Visualize your data with a new set of charts: Treemap, Butterfly, Sankey, and Cluster charts in Zoho CRM

Visualize your data with a new set of charts: Treemap, Butterfly, Sankey, and Cluster charts in Zoho CRM

Dear customers,

When it comes to analytics, it's not just about the numbers; it's about understanding the story behind them. 

With that philosophy in mind, we’re excited to introduce a line of representations to the existing array of chart types in Zoho CRM: Treemap, butterfly, sankey and cluster charts. Let's go!

Treemaps

Treemap charts are used to visually represent hierarchical datasets in a rectangular layout. It aligns its parent categories as larger tiles with their sub-categories nested within them. The size of each tile is proportional to its corresponding value, making it easy to compare different segments within the hierarchy.

This is how a treemap chart looks:


These structured data representations help you understand overall performance and contributions, as well as compare participating entities at a glance.
 
Unlike traditional bar charts or pie charts, treemaps can be used if your datasets are large and exhibit parent-child relationships.
 
Here are some examples to better understand their usage:
 

Comparing revenue distribution between functions

A company's revenue is distributed among its functions before it gets further disbursed to its employees. Treemap charts can be used to depict this distribution and compare it between functions. As you can see below, the hierarchy can be represented as a treemap to compare it directly with other functions:


The hierarchy at the top shows just the numbers and levels, but the treemap chart represents the numbers proportionally, allowing leaders to visualize the difference in distribution.
 
Interpretation: As you can easily see in the treemap, sales and marketing receive the same amount of revenue, while engineering is given significantly more than the other two.

Likewise, with treemap charts, you can:
  • Compare popular lead sources with lead counts is the measure and lead source being the participating entity—a classic single-grouping configuration.
  • View cost savings achieved across departments. With the departments as the grouping parameters and the cost saved as the measured amount, the chart lays out all the departments as tiles in proportion, based on money saved.
  • Compare ad spends across channels, where channels are the parent grouping and ad spend is the measured unit.

Butterfly

Butterfly charts are used to compare two related datasets side-by-side, resulting in a representation that looks like a butterfly or tornado.
 
Now, how does it differ from bar charts?
 
The standard bar chart can compare two entities for a given measure. Say, you are comparing the performance of Mary and Charles. The two users' data is represented using bars, and the length will denote their performances. But, when it comes to comparing their performances over a period or their contribution across different stages, a bar chart is not sufficient.
 
A butterfly chart, though, will let you visually compare Mary and Charles' contributions directly and compare their own metrics across duration or other attributes.

With butterfly charts, you can:
  • Compare revenue between two of your branches each month. With branches being compared for sum of sales revenue, grouped by closing date.
  • Compare the performance of two reps in a given quarter. Compared between two users for average of amount of deals, grouped by closing date until today.

In addition to the user-based comparison above, butterfly charts are well-suited to visualizing other types of data comparisons, like:
  • Picklist-based comparisons
  • Duration-based comparisons
  • Aggregate-based comparisons

Business scenario


Comparing the number of deals closed for each lead sources: Duration-based comparison

You can identify the productive lead source by comparing the number of deal closures for every lead source in your organization based on their closing week.


Analyzing effective sales methodology, inbound vs. outbound: Picklist-based comparison


Businesses use both inbound and outbound lead generation strategies, and each of these methods can reap different results based on the season and occasion. By comparing inbound versus outbound each month, you can identify which works best at what time.

Analyze the amount versus the expected revenue between accounts: Aggregate-based comparison


Expected revenue is a result of a deal's progression in the sales pipeline. Comparing the amount versus their expected revenue will not only help visualize the expected revenue of participating accounts but also indicate the accounts' stage in the sales pipeline.


Sankey

A Sankey Chart is designed to visualize the movement of data across different data groups. Unlike traditional charts—such as bar, column, pie, or donut—that mainly provide a static distribution of values, the Sankey Chart focuses on illustrating the flow between multiple segments or grouping fields. This makes it an ideal choice when you want to track how values (like lead counts, revenue, or deal statuses) move from one category to the next.

