Understanding the Dashboard

Understanding the Dashboard

You can customize your dashboard with your favorite widgets and choose what you want to see in the main display. In this section, we’ll go over each widget and its purpose.

In this section, we’ll take you through different aspects of your dashboard and how it can help you understand various data points in your account.

My Data -  This view is unique to each Zoho MarketingHub user, and only that user can view it. In this view, You can take a look at the number of leads generated, lead conversions, top referral domains, and more.

All Data -  This view gives you the accumulated data from all accounts in your organization. 


Customize your Dashboard

You can customize your dashboard with your favorite widgets and choose what you want to see in the main display. In this section, we’ll go over each widget and its purpose.

To customize your dashboard:

1. From the Navigation toolbar, choose Dashboard.
2. Click the Customize Dashboard icon in the top-right corner of screen. 
3. Select at least one of these options:
  • Choose dashboard page – Select the dashboard page you’d like to customize.
  • Adding widget – Drag and drop your favorite widgets from the Unselected Blocks panel on the right.
  • Moving widget – Click and drag a widget to the desired position.
  • Removing widget - Click and drag the widget to the Unselected Blocks panel.

4. Click Save.