Waterfall component in Zoho CRM: Visualize how individual contributions build the result

Waterfall component in Zoho CRM: Visualize how individual contributions build the result

Dear Customers, 

We recently introduced three new chart types — Sankey, Treemap, Cluster and Butterfly — to offer you fresh ways to visualize your CRM data and gain new perspectives.

In line with that, we’re excited to bring you a new component—Waterfall in Zoho CRM Analytics.

What is a Waterfall component?
Waterfall is a powerful visualization tool, similar to charts, that illustrates how an initial value evolves through a series of positive and negative changes.
  • Unlike a simple column chart that displays isolated values, the Waterfall component shows cumulative progress, making it easy to pinpoint exactly how each value contributes to the outcome.
  • It doesn’t just present numbers—it shows you the flow of data, helping you pinpoint where gains are made or losses occur, which is critical for informed decision-making. 
Let's say you’re tracking revenue fluctuations, monitoring process efficiencies, or forecasting future trends; a waterfall component will offer a clear, intuitive way to understand the dynamics of your data.


Let’s say you want to understand how your total subscriber count is impacted by different subscription status. A Waterfall component that shows the number of subscribers across statuses like Active, Trial, Upgraded, Churned, and Expired gives you a clear idea of the total subscription.


For example, you might see that while Active and Trial users drive major gains, losses from Churned and Expired users reduce the net total. This helps you identify how much total value is effected by churned and expired subscriptions and whether it needs attention to retain or recover subscriptions.

To cater to the wide range of analytical needs, the Waterfall component comes in four distinct variants.

What're the different variants?

Basic variant: Visualizes categorical changes where each stage is assigned as either a positive (adding) or negative (reducing) factor. The final bar represents the net result after accounting for all additions and subtractions. 

  • Useful for cases where predefined picklist values represent distinct stages, such as sales stages or process steps.
Let’s say you want to understand how revenue accumulates or drops across different stages in your sales pipeline. A Waterfall component showing the revenue by stage helps you track how each stage contributes to—or reduces—the overall revenue.

For example, you may notice that stages like Qualification, Proposal, and Negotiation add significant value, but stages like Closed Lost and Closed Lost to Competitor pull down the total. This view helps you identify where your pipeline gains most of its value and where you're losing potential revenue.



Cumulative variant: Focuses on tracking cumulative changes over time. Users can optionally enable intermediate sums (quarterly, yearly) for better clarity. The final bar represents the total cumulative value at the end of the period.
  • Useful for scenarios where values accumulate over time—such as monthly profits, expenses, or revenue trends—making it easier to track growth, fluctuations, and periodic performance.
Let’s say you want to monitor how profit has grown or declined over time. A Cumulative Waterfall that shows profit across months, with quarterly intermediate sums, helps you track month-over-month changes and quarterly performance in one view.

For instance, while you may see steady growth in Q1 and Q4, Q2 and Q3 show noticeable dips in specific months like May and October. This helps you quickly spot which months drove growth, which pulled performance down, and how each quarter contributed to your overall profit.

Breakdown variant: The Breakdown variant is similar to Cumulative but provides a more granular view by breaking down each time period into different segments based on the business requirements.
  • It's useful for tracking various subcategories within each time period — the breakdown is among the picklist options like product type, regions, etc. even though the grouping is a time-related field.
Let’s say you want to compare product-wise subscription trends over the past few years. A Breakdown Waterfall component showing the product wise subscriptions across the year and broken down by product category gives you a clear picture of which product lines grew or declined year over year.

For instance, you might find that Mobile subscriptions dropped sharply in 2022, while Tabs showed consistent growth across all three years. This helps you evaluate product performance within each time period and understand what’s driving your overall subscription trend.



