Ira Bodnar··Updated ·11 min read

Zoho CRM dashboard: fields, components and AI prompts

Quick answer: A Zoho CRM sales dashboard works well as 10 components: 5 KPIs, a funnel and 4 breakdowns by owner, lead source, type and month. Ryze AI is the best AI tool for asking Zoho CRM questions in plain English and getting COQL-backed tables back, with one caveat: the answers come back in chat, not as a saved Zoho dashboard.

This guide is for sales and marketing teams that report from Zoho CRM every week: 14 Deals fields with their API names, a 10-component template, the native options compared, prompts for the 4 Ryze AI Zoho CRM tools and a weekly routine.

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Zoho CRM dashboard template at a glance

10 components cover open pipeline, wins, new deals and where revenue comes from.

  1. 1Open pipeline valueKPI

    Zoho CRM fields: sum of Amount on Deals whose Stage is not a closed stage

  2. 2Closed won revenueKPI

    Zoho CRM fields: sum of Amount where Stage is Closed Won, by Closing_Date

  3. 3Expected revenueKPI

    Zoho CRM fields: sum of Expected_Revenue on open deals

  4. 4Deals createdKPI

    Zoho CRM fields: count of Deals by Created_Time

  5. 5Average deal sizeKPI

    Zoho CRM fields: average of Amount on won deals

  6. 6Deals by stageFunnel

    Zoho CRM fields: Stage with count and Amount

  7. 7Revenue by ownerBar chart

    Zoho CRM fields: Owner with Amount on won deals

  8. 8Revenue by lead sourceBar chart

    Zoho CRM fields: Lead_Source with Amount

  9. 9Deals by typeTable

    Zoho CRM fields: Type with count and Amount

  10. 10Monthly trendLine chart

    Zoho CRM fields: deals created and won Amount by month

The same fields work in a Zoho CRM dashboard component, in a report or in a COQL prompt to Ryze AI.

4 ways to build a Zoho CRM dashboard in 2026

Zoho CRM has dashboards built in, so the first choice is which tool feeds them.

Dashboards live under the Analytics tab. Zoho lists 10 analytical component types: charts, KPI, comparator, anomaly detector, target meter, funnel, cohort analysis, quadrant analysis, zone analysis and stage component, with a maximum of 20 components per dashboard (Zoho CRM help).

  1. Zoho CRM dashboards

    Where it lives
    Analytics tab > Create Dashboard, then components from the left panel
    What to know
    Needs the Analytics permission
    Limits worth knowing
    20 components per dashboard; chart components support bar, line, pie, funnel and area

  2. Zoho CRM reports and views

    Where it lives
    Reports and module list views inside the CRM
    What to know
    Fed by the same module data
    Limits worth knowing
    Fixed to the fields and filters you configure

  3. CRM API or export

    Where it lives
    Your own sheet or BI tool, fed by the Zoho CRM API or a CSV export
    What to know
    Daily API credit limits per edition
    Limits worth knowing
    You maintain the pipeline and the formulas

  4. Ryze AI

    Where it lives
    Ryze AI chat, or Claude and ChatGPT through the Ryze AI connector
    What to know
    Paid Ads plan, $89 a month flat
    Limits worth knowing
    Answers come back in chat as tables; no saved Zoho dashboard

A Zoho dashboard can be shared as Only me, All users or Custom (specific users, roles or groups), and it can be locked so shared recipients cannot change it. Dashboard filters support user, date, datetime and picklist fields (Zoho CRM help).

14 Zoho CRM fields for the dashboard

These are the Deals fields the template uses, with the API names Zoho documents. Put the API names in your prompts so the right field is pulled.

