Cube Yogi
Cube Yogi
Leader in Zoho Solutions/Consultation

Adding Funnel into Dashboard of Zoho CRM

Here is the way for adding Funnel into Dashboard of Zoho CRM

About Funnel

  • A funnel separates the information based on different stages involved in your business process. 
  • It provides you information like Stage-wise drop rate, number of leads at each stage, etc. 
  • These information can help you to plan your upcoming activities. 

1. Adding Funnel into Dashboard

1.1 Open 'Dashboards' --->Tap on 'Add Component'

1.2 Tap on 'Funnel'

1.3 Select the style which you want to add

1.4 Add name for the Component and tap on '+ Stage 1'

1.5 Enter Stage 1 name then tap on 'Select module'

1.6 Select the module for Stage 1

1.7 Select duration for Stage 1 then tap on 'Done'

1.8 Tap on '+ Add Stage'

1.9 Enter Stage 2 name and choose the module to define its count then tap on 'Done'

1.10 Now, tap on 'Save'

1.11 Funnel created