【Zoho CRM】アナリティクス機能のアップデート：ウォーターフォールの導入

【Zoho CRM】アナリティクス機能のアップデート：ウォーターフォールの導入

ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。
今回は「Zoho CRM アップデート情報」の中からアナリティクス機能のアップデートをご紹介します。


本記事は、以前紹介された機能に新たに追加された機能です。

以前の記事：https://support.zoho.co.jp/portal/ja/kb/articles/zoho-crm-visualize-your-data-with-a-new-set-of-charts-treemap-butterfly-sankey-and-cluster-charts

 

【目次】

  1. ウォーターフォールとは

  2. 基本ウォーターフォール

  3. 累計ウォーターフォール

  4. 内訳ウォーターフォール

  5. 予測ウォーターフォール

   

 1. ウォーターフォールとは

ウォーターフォールチャートは、数値の増減を視覚的に示すグラフで、初期値から最終結果までの変化の流れを分かりやすく表します。各要素が全体にどう影響したかを具体的に把握でき、利益や損失の発生箇所も一目でわかります。


そのため、収益の変動分析や業務の効率確認、将来の傾向予測などにおいて、直感的で有効な分析手段となります。

 


サブスクリプションのステータスごとの影響（アクティブ、トライアル、解約、期限切れなど）を把握するには、ウォーターフォールチャートが有効です。
増減要因を視覚的に示すことで、最終的な購読者数への影響が一目でわかります。どのステータスに注目すべきかを判断し、解約防止や改善策の検討にも役立ちます。

ウォーターフォールには、用途に応じた4つのタイプがあります。

​

​ 2. 基本ウォーターフォール

販売ステージやプロセスの各ステップなど、定義済みの選択リストによる明確な段階を可視化するのに適しています。

各ステージがプラス（加算）またはマイナス（減算）の要因として割り当てられたカテゴリー別の変化を視覚化します。最後のバーは、全体の収益の正味の結果を示します。

営業パイプラインなど、パイプラインの中で価値を生むステージと収益を失うステージを一目で把握するのに役立ちます。

 

 

 3.    累計ウォーターフォール


月次の利益や収益などの蓄積データに適しており、成長や変動、定期的なパフォーマンスの把握が容易になります。

 

 


時間の経過に伴う変化を追跡するのに適しており、四半期や年間の中間集計も可能です。これにより、月ごとの変化と四半期ごとの業績を一目で把握でき、成長を牽引した月や業績を下げた月、各四半期の利益への貢献度を明確に分析できます。

 

 4.    内訳ウォーターフォール  

時間ごとのデータを、製品タイプや地域などのサブカテゴリーで分類して分析するのに適しています。

 

内訳ウォーターフォールは、累計ウォーターフォールに似ていますが、ビジネス要件に基づいて各期間を異なるセグメントに分割することにより、より詳細なビューを提供します。

例えば、各年の製品別サブスクリプション動向を比較し、成長や減少の要因を把握できます。

​

 5.    予測ウォーターフォール    

過去のデータが現在や将来に影響を及ぼすシナリオに適しています。


予測ウォーターフォールは、ユーザー定義の初期値から始まり、時間の経過による増減を追跡することで、財務予測やシナリオ・プランニングに最適です。四半期ごとの変化を可視化し、年間を通じた業績の見通しを把握できます。

 

いかがでしょうか。アナリティクス機能を利用中のユーザーさんはぜひ試してみてください！

https://zurl.co/jKTM


Info適用範囲：インド以外のすべてのデータセンターに適用済み (2025年6月4日現在)
……………………………………………………………………………………………………………………

＋＋Zoho オンラインフォーラムに投稿された情報を、いち早くGETしませんか？＋＋

Zoho Japan Community フォーラムの右側「フォローする」ボタンをクリックいただくと、最新の新着投稿やコメントをメールでお送りします。興味のあるサブフォーラムの投稿のみ通知を受け取ることも可能です。

※フォーラムトップから興味のあるサブフォーラムを選択し、「フォローする」をクリックしてください。

コミュニティのイベント情報も当フォーラムでお知らせ予定ですので、ぜひフォローをお願いします！  

      • Recent Topics

      • Issue with Creator's IF logic

        Hi, I found the following code produces unexpected results: if(-1.0 < 0.0000000) {       info "True"; } else {       info "False"; } if(-1.0 < 0.000000) {       info "True"; } else {       info "False"; } The output returned is: False True However, the

      • Kaizen #217 - Actions APIs : Tasks

        Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.

