A chart presents data from various records of a module(s) in a visual or graphical representation for an easy analysis. The data is seemingly comprehensible as users can easily pick out the patterns, trends, etc., which may otherwise be difficult to interpret. For example, you are the Sales Manager for Asia Pacific region and want to compare the number of leads created by the sales representatives in the previous year. You can easily achieve this by creating charts in your dashboard and compare the number of leads created by different sales reps.
In Zoho CRM charts, you can:
Based on your business requirement you can select from the below mentioned list of charts:
|Bar chart & Horizontal chart||To display two or more kinds of data, that can be used to compare values across categories.|
|Line Chart||To display a trend over a period with the variations in the multiple values in a single chart.|
|Pie Chart & Donut Chart||To display data that is divided into triangular areas proportional to the percentages of the whole and used to illustrate the relationship of parts to the whole.|
|Table Chart||To show sum of the values in each category of the data.|
|Funnel Chart||To display different stages in a process and the associated data across categories|
|Area Chart||To visually represent one or more quantities that change over time.|
You can create charts from the existing reports in your CRM account. The data from the selected report will be represented graphically.
To create chart from reports
In quick charts you can create charts by defining your own metrics, based on which the data will be represented in a graphical manner.
You can also view the total number of records by clicking on any single bar in the chart.
To create chart from quick chart
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