  1. Deal name

    Module
    Deals
    API name
    Deal_Name
    Plain definition
    The name of the deal; required when creating a deal

  2. Amount

    Module
    Deals
    API name
    Amount
    Plain definition
    The value of the deal

  3. Stage

    Module
    Deals
    API name
    Stage
    Plain definition
    A picklist that shows where the deal is in the sales process; required when creating a deal

  4. Closing date

    Module
    Deals
    API name
    Closing_Date
    Plain definition
    The expected or actual date the deal closes

  5. Probability

    Module
    Deals
    API name
    Probability
    Plain definition
    The likelihood the deal closes

  6. Expected revenue

    Module
    Deals
    API name
    Expected_Revenue
    Plain definition
    The revenue Zoho expects from the deal

  7. Lead source

    Module
    Deals
    API name
    Lead_Source
    Plain definition
    Where the deal came from

  8. Type

    Module
    Deals
    API name
    Type
    Plain definition
    The category of the deal

  9. Deal owner

    Module
    Deals
    API name
    Owner
    Plain definition
    The user the deal is assigned to; the API returns name, ID and email

  10. Account name

    Module
    Deals
    API name
    Account_Name
    Plain definition
    A lookup to the account the deal belongs to

  11. Contact name

    Module
    Deals
    API name
    Contact_Name
    Plain definition
    A lookup to the contact on the deal

  12. Campaign source

    Module
    Deals
    API name
    Campaign_Source
    Plain definition
    A lookup to the campaign that produced the deal

  13. Created time

    Module
    Any module
    API name
    Created_Time
    Plain definition
    When the record was created; usable in sort_by

  14. Modified time

    Module
    Any module
    API name
    Modified_Time
    Plain definition
    When the record last changed; usable in sort_by
  • API names, not labels: Zoho says to use the api_name of fields in all API inputs instead of field labels, so a label change does not break an integration (Zoho CRM API).
  • Your org may differ: custom fields and renamed picklist values are specific to your org. Read the field list for the module first (the fields metadata endpoint is GET /settings/fields?module=Deals) and confirm the names.
  • Fields are required on list calls: Zoho's Get Records call requires the fields parameter and accepts up to 50 field API names (Zoho CRM API). Name the fields in the prompt.
  • Stage labels: the stage names in the template, such as Closed Won, are Zoho defaults. Use the labels from your own Stage picklist.

How to build the template in Zoho CRM

The 10 components fit one Zoho dashboard, well under the 20-component limit.

Create the dashboard

Click the Analytics tab in the sidebar and select Create Dashboard. Enter a name and description.

Choose sharing

Pick Only me, All users or Custom. Lock the dashboard if shared users should not edit it.

Add components

Use the left panel to add KPI, funnel and chart components, and point each at the Deals module fields from the overview table.

Add filters

Add a dashboard filter on a date, user or picklist field so viewers can narrow every component at once.

Save

Click Save. Clone, embed, download or move components between dashboards later from the component menu.

Zoho also limits dashboard presentations to 10 per month per user (Zoho CRM help). Component filters support up to 25 values for picklist and user fields.

The prompts that pull it through Ryze AI

Ryze AI has 4 Zoho CRM tools: read, query, write and delete. The dashboard numbers come from the two read tools. zoho__query runs a COQL query, a SQL-like select over CRM modules, up to 2,000 rows per call. zoho__read sends a GET request to any CRM API resource.

Connect Zoho CRM

In Ryze AI, open Integrations, find the Zoho CRM card and click Connect. Sign in to Zoho; any data center works. Approve access to CRM modules, settings, users and organization details.

Open a chat

Use the Ryze AI chat, or add https://connector.get-ryze.ai/mcp as a custom connector in Claude or ChatGPT and start a new chat.

Send a prompt

Paste one of the prompts below and replace the placeholders. Name the fields so the right ones come back.

Check the stage labels

If a stage returns nothing, ask for the Deals field list and use the exact Stage picklist value.

Prompt 1: pipeline by stage
Use the Zoho CRM tools. Run a COQL query on Deals where Stage is not Closed Won and not Closed Lost. Group by Stage and return the count of deals and the sum of Amount for each Stage as a table.
Prompt 2: closed won by owner
Run a COQL query on Deals where Stage is Closed Won and Closing_Date is in [month and year]. Group by Owner and return the sum of Amount and the count of deals per owner, largest first.
Prompt 3: new deals by lead source
Run a COQL query on Deals created between [start date] and [end date]. Group by Lead_Source and show the count of deals and the sum of Amount for each Lead_Source as a table.
Prompt 4: stale deals
Run a COQL query on open Deals whose Modified_Time is before [date]. Return Deal_Name, Amount, Stage, Owner and Modified_Time, sorted by Amount from largest to smallest.

