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

    • Work Order Assignment for Engineers Handling Their Own Requests

      I’m setting up FSM for a business where there are multiple engineers, but each engineer handles their own process end-to-end receiving the service request, creating the work order, and completing the field service job. I noticed that I must create an

    • Experience Zoho Show on Mac now!

      Work today isn’t tied to a single place, time, or routine. It happens in cafes between meetings, on flights, or late at night when ideas strike. And when ins, your tools need to be ready, wherever you are. That’s why we built the Zoho Show app for Mac.

    • 【開催報告】東京 ユーザー交流会 Vol.4 | Zoho CRM 自動化のコツ ・Bookings のビジネス活用シーンとおすすめ機能を紹介

      ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 11月28日(金)に新橋で「東京 ユーザー交流会 Vol.4」を開催しました。ご参加くださったユーザーの皆さま、ありがとうございました。ユーザー交流会の年内開催は、今回が最後でした。 この投稿では、当日のセッションの様子や使用した資料を紹介しています。残念ながら当日お越しいただけなかった方も、ぜひチェックしてみてください😊 ユーザー活用事例セッション：関数やクライアントスクリプトまで、CRMをもっと便利に Zoho CRM には、ワークフローやブループリントなど、さまざまな自動化に役立つ標準機能が備わっています。さらに、関数（Deluge）のようにスクリプトを記述して高度な自動化を実現することもできます。

    • Kiosk Button Actions

      I need to add an action to a Kiosk Button to loop me back to start the kiosk again and I am not sure what that looks like (function, etc.).

    • Dependent drop-downs... how?

      Good day. I have 2 different situations where I need a dependent drop-down field. First is for a subform, where I want to show related fields for a specific customer on the main form. In my case it is a parent whose children make use of our school transport

    • Reporting Limitation on Lead–Product Relation in Zoho CRM

      I noticed that Zoho CRM has a default Products related list under Leads. However, when I try to create a report for Lead–Product association, I’m facing some limitations. To fix this, I’m considering adding a multi-lookup field along with a custom related

    • Series Label in the Legend

      My legend reads 'Series 1' and 'Series 2'. From everything I read online, Zoho is supposed to change the data names if it's formatted correctly. I have the proper labels on the top of the columns and the right range selected. I assume it's something in

    • Dynamic Signature - Record owner

      Hi everyone, I’m using Zoho Writer merge templates from Zoho CRM and have two questions: Owner signature: How can I automatically insert the CRM record owner’s signature in the merged document? I’m not sure where this signature is stored or how to reference

    • Printing from Zoho Creator hosted on my own server to printers hosted on my clients local network

      Hello. Fairly new to Zoho Creator and looking for best options to be able to print from my application hosted on my own server to any printer hosted on my clients own local network. Any advice is welcome. Thank you.

    • Add System Pre-Defined Lookup Field to Subform?

      Hi there! New to using Zoho, so this may already exist, but I'm having trouble figuring it out. Is there a way to get the system pre-defined Account Lookup field (in our case, renamed to Company Name), as the starting point for a subform? In our company,

    • Numbered / bullet point List in Zho Cliq

      Hi, is there a way to format chat messages in Cliq like this Topic 1 Hey, I finished this project yesterday etc... Topic 2 I am still working on this etc...

    • Cannot Access Subform Display Order in Deluge

      As highlighted in this community post, we still have to deal with the significant limitation of not being able to access the user-sorted order of subform rows through Deluge. This creates a major disconnect between the UI capabilities and backend automation,

    • How many groups in Zoho Mail can I make?

      I'm currently on the free plan, which has a limit of 10 users. Does that limit includes groups too? If not, what is the limit for groups? Thanks!

    • Feature Suggestion for Zoho Social: Auto-reply to Comments or Keywords

      Hi Zoho team, I'd like to suggest a very specific feature that would be extremely helpful for customer engagement: the ability to automatically send a reply to comments on posts — either all comments or those containing specific keywords. For example,

    • Already have Zoho account. Not letting me log in

      I already have a Zoho account that is associated with my Google email and my phone number. Even though I'm already logged in to Zoho, when I click on the mail icon to access my email, it takes me to the pricing page. When I click on the free option, it

    • ZOHO Mail App Not working

      There seems to be an issue with Zoho Mail App today. It is not connecting to server, internet is working fine, tried uninstalling app and reinstalling, loading circle keeps spinning round. Is there an update on the way?

    • facing error 550 5.4.6 while sending emails

      Please help me fix this issue

    • Allow Itemization for Recurring Expenses

      For whatever reason, one cannot itemize a Recurring Expense. This capability should be added. The use cases to support this are largely the same as what they were to allow for itemization in Expenses. Anything that would need to be itemized for a regular

    • Zoho reply to not working. just reply to my self

      Hello. i using on my wordpress website a contact form from Wsform. i can set the reply to email there. normally it works. but since i am using your wordpress plugin zoho mail it doesn`t work. its not using the reply to (email from customer). I just can

    • Can't receive any email from other platform

      Hello,everyone, i'm just join zoho and create two email accounts for my own business. I was using it to get a verified email from stripe, but can't receive it. and I use my private gmail account to send test email twice, first time show below reply, but

    • Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts

      Can some on help me regarding our account . thank you so much

    • Zoho Creator integration with Sage 50

      Hi, Wondering if anyone has had any experience connecting Zoho to Sage 50 and could share any information on this matter. Thank you.

