FAQs: CRM Analytics App

1. What is the Zoho CRM Analytics app?

Dashboards in CRM represent your data in graphical format, allowing you to take a quick glance at various important metrics for your business. They consist of the following types of components: charts, KPIs, comparator, anomaly detector, target meter, funnel, cohorts, and quadrants. Each of these components represents the data in a different way.

Meeting clients, attending conferences, and organizing trade shows are key parts of your business. When you are constantly on the move, you may not have access to the CRM that you use to manage your business. Monitoring day-to-day activities such as tasks you need to perform, events you have scheduled, or other metrics such as revenue generated this week or the number of deals in the pipeline is suddenly impossible if you're away from your computer.

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 as a report and open the records used to make the report. You can also share the components of your dashboard with your coworkers. This gives you better access to your CRM wherever you go.

System Requirements

• Android: Android 5.1.1 (Lollipop) or above.
• iOS: Version 11 or above.

Default dashboards such as Sales Trends and Sales Follow-up Trends are not supported in the mobile app.

2. Will the dashboard display data dynamically in the CRM Analytics app?

No, the data does not change dynamically.  Every time you open a dashboard, the data is fetched from the web version of CRM and is displayed in the dashboard in your mobile application.  Any change made to the web version will not be immediately reflected in your mobile app. You must refresh the dashboard or the component to see the latest information.

3. Can I share a dashboard on Whatsapp?

No, a dashboard can't be shared via Whatsapp. However, the components in a dashboard can be individually shared via Whatsapp or any communication channel such as emails, MMS, or messenger. The components will be shared as images.

4. How do I refresh a dashboard in the mobile app?

In the Zoho CRM Analytics app, you can refresh an entire dashboard or its components individually. Simply open the dashboard or the component and swipe down from the top. The dashboard will be refreshed. The data is automatically refreshed every six hours.

5. If a chart view is changed in mobile app, will it reflect in web version too?

No, the chart view that you see in the Zoho CRM Analytics app is just for representational purposes. When the component is refreshed, it will revert to the original chart that is present in the web version.

We hope that this list of frequently asked questions about CRM Analytics app is informative. If you still have questions that haven't been addressed, please let us know here. We will be happy to discuss them with our subject matter experts and add them in the future. And please don't forget to share your rating below :)

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