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.
  • 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. 


    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:



                          Manage your brands on social media

                              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

                                                                                          • Related Articles

                                                                                          • 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 ...
                                                                                          • Customizing Home Tab

                                                                                            The Home tab of Zoho CRM is a quick indicator of the progress of all your CRM activities. It contains components from different modules such as Tasks, Potentials, Dashboards and so on. One quick glance at the components of the Home tab will tell you ...
                                                                                          Wherever you are is as good as
                                                                                          your workplace



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


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


                                                                                            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