The Surprisingly Simple Way to Monitor Your Zoho CRM KPIs And Targets

The Challenge: Static Dashboards

Building a dashboard in Zoho CRM often reveals a core limitation: its components do not have built-in user or time filters.

Every component remains static, forcing you to adjust your view manually every time you need updated insights. This wastes valuable time and risks overlooking real-time performance data.

Unusual Solution: Zoho Motivator

Enter Zoho Motivator. Best known for its gamification features, Motivator also excels at delivering dynamic, KPIs and targets.

Unlike the static nature of standard Zoho CRM dashboards components, each KPI and target in Motivator can be easily filtered—by user or by time. And the best part? It's completely free for Zoho CRM Enterprise and Zoho One users.

Effortless Setup and Immediate Benefits

Setting up Zoho Motivator is easy.

You'll find Motivator in your setup menu if you're already using Zoho CRM Enterprise or Zoho One.

There’s no complicated integration—it just works seamlessly with your existing CRM data.

Would you like a quick walkthrough? Send me a message or leave a comment below, and I'll send you a link to my 29-minute masterclass.

Why Dynamic Filtering Matters

Dynamic filtering on individual KPI and Target components means no more manual edits.

You can view data by user or by time by simply applying filters, providing your team with immediate, real-time insights.

In Summary

If you're frustrated with static dashboards that don't offer customisable insights, Zoho Motivator could be the game-changer you need.

You can leverage its dynamic filtering capabilities to track your sales performance easily.

If you’d like to learn more or want access to my masterclass on setting up Motivator, please leave a comment or message me.

And if you’ve already tried Motivator, please share your thoughts in the comments—I’d love to hear about your experience!