Info
Key features
  • Flow visualization: With the Sankey Chart, you can observe the movement of data between different groups.
  • Multiple grouping fields: This chart works best when you have at least two grouping fields. You can go even further and add a third grouping to see an even more detailed mapping of your data flow.
  • Simple configuration: The configuration for the Sankey Chart is as simple as any other chart type in Analytics. 
Business scenarios:

Imagine you’re a sales manager trying to get a better handle on your team’s performance and your company’s pipeline. You want to understand not just how many deals are coming in, but also which sources are contributing the most value—and how those deals are progressing through different sales stages.
Let’s say you want to understand which lead sources are driving the most deal activity and how those deals progress through the pipeline. You can create a Sankey chart that maps the count of deals from Lead Source to Stage.

Let’s say you want to understand which lead sources are driving the most deal activity and how those deals progress through the pipeline. You can create a Sankey chart that maps the count of deals from Lead Source to Stage.



After analyzing the chart, you might notice that Online Store brings in a high volume of early-stage deals, while sources like External Referral contribute fewer deals that are more likely to reach advanced stages like Proposal or Negotiation.

This insight helps you prioritize nurturing the most profitable channels.

Sankey charts can also be helpful in other operational scenarios where understanding transitions across stages or teams is essential:
  • Regional revenue distribution: Visualize how revenue flows across different regions, product categories, and their corresponding annual revenue. This helps you compare which regions contribute the most to each product line and where your high-value segments lie.
  • Ticket handling flow: Visualize the flow of support tickets from their origin channel to internal departments and finally to resolution statuses. This can reveal workload imbalances or common points of delay in your support process.

Cluster  

A cluster chart is similar to stacked column charts, but instead of stacking horizontally, the data is represented as vertical bars. As you create a column chart with multiple groupings, you can change the type of column chart to a cluster chart to achieve this representation.
 
In the above image, you can see the stacked column chart compares the number of lead conversions based on popular sources between countries. The stacks appearing on top of existing stacks ask you to calibrate the record count (y-axis) based on the previous stacks, which can lead to inaccurate interpretations. In this case, a cluster representation will paint a clearer picture of the analyses.

Other minor enhancements:

In addition to the three charts we mentioned above, we've also made the following minor changes:
  • Display total summary: Thus far, for all charts, each participating measure included labels. Now, to better understand overall contributions, a check box to display the total summary is provided under More options on the Chart Configuration page. Based on the configuration, the total revenue or the rolled-up quantities will be prominently displayed.


  • Merge Y-axis: For charts that use two y-axis measurements, the intention is to view the progression of one entity against these two measures. Despite the scale, if the y-axis on the left is disproportionate to the values of the y-axis on the right, the plotted graph will result in a graphically and logically incorrect representation.

    As you can see in the image below, the plot area of the sum of amount bar and the sum of expected revenue aligns close together, while, the difference between $700,000 and $40,500 is drastic, creating inaccurate interpretations.

    In this enhancement, we're allowing neighboring values of measures to merge so that the interpretation can be more visually accurate.

  • Clone components to a different dashboard: Dashboards in Analytics serve in unique ways for various audiences—there can be separate dashboards for the sales team, marketing team, engineering team, and so on, and the chances of using the same measure for reference is common. Thus, when you clone a chart, you can now determine the target dashboard in which the cloned chart can be placed.

That's about treemap, butterfly, Sankey, and Cluster charts in Zoho CRM. With Waterfall chart following suit, we will open these charts for all customers gradually. For now, these are open for customers in the US DC. 

Resource: Help document

Thanks and have a good one!

Kind regards,
Saranya Balasubramanian


      • Recent Topics

      • Zoho CRM Tracking Google Enhanced Conversions

        Can anyone @Zoho, consultants, or users help me understand if Zoho CRM is going to support Google's Enhanced Conversions? I included some information from Google below about it. We use Google Adwords for our pay per click advertising for lead generation,

      • zoho click, and nord VPN

        Unfortunately, we've been having problems with Zoho Click, where essentially the line cuts off after about a minute's worth of conversation every time we are on VPN. Is there a way we can change this within the settings so it does not cut the line off

      • Connecting Portals from different Zoho apps

        Hi, I note that Zoho has functionality for customer portals for several of the Zoho apps, like CRM, Projects, Desk etc. Is there any way to connect these portals?  It would be great if we could give our customers access to a portal in which they could

