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

      • Dropbox to Workdrive synchronisation

        I want to get all the files and folders from Dropbox to Workdrive and each time a new file or folder is added in dropbox i want it to be available in Workdrive and wise versa. Sync Updates to Files Trigger: "File updated" (Dropbox). Action: "Upload file"

      • Microsoft Planner Task to Service Desk Plus Request - error n4001

        Hi there. I'm trying to create a flow that will create a new request in ServiceDesk Plus when a new task is created in Microsoft Planner. I have succesfully connected both Planner and ServiceDesk Plus, and have configured the 'create request' section

      • Trailing Space in "Date and time scheduled "

        I am trying to use the Zoho Projects - Create event action in a flow. It is failing with the output error as: "Action did not execute successfully due to an unknown error. Contact support for more details." The input is: { "Duration - Minutes": 30, "Project":

      • Project name by deal name; project creation via flow

        Hello, I want to create a project in zoho projects using flow by a trigger at the crm. My trigger is the update of a deal (stage). The project name should be the account name/ deal name. But I dont find the solution to it. Can you please give me the answer

      • Slack / Zoho Flow; Repl

        I am trying to add a comment in a zoho ticket when someone reply's to a message in a thread. The Message posted to public channel trigger doesn't seem to pick up thread messages. I also cannot use the thread_ts field as it doesn't seem to pull that in.

      • Get Holiday ready with Zoho Mail's Templates

        As the holiday season approaches, it’s time to step away from work and unwind. You may not be able to respond to every email or send individual messages to wish everyone holidays greetings—but It is still important to stay connected. How do you send thoughtful

      • Customize folder permissions in a Team Folder in a Team Folder via zoho Flow

        HI All, on the nth level folder of a team folder I would like to Customize folder permissions when it's created in the flow of Creating folders. That last level I only want to grant access to a specific group, goup ID 201XXXXXXXX. Can you help with a

      • Associating a Candidate to a Job Listing

        Hello, I am trying to use Zoho Forms embedded on my website for candidates to apply for a job opening. I want the form then to tie directly with zoho recruit and have the candidate be automatically inputed into Recruit as well as associated with the specific

      • Automate reminder emails for events

        Hi team, I am trying to automate send event reminders via zoho campaign to my attendees 1 day prior to my scheduled events. I used zoho flow, autoresponder in zoho campaign, as well as I used workflow and automation - but none of these methods are working.

      • Update related module entry Zoho Flow not working with custom module ?

        Hi everyone. I am facing an issue here on Zoho Flow. Basically what I am doing is checking when a module entry is being filled in with an Event ID. Event is a custom module that I created. If the field is being filled in I fetch the contact with its ID

      • How to disable time log on / time log off

        Hi We use zoho people just to manage our HR Collaborators. We don't need that each persona check in and out the time tracker. How to disable from the screen that ?

      • Zoho Flow - Add to Google Calendar from trigger in Zoho Creator App

        Hello! New to Zoho Flow, but I believe I have everything setup the way it should be however getting an error saying "Google Calendar says "Bad Request". Any idea where I should start looking? Essentially some background: Zoho Creator app has a trigger

      • Email authentication

        أريد التحقق من البريد الإلكتروني

      • What’s New in Zoho Analytics – December 2025

        December is a special time of the year to celebrate progress, reflect on what we have achieved, and prepare for what’s ahead! As we wrap up the year, this month’s updates focus on refining experiences, strengthening analytics workflows, and setting the

      • Marketing Tip #12: Earn trust with payment badges and clear policies

        Online shoppers want to know they can trust your store. Displaying trust signals such as SSL-secure payment badges, return and refund policies, and verified reviews shows visitors that your store is reliable. These visual cues can turn hesitation into

      • The improved portal experience: Introducing the template view for inventory modules, enhanced configurations, and PDF export support

        Availability: Open for all DCs. Editions: All Hello everyone, You can now achieve a seamless, brand-aligned portal experience with our enhanced configuration options and the new template view for inventory modules. Your clients will now be able to view

      • Zoho Analytics Bulk Api Import json Data

        HI, I’m trying to bulk-update rows in Zoho Analytics, and below are the request and response details. I’d like to understand the required parameters for constructing a bulk API request to import or update data in a table using Deluge. Any guidance on

      • Project Management Bulletin: December, 2025

        The holiday cheer is in the air and it’s time to reflect on the year that was. At Zoho PM Suite, we've been working behind the scenes on something huge and exciting all year and now we are almost ready—with just a bit of confetti—for our grand release

      • Inventory batch details

        Hi there, I'm trying to get the batch details of an item, here's what I've done so far. I've sent cUrl request to the below endpoint and I get a successful response. Within in the response I find the "warehouses" property which correctly lists all the

      • Auto check out after shift complete

        i'm just stuck here right now, i wanna know how to do this thing, now tell me, how can i configure a custom function that runs after complete shift time if employee forget to check-out ?

