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).
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.
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.
Release plan:
These enhancements are currently available to all users across all DCs.
That's all for this enhancement. Please share your feedback in the comments.
Thanks,
Nizamuddin
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Nizamuddin Sohel SK
Sticky Posts
Introducing Multiple Sandbox Types and Support for Module's Data Population
Register here for the upcoming Focus Group webinar on Multiple Sandbox | Help documentation to learn more about the new enhancements Hello everyone, Sandbox in CRM is a testing environment for users to create and test new configurations like workflowGood news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesVoC in Zoho CRM is now data savvy: Explore response drilldown, summary components and participation in CRM criteria
VoC has all the goods when it comes to customer intelligence—which is why we're constantly enhancing it. We recently added the following: A customer drilldown component that shows you the list of prospects and customers behind a chart's attribute ExpandedWrapping up 2025 on a high note: CRM Release Highlights of the year
Dear Customers, 2025 was an eventful year for us at Zoho CRM. We’ve had releases of all sizes and impact, and we are excited to look back, break it down, and rediscover them with you! Before we rewind—we’d like to take a minute and sincerely thank youPresenting 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
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Can I remove or divert certain contacts from an active Campaigns workflow?
I have created a workflow in Zoho Campaigns, which sends different emails, once contacts have been added to a mailing list. To choose which email to send to the contacts, there are conditions, which divert contacts based on their company type and their company size. There was a subsection of this workflow, where company size wasn't selected correctly, and some contacts have been sent down the wrong path and received the wrong email. The workflow contains a reminder loop and a further series of emails.How to map fields from Zoho Recruit to Zoho People
I've got these fields from my Job Offer that I'm trying to map to the Work information fields in Zoho People, but they arent showing up. For example, how do I get the department name field (in the job post) to map to the work information field in ZohoUTM in zoho campaigns
Helloo everybody!!! Someone know how IF ZOHO CAMPAIGNS has UTM for tracking the url of any campaigns. thank uFull Context of Zoho CRM Records for Zia in Zoho Desk for efficient AI Usage
Hello everyone, I have a question regarding the use of Zia in Zoho Desk in combination with CRM data. Is it possible to automatically feed the complete context of a CRM record into Zia, so that it can generate automated and highly accurate responses forKnowledge base printing
I saw a posting about printing the knowledge base as I was looking for the answer, but we would like the ability to print out the entire knowledge base with a click, keeping the same organization format. Bonus would include an index of keywords andSearch not working!
I have items in my notebook tagged but when I search for a tag nothing comes up! Any fix for this?Zoho Books | Product updates | January 2026
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From e-filing Form 1099 directly with the IRS to corporation tax support, explore the updates designed to enhance your bookkeeping experience. E-File Form 1099 Directly With theUpdates for Zoho Campaigns: Merge tag, footer, and autoresponder migration
Hello everyone, We'd like to inform you of some upcoming changes with regard to Zoho Campaigns. We understand that change can be difficult, but we're dedicated to ensuring a smooth transition while keeping you all informed and engaged throughout the process.Drag 'n' Drop Fields to a Sub-Form and "Move Field To" Option
Hi, I would like to be able to move fields from the Main Page to a Sub-Form or from a Sub-Form to either the Main Page or another Sub-Form. Today if you change the design you have to delete and recreate every field, not just move them. Would be nice toSharing my portal URL with clients outside the project
Hi I need help making my project public for anyone to check on my task. I'm a freelance artist and I use trello to keep track on my client's projects however I wanted to do an upgrade. Went on here and so far I'm loving it. However, I'm having an issue sharing my url to those to see progress. They said they needed an account to access my project. How do I fix this? Without them needing an account.How do i integrate google analytics to Zoho Campaigns?
Looking to track Zoho Traffic from email Current topic is outdatedHow do teams manage meeting follow-ups across Zoho tools?
We’re using Zoho tools for collaboration and tracking, but managing meeting notes, action items, and follow-ups across teams is still challenging. Curious how others are handling this within Zoho workflows. Are there best practices or integrations thatCustomize Colors used on graphs and charts according to users desire.
It would be great if we could customize the graph's colors as we see fit. I hate that yellow is always the default color!Let us view and export the full price books data from CRM
I quote out of CRM, some of my clients have specialised pricing for specific products - therefore we use Price Books to manage these special prices. I can only see the breakdown of the products listed in the price book and the specialised pricing forMejoras urgentes para ZOHO MEETING
Tengo unos meses usando Zoho Meeting. En general, es buena, pero hay cosas vitales que no logra cumplir con mínima calidad. 1) Calidad de audio y video: urge mejoras. Audio con retraso, imagen borrosa, mal recorte de silueta con fondos virtuales. Además,Multiple header in the quote table???
