Analytics / Dashboards
Sankey Chart
Overview A Sankey Chart is designed to highlight the movement of data across different segments. Unlike traditional charts—such as bar, column, pie, or donut—that mainly provide a static distribution of values, the Sankey Chart focuses on ...
Zia Dashboard Insights
Overview When you open a dashboard in Zoho CRM, the components on it—KPIs, target meters, charts—give you a snapshot of how things are going. You can see that revenue is up, deals are slowing down, or a target is off track. Consider a scenario where ...
Compare and contrast competing datasets using butterfly charts
Butterfly charts serve to compare a single metric across datasets with similar attributes, and are so-named because they appear visually similar to butterflies. They're also popularly known as tornado charts. Imagine you need to assess one of the ...
Visualize hierarchical datasets using treemap charts
Treemap charts are visual representations of datasets that have hierarchical structures—for example, functions and their departments, brands and their models, industries and businesses, territories and demographics, and campaigns and conversions are ...
Waterfall
Overview The Waterfall component is a dynamic visualization tool that helps you understand how a starting value changes over time or across categories due to a sequence of positive and negative contributions. Unlike traditional column charts that ...
Zia Strategy Influencer
Zia Strategy Influencer - A data-driven approach to achieving business goals Scope Every organization is driven by strategic business goals, which provide them with a purpose and a direction for their efforts. However, the tricky thing about having ...
Stage component
Some of the options mentioned in this document are being released in a phased manner and may only be available to specific users. In today's fast-paced, competitive business environment, it has become necessary to enforce a process monitoring system. ...
Zone Analysis
Some of the options mentioned in this document are being released in a phased manner and may only be available to specific users. A company's CRM account includes a huge amount of business-related information, including customers' interests and ...
Quadrant Analysis
Some of the options mentioned in this document are being released in a phased manner and may only be available to specific users. What is quadrant analysis? You can measure or compare a limited set of business data using a chart or KPIs, but if you ...
Cohort Analysis
Some of the options mentioned in this document are being released in a phased manner and may only be available to specific users. What is cohort analysis? Cohorts are groups of users, customers, or data that share similar characteristics at any given ...
Funnel
Some of the options mentioned in this document are being released in a phased manner and may only be available to specific users. The Dashboards tab is renamed as Analytics for selected accounts. A funnel segregates the data based on different stages ...
Target Meter
Some of the options mentioned in this document are being released in a phased manner and may only be available to specific users. The Dashboards tab is renamed as Analytics for selected accounts. Target meter lets you set and monitor targets for your ...
Anomaly Detector
Understanding the positive and negative trends in business Anomaly detection is a technique used to identify unusual or out-of-the-ordinary behavior that does not conform with the normal trend of a business. For example, a sudden dip in purchases, ...
Comparators
Some of the options mentioned in this document are being released in a phased manner and may only be available to specific users. The Dashboards tab is renamed as Analytics for selected accounts. A comparator lets you compare your organization's data ...
Key Performance Indicators (KPIs)
Some of the options mentioned in this document are being released in a phased manner and may only be available to specific users. The Dashboards tab is renamed as Analytics for selected accounts. Key Performance Indicator (KPI) is a standard ...
Charts
Some of the options mentioned in this document are being released in a phased manner and may only be available to specific users. The Dashboards tab is renamed as Analytics for selected accounts. A chart presents data from various records of a ...
Creating dashboards
Analytics is a summarized view of the custom report data in Zoho CRM. It provides a platform for real-time analysis of the sales stages and business operations. You can create a dashboard and share it with all the users or a few selected users. You ...
Analytical Components - Overview
Zoho CRM provides different types of analytics components for user dashboards. The list of components that the users can choose from is: Charts - Chart is a graphic representation of the user's data. It gives quick insights into records for easy ...