How To Build Your own Custom Analytics

DO NOT EDIT EXISTING ANALYTICS - These may be used by other users and if you edit them there reports and dashboards will not show accurate data. Always create a new component and only work on your own dashboard. 

Analytics is a great way to visualize the data you have within BluMortgage. It will allow you to make bar charts, circle charts, and much more advanced visuals so that you can run your business better. In the below video we walk you through the many different types of analytics, and how to build them:

For a more in depth explanation, visit this link: https://help.zoho.com/portal/en/kb/crm/analytics-and-dashboards/dashboards/articles/create-dashboard#Create_Dashboard

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