    • Conditional Email Forwarding

      How can I set conditional email forwarding of the users? For example: Mail should be forwarded to a address only if it comes from a particular sender. So, I want such email forwarding, which forwards mails based on particular conditions, like the incoming

    • Incoming emails not appearing in Inbox

      Hello, I have an issue with incoming emails sent from my website (domain: h2ostop.si). Emails are visible in the Sent folder, which means they are successfully sent through Zoho SMTP, but they never appear in my Inbox. Nothing arrives in Inbox, Spam,

    • Email Opt Out Question

      Has the problem where if a customer is emailed opt out prevents you sending standard emails? For me this feature is simply to stop any email marketing and should not block people from receiving emails via Zoho mobile, which makes no sense.

    • Can No Longer Access Zoho Email Accounts from iPhone or iPad Apple Mail Apps ,.

      Keeps asking for password, Says ID or password incorrect. Tried creating a new app specific password. Same result. Is this possibly related to the server maintenance. Have verified all email settings, userid and password. This has worked for years until

    • Latest update caused issue in using marathi typingzoho

      With latest update now marathi typing does Not work in zohonotebook. I preferred zoho over other because it was supporting marathi font without any distortion.. But after new update,keyborad simply does not work

    • Login verification emails never received.

      I can't login to my account. You send a verification email, but it never arrives. This is a common problem, frequently caused by some relay point out there classifying the sender as a spammer. Is there anything I can do to bypass this? Maybe get a text

    • Global lists for Multi select

      It would be great if I could select a global list to use for a multi select dropdown filed.

    • Yahoo is rejecting e-mails sent from a Zoho server

      Diagnostic-Code: 4.7.0 [TSS04] Messages from 136.143.169.51 temporarily deferred due to unexpected volume or user complaints - 4.16.55.1; see https://postmaster.yahooinc.com/error-codes Remote-MTA: dns; mta5.am0.yahoodns.net

    • Yahoo blocks e-mail sent from Zoho servers

      Getting this for a bunch of Yahoo addresses. Do you know if some of your servers got blacklisted? Diagnostic-Code: 4.7.0 [TSS04] Messages from 136.143.169.51 temporarily deferred due to unexpected volume or user complaints - 4.16.55.1; see https://postmaster.yahooinc.com/error-codes

    • Working with dates and Function Field

      Hello friends! I'm trying to add days to a date, however the field function will always shows 00:00:00 after the resultant date. How can I display only the date, whithout the time? toDate(input.request_date.addDay(input.Prazo_acordado),"MM,d,yyyy") The code above will result something like "11-Feb-2020 00:00:00", but I want to display only "11-Feb-2020"

    • What's New in Zoho Analytics - November 2025

      We're thrilled to announce a significant update focused on expanding your data connectivity, enhancing visualization capabilities, and delivering a more powerful, intuitive, and performant analytics experience. Here’s a look at what’s new. Explore What's

    • Unable to send message;Reason:550 5.4.6 Unusual sending activity detected. Please try after sometime.

      Please help my account got blocked automatically, can you help me how to avoid it? Thanks so much

    • temporary system errorlouis

      J'essaye d'envoyer des mails avec mes 2 adresses mail qe nous avons sur le compte arthur@lepunch.fr et louis@lepunch.fr mais j'ai toujours le message temporaire system error, je reçois les mails mais impossible d'en envoyer a qui que ce soit

    • How to Cancel/Delete Queued Mail Merge?

      Hi. I just tried to do a mail merge before realizing there's a limit on number of sends. I accidentally sent one of my lists twice, and all of those emails are currently queued. Is there any way to cancel or delete a queued mail merge? Would love to be

    • SOLVED: Stopping Multiple Invitations when sync with Google Calendar

      I wanted to share this solution as I wasn't able to find it when searching through the Zoho community and via web search. The issue: When requestor books a meeting through Zoho Bookings, the requestor receives a confirmation email from both Bookings and

    • Need to add a new admin for my domain

      Hello Zoho Support, I am the owner of the domain localeistanbul.com. The current super admin account (admin@localeistanbul.com) is not accessible. I do not want to reset or delete the existing account because I need to keep all existing emails. Please

    • Possible Fraud Site.

      Hello. I received a text with the sender's name as zoho, claiming that my account was at risk and that I should sign in at https://verify.zohomails.ru/signin to verify my account. I signed in on the web address above, and a few days later someone hacked

    • Zoho mail to Teaminbox

      Hello, We're searching for new mail program. Now I'm testing a bit with zoho mail and team inbox. My findings in the research: Pop mail throught zoho mail is almost instant. Any pop or imap via external provider takes a couple minutes to 15 minutes before

    • Next Page