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

    • Duplicate Accounts

      Hi There, I am looking for a solution, script, workflow or anything to solve an issue we have - in our customers section we have a rule that doesn't allow duplicates, however Zoho will allow customers with xxxxx and xxxxx PLC or LTD so effectivley we

    • Error with If formula

      I've got this super simple If formula, what is the reason for the error? If ( LEN(${Leads.Trial Slot Option}) == 3,'y','n') Syntax Error. Check the examples for any functions you're using to see if you formatted them correctly. Make sure your fields are

    • Announcing Multi-language Support in Zoho FSM

      Zoho FSM now speaks your language. The much-awaited multi-language support is now available in Zoho FSM. The following languages are supported in Zoho FSM: Dutch (Nederlands) English - United Kingdom English - United States French (français) French -

    • Creating multiple CRM leads from a Zoho Forms subform

      Hi all, We have a heavily used intake form that is used for new leads as a part of our intake. There is a subform that allows the lead to add additional team members, their titles and other basic info. That form submission creates a new Lead and the subform

    • Free webinar! Build smarter apps with Zoho Sign and Zoho Creator

      Hello, Bring the power of digital signatures to the apps you build in Zoho Creator! Connect Zoho Sign as a microservice and enable seamless e-signature workflows in your applications. This integration allows you to automate signing tasks using Deluge.

    • Restrict Addresses in Zoho Forms?

      In the address field, is there a way to restrict the addresses that auto populate (via Zoho Maps or Google Maps) to a specific state (I know it's possible with the country). Additionally, how often does the address in Zoho Maps get updated? Certain addresses

    • Weekly Tips: Secure your attachment downloads with Zoho Mail

      Safety is one of our main concerns, whether it’s about device security or online protection. We use tools like fingerprint scanners, facial recognition, and two-factor authentication to keep our devices and email accounts secure. We use methods like OTP

    • 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

    • Looking for best practices to import data from SAP Business One (on-prem) into Zoho Analytics via Zoho DataPrep / Databridge — daily automated schedule

      Hi all, I’m using SAP Business One on-prem (SQL Server / or HANA — depending on DB backend) as our ERP. I want to build a pipeline that, every morning at 9:00 AM IST: pulls transactional data (invoices, customers, products, stock, etc.) from SAP B1, loads

    • Zoho One Unified Portal - Applications

      Hello, It is great to see the work on the New Unified Customer Portal. Thanks for that. The number of applications is limited though. It is now only around the Zoho Books ecosystem (Books, Expense...) and Zoho Social. = Are other applications planned

    • Marketing Tip #10: Start a customer loyalty program

      Winning a new customer is great, but keeping them coming back is even better. A loyalty program rewards repeat buyers with points, giving them more reasons to shop again. Over time, this builds trust and long-term relationships. Try this today: Set up

    • Zia Actions: AI-powered Workflow Automation for Faster and Smarter Execution

      Hello everyone, Updated on 12th Dec 2025 Zia actions for Workflow is available for Enterprise edition ONLY. These features are currently available in the following DCs: US, CA, EU, IN, and AU Email Auto reply and Content Generation are available as Early

    • Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed?

      Do Individual Forums within Categories, in Desk Community, Produce Their Own RSS Feed? If not, can anyone share a work-around that could help me get an RSS feed for individual category forums?

    • Incremental Migration Issue – Ticket Showing Resolution on Dec 9 Despite Urgent MX Cutover (Ticket ID: 152080262)

      I am experiencing an issue with Zoho Mail incremental migration from Rackspace. The initial full migration completed successfully, but the incremental migration for one mailbox failed immediately with the message: “User not exist” This appears to be a

    • Resend Client Portal Invitation + View Email Delivery Status

      Hi Zoho Team, We hope you are doing well. We would like to request two important enhancements related to the Zoho Creator Client Portal invitation process. At the moment, when we add a user to the Client Portal, Zoho Creator automatically sends an invitation

    • Get user last login

      1. Is there a way to programmatically get the last user login to trigger certain workflows? 2. Is there a way to programmatically access the custom fields on a user's account?

    • Seeking Zoho Creator Expert (Delivery Management App / Logistics Ops) — Built & Deployed Before

      Hi everyone, We’re building a Delivery Management App (focused on delivery operations for now) using Zoho Creator. We’re looking for a Zoho Creator expert who has already developed and deployed a similar delivery/workflow system and can assist us with

    • Adding Multiple Files to a Zoho Vault Entry

      There is a old blog post talking about adding multiple file attachments to one Zoho Vault Secret: https://www.zoho.com/blog/vault/introducing-new-features-in-zoho-vault-powerful-password-sharing-wider-storing.html Is that still possible, I can see how

    • FNB South Africa Bank Feed

      I should've thought this wouldn't work. As suspect, Zoho claims to be able to pull bank feeds from First National Bank (South Africa), but fails everytime. I suppose Xero (or even Sage One) is the way to go? If they (miraculously) get it to work again,

