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

    • Shopify store email issues- Not getting emails

      Hi We have migrated from Microsoft outlook to Zoho back in March, we have a shopify store, the domain is hosted on namesilo, not shopify, I have seen some people here complaining about not getting emails from customers who fill out the contact form on

    • Invoice Discount Account

      Is there a way to change the account used for Discounts applied to an invoice? The current Discount account (ZB native account) type is an "Income" type. I would like to change it to "Other Income", but that is not possible, I am assuming because it contains

    • Need Inactive accounts to be visible in Reports in Zoho Books

      I N=need Inactive accounts to be visible in Reports in Zoho Books to do recons of the accounts but when i see the same they are not visible in the Accountant - Account Transactions report

    • javax.mail.authenticationfailedexception 535 authentication failed

      Hi, I am facing 535 authentication failed error when trying to send email from zoho desktop as well as in webmail. Can you suggest to fix this issue,. Regards, Rekha

    • Phantom Opening Balance

      While experimenting w/ creating a composite item, Zoho added funds to Petty Cash and added Bank Account equal to previous day's balance. I'm unable to undo the adding of funds. Attaching screenshots of both bank account and petty cash transactions.

    • Importing customer comments and multiple shipto addresses

      I am evaluating Zoho Books and have most of my data imported with two exceptions: (1) Import customer comments - in my current system I have several comments of different types, and I need to bring these into Zoho. Preferably Books customer records, but

    • Detailed Account Reports - Add Running Balance

      When one clicks into an account from a report (say P/L or Balance Sheet), the default reports have the Debit, Credit, and then the Amount. The Amount column (last one) is duplicate information. It would be far better and fit more peoples' use cases if

    • How to Billed from two different GST Numbers

      How to Billed from two different GST Numbers. Suppose ABC & Co had GST registration in Delhi and Haryana and Zoho account is created with Delhi GST Registration number. Now i also want to issue invoice from Haryana GST Registration number. How can i proceed ?

    • Zoho IP blocked by SpamHaus

      ERROR CODE :550 - 5.7.0 Your server IP address is in the SpamHaus SBL-XBL database, bye

    • IMAP Communication Problems - IMAP Down Again

      We are experiencing the same problems over the last week or so that were supposedly 'solved' according to this thread. Zoho Imap Down Again This is affecting attempts to use IMAP on multiple ISPs and users so is definitely narrowed down to Zoho problems.

    • Make the Flexible User Pricing actually flexible - allow bundled apps to be licensed individually

      The 'Flexible User Pricing' is not flexible! Please make it flexible. Allow bundled apps to be licensed individually. Although Zoho One offers nearly all Zoho apps, one has to choose which apps to include in the bundle when joining Zoho One. Any included app is forced into Zoho One licensing. The unfortunate implication of this is that one cannot add an individual app user license for any of the bundled apps. If you try to add a user in any bundled app, it will redirect you to Zoho One licensing

    • 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

    • Hotmail is STILL blocking the zoho mail IP

      Greetings, as I already mentioned in my last message, my Zoho IP has been blocked by Hotmail for more than 15 days. Although someone said that the issue was "solved," it still isn't, and this amount of time seems neither normal for a "serious" company,

    • Keyboard shortcut M key

      I'm trying to customize my keyboard shortcuts and assign the "m" key. But it says the key is already assigned. I've looked through all my shortcuts and can't see any assigned "m". When I select an email and press the M key, nothing happens. What is the

    • Manage customer access across multi-brand help centers

      Hello everyone! Managing customer's access across multiple brands has been streamlined with the ability to invite, reinvite, approve, reject, and deactivate contacts individually for each help center brand . This enhancement gives administrators precise

    • White Label certificate

      Hi all, About 72 hours ago, we fulfilled all steps for white labeling (CNAME to point to mail.cs.zohohost.eu), but since then the configuration page is now stuck at "generating certificate" since 3 days. When I execute an NSLOOKUP mail.webfoundry.be it

    • Unusual activity detected from this IP. Please try again after some time

      When i try to create new addresses on my account i am getting this error, it has been 24 hours now and i am still getting this error can anyone help

    • How to add a new domain in my account?

      Probably zoho has the worst UI in the market. Cannot add a new domain to manage a new email address.

    • Report sorting not working

      I make extensive use of Summary reports and Pivot Tables. Most of these reports are structured such that I have several columns of "information" data that I want displayed, followed by one or more "Data" summarizations. For example, I have the following

    • New Enhancements in Wizards

      Dear All, Wizards help you break a long form into a series of smaller forms on different screens, making it less overwhelming. We are thrilled to introduce a couple of enhancements to wizards in Zoho CRM: Enhancements for conditional rules in Wizards

    • Find and Merge Duplicates to trigger webhook

      My sales team uses the Find and Merge Duplicates feature often to cleanup records in the CRM. We use webhooks to signal to our internal tools database when new Contacts are created, updated, or deleted, in order to keep our DB in sync with Zoho CRM. However,

    • Charting the 2025 Voyage: Zoho Invoice's Year in Review

      2025 has been a year of progress, productivity, and purposeful growth for Zoho Invoice. From expanding into new regions to refining everyday workflows, each update was designed to help businesses stay compliant, get paid faster, and work with confidence.