      • Billing Management: #5 Usage Billing

        After understanding the nuances of Advance Billing and Retainers, we will explore one of the booming billing models. Long ago, villagers drew water from a shared well in a small village. The well was a lifeline for the entire community. Ravi, the well

      • Function #10: Update item prices automatically based on the last transaction created

        In businesses, item prices are not always fixed and can fluctuate due to various factors. If you find yourself manually adjusting the item rates every time they change, we have the ideal time-saving solution for you. In today's post, we bring you custom

      • Inventory Adjustments

        Hi, How to transfer the material from one head to another ? Like materials purchased for manufacturing the laptop need to transfer from consumption inventory (Quantity of raw materials reduced) to destination inventory ( Quantity of Laptop increased)

      • Zoho CRM Community Digest - Aug 2025 | Part 1

        Hey everyone! The first half of August went by, and we have a few announcements and some good noteworthy discussions. So, let's take a look at them! Product Updates: Introducing Connected Records feature: Zoho CRM’s Next-Gen UI now includes Connected

      • Please make it easier to Pause syncing

        right now it takes 3 clicks to get there. sounds silly, but can you make it just 2 clicks to get it done instead? thats how dropbox does it, 2 clicks to pause instead of 3.

      • How to create a Zoho CRM report with 2 child modules

        Hi all, Is it possible to create a Zoho CRM report or chart with 2 child modules? After I add the first child module, the + button only adds another parent module. It won't let me add multiple child modules at once. We don't have Zoho Analytics and would

      • SalesIQとPageSenseの利用について

        初めての投稿で場違いだったらすいません。 弊社ではSalesIQを運用しているのですが、追加でPageSenseの導入もしたいと現場からの声があります。 両サービスともクッキー同意バナーが必要なサービスなのですが 弊社では同意無しに情報はとりませんという方針なので 2つ入れると2つバナーを出す必要がでてきます・・・ 両サービスを運用されてる方があれば運用状況とか教えてほしいです。 PageSenseについては詳細まで機能を理解してないなかでの質問です。

      • How to integrate Zoho Forms with Zoho CRM on Standard Plan

        Hello Zoho Support Team, I am using the Standard Zoho Forms plan (USD 30/user) and I would like to integrate Zoho Forms with Zoho CRM so that certain fields in my forms can be automatically prefilled using data from Deals in CRM. Specifically, I want

      • CRM : Function to add user name to text field

        I have a lookup field in a module that is linked to the CRM users so we can assign a Project Lead to the customer. Sadly Zoho Marketing Automation doesn't sync Lookup fields so I need to extract information from the lookup to text fields: Lookup field

      • Export PDF File Name

        Is it possible to change the default Zoho .pdf naming scheme for inventory items like quotations? Would like to use the the Subject as the default quote name. Is this possible?

      • How to change the from address from 'no reply' for an email template in CRM

        Hi, We have our CRM set up with the from field as sales@XXX. I have just created a series of email templates and sent a test and they are sending from noreply@zoho I have tried searching for how to change the email template but don't have the options

      • Zoho CRM Client Script - SetCriteria in lookup Field

        Hello All One More Zoho CRM Client Script Tips & Trick. Now you can Set the Criteria on Your lookup in zoho CRM, It Comes With a Create Page, Edit Page, and Details Page (Standard). Example:- We have a Room Module that includes Room Name, Status, Campus,

      • Kaizen #71 - Client Script ZDKs for Detail (Canvas) Page

        Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss Client Script ZDKs support for Detail (Canvas) Page. What is Detail (Canvas) Page? A Detail(Canvas) Page allows you to customize the record detail page to your

      • Add Custom Reports To Dashboard or Home Tab

        Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! Chad

      • Rich-text fields in Zoho CRM

        Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile

      • Zoho Reports Duplicating Entries

        I have a custom costing tab with a table where we entre invoices. These are under a Heading (PO Subject) and notes added in the form with different line items. In the reports, I have organised the report to group per PO Subject, with the total of the

      • Validation Rule Not Working for Mandatory Field in Zoho Blueprint

        As a Zoho user, we created a validation rule for a specific field. However, we noticed that when we made the same field mandatory within a Blueprint, the validation rule we defined did not work. When we reported this issue to Zoho Support, they stated

