Case Studies
Zoho CRM dashboard
A dashboard built on Zoho CRM data that shows leads, deals and follow-ups in one clear view.
Business problem
Sales numbers sit inside CRM screens and getting a summary means exporting and building reports by hand.
Solution
A dashboard that reads the CRM data and shows the pipeline by stage, leads by source and owner, and follow-ups that are due, with filters by date and owner.
Features
- Pipeline by stage
- Leads by source and owner
- Follow-ups that are due
- Filters by date and owner