Zoho News Catch-up: Launch of Zoho Projects Plus, Improvements in CRM Forecasts, New features in Analytics dashboards, Update of the Desk app for Android, Webinars for Projects, Creator, and Workplace.

Welcome to our catch-up, where you’ll be in the know of all the latest Zoho updates in one place!

• Zoho Projects Plus: project management and collaboration, all in one
• Improvements in Zoho CRM Forecasts: custom adjustments and user control
• Zoho Analytics introduces enhancements in dashboards, pivot tables, and more
• Desk updates its Android app: compatibility with the Activities module
• Webinars for Projects, Creator, Workplace

Zoho Projects Plus: project management and collaboration, all in one

(image vía zoho)

A new edition for teams that want everything in one place

Zoho has just introduced Zoho Projects Plus, a new plan that combines the advanced features of Zoho Projects with other key ecosystem apps such as Zoho Analytics, Zoho Desk, Zoho Sprints, Zoho Forms, and Zoho Meeting.

This package was designed for teams seeking smoother collaboration, full visibility into performance, and integrated tools to make informed decisions, without leaving their work environment.

What does Zoho Projects Plus include?

• Task tracking with Sprints for teams that combine traditional and agile methodologies.
• Advanced reporting with Zoho Analytics to gain personalized, real-time insights.
• Smart forms with Zoho Forms that integrate with project workflows.
• Centralized support with direct integration with Zoho Desk.
• Integrated meetings via Zoho Meeting to keep communication clear in the same space.

(image vía zoho)
(image vía zoho)

With this new plan, you can now centralize your operations, avoid tool duplication, and improve team productivity in every phase of the project.

Improvements in Zoho CRM Forecasts: custom adjustments and user control

You can now define who participates in forecasts, based on your organizational structure

Zoho CRM introduces a key improvement in forecast management: it is now possible to customize the user hierarchy participating in reports, without having to modify the CRM’s overall hierarchy.

This update allows you to better reflect how your sales team operates, assigning forecast roles to key users who, due to their position or responsibility, should be part of the analysis, regardless of their place in the formal hierarchy.

(image via zoho)
(image via zoho)

Manual adjustments for a more realistic forecast

Another important feature is the ability to manually modify projected values, taking into account external factors such as seasonality, market changes, or ongoing business initiatives.

With this option, team leaders and managers can more accurately adjust revenue forecasts, ensuring a view closer to the business reality.

Both features are designed to offer greater flexibility and control over sales forecasting, improving decision-making at a strategic level.

Available for all users in the Australia, Canada, and South Africa data centers. For other data centers, the update will be rolled out gradually.

Zoho Analytics introduces enhancements in dashboards, pivot tables, and more

You can now highlight key data with new layout and control options

Zoho Analytics rolled out new features this month aimed at improving the visualization, organization, and customization of your reports. Among the most notable improvements are:

(image via zoho)

• Highlighted blocks in dashboards: now you can showcase key metrics such as revenue, margin, or units sold within boxes with customizable borders, colors, and styles.



(image via zoho)

• Visibility control in dashboards: decide who can see each chart, table, or component based on specific criteria. This allows you to tailor dashboard content according to the user’s profile.
• Improvements in pivot tables: it’s now possible to keep header positions fixed while scrolling vertically, making it easier to analyze large data sets without losing context.

(image via zoho)

• New functions for custom formulas: more complex mathematical and statistical operations have been added, so you can build metrics tailored to your business.

These updates expand the customization capabilities of reports and reinforce the idea that every user can build visualizations suited to their needs, without relying on third parties.

Desk updates its Android app: compatibility with the Activities module

Manage calls, tasks, and events from your phone

The latest version of the Zoho Desk app for Android now includes the Activities module, allowing agents to log and manage tasks, calls, and events directly from their mobile device.

(image via zoho)

With this update, you can now:

• Create tasks or calls linked to tickets while on the go.
• Check scheduled events to improve daily planning.
• Access details of each activity without leaving the app.

This addition improves the experience of support teams in the field or in hybrid settings, enabling more agile and complete management from anywhere.

Webinars for Projects, Creator, Workplace

Connections and Widgets in Zoho Projects

Enhancing Your Dashboards with JavaScript widgets

Zoho Workplace: a collaborative workspace in a hybrid world

Do you want to add these new features to your Zoho system? Let’s work together! Learn more about our Zoho consulting services and contact us for a free consultation.