【Zoho CRM】アナリティクス機能のアップデート：ウォーターフォールの導入

【Zoho CRM】アナリティクス機能のアップデート：ウォーターフォールの導入

ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。
今回は「Zoho CRM アップデート情報」の中からアナリティクス機能のアップデートをご紹介します。


本記事は、以前紹介された機能に新たに追加された機能です。

以前の記事：https://support.zoho.co.jp/portal/ja/kb/articles/zoho-crm-visualize-your-data-with-a-new-set-of-charts-treemap-butterfly-sankey-and-cluster-charts

 

【目次】

  1. ウォーターフォールとは

  2. 基本ウォーターフォール

  3. 累計ウォーターフォール

  4. 内訳ウォーターフォール

  5. 予測ウォーターフォール

   

 1. ウォーターフォールとは

ウォーターフォールチャートは、数値の増減を視覚的に示すグラフで、初期値から最終結果までの変化の流れを分かりやすく表します。各要素が全体にどう影響したかを具体的に把握でき、利益や損失の発生箇所も一目でわかります。


そのため、収益の変動分析や業務の効率確認、将来の傾向予測などにおいて、直感的で有効な分析手段となります。

 


サブスクリプションのステータスごとの影響（アクティブ、トライアル、解約、期限切れなど）を把握するには、ウォーターフォールチャートが有効です。
増減要因を視覚的に示すことで、最終的な購読者数への影響が一目でわかります。どのステータスに注目すべきかを判断し、解約防止や改善策の検討にも役立ちます。

ウォーターフォールには、用途に応じた4つのタイプがあります。

​

​ 2. 基本ウォーターフォール

販売ステージやプロセスの各ステップなど、定義済みの選択リストによる明確な段階を可視化するのに適しています。

各ステージがプラス（加算）またはマイナス（減算）の要因として割り当てられたカテゴリー別の変化を視覚化します。最後のバーは、全体の収益の正味の結果を示します。

営業パイプラインなど、パイプラインの中で価値を生むステージと収益を失うステージを一目で把握するのに役立ちます。

 

 

 3.    累計ウォーターフォール


月次の利益や収益などの蓄積データに適しており、成長や変動、定期的なパフォーマンスの把握が容易になります。

 

 


時間の経過に伴う変化を追跡するのに適しており、四半期や年間の中間集計も可能です。これにより、月ごとの変化と四半期ごとの業績を一目で把握でき、成長を牽引した月や業績を下げた月、各四半期の利益への貢献度を明確に分析できます。

 

 4.    内訳ウォーターフォール  

時間ごとのデータを、製品タイプや地域などのサブカテゴリーで分類して分析するのに適しています。

 

内訳ウォーターフォールは、累計ウォーターフォールに似ていますが、ビジネス要件に基づいて各期間を異なるセグメントに分割することにより、より詳細なビューを提供します。

例えば、各年の製品別サブスクリプション動向を比較し、成長や減少の要因を把握できます。

​

 5.    予測ウォーターフォール    

過去のデータが現在や将来に影響を及ぼすシナリオに適しています。


予測ウォーターフォールは、ユーザー定義の初期値から始まり、時間の経過による増減を追跡することで、財務予測やシナリオ・プランニングに最適です。四半期ごとの変化を可視化し、年間を通じた業績の見通しを把握できます。

 

いかがでしょうか。アナリティクス機能を利用中のユーザーさんはぜひ試してみてください！

https://zurl.co/jKTM


Info適用範囲：インド以外のすべてのデータセンターに適用済み (2025年6月4日現在)
……………………………………………………………………………………………………………………

＋＋Zoho オンラインフォーラムに投稿された情報を、いち早くGETしませんか？＋＋

Zoho Japan Community フォーラムの右側「フォローする」ボタンをクリックいただくと、最新の新着投稿やコメントをメールでお送りします。興味のあるサブフォーラムの投稿のみ通知を受け取ることも可能です。

※フォーラムトップから興味のあるサブフォーラムを選択し、「フォローする」をクリックしてください。

コミュニティのイベント情報も当フォーラムでお知らせ予定ですので、ぜひフォローをお願いします！  

    • Recent Topics

    • How to change Zoho Vault password

      I am searching where I can change the Vault Password after having changed the Zoho account password. I don't see this option anywhere in my account. It should be simple and accessible! Please help. Thanks!

    • Zoho Workdrive - Communication / Chat Bar

      Hi Team, Please consider adding an option to allow admins to turn on or off the Zoho Communication Bar. Example of what I mean by Communication Bar: It's such a pain sometimes when I'm in WorkDrive and I want to share a link to a file with a colleague

    • From Zoho CRM to Paper : Design & Print Data Directly using Canvas Print View

      Hello Everyone, We are excited to announce a new addition to your Canvas in Zoho CRM - Print View. Canvas print view helps you transform your custom CRM layouts into print-ready documents, so you can bring your digital data to the physical world with

    • Prefered Bin Missing in android APP

      Andoroid app dosent show preferred bin in the picklist. The workaround support reccomend is to use the computre to create the picklist. it shuld be information to be shown aas basic for the pciker.

