Handpick Your Metrics and Components

Are you utilizing your CRM dashboard, or are you settling for the default components that have been there since you first logged into your system? When you open your CRM, do you see metrics around what matters to you? Each person within an organization can customize their own dashboard. And it only takes a few minutes. Let me have the honor of showing you how to customize your Zoho CRM dashboard.

There’s some opportunity here. You can use metrics to do a variety of things like:

  • Set goals for yourself and/or your team
  • Compare metrics month-over-month
  • Track deals and revenue
  • View Sales Scorecards
  • Track campaigns

Watch this video for step-by-step instructions on how to customize your Zoho CRM dashboard to see metrics that can give a snapshot of your goals, conversion rates, sales metrics, or any measurement that Zoho captures.

Have fun!

Click to watch an illustration on how to customize your dashboard.

Our team here at SuccessFULL Solutions specialize in automating business processes using Zoho products. We use several tools to streamline your process so that you can spend time with your clients, not on manual tasks or an inefficient system. Learn more about our services  here. Be sure to follow us for more tips and business knowledge.

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AboutKeitha Freeman

I'm the founder of SuccessFULL Solutions which is a nationwide community of entrepreneurs and small business owners. I absolutely enjoy helping businesses flourish through services that promote business growth and expansion.

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