Visualize your data with a new set of charts: Treemap, Butterfly, Sankey, and Cluster charts in Zoho CRM

Visualize your data with a new set of charts: Treemap, Butterfly, Sankey, and Cluster charts in Zoho CRM

Dear customers,

When it comes to analytics, it's not just about the numbers; it's about understanding the story behind them. 

With that philosophy in mind, we’re excited to introduce a line of representations to the existing array of chart types in Zoho CRM: Treemap, butterfly, sankey and cluster charts. Let's go!

Treemaps

Treemap charts are used to visually represent hierarchical datasets in a rectangular layout. It aligns its parent categories as larger tiles with their sub-categories nested within them. The size of each tile is proportional to its corresponding value, making it easy to compare different segments within the hierarchy.

This is how a treemap chart looks:


These structured data representations help you understand overall performance and contributions, as well as compare participating entities at a glance.
 
Unlike traditional bar charts or pie charts, treemaps can be used if your datasets are large and exhibit parent-child relationships.
 
Here are some examples to better understand their usage:
 

Comparing revenue distribution between functions

A company's revenue is distributed among its functions before it gets further disbursed to its employees. Treemap charts can be used to depict this distribution and compare it between functions. As you can see below, the hierarchy can be represented as a treemap to compare it directly with other functions:


The hierarchy at the top shows just the numbers and levels, but the treemap chart represents the numbers proportionally, allowing leaders to visualize the difference in distribution.
 
Interpretation: As you can easily see in the treemap, sales and marketing receive the same amount of revenue, while engineering is given significantly more than the other two.

Likewise, with treemap charts, you can:
  • Compare popular lead sources with lead counts is the measure and lead source being the participating entity—a classic single-grouping configuration.
  • View cost savings achieved across departments. With the departments as the grouping parameters and the cost saved as the measured amount, the chart lays out all the departments as tiles in proportion, based on money saved.
  • Compare ad spends across channels, where channels are the parent grouping and ad spend is the measured unit.

Butterfly

Butterfly charts are used to compare two related datasets side-by-side, resulting in a representation that looks like a butterfly or tornado.
 
Now, how does it differ from bar charts?
 
The standard bar chart can compare two entities for a given measure. Say, you are comparing the performance of Mary and Charles. The two users' data is represented using bars, and the length will denote their performances. But, when it comes to comparing their performances over a period or their contribution across different stages, a bar chart is not sufficient.
 
A butterfly chart, though, will let you visually compare Mary and Charles' contributions directly and compare their own metrics across duration or other attributes.

With butterfly charts, you can:
  • Compare revenue between two of your branches each month. With branches being compared for sum of sales revenue, grouped by closing date.
  • Compare the performance of two reps in a given quarter. Compared between two users for average of amount of deals, grouped by closing date until today.

In addition to the user-based comparison above, butterfly charts are well-suited to visualizing other types of data comparisons, like:
  • Picklist-based comparisons
  • Duration-based comparisons
  • Aggregate-based comparisons

Business scenario


Comparing the number of deals closed for each lead sources: Duration-based comparison

You can identify the productive lead source by comparing the number of deal closures for every lead source in your organization based on their closing week.


Analyzing effective sales methodology, inbound vs. outbound: Picklist-based comparison


Businesses use both inbound and outbound lead generation strategies, and each of these methods can reap different results based on the season and occasion. By comparing inbound versus outbound each month, you can identify which works best at what time.

Analyze the amount versus the expected revenue between accounts: Aggregate-based comparison


Expected revenue is a result of a deal's progression in the sales pipeline. Comparing the amount versus their expected revenue will not only help visualize the expected revenue of participating accounts but also indicate the accounts' stage in the sales pipeline.


Sankey

A Sankey Chart is designed to visualize the movement of data across different data groups. Unlike traditional charts—such as bar, column, pie, or donut—that mainly provide a static distribution of values, the Sankey Chart focuses on illustrating the flow between multiple segments or grouping fields. This makes it an ideal choice when you want to track how values (like lead counts, revenue, or deal statuses) move from one category to the next.

Info
Key features
  • Flow visualization: With the Sankey Chart, you can observe the movement of data between different groups.
  • Multiple grouping fields: This chart works best when you have at least two grouping fields. You can go even further and add a third grouping to see an even more detailed mapping of your data flow.
  • Simple configuration: The configuration for the Sankey Chart is as simple as any other chart type in Analytics. 
Business scenarios:

Imagine you’re a sales manager trying to get a better handle on your team’s performance and your company’s pipeline. You want to understand not just how many deals are coming in, but also which sources are contributing the most value—and how those deals are progressing through different sales stages.
Let’s say you want to understand which lead sources are driving the most deal activity and how those deals progress through the pipeline. You can create a Sankey chart that maps the count of deals from Lead Source to Stage.

Let’s say you want to understand which lead sources are driving the most deal activity and how those deals progress through the pipeline. You can create a Sankey chart that maps the count of deals from Lead Source to Stage.



After analyzing the chart, you might notice that Online Store brings in a high volume of early-stage deals, while sources like External Referral contribute fewer deals that are more likely to reach advanced stages like Proposal or Negotiation.

This insight helps you prioritize nurturing the most profitable channels.

Sankey charts can also be helpful in other operational scenarios where understanding transitions across stages or teams is essential:
  • Regional revenue distribution: Visualize how revenue flows across different regions, product categories, and their corresponding annual revenue. This helps you compare which regions contribute the most to each product line and where your high-value segments lie.
  • Ticket handling flow: Visualize the flow of support tickets from their origin channel to internal departments and finally to resolution statuses. This can reveal workload imbalances or common points of delay in your support process.