The tools are listed on the Zoho CRM MCP server page, and setup for ChatGPT is in how to connect ChatGPT to Zoho CRM. Ryze AI also publishes a Zoho CRM help page.

A weekly routine for the Zoho CRM dashboard

Pick one day, read the dashboard top to bottom and leave a note on each change.

  1. Monday

    What to do
    Compare open pipeline and expected revenue with the previous Monday
    Why
    Same weekday, same cut-off

  2. Monday

    What to do
    List deals created last week and deals that changed Stage
    Why
    Shows what changed since last week

  3. Wednesday

    What to do
    Check open deals with no change in 14 days (Modified_Time)
    Why
    Stale deals inflate the pipeline

  4. Friday

    What to do
    Review new deals by Lead_Source
    Why
    Spots a source that stopped sending deals

  5. Month end

    What to do
    Compare closed won Amount with expected revenue and check deals past Closing_Date
    Why
    Closes the month and cleans the forecast

Scheduling the check in Ryze AI

Ryze AI scheduled tasks run without an approval step, so keep a scheduled Zoho CRM task to read-only questions. Write it as one instruction to carry out now.

Scheduled task: weekly Zoho CRM check
Run a COQL query on Deals created in the last 7 days and return Deal_Name, Amount, Stage and Owner. Then list open Deals with Modified_Time older than 14 days. Read only: do not create, update or delete any record.

Zoho dashboards vs Ryze AI for the same numbers

Zoho dashboards give a saved, shareable view inside the CRM. Ryze AI answers one-off and recurring questions in chat and can edit records when you ask.

  1. Cost

    Zoho CRM dashboards
    Part of your Zoho CRM edition
    Ryze AI
    Paid Ads plan $89 a month flat, 7-day free trial

  2. How you build

    Zoho CRM dashboards
    Add components from the left panel
    Ryze AI
    Write a prompt with the field API names

  3. Saved view

    Zoho CRM dashboards
    Yes, shared with users, roles or groups
    Ryze AI
    No saved Zoho dashboard; answers come back in chat

  4. Row limit

    Zoho CRM dashboards
    20 components per dashboard
    Ryze AI
    zoho__query returns up to 2,000 rows per call

  5. Edits

    Zoho CRM dashboards
    Dashboard changes only
    Ryze AI
    Can create, update, upsert and delete records when you ask, with approval settings you choose

  6. Best for

    Zoho CRM dashboards
    A fixed view the whole team opens
    Ryze AI
    Fast questions and follow-ups on live CRM data

Zoho also sells its own MCP product, Zoho MCP, which lists 500+ integrations across Zoho and third-party apps and connects through an MCP client with OAuth (Zoho MCP). Use it if you want one Zoho-managed server across many Zoho apps. The Ryze AI connector at https://connector.get-ryze.ai/mcp covers Zoho CRM only and sits next to the other Ryze AI platforms behind one URL.

Zoho CRM API credits are counted over a rolling 24 hours: the Free edition gets 5,000, and paid editions get a base of 50,000 plus a per-user amount, with a concurrency limit per organization (5 on Free up to 25 on Ultimate). A COQL query costs 1 credit for up to 200 records, 2 credits for 201 to 1,000 and 3 credits for 1,001 to 2,000 (Zoho CRM API). Ask for counts and sums by stage or month instead of full record lists.

Pick Zoho dashboards for the view your team opens every day, and Ryze AI for the questions that come up between reviews. Other dashboard guides: HubSpot dashboard and Google Ads dashboard.

Common Zoho CRM dashboard problems and fixes

Most wrong numbers come from field names, stage labels or result limits.

  1. A list call is rejected

    Likely cause
    Zoho requires the fields to return on list calls
    Fix
    Name the field API names in the request

  2. A stage returns no deals

    Likely cause
    The query used a label that is not in your Stage picklist
    Fix
    Read the Deals fields and use the exact picklist value

  3. Only 2,000 records come back

    Likely cause
    Page-based pagination stops at 2,000 records
    Fix
    Use a page token, or group and sum in COQL instead

  4. A write says success but a record failed

    Likely cause
    A 200 response can still hold per-record errors
    Fix
    Check the status of each record in the response

  5. Dashboard will not open

    Likely cause
    The Analytics permission is missing
    Fix
    Ask an admin to enable it on your profile

  6. A component cannot be added

    Likely cause
    A dashboard holds at most 20 components
    Fix
    Remove one or split into a second dashboard

Sources: Zoho's pages on Get Records, COQL and dashboards. A dashboard can only show what your team records in Zoho CRM.

