Comparators | Online Help - Zoho CRM

Comparators

A Comparator lets you compare your organization's data among users, roles and over different time periods. You can easily track information like sales teams performance over the years, number of deals lost or won in the consecutive months or individual sales reps performance through different sales stages. For example, if Zylker Inc. wants to view the sales metrics for each city, all it needs to do is select a Classic comparator and enter the relevant comparison parameters and get a comparative overview of Leads created, number of accounts, number of open deals and annual revenue generated by each city under one visualization. 

Create a Comparator

Based on your business requirement you can choose the following comparators:

  • Elegant
  • Sport
  • Classic
You can compare data among users, time period or modules. 
  1. Users: You can select any CRM user or users from different roles. 
  2. Time period: You can compare data against days, calendar weeks, fiscal weeks, month, fiscal quarter, year, or set custom date.
  3. Picklist values: You can choose picklist values from any module. 

To create a comparator

  1. Click the Dashboards tab.
  2. In the Dashboard Builder page, select the dashboard in which the Comparator has to be added.
  3. Click Add Component.
  4. In the Add Component page, click the Comparator icon.
  5. In the Choose Comparator Style page, select a Comparator Style.
  6. In the next page, do the following:
    • Enter the component name.
    • Specify the Compare Among from the drop-down list.

    • Click Add Your First Parameter and mention the Parameter NameMetric and Duration.
    • Click Done.
      You can also add multiple parameters depending on your requirements.

  7. Click Save.
    Click Add & Reorder to add and rearrange the comparator in dashboard.
Note
  • You can Clone, Edit, Delete, Print, Add to Home, Embed URL or Add a chart to favourite by clicking on the More icon in the component.
  • You can choose "This Quarter" as the duration of a metric. 


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