Chicago ZUG Meetup
Building a solid CRM Dashboard
Hosted by: Zoho
Join the Chicago Zoho User Group to connect, collaborate, and exchange ideas with fellow users, Zoho product experts, and local partners (meet us in person!).
Building a solid CRM dashboard involves planning key metrics, choosing appropriate visualizations, and leveraging customization tools for real-time insights. A well-structured dashboard allows for quick identification of trends, tracking KPIs, and measuring team performance, typically organized into components like charts, funnels, and target meters.
For the 2026 Q2 in-person meetups, the Zoho User Group will meet to discuss how we can build an insightful dashboard in Zoho CRM.
Meetup agenda:
10 AM to 10: 15 AM – Welcome and Introductions
10:15 AM to 10.45 AM – Creating drag-and-drop reports and analytics for your CRM data.
10.45 AM to 11:30 AM – Build a dashboard for your quick overview
11:30 AM to 12 PM – Networking and Q&A
Note: Every participant would need their individual registration to attend the group meetup. Admission to the group meetup is free.