    • Where to Add Machines as Products to Map with Assets in Zoho FSM?

      implementing Zoho FSM for a clinical equipment supply company. The business sells and installs clinical machines in hospitals and clinics, and they also handle service requests, scheduled maintenance, calibration visits, and general machine upkeep. In

    • Changing Department often causes the Firefox tab to freeze

      Title, it doesn't seem to happen with neither Opera nor Chrome. And even in Firefox, sometimes it just lets me change the department I'm in no problem, even to All Departments which is probably the most, like, resource heavy? But most of the time, the

    • Show Zoom Link in Recipient's Calendar

      We set up meetings within a record, selecting the "Make this an online meeting".  We use Zoom. Most of the recipients go to their calendar (usually Gmail or Outlook, corporate) to join the Zoom meeting, but there is no Zoom link in the calendar. Can this

    • Creating multiple CRM leads from a Zoho Forms subform

      Hi all, We have a heavily used intake form that is used for new leads as a part of our intake. There is a subform that allows the lead to add additional team members, their titles and other basic info. That form submission creates a new Lead and the subform

    • Passing the CRM

      Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when

    • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

      Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything

    • Zoho Bigin - should be able to link a "contact" to multiple "companies"

      Hello Support, I called into telephone support and was told that a contact can only be linked to one company. We have situations were director are contacts of and directors of multiple companies so that seems a basic weakness in Bigin. When go to add

    • Does Thrive work with Zoho Billing (Subscriptions)?

      I would like to use Thrive with Zoho Billing Subscriptions but don't see a way to do so. Can someone point me in the right direction? Thank you

    • Using IMAP configuration for shared email inboxes

      Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure

    • Open a record to edit based on another form being edited

      Hi all, I am trying to edit a record based on another record being edited. It works out like this: When I create a Monthly_Update and then submit I open the Monthly_Levels form and pass the ID from the Monthly_Update to a field called mu. I want it to

    • Radio button data won't update

      Wondering if anyone is experiencing the same problem. I tried bulk updating our data on Zoho Creator using API and noticed that the radio button field wasn't updated. I have tried updating it manually, it didn't work. When I tried updating a text field

    • Synchronise item image between Zoho Commerce and Zoho Books/Inventory/CRM

      Here is a blindingly simple idea to tie several Zoho products together. Zoho - please include a method to synchronise the item image (or images) from one Zoho application to another. For example, if you upload an item image in Zoho Inventory, a user should

    • Using a CRM Client Script Button to create a Books Invoice

      Hello, I need help handling error messages returned to my client script from a function. The scenario I have setup a client script button which is available from each Deal. This CS executes a crm function, which in turn creates an invoice based on the

    • Accessing shared mailboxes through Trident (Windows)

      Hi, I have a created a couple of shared mailboxes. The mailboxes are showing up on the browser based Zoho workplace, but I cannot seem to figure out how to access my shared inboxes through Trident (Windows). Am I missing something or is this feature not

    • Uploading a signed template from Sign to Creator

      Good day, Please help me on how to load a signed document back into Creator after the process has been completed in Sign. Below is the code that I am trying, pdfFile = response.toFile("SignedDocument_4901354000000372029.pdf"); info pdfFile; // Attach

    • MCP > Creator connection failing with Claude

      I'm trying to get claude to access any of my Zoho Creator apps and it keeps failing. I have enabled all tools for creator and ensured in claude settings that everything is authorised. Here is what claude says : Unfortunately, the error messages I'm receiving

    • No Ability to Rename Record Template PDFs in SendMail Task

      As highlighted previously in this post, we still have to deal with the limitation of not being able to rename a record template when sent as a PDF using the SendMail Task. This creates unnecessary complexity for what should be a simple operation, and

    • New in CPQ: Smarter suggestions for Product Configurator by Zia, and additional criteria in Price Rules

      Hello everyone! CPQ's Product Configurator in Zoho CRM allows sales teams to define structured product bundles through configuration rules, ensuring that the right product combinations are applied consistently in quotes. Admins set up these configurations

    • Feature Request: Dynamic Dimension Control for zc_LoadIn Popups

      As detailed in this community discussion, Zoho Creator's zc_LoadIn parameter is a vital tool for opening components (forms, reports, or pages) in modal dialogs via HTML snippets, Notes, or Rich Text Fields. While powerful, this feature suffers from a

    • Introducing Multi-Asset Support in Work Orders, Estimates, and Service Appointments

      We’re excited to announce a highly requested enhancement in Zoho FSM — you can now associate multiple assets with Work Orders, Estimates, and Service Appointments. This update brings more clarity, flexibility, and control to your field service operations,

    • Process between CRM and Campaigns to ensure double opt-in contacts?

