tedious when you have to get regular updates on trends, targets, performance indicators, pipeline stages, meetings, follow-up calls and more. Dashboards use analytical insights and give you detailed overview of all the important data at a glance. 

Analytical components display your organization's data in a pictorial form making it more comprehensible. Zoho CRM provides six different types of analytical components for your dashboards. Below are the list of components you can choose from: 
  1. Chart - Chart is a graphical representation of your data. It gives a quick insight of the records for an easy analysis. 
  2. KPI - Key Performance Indicator lets you measure the performance of your team.
  3. Comparator - Comparator gives you a comparative overview of any data like user performance, lead source etc. 
  4. Anomaly Detector - Anomaly Detector detects any type of discrepancy in your usual business process. 
  5. Target Meter - Target meter lets you set and monitor targets for your team.
  6. Funnel - Funnel provides you a visual depiction of different stages in your business.

You can also choose to add components from the Analytics Gallery page. All you need to do is, click the Pick From Gallery option in Add component and select a component from the gallery. 



Note
  • You can add maximum 10 components to a dashboard.
  • Only Summary and Matrix reports can be added to the dashboard.
  • You can delete only those custom charts that are created by you.
  • Before you begin working with the dashboards make sure you install and enable the Adobe Flash plug-in in your browser
  • Standard and Professional edition users can only create Charts and KPIs. 
  • You can view a detailed drilled-down report by clicking on Charts, KPIs, Target meters and Comparators. 
  • You can clone a component, when you want to create a component that is similar to an existing one. You can click on the More icon of an existing component and click the Clone option. 

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