-
Book Overview & Buying
-
Table Of Contents
-
Feedback & Rating

Building Expert Business Solutions with Zoho CRM
By :

A dashboard provides a quick and easy way to display multiple reports on a single page that can be accessed and shared by your Analytics users. It is also possible to schedule sending a dashboard report to a list of users/other email addresses automatically on a daily, weekly, or monthly basis. This could be really valuable to managers that need to share reports with external stakeholders that do not have access to CRM.
The drag-and-drop interface provides an intuitive way to add your existing reports. You may also add Key Performance Indicator (KPI) Widgets, branding, and text, which will help you produce a functional and professional report. In this section, we will do the following:
So, let's begin by creating a dashboard.
Starting from the Zoho CRM Reports...
Change the font size
Change margin width
Change background colour