      I would like to ask for a few clarifications to ensure we fully comply with best practices and legal requirements: According to the documentation (Zoho Campaigns CRM sync – Default option), the best and recommended way to sync contacts is by using the

    • Zoho Books - New Interface keep details with PDF View

      Hello, The Zoho Books Interface has changed for estimates etc... One thing is causing issues though. Before the change, in PDF view you could see the detail information including custom fields entered for the estimate. Now, you have to switch between

    • Zoho CRM Kiosk issues

      Firstly this is for a system on the AU servers if that makes a difference. Issues are as follows (For Kiosk): 1. Re-ordering fields in the screen builder is broken. The fields seem to be re-ordering themselves, unless you order everything by moving the

    • Tip #52- Zoho Assist Downloads: Everything You Need in One Place- 'Insider Insights'

      Looking to start remote support sessions faster, manage unattended devices effortlessly, or join sessions without any hassle? The Zoho Assist Downloads Center has all the tools you need—across desktop, mobile, IoT, and browser environments. With our range

    • Condition based aggregate fields in subforms

      Hello everyone, We're excited to inform you about the latest enhancements made to our aggregate field capabilities in subforms; create aggregate fields based on conditions! An aggregate field is a column on which a mathematical function has been applied.

    • Presenting ABM for Zoho CRM: Expand and retain your customers with precision

      Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers

    • SalesInbox

      Sorry for saying this but SalesInbox is a really mess. BIG FAIL. Bad UX and VERY bad IMAP sync. I don't know how can someone use this to be more productive. It's just the oposite. I'm trying to use SalesInbox for a while but sales people do not have just sales activities so we still have to came back to the mail app anyway. Folders of SalesInbox are not in sync with folders of mail server (wich syncs Ok to mobile) and vice-versa wich leads to double work as now you have to cleanup 3 inboxes (Mail

    • Print labels on selected view

      How can I print labels for select view. Always defaults to ALL contacts when I select View = Mailing Labels. Thanks!!

    • Update CRM Price Books to include volume discounts as per Zoho Books/Inventory

      Once again, Zoho has 3 great products that all store information in different ways (which is not helpful when you attempt to integrate the 3 products - one of the best features of Zoho). Zoho CRM Price Books are basic at best. Zoho Books/Inventory Price

    • Change in Zoho CRM API?

      Hello, I am using the Zoho API trough the PHP SDK v2.1 Since few days, I noticed that I have to change the way I pass the data to the API when I create, update, or upsert a record. Dates Before I was passing a PHP date object to "$record->addKeyValue(...)",

    • All new Address Field in Zoho CRM: maintain structured and accurate address inputs

      The address field will be available exclusively for IN DC users. We'll keep you updated on the DC-specific rollout soon. It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition. Latest update

    • Tip #40- Strengthen Remote Support with IP-based Restrictions in Zoho Assist– ‘Insider Insights’

      Protecting sensitive data and preventing unauthorized access is a top priority for any organization. With IP-based restrictions in Zoho Assist, you can ensure that only users from trusted networks can initiate remote support sessions. Say your IT team

    • Printing Client Lists

      I was looking for a way to print out client lists based on the account. For example if I want all my contacts from company A on one sheet, how would I do this. Moderation Update (3rd December 2025): There are two challenges discussed in this thread. 1.

    • Qwen to be the default open source Generative AI model in Zoho Desk

      Hello everyone, At Zoho Desk, we will make the latest Qwen (30B parameters) the default LLM for our Generative AI features, including Answer Bot, Reply Assistant, and others. As a subsequent step, we will discontinue support for Llama (8B parameters).

    • ZOHO Blueprint and Workflow

      Hi, Correct me if i'm wrong, Blueprint triggers when a record that meets the criteria is created. It follows a specific transition that you will be setting up. Does blueprint work if the first state was triggered by a workflow? For example, In my custom module 1, I have a field named status. The statuses are 1, 2, 3 and 4. As soon as I create a new record, a workflow triggers that updates the status field to 1. Can a blueprint start from 2? My other concern is, can blueprint transitions work at the

    • Is it possible to sync data every 5–10 minutes in Zoho Analytics (CRM or Excel imports)?

      Hello Team, I want to know if Zoho Analytics supports near real-time syncing of data from different sources. My requirements: I am importing data from Zoho CRM → Zoho Analytics I also have some datasets maintained in Excel/CSV I want both data sources

    • Next Page