    • How to Hide System-DefinedTemplates in Service Report

      Is there any option available to hide system-defined templates? these templates are causing confusion for field users.

    • WhatsApp Report in Bigin CRM

      Reporting feature for Bigin CRM’s integrated WhatsApp that provides insights such as: Number of WhatsApp conversations closed Number of messages sent and received Number of conversations replied to Response and closure metrics for WhatsApp chats More

    • Issue with Azure DevOps Integration in Zoho Flow

      Hello, All workflows between Zoho Flow and Azure DevOps have stopped working for several days now. Upon further investigation, it seems that the connection to Azure DevOps is no longer directly supported. Indeed, Microsoft has deprecated the Azure DevOps

    • Narrative 16: Simplify with workflows

      Behind the scenes of a successful ticketing system: BTS Series Narrative 16: Simplify with workflows What is a workflow? A workflow organizes business tasks in a defined sequence that makes each step clear to all participants. This ensures work is completed

    • Zoho Invoice Customer Login Portal

      Are there any plans for a customer portal to Zoho Invoice, ala Freshbooks?  I would like customers that I invoice to be able to login to review invoices and invoice history.  I have not switched from Freshbooks for this very reason.

    • Random Leads are being created

      Hi, Every few days I am getting random leads that are being created with no form interactions at all. The email addresses are from obvious spam, such as 'Easymerchantsx'. When I look at the timeline, there is a Visit record and then a Lead Created record,

    • Print a price list or price book

      Hi Community. Am I right in concluding that Zoho has no functionality to print a price list from either Zoho CRM, Zoho Inventory or Zoho Books? I won't get stuck on the fact that Zoho doesn't sync price books between Zoho CRM and Books/Inventory (more

    • Bar Chart -- sort X-axis

      Hi! I created a bar chart ("Top 10 Products by Revenue") X-axis: Product Name Y-axis: Revenue Filter: Revenue - Top 10 Here's a picture: http://screencast.com/t/ZTJlZTdkNz The x-axis is sorted alphabetically by Product Name. How can I force it to sort numerically by Revenue?

    • ZoHo Flow Custom Function not Processing JSON

      JSON is being escaped and converting all the quotes in the JSON to '"' Here's the Code: void InsertRowInE123EligibitySheet(map input) { rawData = get("data",""); decodedData = rawData.htmlDecode(); data = decodedData.toMap(); sheet_id = "ID GOES

    • Managing functions

      Can someone let me know if there are any plans to improve the features for managing functions in CRM? I have lots of functions and finding them is hard. The search only works on the function name and the filter only works on function type. I have created

    • Zoho FSM - Service Appointment Trouble Adding Field Agent

      Hello, I just started using Zoho FSM and I'm currently adding older work orders from prior Field Service application I use. The work order that im trying to add is from an earlier date, and when I try to add a field agent to a service appointment it does

    • 年内最後のユーザー向けイベント：5名限定！ 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (12/18)

      ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 12月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 参加登録はこちら（無料） https://us02web.zoom.us/meeting/register/QHn6kJAcRs-znJ1l5jk0ww ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。

    • How do I get my account id?

      Hello, I followed the instructions to get a list of accounts of the currently authenticated user (which is me, and I am logged in). But when I follow the below instructions I get the following error: ERROR: {"data":{"errorCode":"INVALID_TICKET","moreInfo":"Invalid ticket"},"status":{"code":400,"description":"Invalid Input"}} Instructions that I am following: GET - User account details Purpose The API retrieves the list of accounts of the currently authenticated user.  Request URL  http://mail.zoho.com/api/accounts

    • Zoho Quartz Screen Recording

      Hello, can we get access to Quartz, please, as a standalone solution? It would be great for creating training videos for current and future staff on how to use Zoho software according to our company requirements. Thank you

    • auto close automated alert tickets which are similar

      Hello ZOHO Community, we are using ZOHO Desk to process automated monitoring alerts. Scenario: Our monitoring system creates a ticket when a threshold is exceeded, e.g. Subject: Computer 1 – CPU usage 100% – Error A few minutes later, once the issue resolves

    • Maintain knowledge base integrity by moderating article comments

      Hello everyone, A knowledge base provides a self-service platform where customers can refer to articles, user manuals, and other resources to learn about the company's products or services and troubleshoot problems. Often, readers leave a comment on the

    • Making another calendar your default calendar

      I am trying to make another calendar my default calendar when I add events to it. It keep going to a single calendar, I need it to go to my google calendar by default, as this is linked to other services / websites. I cannot find an option to make it

    • Option to Delete Chats in IM

      Currently, there is no option to delete any chats in IM, regardless of their source.

    • Next Page