【Zoho CRM】アナリティクス機能のアップデート:ウォーターフォールの導入

【Zoho CRM】アナリティクス機能のアップデート:ウォーターフォールの導入

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。
今回は「Zoho CRM アップデート情報」の中からアナリティクス機能のアップデートをご紹介します。


本記事は、以前紹介された機能に新たに追加された機能です。

以前の記事:https://support.zoho.co.jp/portal/ja/kb/articles/zoho-crm-visualize-your-data-with-a-new-set-of-charts-treemap-butterfly-sankey-and-cluster-charts

 

【目次】

  1. ウォーターフォールとは

  2. 基本ウォーターフォール

  3. 累計ウォーターフォール

  4. 内訳ウォーターフォール

  5. 予測ウォーターフォール


   

 1. ウォーターフォールとは

ウォーターフォールチャートは、数値の増減を視覚的に示すグラフで、初期値から最終結果までの変化の流れを分かりやすく表します。各要素が全体にどう影響したかを具体的に把握でき、利益や損失の発生箇所も一目でわかります。


そのため、収益の変動分析や業務の効率確認、将来の傾向予測などにおいて、直感的で有効な分析手段となります。

 


サブスクリプションのステータスごとの影響(アクティブ、トライアル、解約、期限切れなど)を把握するには、ウォーターフォールチャートが有効です
増減要因を視覚的に示すことで、最終的な購読者数への影響が一目でわかります。どのステータスに注目すべきかを判断し、解約防止や改善策の検討にも役立ちます。

ウォーターフォールには、用途に応じた4つのタイプがあります。


 2. 基本ウォーターフォール

販売ステージやプロセスの各ステップなど、定義済みの選択リストによる明確な段階を可視化するのに適しています。

各ステージがプラス(加算)またはマイナス(減算)の要因として割り当てられたカテゴリー別の変化を視覚化します。最後のバーは、全体の収益の正味の結果を示します。

営業パイプラインなど、パイプラインの中で価値を生むステージと収益を失うステージを一目で把握するのに役立ちます。

 

 

 3.    累計ウォーターフォール


月次の利益や収益などの蓄積データに適しており、成長や変動、定期的なパフォーマンスの把握が容易になります。

 

 


時間の経過に伴う変化を追跡するのに適しており、四半期や年間の中間集計も可能です。これにより、月ごとの変化と四半期ごとの業績を一目で把握でき、成長を牽引した月や業績を下げた月、各四半期の利益への貢献度を明確に分析できます。

 

 4.    内訳ウォーターフォール  

時間ごとのデータを、製品タイプや地域などのサブカテゴリーで分類して分析するのに適しています。

 

内訳ウォーターフォールは、累計ウォーターフォールに似ていますが、ビジネス要件に基づいて各期間を異なるセグメントに分割することにより、より詳細なビューを提供します。

例えば、各年の製品別サブスクリプション動向を比較し、成長や減少の要因を把握できます。


 5.    予測ウォーターフォール    

過去のデータが現在や将来に影響を及ぼすシナリオに適しています。


予測ウォーターフォールは、ユーザー定義の初期値から始まり、時間の経過による増減を追跡することで、財務予測やシナリオ・プランニングに最適です。四半期ごとの変化を可視化し、年間を通じた業績の見通しを把握できます。


 

いかがでしょうか。アナリティクス機能を利用中のユーザーさんはぜひ試してみてください!

https://zurl.co/jKTM


Info適用範囲:インド以外のすべてのデータセンターに適用済み (2025年6月4日現在)
……………………………………………………………………………………………………………………

++Zoho オンラインフォーラムに投稿された情報を、いち早くGETしませんか?++

Zoho Japan Community フォーラムの右側「フォローする」ボタンをクリックいただくと、最新の新着投稿やコメントをメールでお送りします。興味のあるサブフォーラムの投稿のみ通知を受け取ることも可能です。

※フォーラムトップから興味のあるサブフォーラムを選択し、「フォローする」をクリックしてください。

コミュニティのイベント情報も当フォーラムでお知らせ予定ですので、ぜひフォローをお願いします!  