Projection variant: Perfect for financial forecasting and scenario planning, this variant starts with a user-defined initial value and tracks incremental changes over time. The initial bar’s value can be set as "All Time" (historical total) or "Previous Period" (last period’s final value). The final bar will show the total after incorporating all positive and negative changes over time.
  • It is ideal for scenarios where past values influence the present and future.
Let’s say you want to visualize how profit is expected to grow across the current year, starting from an initial value. A Projection Waterfall that shows the profit across quarters, with an initial value set from all-time data, helps you track projected gains quarter over quarter.
For example, you might see consistent growth of 3k each quarter, building toward a total profit of 15k by year-end. This helps in forecasting quarterly performance and understanding how current trends may shape your overall annual outcome.

That's all for the enhancements. Let us know your feedback in the comments below.

Release plan: We will open this for customers in phases over the week. 

Thanks and have a good one!

Kind regards,
Saranya Balasubramanian

      • Recent Topics

      • New From Address cannot verify

        I have created a new From Address, which is the support@ address for my domain, that forwards to the default support mailbox. Presumably then, the verification email that is sent, should turn up as a ticket, but it does not. How can I verify my from address so that I can use my own domain?

      • stock

        bom/bse : stock details or price =STOCK(C14;"price") not showing issue is #N/A! kindly resolve this problem

      • Zoho sheet desktop version

        Hi Zoho team Where can I access desktop version of zoho sheets? It is important as web version is slow and requires one to be online all the time to do even basic work. If it is available, please guide me to the same.

      • ZOHO SHEETS

        Where can I access desktop version of zoho sheets? It is important to do basic work If it is available, please guide me to the same

      • Option to Empty Entire Mailbox or Folder in Zoho Mail

        Hello Zoho Mail Team, How are you? We would like to request an enhancement to Zoho Mail that would allow administrators and users to quickly clear out entire folders or mailboxes, including shared mailboxes. Current Limitation: At present, Zoho Mail only

      • Zoho Books - France

        L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité

      • Using Zoho Flow to create sales orders from won deal in Zoho CRM

        Hi there, We are using Zoho Flow to create sales orders automatically when a deal is won in Zoho CRM. However, the sales order requires "Product Details" to be passed in "jsonobject", and is resulting in this error: Zoho CRM says "Invalid input for invalid

      • Is Zoho Sheet available for Linux ?

        Is Zoho Sheet available for Linux ?

      • Bharat

        a

      • how to disable staff selection Zoho Booking integrated to SalesIQ?

        currently there is only one Consultant in my Zoho Bookings like this I integrate Zoho Bookings into Zoho SalesIQ to create a chatbot. Unfortunately, even though I only have one consultant for a consultation, the user have to pick the consultant. It will

      • Zoho Bookings No Sync with Outlook

        Zoho Bookings appointments are showing on my Outlook Calendar but Outlook events are not showing on Zoho Bookings. How do I fix this?

      • End Date in Zoho Bookings

        When I give my appointments a 30 minutes time I would expect the software not to even show the End Time.  But it actually makes the user pick an End Time.  Did I just miss a setting?  

      • Custom confirmation message

        How can I change the message that users see after they submit the booking form? I have to confirm some details before their appointment is officially "confirmed", so I want to change it where it doesn't say their appointment is "confirmed" but rather

      • Issue showing too many consultations in my workspace link.

        Hi Team, I’ve set up two Workspaces to track meetings from different sources. So far, this has been working well, and the two Workspaces are differentiated without any issues. However, when I navigate to Consultations and share the link to my personal

      • Improved RingCentral Integration

        We’d like to request an enhancement to the current RingCentral integration with Zoho. RingCentral now automatically generates call transcripts and AI-based call summaries (AI Notes) for each call, which are extremely helpful for support and sales teams.