Where Ryze AI fits

Ryze AI reads and edits Zoho CRM records and runs COQL queries, working with CRM data next to marketing data.

Several Zoho CRM organizations can sit in one workspace; one is the primary and is used unless you name another. The write tool creates, updates or upserts up to 100 records per call, and the delete tool sends records to the Zoho CRM recycle bin. Set approvals before you ask for changes: the Ryze AI chat starts on Skip all approvals, and you can switch Tool approvals to Approve write & delete or Manual approve. In Claude, set write and delete tools to Needs approval under Customize > Connectors > Ryze AI > Tool permissions.

The Paid Ads plan is $89 a month with a 7-day free trial. SEO Starter is $129 a month with a 3-day free trial. Annual billing is 30% off the first year. Connecting the connector is free; the tools need an active plan or trial. See the integrations hub for other platforms.

Sources

Checked November 13, 2026

The verdict

A useful Zoho CRM dashboard is small: 5 KPIs, a funnel, 2 bar charts, a type table and a monthly trend, built from 14 fields. Zoho dashboards are the right place for the view your team opens every day.

If you want the same numbers on request, with follow-up questions and record edits under approval settings you control, Ryze AI does that through its 4 Zoho CRM tools.

Frequently asked questions

How do I create a dashboard in Zoho CRM?
Click the Analytics tab in the sidebar and select Create Dashboard. Enter a name and description, choose sharing (Only me, All users or Custom), add components from the left panel and click Save. You need the Analytics permission.
What components can a Zoho CRM dashboard hold?
Zoho lists 10 component types: charts, KPI, comparator, anomaly detector, target meter, funnel, cohort analysis, quadrant analysis, zone analysis and stage component. A dashboard holds a maximum of 20 components.
Which fields should a Zoho CRM sales dashboard track?
Deal_Name, Amount, Stage, Closing_Date, Probability, Expected_Revenue, Lead_Source, Type, Owner, Account_Name, Contact_Name, Campaign_Source, Created_Time and Modified_Time. Confirm the names for your org with the fields metadata endpoint.
How do I find a Zoho CRM field API name?
Call GET /settings/fields?module=Deals, which returns each field with its api_name. Zoho says to use the api_name in all API inputs instead of the label.
Show 7 more questions
Who can see a Zoho CRM dashboard?
The creator picks Only me, All users or Custom, where Custom means specific users, roles or groups. A dashboard can also be locked so shared users cannot modify it.
Does Zoho have its own MCP server?
Zoho sells a product called Zoho MCP that lists 500+ integrations across Zoho and third-party apps and connects through an MCP client with OAuth. The Ryze AI connector is a separate server at https://connector.get-ryze.ai/mcp and covers Zoho CRM only.
Can Ryze AI build a Zoho CRM dashboard?
Ryze AI does not save a dashboard inside Zoho CRM. Its zoho__read and zoho__query tools read CRM data, so you can ask for each component as a table in chat, with the field API names in the prompt.
What are the limits when pulling dashboard numbers with COQL?
A COQL query returns up to 2,000 rows per call and supports group by and the SUM, AVG, COUNT, MIN and MAX aggregates. Zoho counts API credits over a rolling 24 hours, and a COQL query costs 1 to 3 credits depending on the rows returned.
Can Ryze AI change Zoho CRM records?
Yes, when you ask. zoho__write creates, updates or upserts up to 100 records per call, and zoho__delete sends records to the recycle bin. The Ryze AI chat starts on Skip all approvals, so switch Tool approvals to Approve write & delete or Manual approve first. Scheduled tasks run without an approval step.
Does Ryze AI work with several Zoho CRM organizations?
Yes. Several Zoho CRM organizations can be connected to one workspace. One is the primary and is used unless you name another.
How much does Ryze AI cost for Zoho CRM?
The Paid Ads plan is $89 a month with a 7-day free trial. SEO Starter is $129 a month with a 3-day free trial. Annual billing is 30% off the first year. Connecting the connector is free; the tools need an active plan or trial.

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