    • Zoho unreliable

      Some mails are delivered, others not. How can I trust Zoho any more? Some friends get my e-mail, some don't. Same with receiving e-mails: Some I get, some not. If I use Google, everything works well. But Zoho?!!! How to solve this problem? I already reported this problem before, but didn't get any reply. Thanks, Kim

    • the custom domain forwards by default to the old career site / how to switch it off??

      dear friends, how to switch off the old version of the career site?? The set up custom domain forwards directly to the old site, so that I cant publish it... Any ideas? Thank you! KR, Victoria

    • Preserve Ticket Issue Mapping When Migrating from Jira to Zoho Projects

      Hello Zoho Projects Team, We hope you are doing well. We are currently exploring a full migration from Jira to Zoho Projects, and we identified a critical limitation during the migration process involving Zoho Desk integration. Current Situation: We use

    • Recording Shopify/Amazon fees in Zoho Books - Zoho Inventory

      We are currently flushing out the connections between Shopify/Amazon and Zoho Inventory. For other users of Zoho Books - Zoho Inventory, where and at what point do you record the merchant fees associated with theses channels? I have gotten mixed responses

    • Pre-fill webforms in Recruit

      I don't want to use the career site portal (as I have my own already), but I would like to direct users to the application forms for each role, from my website job pages. Is there a way to pre-fill fields in Recruit application forms, so that I only have

    • Taxes Payable Adjustment

      I am from Canada and I need to make an adjustment to my Taxes Payable (HST) account.  Basically I need to take a portion of the amount within Taxes Payable and expense that portion to another account.  The adjusting entry would like like the following:

    • ASAP Widget Not showing "My Tickets"ed

      Hello Team, I have created a ZOHO ASAP Widget and embedded to my portal app.clearvuiq.com , widget renders ok and I can open tickets from widget. However I want my opened tickets to be visible in the widget. How can I achieve that?

    • How to view CRM Sales Orders in Desk

      What's the usual way to view all CRM sales orders linked to a contact, when viewing a ticket in Desk? I don't want to have to open a new tab to see the order in CRM. And the Desk CRM sidebar doesn't seem to be configurable. Would I have to use an extension

    • Kaizen #219: Actions API - Webhooks APIs - Part 1

      Hello all!! Welcome back to a fresh Kaizen week. In the previous weeks, we covered Workflow Rules APIs, Actions APIs - Email Notification APIs, Tasks Update API, and Field Update API. This week, we will continue with another Actions API - Webhooks API

    • Pricing Strategies: #3 Services never Stop with just Plans

      "Hey, while you're here, could you also take a look at the vegetable patch?" Aaron hears that line almost every week. He runs a small gardening service, the kind where customers subscribe to a simple monthly plan that includes basic maintenance, mowing,

    • Cropping Photos for Zoho Sites

      Hi, I'm wondering if there is a built in crop tool for zoho sites for my photos so I can crop them and see what the crop looks like on the site?

    • Possible for first Signer of Sign Form to specify the next signer in the sequence

      We have many use cases where multiple signers need sign the same document. We'd love to be able to use sign forms, where the a signer who uses the Sign Form link can specify the name and email address for the next person in the sequence.

    • BUG: Can't copy-paste data outside Sheet

      Currently I can't paste data copied from inside any of my Zoho Sheet files to any other app. Copy-paste works inside the sheet It does NOT work between two different sheets These sheets are built from automation templates Everything works fine if I create

    • Zoho CRM Community Digest - November 2025 | Part 1

      Hello Everyone! Here’s what came through in the first half of November: new updates and a few helpful community discussions with real, notable solutions. Product Updates: Android App Update: Inctroducing Swipe Actions You can now swipe left or right on

    • Truesync for Linux

      Is Truesync available on linux ?

    • Hidding/excluding specific picklist options from filter

      Hi. Is it possible to hide/exclude specific picklist options from this filter? I don't want them to be shown when someone tries to filter in the leads module

    • Subforms to Capture Multi-Row Data in Job Sheets

      Subforms transform your job sheets from simple checklists to powerful, data-rich forms. In field service work — whether maintenance, inspection, installation, or repair — a single job can involve multiple repeatable entries: readings, parts used, activities

    • Add "Fetch Composite Item" Action for Inventory

      I want to make a Flow that uses information returned in the GET call for Composite Items, and it's not currently available in Zoho Flow. Please consider adding this functionality.

    • Adress Labels for sending of the oder und barcode

      We want to print with my address labels to stick on the order of the ware can. there are these options?

    • printing individual labels - Dymo LabelWriter

      I am trying to print individual labels to my Dymo LabelWriter - has anyone done this? Latest Update (December 2025): The Canvas Print View is now available! We encourage you all to try it out and share your feedback with us. Learn more here: Zoho CRM

    • Zoho Creator for Agriculture

      Greetings, I am starting to work on  Zoho Creator specifically for the agricultural field, any recommendations, tips or ideas that might be helpful ? Also, if you are interested by any means in working on such project, kindly contact me. The project is

    • Next Page