      • Deluge sendmail in Zoho Desk schedule can't send email from a verified email address

        I am trying to add a scheduled action with ZDesk using a Deluge function that sends a weekly email to specific ticket client contacts I've already verified the email address for use in ZDesk, but sendmail won't allow it in its "from:" clause. I've attached

      • Zoho Learn & Zoho Connect

        Hi, Is there a way to sync the knowledge base we have in Zoho Learn with the manuals section is Zoho Connect? Thanks,

      • Addin Support in Zoho Sheet

        Is there any addin support available in zoho sheet as like google marketplace to enhance productivity by connecting with other apps, providing AI data analysis, streamlining business processes, and more?

      • Changing Corporate Structure - How Best to Adapt Current and Future Zoho Instances

        My current company is Company A LLC with a dba ("doing business as" - essentially an alias) Product Name B. Basically, Company A is the legal entity and Product Name B is what customers see, but it's all one business right now. We currently have a Zoho

      • how to add subform over sigma in the CRM

        my new module don't have any subform available any way to add this from sigma or from the crm

      • How to Install Zoho Workdrive Desktop Sync for Ubuntu?

        Hi. I am newbie to Linux / Ubuntu. I downloaded a tar.gz file from Workdrive for installing the Workdrive Desktop Sync tool. Can someone give me step by step guide on how to install this on Ubuntu? I am using Ubuntu 19.04. Regards Senthil

      • How to upload own video?

        How can you upload your own video on your zoho website? I do not want to use another host, but i want to insert my own files. how can i do this?

      • Support new line in CRM Multiline text field display in Zoho Deluge

        Hi brainstrust, We have a Zoho CRM field which is a Muti Line (Small) field. It has data in it that has a carriage return after each line: When I pull that data in via Deluge, it displays as: I'm hoping a way I can change it from: Freehand : ENABLED Chenille

      • A couple of minor enhancements to Workflows

        Last updated on September 17, 2024: These enhancements were initially available for early access, and we've now enabled them for all users. We are elated to announce a couple of enhancements to custom functions in our Workflows! Say hello to: "Source"

      • Announcing new features in Trident for Windows (v.1.32.5.0)

        Hello Community! Trident for Windows just got better! This update includes new features designed to improve and simplify email and calendar management—and it includes a feature you’ve been waiting for. Let’s dive into what’s new! Save emails in EML or

      • How to render either thumbnail_url or preview_url or preview_data_url

        I get 401 Unauthorised when using these urls in the <img> tag src attribute. Guide me on how to use them!

      • Zoho CRM Calendar | Custom Buttons

        I'm working with my sales team to make our scheduling process easier for our team. We primary rely on Zoho CRM calendar to organize our events for our sales team. I was wondering if there is a way to add custom button in the Calendar view on events/meeting

      • Default Sorting on Related Lists

        Is it possible to set the default sorting options on the related lists. For example on the Contact Details view I have related lists for activities, emails, products cases, notes etc... currently: Activities 'created date' newest first Emails - 'created

      • Create Lead Button in Zoho CRM Dashboard

        Right now to create Leads in the CRM our team is going into the Lead module, selecting the "Create Lead" button, then building out the lead. Is there anyway to add the "Create Lead" button or some sort of short cut to the Zoho CRM Dashboard to cut out

      • Searching customer field

        Hello, When entering a receipt, we select customer information. The customer information is synced with Zoho CRM. However, we can't find the customer information because it searches for words that begin with the entered value. It needs to search for words

      • Introducing Version-3 APIs - Explore New APIs & Enhancements

        Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better. V3 APIs can be accessed through our new link, where you can explore our complete documentation,

      • Rotate an Image in Workdrive Image Editor

        I don't know if I'm just missing something, but my team needs a way to rotate images in Workdrive and save them at that new orientation. For example one of our ground crew members will take photos of job sites vertically (9:16) on his phone and upload

      • Resume Harvester: New Enhancements for Faster Sourcing

        We’re excited to share a set of enhancements to Resume Harvester that make sourcing faster and more flexible. These updates help you cut down on repetitive steps, manage auto searches more efficiently, and review candidate profiles with ease. Why we built

      • Cliq iOS can't see shared screen

        Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

      • 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)

      • Next Page