Enhancing Business Insights: Creating Automatically Shareable Dashboards with Zoho Analytics
Introduction to Dashboard Utility
Adashboard brings all your reports into one easy-to-view area. This setup is perfect for anyone using analytics, as it allows for quick viewing and sharing of important data. A fantastic feature of modern dashboards is their ability to update and share themselves automatically. This means that key information is regularly sent to specific users or email groups, keeping everyone in the loop.
Creating a Dashboard Step-by-Step
Starting Your Dashboard
Creating a dashboard in Zoho CRM Reports is simple. Just follow these steps:
- In the workspace, click on “Dashboards” from the menu on the left.
- Click “Create New Dashboards”.
- Drag and drop these into the main window to start forming your dashboard.
Customize Your Dashboard
Once you’ve placed your reports, you can move, resize, or edit them to better suit your needs. Adding KPI Widgets is a great way to highlight important metrics and track performance changes over time.
Enhancing Your Dashboard
Adding Key Performance Indicators (KPIs)
KPI Widgets are powerful tools in Zoho Analytics that spotlight critical data points. Here’s how to add one:
- Access the KPI Widget Editor from the dashboard menu by clicking on the widget toolbar.
- Select the type of widget that fits your needs, then set it up by choosing the correct data columns and how to group them.
Personalizing Your Dashboard
Zoho Analytics doesn’t just offer robust data tools; it also lets you beautify your dashboards.
Sharing Made Simple
Sharing Your Dashboard
Zoho Analytics offers various ways to share your dashboards. You can embed real-time reports on your website, share links directly, or send detailed PDF reports via email.
Automate Your Dashboard Sharing
For even greater efficiency, set up scheduled emails to send dashboard updates automatically at set times. This ensures that all stakeholders receive timely data updates, fostering better decision-making and team collaboration.
Conclusion
By using Zoho Analytics to create and share dashboards, you streamline how your business views and communicates data. This easy guide helps you set up, customize, and share your dashboards, making your business operations more efficient and data-driven.
© Image credits to Kenny Ph
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