Combine related grouping values into categories in CRM analytical components

Combine related grouping values into categories in CRM analytical components

Hello everyone,

Analyzing large datasets can be challenging when dealing with numerous individual data points. It's often difficult to extract meaningful insights when information is scattered and ungrouped.

To address this, we're adding options to create categories for each grouping field in analytics components, which enables you to group related values for clearer and more insightful data analysis.

For example, let's say you're analyzing leads based on their sources and recognize that you've received leads from various channels, such as cold calls, advertisements, employee referrals, trade shows, and chats. To determine which leads were generated through active engagement versus passive engagement, you can categorize them as follows:

Active engagement: Cold calls, employee referrals, chats
Passive engagement: Advertisements, trade shows

This categorization helps classify records and analyze which sources involve direct interaction and engagement with potential leads (active) versus those that provided information or opportunities without direct interaction (passive).
Idea
How does this benefit you?
  • Simplified data analysis: Grouping similar data points reduces complexity and makes it easier to spot trends and patterns.
  • Enhanced visualizations: Categories make your charts and reports more readable and focused.
  • Custom groupings: You have the flexibility to define categories that make sense for your specific business needs.
You can create categories for two types of grouping fields:
  • Picklist fields
  • Numeric fields (currency, number, long integer, decimal, percent, formula, roll-up summary)
Let's look at categories for each of these grouping field types.

Categories for picklist fields



Imagine you have a picklist field called Country as a grouping field in a chart component. Analyzing each country individually can be overwhelming and time-consuming. Additionally, you might have business goals that require that you monitor or analyze these deals by grouping them into certain subcategories, such as regions/continents.
  • By creating categories, you can group countries into broader categories, like continental regions, or other custom categories based on your business needs.



    In this context, the Continent is set as the category field, with Asia, Europe, Africa, and North America set as its categories.



  • Instead of focusing on each country's performance, you can quickly see how the continents or regions are doing as a whole, which helps you make more informed decisions.

Categories for numeric fields



Another valuable enhancement to the category feature is the ability to categorize numeric fields, which enables you to organize numerical data into meaningful ranges that provide clearer insights and make analysis more intuitive.

Let's say you're working with an analytical component that includes the Deal Amount for all deals. Analyzing individual deal values can be overwhelming, especially with a large dataset. By categorizing deal amounts into ranges, you can quickly see which deals fall into higher or lower revenue brackets to make it easier to spot trends and act based on these insights.

For instance, you can create a category field called Deal size for the Amount grouping field. You can then group the values into categories such as Low-value deals for deals with amount below $15,000, Medium-value deals for deals ranging from $15,000 to $50,000, High-value deals for deals between $50,000 to $100,000, and Enterprise deals for deals exceeding $100,000.



When creating categories for a numerical field, range values are designed to be continuous to ensure no value unintentionally falls into the uncategorized "Others" section.



Alert
Points to be noted:
  • The category fields and categories you create are specific to an analytical component.
  • For a category field, you can add up to 10 categories and up to 20 values within each category.
  • The Others category includes grouping values that aren't assigned to any category, as well as records with no values for the field for which the category was created.
  • Category creation is supported for all types of analytical components except Anomaly Detector and Stage Component.
Info
Release plan:
These enhancements are currently available to all users across all DCs except the IN DC. The release status for the IN DC will be updated soon.
That's all for this enhancement. Please share your feedback in the comments. 


Thanks,
Nizamuddin

    • Recent Topics

    • Creating a text box background with round corners in Campaigns

      Hello fellow Campaigns users, Is it possible to create a non-square text box? So with rounded off corners. Like the image that I added below. The shadow effect would be cool too, but I guess that would be more difficult (if possible). I suppose this can

    • Image field in custom module

      Hi guy, Is there any hope of adding a custom image field in the custom module? We created a custom module to keep track of assets, and it would be helpful if we could attach an image to the record. Thanks Rudy

    • Team can't view their created ticket through Followed Tickets

      Hello Everyone, in our organization we are new to zoho desk we have multiple teams, and each team handles specific topics and tickets when one of them tries to create a ticket for another team and use followed tickets to view this ticket we get a message

    • Function #61: Automatically add free item to the invoice based on item quantity

      Hello everyone, and welcome back to another Custom Function Friday! During holiday seasons or special promotions, businesses offer deals like BOGO (Buy One, Get One), Buy 3 Get 1 Free, Buy 2 at 50% off, and much more to attract customers. These promotions

