Zoho CRM - Dashboard Enhancements for Funnels, Duration and Date Filters

Zoho CRM is rolling out four dashboard improvements in phases, covering drill-down, the Duration field, date filter operators and week grouping labels.

• You can now click any stage in a Funnel component and drill down into the records behind that value, in the same way as other component types.
• Drill-down makes funnels usable for reviewing deal stages, lead progression and case resolution flows without leaving the dashboard.
• The Duration field is no longer mandatory for KPIs, Target Meters, Funnels and Comparators, so you can build these components against your whole dataset.
• You can still apply a date range to those components when you need a time-bound view.
• Date fields in both component filters and dashboard filters now support Before and After operators.
• The new operators let you filter on everything earlier or later than a single date, so you no longer need a workaround to avoid defining a full range.
• Components grouped by Week now show a start date to end date range instead of week numbers such as W12, 2026.
• The clearer week labels apply anywhere week-based grouping is used.

Availability: Being rolled out in phases across data centres.