      • Client Portal ZOHO ONE

        Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that would

      • Zoho Creator customer portal users

        Hi, I'm in a Zoho One subscription with our company. I'm running a project now that involves creating a Zoho Creater application and using the Zoho Creator Customer Portal.  At most we need 25 customer portal users. In our Zoho One plan we only get 3

      • DKIM Verification Failed (Namecheap)

        Hi! I have already set up the TXT records in Namecheap but I keep getting the "Verification Failed" pop up. Was wondering if I'm the only one who has this problem and can anyone help me with this? Thanks!

      • Emails stuck in Queue

        Hi there, Since yesterday I have a few out going emails stuck in a queue. It say it will auto retry sending however nothing is happening. It seems to be affecting roughly 50% of my outgoing emails. Please help Thanks

      • Soft Bounce from transational emails from BREVO (Sendinblue)

        I manage the website of a client who uses your EMAIL service for the domain floranativadobrasil.com. And I use the BREVO email service, previously called SendinBlue, to send transactional emails about events specific to the website. All emails sent to

      • Ability to Edit YouTube Video Title, Description & Thumbnail After Publishing

        Hi Zoho Social Team, How are you? We would like to request an enhancement to Zoho Social that enables users to edit YouTube video details after the video has already been published. Your team confirmed that while Zoho Social currently allows editing the

      • Introducing Multi-Asset Support in Work Orders, Estimates, and Service Appointments

        We’re excited to announce a highly requested enhancement in Zoho FSM — you can now associate multiple assets with Work Orders, Estimates, and Service Appointments. This update brings more clarity, flexibility, and control to your field service operations,

      • Getting an error Address not found Your message wasn't delivered

        Hey, I'm trying to configure zoho mail for my website https://businessentity.org/ The email is meredith.karter@businessentity.org I'm able to successfully send the mails but when someone sends an email to above mail, this error shoots up: Address not

      • Support Uploading YouTube Videos Longer Than 60 Minutes

        Hi Zoho Social Team, How are you? We would like to request support for uploading YouTube videos longer than 60 minutes directly through Zoho Social. Your support team informed us that Zoho Social currently cannot upload videos over 60 minutes due to “API

      • Need Faster Help? Try Live Chat Support

        Hello there, We understand that sometimes, whether you’re facing an issue, exploring a feature, or need quick clarification, sending an email and waiting for a response just doesn’t cut it. You need answers, and you need them now. That’s exactly why we

      • Can't deactivate Spell Check

        Hi Community, right now I'm using the Zoho Mail Desktop-Software. So far, so good.. many possibilities. Overall very nice. What is extremely annoying right now, is that we are not able to deactivate the Spell Check feature. And we are barely able to focus

      • Zoho Toolkit Email Signature Generator

        I'm having real issues with the email signature generator with no matter where I host the photo, Zoho doesn't seem to show the photo on the link provided?

      • Company Policy Upload - Request All EE to review and sign

        How can I upload policies into Zoho People and have the employees review them and sign off saying they agree, etc.? Also, if I make a revision to a policy, I would like that changed or updated policy to be distributed or have the employees notified that

      • Zoho Sign Global Settings vs. Template and Document

        Hello, We are running into an issue on a current use case. We already use Zoho Sign. Now that KBA is available, we want to begin using it in our tax delivery process, by allowing clients to sign electronically, but also download a copy of their return

      • Zoho Mail Desktop Crashes on Linux - Ubuntu 24 LTS

        Hi, I have been trying to run the desktop app on Ubuntu for the past few day with no luck. I have tried both the .deb package and the appImage. When I attempt to open the app. It just crashes immediately. The crash error dialog appeared once and I cant

      • Can't login to Zoho mail

        I'm logged into Zoho but when I try to go in zoho mail I get: Invalid request! The input passed is invalid or the URL is invoked without valid parameters. Please check your input and try again. I just set up my mx records and stuff with namecheap a few

      • Zoho IP blocked by SpamCop

        Hi, Many of my emails are blocked and I receive this:  INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :spamcop.mimecast.org Blocked - see https://www.spamcop.net/bl.shtml?136.143.188.51. - https://community.mimecast.com/docs/DOC-1369#550 [DGwIYPPSOfWI

      • Can I execute two 'functions' when completing a mail merge from CRM?