      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ




                                ご検討中の方

                                  • Recent Topics

                                  • Introducing Workqueue: your all-in-one view to manage daily work

                                    Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? Sales
                                  • Department Overview by Modified Time

                                    We are trying to create visuals to show the work our agents do in Zoho Desk. Using Zoho Analytics how can we create a Department Overview per modified time and not ticket created time? In order for us to get an accurate view of the work our agents are
                                  • Zoho Commerce

                                    Hi, I have zoho one and use Zoho Books. I am very interested in Zoho Commerce , especially with how all is integrated but have a question. I do not want my store to show prices for customers that are not log in. Is there a way to hide the prices if not
                                  • Support Custom Background in Zoho Cliq Video Calls and Meetings

                                    Hello Zoho Cliq Team, We hope you are doing well. We would like to request an enhancement to the video background capabilities in Zoho Cliq, specifically the ability to upload and use custom backgrounds. Current Limitation At present, Zoho Cliq allows
                                  • Upload own Background Image and set Camera to 16:9

                                    Hi, in all known online meeting tools, I can set up a background image reflecting our corporate design. This doesn't work in Cliq. Additionally, Cliq detects our cameras as 4:3, showing black bars on the right and left sides during the meeting. Where
                                  • ISO 27001 Compliance

                                    What are people doing to ensure ISO 27001 compliance for their Zoho environments? It would make sense for Log360 Cloud to integrate natively with the Zoho suite, but that is not the case. It requires a gateway cluster, which is not an option for a fully
                                  • Zoho People - Retrieve the Leave Details - get("LeaveCount")

                                    Hi, Zoho People I need to collect all of an employee's leave requests for the calendar year and check how many half-days they have taken. If I run the script on the query he just modified, I can retrieve the information related to that query and use the
                                  • One Support Email Managed By Multiple Departments

                                    Hello,  We use one support email (support@company.com). Incoming emails come to the "Support Department" and based on what the customer is asking, we route that ticket to different departments (billing, technical support, etc.). When users in these different
                                  • Export blueprint as a high-resolution PDF or image file

                                    This would be a good feature for organizations that want to share the blueprint process with their employees but don't want them to have access to the blueprint in the system settings. At the moment all that users can do is screenshot the blueprint or
                                  • Importing into Multiselect Picklist

                                    Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,
                                  • What's new in Zoho Sheet: Simplify data entry and collaboration

                                    Hello, Zoho Sheet community! Last year, our team was focused on research and development so we could deliver updates that enhance your spreadsheet experience. This year, we’re excited to deliver those enhancements—but we'll be rolling them out incrementally
                                  • Multiple header in the quote table???

                                    Hello, Is it possible in Zoho CRM to add multiple headers or sections within the Quote product table, so that when the quote is printed it shows separate sections (for example “Products” and “Services”)? To clarify, I’m asking because: This does not appear
                                  • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

                                    Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything
                                  • Marketer's Space: New to Campaigns? Some common early mistakes that might occur

                                    Hello Marketers, Welcome back to another post in Marketer's Space. If you're just getting started with Zoho Campaigns, things can feel exciting and slightly confusing at the same time. You're not alone. Most early frustrations come from setup gaps rather
                                  • This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

                                    Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you
                                  • New 2026 Application Themes

                                    Love the new themes - shame you can't get a little more granular with the colours, ie 3 different colours so one for the dropdown menu background. Also, I did have our logo above the application name but it appears you can't change logo placement position
                                  • ZOHO.CRM.UI.Record.open not working properly

                                    I have a Zoho CRM Widget and in it I have a block where it will open the blocks Meeting like below block.addEventListener("click", () => { ZOHO.CRM.UI.Record.open({ Entity: "Events", RecordID: meeting.id }).catch(err => { console.error("Open record failed:",
                                  • Workflow Rule - Field Updates: Ability to use Placeholders

                                    It will be great if you can use placeholder tags to update fields. For example if we want to update a custom field with the client name we can use ${CONTACT.CONTACT_FIRSTNAME}${CONTACT.CONTACT_LASTNAME}, etc
                                  • Need a Universal Search Option in Zohobooks

                                    Hello Zoho, Need a Universal Search Option in Zohobooks to search across all transactions in our books of accounts. Please do the needful Thanks
                                  • Implement Date-Time-Based Triggers in Zoho Desk

                                    Dear Zoho Desk Support Team, We are writing to request a new feature that would allow for the creation of workflows triggered by specific date-time conditions. Currently, Zoho Desk does not provide native support for date-time-based triggers, limiting
                                  • Why is my Lookup field not being set through Desk's API?

                                    Hello, I'm having trouble setting a custom field when creating a Ticket in Zoho Desk. The endpoint I'm consulting is "https://desk.zoho.com/api/v1/tickets" and even though my payload has the right format, with a "cf" key dedicated to all custom fields,
                                  • How exactly does "Reply assistance" work in Zoho Desk? What context is sent to the LLM?

