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.
This event has already taken place, but we’re glad you’re interested! To find out about our upcoming sessions, check out our main Zoho Webinars and Events page. If you have any questions or need more information, don’t hesitate to reach out for a consultation.