    • Use color coding for picklist field values to enhance visual representation

      It's easier and more efficient to manage a large volume of data in a ticket or other custom module records, such as ticket priorities and issue types, when you apply clear visual distinctions through color coding. Color-coded picklist fields allow users

    • Creating a support request / ticket via email to xxx@zohosupport.com

      Is there the ability to create a ticket from an email sent to my support email address (e.g. xxx@zohosupport.com)? For example, I am running a small computer support/service business and I would like to be able to direct potential customers to send an

    • Setting up CRM for RFP workflow management

      This will be the first time our organization uses an off-the-shelf CRM, transitioning from our homegrown custom solution, and I would appreciate general thoughts on how to get started in general with our workflow using Zoho CRM. The main question: if

    • Introducing Appointment Title Customization

      Hi all, We're delighted to announce an exciting feature, Appointment Title Customization, which you can use to personalize your appointment title according to your business's specific needs and preferences. An appointment title provides a glimpse of the

    • Custom Module

      I've created a custom module in Zoho Recruit for a separate list outside of qualified candidates. On the module, I use First name and Last Name in separate lines. On the top of the module and when I search a person, it only shows the first name at the

    • How to merge duplicate products?

      merge duplicate products

    • Rollup summary for custom module

      Rollup summary feature was introduced almost a year ago: https://help.zoho.com/portal/en/community/topic/introducing-rollup-summary-in-zoho-crm-public-early-access-2023 It does not support custom modules tough and this post aims to track such feature

    • Foreign Currency Bank Account

      I have a bank account in USD zero balance but when i run the bank ledger in my company currency in AED it was shown small balance 1.31 AED , how to make it zero also ,Thanks

    • "Trigger flow for each entry" not working

      I've read this article on how to trigger a flow for each entry in my array. https://help.zoho.com/portal/en/kb/flow/user-guide/create-a-flow/articles/webhook-trigger#Trigger_flow_for_each_entry I cannot get the flow to run for each variant in this JSON

    • Edit specific job page on carreer site

      Hey, I was wondering how I could change the layout of a specific job page? (when you go to the carreer website and then click on a job listed there). When I go to customization I can edit the carreer website but I seem to be only able to edit the first

    • CRM - Clearing a Subform

      I seem incapable of working out subform functions without assistance.  I've searched, but can't seem to find anything that works. I have a subform that gets filled in when a Zoho Sign document is completed but the fields don't match with the original field values held on CRM (I did have it automatically update, but some fields were being filled in with terrible data, so had to put a stop to it).  There are 4 fields on the subform: Field Name Original Value New Value Update Update is automatically

    • Automatically add a retainer to every estimate

      Hi all, I've been trying to find a way to automatically add a retainer at a set % to every estimate we create and send. So far I haven't been successful, does anyone know of a way to do this? Thanks,

    • Planning Sales visit to local lead, contacts

      Hello, We have our leads and contacts in CRM. One sale is asking me how he can view all leads and contacts (ideally on a map) in a given area (city or country or "region") so he can plan visiting them. What can be done or need to be developed to have

    • Force Sync Contact/Account from CRM to Books

      Hi all. This might not be a common issue to the large portion of the user base here, but for those who dabble and use CRM and Books integration, they know how painful it is that we have to wait for the 2-hour intervals for the records to sync; especially

    • IP Address List > Sigma

      We have developed a ZohoCRM extension that utilizes API calls to our server from Deluge scripts and Widgets. Our API server has IP restrictions in place. To ensure successful communication, we require a list of IP addresses utilized by Zoho's platform

    • Zoho CRM Canvas Copy Original Layout

      Hello all, I want to use Canvas to make small changes to certain views, not to make huge changes. Is it possible to copy the original Zoho layout and set-up and start from there? I checked and all I can find are some templates which are far from the original

    • ZOHO Nightmare

      I am writing as a long-time Zoho user who has faced significant challenges implementing your platform for my business. As a New York-based real estate broker, I have invested over $10,000 and nearly two years trying to integrate Zoho CRM with my WordPress

    • Approval system in Books/expenses

      Hi In Books Is there a way to do the following: 1) Submitter to know the balance in Budget/cashflow before sending the amount for approval? 2) Approver to know the same as 1 above? In Expenses, is the above possible?