                                    Hi, Im trying to better understand the technical behavior of the feature "Reply assistance" in Zoho Desk, and I couldn’t find detailed information in the current documentation. Specifically, I have questions about what data is actually being sent to the
                                  • Deletion Workflows

                                    Hello, Unless I missed it, we can't create deletion workflows. My usecase is to auto-delete junk leads. We have field called lead status, and an agent qualify all our new leads. When it's a junk lead she chose the correspondant value in the picklist. My goal is that the system delete them automatically. Is that possible? Planed ?
                                  • URGENTImpossible to book an appointement

                                    J'essaie plusieurs fois mais aucun créneau n''est disponible Message d'erreur lorsque j'essaie de sélectionner une date
                                  • Sendpulse SMTP/IMAP Issues

                                    It’s possible Zoho made some changes on their side. Sometimes, even if your regular password works, Zoho requires an app-specific password for external apps like SendPulse to connect via IMAP. You can create this in Zoho’s security settings and use it
                                  • Insane mail security

                                    I cannot access my email... anywhere. For some reason the password for the Mail app on my Mac is being rejected, it worked yesterday but now it doesn't? Ok let's try the web interface. I can access my general Zoho login with the password but if I want
                                  • UI issue with Organize Tabs

                                    When looking at the organize Tabs window (bellow) you can see that some tabs are grayed out. there is also a "Add Module/Web Tab" button. When looking at this screen it's clear that the grayed out tabs can not be removed from the portal user's screen
                                  • Task list flag Internal/External for all phases

                                    Phases are commonly used in projects to note milestones in the progression of a project, while task lists can be used to group different types of tasks together. It makes sense to be able to define a task list as either internal or external however the
                                  • HAVING PROBLEM WITH SENDING EMAIL

                                    Hi all, I'm unable to receive emails on info@germanforgirls.eu. I'm getting an error code 550. 5.1.1. invalid email recipients. Moreso, I would like info@germanforgirls.eu to be the default "send from" email and not solomon@germanforgirls.eu. Kindly see
                                  • Sharing my portal URL with clients outside the project

                                    Hi I need help making my project public for anyone to check on my task. I'm a freelance artist and I use trello to keep track on my client's projects however I wanted to do an upgrade. Went on here and so far I'm loving it. However, I'm having an issue sharing my url to those to see progress. They said they needed an account to access my project. How do I fix this? Without them needing an account.
                                  • Different Task Layouts for Subtasks

                                    I was wondering how it would be possible for a subtask to have a different task layout to the parent task.
                                  • Subscription went to default (@zoho.com) address instead for custom domain

                                    Hello! So I bought a lite sub to test things out, wanting to use my own domain. However, after passing through all the verification steps (completed now), it seems that the sub I bought was assigned to the default email that I already had with Zoho and
                                  • Canvas templates and font-family

                                    i dont understant why its always the smallest things that waste all of my time! why in some videos i see they have tamplates in the Canvas editor and i cant seem to fint it? and why oih why cant i cange the font? i just want simple Arial! help meeeeeeeeee
                                  • Re: Ca.gory groups and not all email addresses being added to a group emails

                                    Hi, I have added emails under 'Contacts' into categories but when sending a group email and putting the category name in not all email addresses go onto the email. I have refreshed the page, deleted and redone the info etc with no luck. I only found out
                                  • IMPORTANT

                                    Dear Zoho Support Team, I am currently experiencing an issue when trying to send emails from my Zoho Mail account. Each time I attempt to send a message, I receive the following error: "Unable to send message; Reason: 554 5.1.8 Email Outgoing Blocked."
                                  • Able to Send Emails from Zoho but Not Receiving Emails from Gmail

                                    Hello, I am experiencing an issue with my shopify domain email setup and would appreciate your help. Current situation: I can successfully send emails using Zoho. I can receive emails from some services (for example, Facebook). However, I cannot receive
                                  • Antispam validation failed for your domain in Accounts

                                    I tried adding a domain to zeptomail.zoho.com, but the “add domain” operation failed. The front‑end error reads: “Domain could not be added. Please contact support@zeptomail.com.” The back‑end API returned: ``` { "error": { "code": "TM_3601", "details":
                                  • Announcing new features in Trident for Windows (v.1.38.5.0)

                                    Hello Community! Trident for Windows just received a major update, with a range of capabilities that focuses on strengthening and enhancing communication. Let’s dive into what’s new! View complete technical email details. For those who need deeper visibility
                                  • Windows Desktop App - request to add minimization/startup options

                                    Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus
                                  • Accounting of Amazon

                                    I have recently started selling on Amazon.in and I am facing issues with different types of transactions: What entry to do in case of return? If I had sent two products and customer returned both the products but I had received only one and got the claim
                                  • Next Page