Charts | Online Help - Zoho CRM

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 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:

  • Create different types of charts depending on your business requirement.
  • Present information in a graphical pattern that is more comprehensible.
  • Customize, reorder, and organize the charts in the dashboards.
  • Group data by day, calendar week, fiscal week, month, fiscal quarter, year, by fiscal year or fiscal quarter.

Based on your business requirement you can select from the below mentioned list of charts:

Chart TypeDescription
Bar chart & Horizontal chartTo display two or more kinds of data, that can be used to compare values across categories.
Line ChartTo display a trend over a period with the variations in the multiple values in a single chart.
Pie Chart & Donut ChartTo 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 ChartTo show sum of the values in each category of the data.
Funnel ChartTo display different stages in a process and the associated data across categories  
Area ChartTo visually represent one or more quantities that change over time.

Create Chart Using Reports

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

  1. Click the Dashboards tab.
  2. In the Dashboards page, select the dashboard in which the chart has to be added.
  3. Click Add Component.
  4. In the Add Component page, click the Chart.
  5. In the Add Chart page, choose From Reports.
  6. In the  Add Chart page, do the following:
    • Enter the component name.
    • Select a report from Report drop-down list.
    • Select an option, in the Measure (Y-axis) and Grouping,from the list of available components.
    • Click More Options to choose Sort by, Maximum grouping, Benchmark for y-axis, and Display as shortened numbers..
    • In the top right, you can select the desired chart type using the drop-down list.
  7. Click Save, to add the component to Dashboard.
  8. Click the Add & Reorder to add and rearrange the components.

Create Chart Using Quick Chart

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

  1. In the Add Chart page, click Quick Chart.
  2. In the next page that appears, do the following:
    • Enter the component name.
    • Select the Module and the related module for the chart from the drop down list.
    • Select an option, in the Measure (Y-axis) and Grouping,from the list of available components.
    • Click Criteria Filter, to remove specific records that meet the mentioned criteria.
    • Click the More Options to select Criteria Filter, Sort by, Maximum grouping, Benchmark for y-axis, and Display as shortened numbers.
    • Select the Chart type from the drop-down list.
  3. Click Save.
  4. Click Add & Reorder to save the chart in a dashboard and to rearrange it instantly.

Note
  1. You can Clone, Edit, Delete, Print, Add to Home, Embed URL or Add a chart to favourite by clicking on the More icon in a component.

  1. If the charts are grouped using one field then 75 groupings (that is, bars, lines, sectors etc.) will be displayed in a graph. If, two fields are used to group data, then 150 groupings will be shown in a single graph.
  2. When you enable Display as shortened numbers, you can choose the format (for example, display thousands as K) and decimal places. If you've chosen the format as Millions (M) and decimal places as 2, the number 135,532,000 will be displayed as 135.53 M.
  3. Supported formats are:
    Thousands (K)
    Millions (M)
    Billions (B)
    Lakhs (L)
    Crores (C)
  4. Number of decimal places supported are: 0, 1, 2, and 3.

Zia's Suggestions for Charts

Zia will analyze your data and provide the most appropriate recommendations for creating chart components, tailored to your organization's needs and business processes.


Upon choosing a suggestion, you have the option to modify the configuration if needed or go with the suggested configuration for creating the chart component.

Notes:
  1. Currently, Zia's suggestions are supported for Column, Bar, Pie, Donut, and Line charts.
  2. A maximum of 10 suggestions will be available.

SEE ALSO



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