Zoho CRM: Present Data in Two Clicks

Zoho CRM: Present Data in Two Clicks

Hello everyone!

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You've been creating dashboards in Zoho CRM to keep track of your key performance indicators (KPIs) and other essential metrics. These dashboards pull data from different areas of the CRM, offering a complete visual summary of your sales performance. Now, you can turn these dashboards into polished slide decks with ease.

Here’s how you do it:


When viewing the CRM dashboard you want to convert, click on the more (...) icon and select Create as Presentation. The system will start converting your dashboard into a slide deck.

Once the conversion is complete, you'll receive a notification. Simply click View in the Zia Notification to see your slide deck, ready for presentation.
You can start presenting your deck directly from Zoho CRM using the built-in presentation tools.

If you need to make edits or share the presentation, you can open the slide deck in Zoho Show. Any changes made in Zoho Show will automatically sync with the slide deck in Zoho CRM. Keep in mind, these editing options are only available in the paid version of Zoho Show. If you're using the free edition, you can still view, present, download, or print the deck, but editing will be disabled.

Important:

  • Each user is allowed to create up to 10 presentations per month.

  • You can access your slide deck from the Zia Notification Panel at the bottom of the CRM. The deck will be automatically deleted one month after it's created.

  • This feature is being rolled out gradually to supported editions. We’ll notify you once it's available for all users.

 

For more details contact pfc-group.com .

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