Hello, Is it possible in Zoho CRM to add multiple headers or sections within the Quote product table, so that when the quote is printed it shows separate sections (for example “Products” and “Services”)? To clarify, I’m asking because: This does not appearSaving sent email campaign as PDF
I'm looking to add all campaigns sent to an archive folder in sharepoint. Is there anyway to accomplish this in Zoho Flow ? I'm falling at the first hurdle ... can I automatically save a sent campaign as a PDF to a folder location ?Exporting All Custom Functions in ZohoCRM
Hello, All I've been looking for a way to keep about 30 functions that I have written in Zoho CRM updated in my own repository to use elsewhere in other instances. A github integration would be great, but a way to export all custom functions or any wayConditional Layouts On Multi Select Field
How we can use Conditional Layouts On Multi Select Field field? Please help.Appreciation to Qntrl Support Team
We are writing this topic to appreciate the outstanding level of support from Qntrl Team. We have been using Qntrl since 2022 after shifting from another similar platform. Since we joined Qntrl, the team has shown a high level of professionalism, support,How can I hide "My Requests" and "Marketplace" icon from the side menu
Hello everybody, We recently started using the new Zoho CRM for Everyone. How can I hide "My Requests" and "Marketplace" from the side menu? We don't use these features at the moment, and I couldn't find a way to disable or remove them. Best regards,Whatsapp Integration on Zoho Campaign
Team: Can the messages from Zoho Campaign delivered through Whatsapp... now customers no longer are active on email, but the entire campaign module is email based.... when will it be available on whatsapp.... are there any thirdparty providers who canMandatory Field - but only at conversion
Hello! We use Zoho CRM and there are times where the "Lead Created Date & Time" field isn't populated into a "Contractor" (Account is the default phrase i believe). Most of my lead tracking is based on reading the Lead Created field above, so it's importantDifferent Task Layouts for Subtasks
I was wondering how it would be possible for a subtask to have a different task layout to the parent task.Enable Free External Collaboration on Notecards in Zoho Notebook
Hi Zoho Notebook Team, I would like to suggest a feature enhancement regarding external collaboration in Zoho Notebook. Currently, we can share notes with external users, and they are able to view the content without any issue. However, when these externalUsing data fields in Zoho Show presentations to extract key numbers from Zia insights based on a report created
Is it possible to use data fields in Zoho Show presentations along with Zoho Analytics to extract key numbers from Zia insights based on a report created? For example, using this text below: (note that the numbers in bold would be from Zia Insights) RevenueFree webinar: AI-powered agreement management with Zoho Sign
Hi there! Does preparing an agreement feel like more work than actually signing it? You're definitely not alone. Between drafting the document, managing revisions, securing internal approvals, and rereading clauses to make sure everything still reflectsWhatsApp Channels in Zoho Campaigns
Now that Meta has opened WhatsApp Channels globally, will you add it to Zoho Campaigns? It's another top channel for marketing communications as email and SMS. Thanks.CRM For Everyone - Bring Back Settings Tile View
I've been using CRM for Everyone since it was in early access and I just can't stand the single list settings menu down the left-hand side. It takes so much longer to find the setting I need. Please give users the option to make the old sytle tile viewLets have Dynamics 365 integration with Zohobooks
Lets have Dynamics 365 integration with ZohobooksAdd notes in spreadsheet view
It would be great if we could Add/edit notes in the spreadsheet view of contacts/leads. This would enable my sales teams to greatly increase their number of calls. Also viewing the most recent note in the Contact module would also be helpful.Opening balances - Accounts Receivable and Payable
Our accounting year starts on 1st August 2013 and I have a Trial Balance as at that date, including Accounts Receivableand Accounts Payable balances, broken down by each customer and supplier. Q1 - do I show my opening balance date as 31st July 2013 orCancel Subscription
Hi , Im want to cancel my account but without success please help me to do itMaking an email campaign into a Template
I used a Zoho Campaign Template to create an email. Now I want to use this email and make it a new template, but this seems to be not possible. Am I missing something?Direct Access and Better Search for Zoho Quartz Recordings
Hi Zoho Team, We would like to request a few enhancements to improve how Zoho Quartz recordings are accessed and managed after being submitted to Zoho Support. Current Limitation: After submitting a Quartz recording, the related Zoho Support ticket displaysMultiple Cover Letters
We are using the staffing firm edition of Recruit and we have noticed that candidates cannot add more than one cover letter. This is a problem as they might be applying for multiple jobs on our career site and when we submit their application to a client,URGENT: Deluge issue with Arabic text Inbox
Dear Deluge Support, We are facing an issue that started on 12/Feb/2026 with custom functions written using Deluge within Qntrl platform. Currently, custom functions do not accept Arabic content; it is replaced with (???) characters. Scenario 1: If weFile Conversion from PDF to JPG/PNG
Hi, I have a question did anyone every tried using custom function to convert a PDF file to JPG/PNG format? Any possibility by using the custom function to achieve this within zoho apps. I do know there are many third parties API provide this withNow in Zoho One: Orchestrate customer journeys across apps with Zoho CommandCenter
Hello Zoho One Community! We’re excited to introduce Zoho CommandCenter as a new capability available in Zoho One. For the whole customer journey As Zoho One customers adopt more apps across sales, marketing, finance, and support, a common challenge emerges:annualy customer report
we need a report per customer that looks like this invoic number cleaning laundry repair management 01 january xxx euro xx euro xx euro xxx euro 02 february xxx euro xxx euro x euro xxxx euro and so on the years 12 months is that possible to make andNext Page