Adding Components | Online Help - Zoho CRM

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 analysis. We support bar chart, horizontal chart, line chart, stacked chart, pie chart, donut chart, table chart, funnel chart, and area chart

KPI - Key Performance Indicator lets users measure the performance of their team. We support Standard, Growth Index, Basic, Scorecard, and Rankings KPIs.

Comparator - Comparator gives users a comparative overview of any data, including user performance, lead source, and more.

Anomaly Detector - Anomaly Detector detects any type of discrepancy in the user's usual business process.

Target Meter - Target meter lets users set and monitor targets for their team.

Funnel - Funnel provides a visual depiction of different stages in the user's business. We support Standard, Compact, Segment, Classic, and Path funnel components.

Cohort analysis: Cohort analysis helps Zoho CRM users understand customer behavior across the sales life cycle or their buying trends and patterns, for analyzing support costs over a specific period, or other similar metrics. Results drawn from the analysis can be used to adjust existing services or products offered to the identified cohorts and to observe the resultant impact on the overall health of the business.

Quadrant analysis: Quadrant analysis scatters the data that users want to analyze or measure into four quadrants. They can analyze data, such as the type of campaigns versus the revenue generated to identify the campaign that was most effective or leads created versus lead source to identify the source and others.
Note
  • You can add maximum 20 components to a dashboard.
  • Only Summary and Matrix reports can be added to the dashboard.
  • You can delete only those custom charts that are created by you.
  • Standard and Professional edition users can only create Charts and KPIs. 
  • You can view a detailed drilled-down report by clicking on Charts, KPIs, Target meters and Comparators. 
  • You can clone a component, when you want to create a component that is similar to an existing one. You can click on the More icon of an existing component and click the Clone option. 

SEE ALSO

    Zoho CRM Training Programs

    Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

    Zoho CRM Training
      Redefine the way you work
      with Zoho Workplace

        Zoho DataPrep Personalized Demo

        If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

        Zoho CRM Training

          Create, share, and deliver

          beautiful slides from anywhere.

          Get Started Now


            Zoho Sign now offers specialized one-on-one training for both administrators and developers.

            BOOK A SESSION





                        Still can't find what you're looking for?

                        Write to us: support@zohoforms.com

                                                                       
                            



                            





                                You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                    Manage your brands on social media

                                      Zoho Desk Resources

                                      • Desk Community Learning Series


                                      • Digest


                                      • Functions


                                      • Meetups


                                      • Kbase


                                      • Resources


                                      • Glossary


                                      • Desk Marketplace


                                      • MVP Corner


                                      • Word of the Day


                                        Zoho Marketing Automation

                                          Zoho Sheet Resources

                                           

                                              Zoho Forms Resources


                                                Secure your business
                                                communication with Zoho Mail


                                                Mail on the move with
                                                Zoho Mail mobile application

                                                  Stay on top of your schedule
                                                  at all times


                                                  Carry your calendar with you
                                                  Anytime, anywhere




                                                        Zoho Sign Resources

                                                          Sign, Paperless!

                                                          Sign and send business documents on the go!

                                                          Get Started Now





                                                                  Zoho TeamInbox Resources



                                                                          Zoho DataPrep Resources



                                                                            Zoho DataPrep Demo

                                                                            Get a personalized demo or POC

                                                                            REGISTER NOW


                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now







                                                                                            You are currently viewing the help articles of Sprints 1.0. If you are a user of 2.0, please refer here.

                                                                                            You are currently viewing the help articles of Sprints 2.0. If you are a user of 1.0, please refer here.



                                                                                                  • Related Articles

                                                                                                  • Stage component

                                                                                                    In today's fast-paced, competitive business environment, it has become necessary to enforce a process monitoring system. To achieve an efficient and hassle-free business process, you need to know if your prospects are converging, how they're ...
                                                                                                  • Quadrant Analysis

                                                                                                    What is quadrant analysis? You can measure or compare a limited set of business data using a chart or KPIs, but if you have a large amount of data and want to pinpoint the areas to focus on, a quadrant analysis may be more suitable. Quadrant analysis ...
                                                                                                  • 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, ...
                                                                                                  • Components of Path Finder

                                                                                                    A journey is a non-linear path that varies from one customer to the other. Although the elements present in your business are the same for all customers, the route they take to complete their transaction is often unpredictable. Path Finder in Zoho ...
                                                                                                  • Zoho Mail Add-on - Overview

                                                                                                    Email communication has changed the way we do business today and having the Zoho Mail Add-on within your Zoho CRM system empowers you to have this important communication channel level the playing field between you and the big businesses. With the ...
                                                                                                    Wherever you are is as good as
                                                                                                    your workplace

                                                                                                      Resources

                                                                                                      Videos

                                                                                                      Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                      eBooks

                                                                                                      Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                      Webinars

                                                                                                      Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                      CRM Tips

                                                                                                      Make the most of Zoho CRM with these useful tips.



                                                                                                        Zoho Show Resources