Zoho CRM's built-in Analytics (Dashboards) section gives you a real-time, visual summary of your sales data — and getting there takes just a few clicks from the main navigation sidebar.
Why this matters
Sales reps and managers need a quick pulse on pipeline health, deal stages, and team performance without digging through individual records. Zoho CRM's dashboard tools let you build and share visual summaries — charts, KPIs, comparators, and more — so the whole team stays aligned. If you're on Zoho CRM Plus, a Unified Dashboard goes even further by pulling metrics from multiple products into one place. We're Beam Help, an independent expert support resource for Zoho — not official Zoho support.
Step-by-step
Step 1. Log in to your Zoho CRM account. Once signed in, you'll land on the Home tab automatically. The left-hand sidebar is your main navigation hub, containing links to Home, Reports, Analytics, your Teamspace, and all the modules you have access to. [2]
Step 2. In the sidebar, locate and click Analytics (sometimes labelled Dashboards, depending on your account — note that the Dashboards tab has been renamed Analytics for certain accounts during a phased rollout). [6]
Step 3. Inside the Analytics section, you'll find any dashboards that already exist in your organisation. To create a brand-new dashboard, look for the option to create one from scratch. Zoho CRM's Analytics area is described as a summarised view of custom report data, designed for real-time analysis of sales stages and business operations. [6]
Step 4. When building a dashboard, choose from the available analytical components. Zoho CRM offers several component types you can add: [6]
- Charts — graphical representations of your records that deliver quick visual insights
- KPIs (Key Performance Indicators) — standard metrics that measure performance against targets
- Comparators — tools that let you compare organisational data across time periods or segments
Step 5. Once you've added and configured your components, you can share the finished dashboard with all users in your organisation or restrict it to selected users only. [6]
Step 6. *(CRM Plus users only)* If your organisation uses Zoho CRM Plus, you also have access to the Unified Dashboard, reachable from the Home tab in CRM Plus. This centralised space lets you create, manage, and view dashboards sourced from CRM, Desk, Social, Analytics, SalesIQ, Projects, and PageSense — all in one location. Dashboards created here also appear inside their respective individual modules. [1]
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Common pitfalls
- "Analytics" vs "Dashboards" label confusion — The tab name differs between accounts because the rename from Dashboards to Analytics is being rolled out in phases. If you don't see "Analytics" in your sidebar, look for "Dashboards" instead. Some features within this section are also being released gradually and may not yet be visible to all users. [6]
- Permission gaps — Not every user role has the same access to create or share dashboards. If you can view but not create a dashboard, check with your CRM administrator about your profile permissions. [2]
- CRM Plus vs standalone CRM — The Unified Dashboard feature is specific to Zoho CRM Plus and is not available in standalone Zoho CRM editions. If you're on a standalone plan (Free, Standard, Professional, Enterprise, or Ultimate), use the Analytics/Dashboards tab within CRM itself. [1][2]
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What to check
- Confirm the correct tab name — Verify whether your account shows "Analytics" or "Dashboards" in the sidebar so you navigate to the right place. [6]
- Review sharing settings — After creating a dashboard, confirm it has been shared with the intended users or teams so everyone who needs visibility actually has it. [6]
- Verify CRM Plus access — If you need cross-product metrics (e.g., combining CRM deals data with Desk ticket data), confirm your subscription includes Zoho CRM Plus before expecting the Unified Dashboard to be available. [1]