A step-by-step look at how to bring live analytics into your CRM workspace
Why Embedded Analytics Matters
CRM users waste time jumping between tabs to check reports. Whether it’s Zoho Analytics, Excel, or another system, switching context breaks focus. The solution is simple: bring the data to where people work. In Zoho CRM, that means embedding charts right into the system itself.
Adding a Chart as a CRM Tab
Start by creating your chart in Zoho Analytics maybe a monthly sales report or deal trend view. Then, go to your CRM setup, open “Modules and Fields,” and create a new web tab. Paste the shared chart link from Zoho Analytics, assign user permissions, and save. The result: a live dashboard right inside Zoho CRM.
Users can view company-wide sales data without ever opening Zoho Analytics. It’s quick, easy, and keeps everyone on the same page.
Embedding Charts in Customer Records
The real power comes when you add analytics directly to customer or account records. Using a custom related list and a widget, you can display a live chart that automatically filters to that customer’s data.
Behind the scenes, the customer’s unique ID is passed to Zoho Analytics as a filter. When you open a record, the chart updates instantly to show that customer’s sales history.
This view helps account managers see trends, compare performance, and make faster decisions without running extra reports.
A Quick Look at the Setup
The widget uses a small HTML file hosted through Zoho. It includes the chart URL and a variable that pulls in the account ID from CRM. Once uploaded, every record displays its own filtered chart view.
It sounds technical, but it’s mostly about connecting the right dots. Once it’s in place, it feels like magic data and CRM working together seamlessly.
Final Thoughts
Embedding Zoho Analytics into Zoho CRM isn’t just a neat trick. It’s a usability upgrade that saves time and delivers insight where it matters most. For teams that live in CRM all day, this kind of integration keeps workflows clean and decisions fast.
