FAQs: Chart View

What is a Chart view in Zoho CRM?

Chart view presents data visually using formats like pie charts, bar charts, column charts, donut charts, and more. This feature allows you to see your records in various chart types and apply filters to narrow down the data according to your needs by transforming raw data into intuitive charts. This feature improves decision-making, identifies patterns and trends, and optimizes sales strategies within your CRM modules. This eliminates the need for moving into CRM's analytics suite for simple visualization needs.

Chart View is available in which editions of Zoho CRM?

Chart View is available in Enterprise and Ultimate editions of Zoho CRM.

How to change the view to chart view in my record page?

To change the record view to chart view

Select the module in the sidebar and select Chart View. You will now see your module data visualized as a chart!
Use the Group By and Measure dropdowns to change categories and change the numerical value being visualized, respectively. The default grouping and measure in a module's chart view are Record owner and Record count, respectively, but these can be modified by the user. You have the option to group by two categories and include up to two measures.
You have the option to choose the date/time field and the time frame based on which the data on the chart has to be displayed. The Created Time field will be selected by default, with the time frame set to Any time.
Choose the most suitable chart type to effectively represent the data.We currently support column chart, bar chart, pie chart, donut chart, area chart, line chart, and funnel chart.
If you wish to distribute the chart, you can select the more icon and pick from three options:

Publish (to share the chart with all users in the organization)
Print (to obtain a physical copy of the chart for sharing), and
Add to Dashboard (to include it in a dashboard within the analytics tab).

How many chart views can I publish?

A maximum of 5 chart views can be published.

Can I print a chart?

Yes you can print a chart.

To print a chart:

Go to the Module tab (leads, contacts, accounts, etc)
On the record page, Choose the Chart View from the list of view types.
Create the chart which you want to publish.
Click on the more icon () in the upper right corner of the records page.
Click on Print.
You will be redirected to a new page, Click Print and you can get a physical copy of the chart and share it with others.

Can I delete an already published Chart View?

Yes you can delete a published chart view.

To delete a chart view:

Go to the Module tab (leads, contacts, accounts, etc)
On the record page, Choose the Chart View from the list of view types.
Create the chart which you want to publish.
Click on the more icon () in the upper right corner of the records page.
Click on Delete.
Click Yes, Delete on the Are you sure you want to delete this "Chart View" page.

Note: Once deleted a chart view can not be restored.

For additional information on Chart view and their features, please consult this help document:
Chart View