    • attaching pdf to a bill using REST api

      I'm trying to attach a pdf to a bill using REST and curl. The problem is the example in that section in the API reference document does not show how to actually submit the file. It only shows the headers used. I've been trying many variations of this

    • How to Open .mbox file in Gmail with Attachments?

      Gmail offer users to backup INBOX folder in .mbox file format via Google Takeout Feature. Howver there is no such option to Restore Gmail MBOX. Thus I would like to suggest you to choose an alternate approach i.e. MBOX to Gmail Wizard. This utility will open .mbox file in Gmail with attachments.  Steps to open MBOX file in Gmail are; Run MBOX to Gmail Wizard Click Add File and add .mbox file. Enter your Gmail login credentials. Click Convert button. Finished! This is how you can open MBOX file in

    • Custom fields for calls and an enhanced call creation form

      Greetings, I hope you're all doing well. We're happy to announce a few recent enhancements we've made to Bigin's Calls module. We'll go over each one in detail. Enhanced call creation form in Bigin What is this enhancement about? This update includes

    • Customize user data collection with User Layouts

      Users denote the people in your organization who work on agile projects using Zoho Sprints. You can add them to your workspace and associate them with required projects. Organizations have distinct requirements in collecting user data. Apart from the

    • Zoho Sites with GoDaddy DNS

      We have a site hosted with www. in front that works perfectly well. The issue is with getting the TLD/naked DNS pointed to the www. while using GoDaddy dns. I have edited the DNS Forwarding entry in the domain so that the root example.com forwards to

    • Possible for "Specify URL Criteria" in URL/Permalink settings to be assigned to a variable?

      I want to embed a Zoho Analytics chart view as a Related List item in the Zoho CRM Accounts module, such that when one is viewing a CRM Accounts module record for an Account, the user will see the chart for that specific company. Is it possible to set

    • How to present an Analytic on a CRM dashboard and filter it on loginuser id

      How to present an Analytic on a CRM dashboard and filter it on loginuser id? I want to display an Analytics pivot table (as a widget) on a CRM dashboard and have the pivot filtered on the loginuser. I want additional user-filters available, such as date,

    • Allow 2 logos for Branding, one for Light Mode and one for Dark Mode?

      Our logo has a lot of black text on it. If we leave the background transparent, per recommendation of Zoho, when a user is viewing a file and turns on dark mode, our logo is not really visible and looks really weird. It would be really great if we could

    • Payroll In Canada

      Hi, When can we expect to have payroll in Canada with books 

    • Why can't we associate a contact to mulitple accounts?

      This simple feature has been for 14 years now... it's way past ridiculous. We don't want to add a multiple lookup field, we just want to add a second account to our contact. This way i'll go on Jonh Doe and see in the account field : Company 1 and Company

    • Calendar Bookings in Recruit

      Hi there, We have recently started using Zoho recruit and although it has some great functionality there are a few gaps that are causing real headaches. One of those being how interviews are scheduled. The majority of our hiring managers are field based

    • Automatic Department and Employee Sync Between Zoho One and Zoho People

      Dear Zoho Support, I'm writing to propose a valuable feature request that would streamline data management and improve user experience within the Zoho ecosystem: automatic synchronization between departments and employees in Zoho One and Zoho People.

    • Delete Unactive Users form Directory

      Hi, how to delete all unactive users ?

    • Manual Journal entry problem

      Hi, all my manual Journal entries are not reflected in my general ledger. i have check to see if the entry were done correctly and everything is fine. Please help me

    • Changing Related Modules in a Report

      Once a report is created, is it possible to add Related Modules? David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com

    • Is there a way to limit/turn off unlimited Version History?

      We save CAD files in our Zoho WorkDrive and while the files aren't very big themselves, whenever someone hits the save button in the CAD program it uploads another version of the file to the WorkDrive. This means files that are only a few MBs in size can actually be taking up 10s of GB in our WorkDrive if someone is saving frequently. Is there a way to limit the number of versions WorkDrive stores to save WorkDrive space?

    • ZOHO One Webinar Functionality

      I am currently trialling ZOHO Projects and have also been looking into over a dozen different Webinar solutions from various vendors. I understand that ZOHO Webinars is a stand alone tool. But that ZOHO Meetings also offers webinar functionality. The

    • Avoid None option in List Custom Fields

      Does anybody know a way to avoid -- None --  option to be displayed in a List Custom Field?  - With Mandatory option selected, you can prevent from saving if user select --None-- value. - With Default value selected, a different value than --None-- is

    • Next Page