How do I create a dashboard in Zoho CRM?
Creating a dashboard in Zoho CRM can be a great way to quickly and easily view important data about your business. Dashboards can help you track sales, customer service, and other key metrics, giving you a better understanding of how your business is performing. With a dashboard, you can quickly identify areas of improvement and take action to improve your business. Knowing how to create a dashboard in Zoho CRM can help you make better decisions and improve your business.
Grace Everwood
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6 steps
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9 seconds
Zoho
1
Go to [https://www.zoho.com/crm/](https://www.zoho.com/crm/)
2
Click the “+” button in the top right corner of the page.
3
Enter a name for the dashboard in the “Name” field.
4
Select the modules you want to include in the dashboard from the “Modules” drop-down menu.
5
Select the type of dashboard you want to create from the “Type” drop-down menu.
6
Click the “Create” button.