      • How to create a flow that creates tickets automaticaly everyday based on specific times

        Hi guys Does anyone know how to create a flow that will create tickets automaticaly in ZOHO Desk when a certain time is reached. Im havin a hard time configuring a flow that will create tickets automaticaly everyday during specific hours of the day For

      • ZOHO FLOW - ZOHO CREATOR - ZOHO WRITER : Get Related records

        Bonjour, J'ai besoin que vous m'ajoutiez la solution "Get related Records" dans la liste de choix de zoho creator (sous Zoho flow). En effet, j'ai besoin de récupérer les champs d'un sous formulaire pour l'ajouter à l'impression de mon document. Mer

      • Will zoho thrive be integrated with Zoho Books?

        title

      • Connecting email for each department in ZohoDesk

        Hi! Could someone help me to go through connecting emails for each department?

      • How do I trigger a Flow based on a campaign response?

        Is there a way to trgiider a Zoho Flow based upon a lead opening an email sent via Zoho Campaigns? I see that the data is recorded in the 'Campaigns' section of Zoho CRM under 'Member Status' and I want to trgigger a flow based upon that record changing.

      • All Zoho Flows are filtered

        My two flows operate perfectly when I run them as a test, but when they're activated each run ends with a status of neither success, nor fail, but filtered. I haven't set up any filters. I don't see where to turn off filters. When I test run on a sequence

      • Creating Multiple Items on Sales Order

        Hi, I’m trying to automate some processes using Zoho Flow, specifically the creation of sales orders in my Zoho Inventory. However, Zoho Flow's Create Sales Order function can only add one item. I would like to include multiple items in a single sales

      • Problem Connection from Zoho Flow and Gravity Form

        I obtained my API key from Gravity Forms via WordPress. However, when I enter my Zoho Flow, it states: Gravity Forms says, 'You are not authorised to access the API." I tried recreating a new API key, but it is still not working.

      • Eventbrite Email Field in Zoho Flow Returns "Info Requested" Instead of Actual Email

        Hi Zoho team, I'm using Zoho Flow to connect Eventbrite with Zoho CRM. My goal is to automatically add event attendees as leads in Zoho CRM. I’ve set up the flow and mapped the ${trigger.profile_email}} field to the Email field in CRM. However, I'm running

      • "Invalid value passed for Product ID" Error in Zoho Flow "Create Sales Order" Node

        Hello Zoho Community, I’m facing an issue with Zoho Flow while trying to create a sales order in Zoho Inventory using the "Create Sales Order" node. Here’s a detailed explanation of my setup and the problem: What I’m Trying to Achieve I’m building an

      • Associating Project with an Account via Flow

        I'm using flow to create a Project based on a Deal status update using flow. The fields exist to pass the Account Name through properly, but when you view the Projects module in a CRM Account Record it doesn't automatically associate the new Project Record

      • How to follow up a member in a meeting?

        Hello, I make weekly meeting online with a lot of people. I want(I've been using calendly to do it). I want to do a follow-up to it. I want to send messages via Zoho-flow to all the member that participated in the meeting. How can I do it?

      • Setting Delays in Invoice Reminder Flow

        I am currently working on a flow that sends reminders for unpaid invoices. The flow is designed to delay actions until specific intervals before the due date: A reminder should be sent 7 days before the due date. A second reminder should be sent 3 days

      • Get Sales Orders Related to Inventory Item

        Dear Team, I'm just wondering if there is a way to get a list of all Sales Orders related to a specific Inventory Item. I did search all articles but couldn't find any article that could help.

      • Endpoint Central Cloud Asset Update from Fresh Service

        All, Does anyone use the asset management feature in Fresh Service? I'd like some help on building a flow to update asset attributes in Endpoint Central Cloud based off of an update to that same asset in Fresh Service. The trigger is "asset is updated"

      • Zoho Flow Export to Deluge

        It would be great to take a user built zoho flow and export the entire flow as a deluge script including having multiple connected applications (showing the API connections and webhooks) and different functionality in the other applications interacting

      • Action Iteration/Loop using Zoho Flow

        Trying to use Zoho Flow for automating following Context - A zoho form entry which has image upload field with upto 5 images setting and files are saved into Workdrive. After form is submitted need to create folder based on some fields and move files

      • Zoho Flow - Unable to evaluate formatDate with Zoho Invoice Date Field for Calendar Integration

        Hello Community, I'm trying to automate the creation of all-day events in Zoho Calendar whenever a new invoice is created in Zoho Invoice. I'm using Zoho Flow for this automation. My Goal: When an invoice is created with a specific "Event Date," I want

      • Zoho Inventory Sales Order Items

        I'm trying to build automation using Zoho Flow to add items to a Sales Order. In the automation options for both "create sales order" and "update sales order", The item ID is required. However, when I update the Sales Order, it's just replacing the item

      • Permissions for Azure Devops connection

        I am trying to set up a connection with our Azure DevOps org but it keeps giving me this error. On Azure I should be able to have admin-level access to everything. Can you please point me to which permission this is checking for so I can enable it?

      • Next Page