We’ve all been there.
It’s 4:45 PM. You’re winding down for the day. And then… the email hits:
“Hey, can you turn that dashboard into a slide deck for the meeting tomorrow morning?”
Cue panic. Exporting charts. Copying into PowerPoint. Resizing everything just to make it not look like a hot mess.
But now? Zoho CRM has your back.
Let me show you the very underrated feature that can turn your data into a clean, presentation-ready deck in just a few clicks.
Watch How To Turn Your Zoho CRM Dashboards Into Slide Decks
From Dashboard to Slide Deck in Seconds
Here's how to do it:
- Open your Dashboard in Zoho CRM
- Click the three dots in the top-right corner
- Select “Create as Presentation”
And that’s it.
Zia (Zoho’s AI assistant) will automatically generate a slide deck for you in Zoho Show, complete with each of your charts in a separate slide. It’s clean, editable, and yes — actually looks good.
You don’t need to copy-paste or reformat a thing.
When to Use It
This trick is perfect for:
- Team or executive meetings where you need to present CRM data
- Sales reports that need to go from CRM to customer-facing decks
- Weekly status meetings
- That “Can you send me a few slides?” moment that comes out of nowhere
Will this feature change your life?
No.
No.
Will it save your day when someone asks for a last-minute report?
Absolutely.
Absolutely.
Bonus Tip: You Can Customize the Slides
Once the deck opens in Zoho Show, you can:
- Add notes or context to each slide
- Tweak colors or fonts
- Insert your logo or custom graphics
- Share or export to PDF, PowerPoint, or link-based presentations
No need to leave the Zoho ecosystem.
Turn Stress Into “Done” With the Right Tools
This is one of those Zoho features that doesn’t get talked about enough — but it’s a true time-saver for small business teams that live inside CRM dashboards.
So the next time someone asks for a deck in a hurry, just smile, click “Create as Presentation,” and let Zoho do the heavy lifting.
Follow TechnoMap for more easy, time-saving Zoho CRM tips that help you run your business smoother. Or reach out if you’d like help building dashboards or custom reports!
