{"id":4121,"date":"2026-05-29T20:11:04","date_gmt":"2026-05-29T20:11:04","guid":{"rendered":"https:\/\/aaxonix.com\/resources\/?post_type=glossary&#038;p=4121"},"modified":"2026-07-18T10:59:51","modified_gmt":"2026-07-18T10:59:51","slug":"dashboard-zoho-crm","status":"publish","type":"glossary","link":"https:\/\/aaxonix.com\/resources\/glossary\/dashboard-zoho-crm\/","title":{"rendered":"Dashboard (CRM)"},"content":{"rendered":"<style>\n.gt-body{font-family:'Poppins',sans-serif;color:#111;line-height:1.75}\n.gt-def{border-left:4px solid #E8650A;padding:16px 20px;background:#fff8f4;border-radius:0 8px 8px 0;margin:0 0 32px;font-size:1.05rem}\n.gt-section{margin:0 0 36px}\n.gt-section h2{font-family:'Fraunces',serif;color:#0A1628;font-size:1.5rem;margin:0 0 12px}\n.gt-example-box{background:#f0f4ff;border-radius:10px;padding:20px 24px;margin:0 0 32px}\n.gt-example-box strong{color:#2563EB}\n.gt-related-pills{display:flex;flex-wrap:wrap;gap:10px;margin:0 0 32px}\n.gt-related-pill{background:#f7f4ef;border:1px solid #ddd8cf;border-radius:20px;padding:6px 16px;font-size:.875rem;color:#0A1628;text-decoration:none}\n.gt-faq-item{border:1px solid #ddd8cf;border-radius:10px;padding:16px 20px;margin:0 0 12px}\n<\/style>\n<div class=\"gt-body\">\n<div class=\"gt-def\">A Dashboard in Zoho CRM is a customisable visual screen that displays multiple report components &#8211; charts, KPI widgets, funnels, and tables &#8211; on a single page. Dashboards give sales teams and managers a real-time overview of pipeline health, team performance, and key business metrics.<\/div>\n<div class=\"gt-section\">\n<h2>What is a Dashboard in Zoho CRM?<\/h2>\n<p>A Dashboard in Zoho CRM is built by adding components &#8211; each component is a saved <a href=\"https:\/\/aaxonix.com\/resources\/glossary\/report-zoho-crm\/\" class=\"sp-content-link\">Report<\/a> visualised as a chart, a <a href=\"https:\/\/aaxonix.com\/resources\/glossary\/kpi-widget-zoho-crm\/\" class=\"sp-content-link\">KPI Widget<\/a>, a <a href=\"https:\/\/aaxonix.com\/resources\/glossary\/funnel-view-zoho-crm\/\" class=\"sp-content-link\">Funnel View<\/a>, or a <a href=\"https:\/\/aaxonix.com\/resources\/glossary\/chart-component-zoho-crm\/\" class=\"sp-content-link\">Chart<\/a>. Multiple components are arranged on the dashboard canvas, and the entire dashboard refreshes with live data each time it is opened.<\/p>\n<p>Dashboards can be private (visible only to the creator), shared with specific users or roles, or set as the default home page for a profile. A sales manager&#8217;s dashboard might show pipeline by stage, deals closing this month, activity completion rate, and top 5 deals by value &#8211; all in one view.<\/p>\n<\/div>\n<div class=\"gt-section\">\n<h2>Industry Example<\/h2>\n<div class=\"gt-example-box\"><strong>Financial Services:<\/strong> A wealth management firm builds a Dashboard for its relationship managers showing: number of high-value leads this month, deals in negotiation stage, upcoming renewal meetings in the next 7 days, and AUM under management. Each morning, the RM opens the dashboard to prioritise their day without running individual reports.<\/div>\n<\/div>\n<div class=\"gt-section\">\n<h2>Related Terms<\/h2>\n<div class=\"gt-related-pills\">\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/report-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">Report (CRM)<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/kpi-widget-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">KPI Widget<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/funnel-view-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">Funnel View<\/a><br \/>\n<a href=\"https:\/\/aaxonix.com\/resources\/glossary\/chart-component-zoho-crm\/\" class=\"gt-related-pill sp-content-link\">Chart Component<\/a>\n<\/div>\n<\/div>\n<div class=\"gt-section\">\n<h2>Frequently Asked Questions<\/h2>\n<div class=\"gt-faq-item\"><strong>What is a Dashboard in Zoho CRM?<\/strong><\/p>\n<p>A Dashboard in Zoho CRM is a customisable visual screen that displays multiple report components &#8211; charts, KPI widgets, funnels, and tables &#8211; on a single page. Dashboards give sales teams and managers a real-time overview of pipeline health, team performance, and key business metrics.<\/p>\n<\/div>\n<div class=\"gt-faq-item\"><strong>Can Dashboards in Zoho CRM be shared with the team?<\/strong><\/p>\n<p>Yes. Dashboards can be made private, shared with specific users, or made available to all users in a particular Role or Profile. Shared Dashboards ensure the whole team is looking at the same metrics.<\/p>\n<\/div>\n<\/div>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>A Dashboard in Zoho CRM is a customisable visual screen that displays multiple report components &#8211; charts, KPI widgets, funnels, and tables &#8211; on a single page. Dashboards give sales teams and managers a real-time overview of pipeline health, team performance, and key business metrics.<\/p>\n","protected":false},"template":"","meta":{"seo_title":"Dashboard (CRM) | Zoho CRM Glossary","seo_description":"A Dashboard in Zoho CRM is a customisable visual screen that displays multiple report components - charts, KPI widgets, funnels, and tables - on a single p","seo_keyword":"dashboard zoho crm","seo_faqs":"[{\"q\": \"What is a Dashboard in Zoho CRM?\", \"a\": \"A Dashboard in Zoho CRM is a customisable visual screen that displays multiple report components - charts, KPI widgets, funnels, and tables - on a single page. Dashboards give sales teams and managers a real-time overview of pipeline health, team performance, and key business metrics.\"}, {\"q\": \"Can Zoho CRM Dashboards be shared with the team?\", \"a\": \"Yes. Dashboards can be private, shared with specific users, or made available to all users in a Role or Profile so the whole team sees the same metrics.\"}]","term_type":"Business","glossary_related":"","glossary_links":""},"glossary_category":[1238],"class_list":["post-4121","glossary","type-glossary","status-publish","hentry","glossary_category-zoho-crm"],"_links":{"self":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary\/4121","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary"}],"about":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/types\/glossary"}],"wp:attachment":[{"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/media?parent=4121"}],"wp:term":[{"taxonomy":"glossary_category","embeddable":true,"href":"https:\/\/aaxonix.com\/resources\/wp-json\/wp\/v2\/glossary_category?post=4121"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}