        Hi, I have set up a mail merge from CRM Deals to a template. I want a copy of this to be saved in Workdrive, and then a copy also saved back into the deal record from which the merge occurred. I can do both independent of each other, and managed to get

      • Differences between Zoho Books and Zoho Billing

        Without a long drawn out process to compare these. If you were looking at these Books and Billing, what made you opt for one and not the other. Thanks

      • Auto-sync field of lookup value

        This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.

      • Custom validation in CRM schema

        Validation rules in CRM layouts work nicely, good docs by @Kiran Karthik P https://help.zoho.com/portal/en/kb/crm/customize-crm-account/validation-rules/articles/create-validation-rules I'd prefer validating data input 'closer to the schema'

      • No Ability to Rename Record Template PDFs in SendMail Task

        As highlighted previously in this post, we still have to deal with the limitation of not being able to rename a record template when sent as a PDF using the SendMail Task. This creates unnecessary complexity for what should be a simple operation, and

      • Server error when trying to Data > Sort > Custom Sort

        Been using Data > Sort > Custom Sort for a while, now it has suddenly stopped working. When selecting the same data range and trying to execute, I get "Sorry! There was a problem saving your last edit. Please try again."

      • To Assign a genrated pdf to a file upload field using delug

        content = "<html><body>HTML Content on page One <div style='page-break-after:always'></div> HTML Content on page Two </body></html>"; file = zoho.file.convertToPDF(content); file.setFileName("Name of the file"); <variableName> = <FormLinkName>[ID == input.ID];

      • TArgets To Accounts (Modules)

        How can i set sale target to Customers (Accounts Module)

      • Breaking barriers with multilingual WhatsApp templates in IM

        Ever wondered what it feels like to be greeted in your own language by a brand you love? A “Welcome!” feels nice, but a “¡Bienvenido!” or “स्वागत है!” feels personal. In today’s global world, conversations often need to cross both time zones and cross

      • Super Admin Logging in as another User

        How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working

      • How to share private Opportunities with whole org at an account level

        Opportunities are currently set to private, so our sales team only sees their own opportunities, along with their manager and upper leadership. The need is the ability for the rest of the Org to see the opportunities at an account level, not within the

      • New in Smart Prompt: Record Assistant for contextual assistance, and support for new AI models

        Smart Prompt helps teams stay informed and move faster by providing relevant suggestions where work happens in CRM. With this update, Smart Prompt becomes more adaptable to your organization’s AI preferences. You can now choose which Large Language Model

      • Subform edits don't appear in parent record timeline?

        Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user

      • Problema Verificacion con proveedor NIC.AR

        No puedo realizar la verificación del correo, he seguido los pasos indicados y configurado los MX. Y no puedo verificar el correo. He leido en el foro que otros han tenido el mismo problema. Alguno pudo solucionarlo?

      • How to remove some users in zoho accounts

        How to remove some users in Zoho accounts.

      • Reupload and rename from one field to another field (file upload)

        Hi Everyone, Sorry, i have question to use invoke url for rename and reupload attachments file to another field. Tested on development mode. Zoho C6. Refer to https://www.zoho.com/creator/help/api/v2/upload-file.html look my error notification. Does anyone

      • Unified Inbox for all, including fetched mails

        I fetch mails from different third-parties mailboxes. But I need to switch mailbox too see fetched mails. It's strange. All mailboxes have one shared disk space for own mail and fetched mail, but why do we need to switch mailbox (on the left bottom) to

      • Whatsapp Limitation Questions

        Good day, I would like to find out about the functionality or possibility of all the below points within the Zoho/WhatsApp integration. Will WhatsApp buttons ever be possible in the future? Will WhatsApp Re-directs to different users be possible based

      • Users Not Automatically Being Added To WorkDrive Team

        I have already created a ticket for this issue, but the support team doesn't seem to understand what's happening. Our organization started with a trial of Zoho Workplace around November 10, 2025. I created 10 users, including myself. I sent out the invites,

      • Synchronization between Gmail and Zoho Mail

        Hello! I am using Zoho Mail within the Zoho One platform. I have completed the basic setup and added all the required DNS records with our domain provider. Our goal is to set up two-way synchronization between our current Gmail inbox and Zoho Mail, but

      • IMAP login problem

        I have my domain hosted with zoho @wilson.ie I have added a new user and have enabled IMAP access to this user account The user can login to zoho mail on the web. When we enter the server settings into Outlook as per below, Outlook cannot login to the

      • Next Page