Dashboards in Zoho CRM are real-time visual composites of CRM report data. Users can create private dashboards or share dashboards with specific users or the entire organization (Zoho CRM help: Creating Dashboards).
Dashboard component types available (including 2025 additions):
| Chart Type | Purpose |
|---|---|
| Bar / Column | Standard comparison |
| Line | Trend over time |
| Pie / Donut | Proportion |
| Treemap | Hierarchical datasets as nested tiles |
| Waterfall | Sequential variable impact (ascending = positive, descending = negative) |
| Sankey | Flow and trajectory across stages |
| Butterfly | Two-entity comparison across attributes |
| Cluster | Stacked data as distinct bars |
| Funnel | Conversion stages |
| KPI widgets | Single-metric highlights |
Sources: (Zoho CRM 2025 highlights), (GlionConsulting: Dashboards).
Dashboard capabilities:
- Real-time data refresh.
- Drag-and-drop component arrangement.
- Multi-module data within a single dashboard.
- Dynamic filters on dashboards (introduced 2025).
- Drill-down: Click any chart component to view underlying record data.
- List View and Grid View for dashboard navigation.
- Zia-powered dashboards (Sales Trend and Sales Follow-Up Trend): Made fully customizable in February 2026—users can modify metrics, filter criteria, and add/edit components (Zoho CRM Community Digest Feb 2026).
- Zia Component Suggestion (March 2026): When adding a component to a dashboard, Zia offers a visual list of component suggestions, filterable by module. Select, verify, and add in one click (Zoho March 2026 update video).
- Widget embedding: Widgets (custom-built UI components) can be placed directly on dashboards.