zoho crm analytics appzoho crm resources 8 4. tap on a record from the list to open it in your zoho...

Zoho CRM Analytics App

Zoho CRM Resources 2

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This document is intended only for internal use and may not be distributed

externally or reproduced for external distribution in any form without express

written permission of Zoho Corporation Pvt. Ltd.

3 Zoho CRM Resources

Overview Dashboards in CRM, represents your data in graphical format which allows you to

take a quick glance at various important metrics for your business. It consists of

various components such as Charts, KPI, Comparator, Anomaly Detector, Target

Meter, Funnel, Cohorts, Quadrants. Each component has its way of representing

the data and can be chosen accordingly.

Managing your business involves meeting clients, attending conferences,

organizing trade shows and so on. When you are constantly on the move, there is

a gap between you and the CRM that you use to manage your business.

Monitoring the day to day activities such as the tasks that you have, events that

you have scheduled, or other metrics such as revenue generated in the current

week, number of deals in the pipeline, etc. cannot be tracked when you do not

have access to your desktop.

To keep you in the loop, the Zoho CRM Analytics application lets you access all

the dashboards that you have created from your mobile devices. You can view the

underlying data that each component represents in the form of a report. The

records from the report can also be opened from your Zoho CRM Mobile

application. You can also share the components of your dashboard via various

medium such as Cliq, Whatsapp, Email, etc. This bridges the gap between you and

your CRM, by allowing you to access all the metrics and the relevant records

wherever you go.

System Requirements

• Android: Android 5.1.1 (Lollipop) and above.

• iOS: Version 11 and above.

Log in to the application You can log in to the Zoho CRM Analytics application using the Zoho CRM account

credentials. Once you are logged in, all the default and the custom dashboards will

be listed.


To log in from android or iOS device

1. Open the Zoho CRM Analytics mobile app.

2. Tap Start/Sign In.

3. Enter your Email/Phone and Password and tap Sign In.

Using the Application

Once you login to the CRM app, all the default and the custom dashboards that

you have created can be viewed. You can further drill down the components

present in the dashboard and view the appropriate reports.

Search Dashboards

The search button from the Dashboards window helps you find the dashboard that

you are looking for.

To search dashboards in Android

1. From the Dashboards window, tap the Search icon ( ).


2. Enter the dashboard name in the Search Dashboard textbox.

The dashboards matching the search keywords will be displayed.

3. Tap the dashboard from the Search results to view them.

To search dashboards in iOS

1. From the Dashboards window, enter the name of the dashboard in Search

Dashboards textbox.

2. Tap the appropriate dashboard from the search results to view them.

Recenty searched suggestions

All the dashboards that you have recently searched and viewed can be accessed

by tapping the search icon. You can tap the dashboard that is listed to view them

in detail.


View dashboard details page

Once you have launched the app, tap on the dashboard that you want to view in

detail. This displays all the components that are present in the dashboard. You

can further tap on a component to view it in full screen.

Changing chart view

Chart is a type of component in your dashboards which consists of various types

such as: Bar, Column, Pie, Line, Donut, Table, Area, Heat Map. If a component in

your dashboard is represented in the form of Chart, you can switch between

different types of chart and visualize the data. Please note that changing the type

of chart here does not change the default chart type of your component.

To switch between different charts

1. Open the Dashboard and tap on the component.

2. Tap on Change View button.


3. Choose a type of chart from the Radial Pie menu.

View data represented by the components

A dashboard is a collection of various components and each component displays

a specific metric say, Number of deals in pipeline. The data is represented based

on the type of component in the dashboard and you can further drill down and

view underlying data which displays all the records in the form of a report. You can

further tap on a record to view the details in your Zoho CRM Mobile application.

To view the data

1. Open a dashboard and select a component.

2. Tap on a region from the component.

3. Tap Show Data.

The complete list of data will be displayed.


4. Tap on a record from the list to open it in your Zoho CRM Mobile

application. If you do not have the Zoho CRM Mobile app, the record will

open on your browser.

Refreshing dashboard

Refreshing the dashboard allows you to view the updated changes. You can

refresh all the dashboards at once, refresh a specific dashboard or a component in

the dashboard.

• In the Dashboards window, swipe down from the top to refresh all the

dashboards at once.

• Select a dashboard and swipe from the top to refresh all the components

in the dashboard.

• Select the component and click More > Refresh to refresh that particular

component.

Sharing dashboard components

The components present in the dashboard can be shared as an image across

various channels.

To share a dashboard component

1. Select a dashboard and tap on the component that you want to share.


2. Tap on Share Chart and choose any medium.

Zia

Call or chat with Zia to get answers to your questions. Zia can perform actions

like, creating records, adding notes, converting leads, calling customers, displaying

the analytical dashboards that you have in CRM and so on. Further, you can view

all the notifications from Zia by tapping the Zia icon in the home page of the Zoho

CRM Analytics app.

To call Zia

1. Tap the Zia icon in the home page of the Zoho CRM Analytics app.

2. Tap on Ask Zia > Call .

A call to Zia gets initiated.


3. Talk to Zia after the beep.

4. Tap the Pause button to put the call on hold.

5. Tap the Close button to complete the call.

6. You can also tap the icon to see the list of questions that you can ask

Zia.

To chat with Zia

1. Tap the Zia icon in the home page of the Zoho CRM Analytics app.

2. Tap on Ask Zia > Chat.

3. Type your message and hit Send.

You can also tap the icon to see the list of questions that you can ask

Zia.


Settings From the settings window, you can modify the theme of the app, submit feedback

and sign out from the application.

• To go to the settings window, tap on your profile icon from the Android

device and the settings icon ( ) from the iOS device.

• You can enable the Dark Mode toggle switch to view the application in a

black background or tap the color under themes.

• Tap Clear Cached Dashboards to remove all the dashboards that are

stored in the cache memory of the device.

• To sign out from the application, scroll down and tap sign out.

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