      • Notes Issues

        Been having issues with Notes in the CRM. Yesterday it wasn't showing the notes, but it got resolved after a few minutes., Now I have been having a hard time saving notes the whole day. Notes can't be saved by the save button. it's grayed out or not grayed

      • Export from Contacts module to Products module in Zoho CRM

        Good afternoon, I would like to send a number of contact info from the Contacts module into the customized module (tickets to an event) in one operation. I have selected several contacts in the Contact module (people who I have labelled as people I want

      • Zoho Commerce

        Hi, I have zoho one and use Zoho Books. I am very interested in Zoho Commerce , especially with how all is integrated but have a question. I do not want my store to show prices for customers that are not log in. Is there a way to hide the prices if not

      • Can’t receive emailI c

        I have generated a basic for but when I submit it I don’t get a email, I’ve been in the settings and tested me email, all appears correct, can you please help me

      • Data Capture for Historical Activity (Especially One Lead Downloading Variois reports without Overwriting the info)

        Is there a better way in Zoho CRM to capture and archive a lead’s historical activity—specifically whenever they download reports—so that the data is stored without being overwritten?”

      • Client Script - Updating Field Value in Detail Page of a Lead

        Hello, I'm trying to use Client Script To enrich some data of the Lead when one of my User fill the "City" field in the detail page of the Lead. This is my Script: log (value); var response = ZDK.Apps.CRM.Functions.execute("getInfoCitta", { "nomeCitta":

      • Auto shapes in Zoho sheet.

        Does Zoho sheet supports inserting auto shapes (rectangle, circle...). I did not see any option to do so.  If its not supported currently, is there any plans on bring in this features. Any timelines ?

      • I Can't Clone Webinar that I Co-Organize

        How do i get our account admin to give me permission to clone our webinars? I am a co-organizer

      • I want to Make the due date of the project appears automatically

        hello everyone I want to know if the zoho projects app can add automatically the END DATE of the project I added the duration, start after dates of each tasks in the project template & the starting date of the project itself and the end date of it doesn't

      • How to get the call recording external ID via desk API

        I have enabled phonbridge integration with Zoom Call. I am trying to access the call recording in Zoom by calling Zoom API. I have built a Desk workflow to trigger on a new call, to call a custom function. when calling the API, the response doesn't contain

      • Can't View Project Names in Mobile App

        I can't view project names on PO's in the app, nor can I add that as a viewable PDF field in inventory on the computer. I've attached screenshots showing that in the mobile version whether you are on the PO, editing the PO, or viewing the PO line items,

      • How do you print a refund check to customer?

        Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.

      • Notebook

        I have purchased the monthly pro subscription of Notebook. But it does not support my XP-Pen to write something in it. So it is not useful to me. Hence I am requesting you to help me to discontinue this subscription.

      • Domain Mapping & Image Publishing Issues on Zoho Sites

        Hello, I am facing two issues with my Zoho Sites account: 1. Images not visible after publishing. 2. Domain mapping error: "Domain already exists". I am a paid customer. Please connect me with Live Chat Support or Zoho Assist so I can show my issue

      • Prevent duplicate with custom fields?

        I was wondering something about custom field/custom modules in Zoho Desk. For some reason you can make a custom field mandatory but not unique? For example, if I create a custom module to manage equipment and renewal and make a field serial number no

      • "Is Zoho CRM customer" vs "Is linked with Zoho CRM"

        Recently while building a Flow, I was setting up a Decision action following a Zoho Invoice Fetch record action. There were 2 choices that I had not seen as something I could manually action in Zoho Invoice: "Is Zoho CRM customer" and "Is linked with

      • Two currencies

        More and more I am finding that internattional payments' fees are unpredictable. I would like, on my invoices that are in a foreign currency (eg. USD$ or EUR€) for there to be a GBP£ TOTAL display alongside the invoice's currency total. This would make

      • Automatic Matching from Bank Statements / Feeds

        Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these

      • Generate leads from instagram

        hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to lead

      • Where is the desktop app for Zoho Projects???

        As a project manager, I need a desktop app for the projects I manage. Yes, there's the web app, which is AWESOME for cross browser and platform compatibility... but I need a real desktop app for Projects that allow me to enter offline information where

      • Next Page