Cluster  

A cluster chart is similar to stacked column charts, but instead of stacking horizontally, the data is represented as vertical bars. As you create a column chart with multiple groupings, you can change the type of column chart to a cluster chart to achieve this representation.
 
In the above image, you can see the stacked column chart compares the number of lead conversions based on popular sources between countries. The stacks appearing on top of existing stacks ask you to calibrate the record count (y-axis) based on the previous stacks, which can lead to inaccurate interpretations. In this case, a cluster representation will paint a clearer picture of the analyses.

Other minor enhancements:

In addition to the three charts we mentioned above, we've also made the following minor changes:
  • Display total summary: Thus far, for all charts, each participating measure included labels. Now, to better understand overall contributions, a check box to display the total summary is provided under More options on the Chart Configuration page. Based on the configuration, the total revenue or the rolled-up quantities will be prominently displayed.


  • Merge Y-axis: For charts that use two y-axis measurements, the intention is to view the progression of one entity against these two measures. Despite the scale, if the y-axis on the left is disproportionate to the values of the y-axis on the right, the plotted graph will result in a graphically and logically incorrect representation.

    As you can see in the image below, the plot area of the sum of amount bar and the sum of expected revenue aligns close together, while, the difference between $700,000 and $40,500 is drastic, creating inaccurate interpretations.

    In this enhancement, we're allowing neighboring values of measures to merge so that the interpretation can be more visually accurate.

  • Clone components to a different dashboard: Dashboards in Analytics serve in unique ways for various audiences—there can be separate dashboards for the sales team, marketing team, engineering team, and so on, and the chances of using the same measure for reference is common. Thus, when you clone a chart, you can now determine the target dashboard in which the cloned chart can be placed.

That's about treemap, butterfly, Sankey, and Cluster charts in Zoho CRM. With Waterfall chart following suit, we will open these charts for all customers gradually. For now, these are open for customers in the US DC. 

Resource: Help document

Thanks and have a good one!

Kind regards,
Saranya Balasubramanian


    Nederlandse Hulpbronnen


      • Recent Topics

      • Caixa de saída bloqueada. Como desbloquear?

        Olá, meu e-mail isabela.celli@sivirino.com está com a caixa de saída bloqueada. Não consigo enviar e-mails. Acredito que tenha sido porque mandei o mesmo e-mail para várias pessoas, pedindo uma cotação de serviço. Vocês podem desbloquear para mim? Quantos

      • Zoho Forms - Improve the CRM integration field to query data from more than one module

        Hi Forms team, Something I get stuck on regularly is pre-populating a form with data when that data is spread across 2 or 3 modules. For example Contacts, Accounts and Deals. I don't want to duplicate the information in CRM so I end up writing a function

      • desbloquear cuenta

        Buenos dias  Cordial saludo Tengo una cuenta libre en zoho mail asociado a un dominio, pero uno de los usuarios se bloquea el correo porque dice que ha excedido el límite de correo, por favor podrian desbloquearla y como hago para que esta persona debe enviar sus correos sin ningun probleama. Gracias de antemano

      • Not Receiving Incoming Mail

        I can send emails from my account but I do not receive any. I originally set up forwarding and it worked for a while and then stopped. I turned off forwarding and now do not receive any emails. Could you please check what is causing this issue? Thank you

      • Will zoho thrive be integrated with Zoho Books?

        title

      • BARCODE PICKLIST

        Hello! Does anyone know how the Picklist module works? I tried scanning the barcode using the UPC and EAN codes I added to the item, but it doesn’t work. Which barcode format does this module use for scanning?

      • Making preview pane "stick"

        Hello, Is it possible to fix/dock the preview pane so that it's always there? The modern monitors are all very wide so there's plenty of space horizontally. Having the preview pane disappearing and appearing again when you click on an email message in

      • Reason:554 5.1.8 Email Outgoing Blocked

        I have been struggling to set up my email address for some time now; it's difficult to locate what I need. Additionally, I cannot send or receive any emails. I keep receiving the "Reason: 554 5.1.8 Email Outgoing Blocked" error. There doesn't seem to

      • Trouble Connecting Zoho Mail via IMAP in n8n – Need Help

        Hi everyone 👋, I'm trying to connect my Zoho Mail account to n8n using the IMAP Email Trigger node, but I'm facing issues getting it to work fully. ✅ Here's what I’ve done so far: ✅ IMAP access is enabled in my Zoho Mail settings ✅ I’m using the correct

      • Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked

        Hi, I sent few emails and got this: Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked And now I have few days since I cant send any email. Is there something wrong I did? Also can someone fix this please

      • Changes to the send mail Deluge task in Zoho CRM

        Hello everyone, At Zoho, we continuously enhance our security measures to ensure a safer experience for all users. As part of our ongoing security enhancements, we're making an important update on using the send mail Deluge task in Zoho CRM. What's changing?

      • Page Rules in Forms

        🚀 Dynamic Page Navigation Implementation I successfully implemented dynamic page navigation based on a user's radio button selection. The goal was to direct users to a specific, corresponding page while ensuring they only interact with the flow determined

      • Cancellation of written-off invoice

        Hi, Can I know when we cancel the write off (write back), in which FY, the reversal is recorded. It doesn't ask as to when the write off should be cancelled to reflect!. It shouldn't reflect in the year in which the invoice was written off since the Year

      • Create Invoice automated with Package

        Does anyone knows how to create an invoice from a SO when we have created the package? We do these manually. and validate that the product packed is the product invoiced (if the order is partially packed) Regards, JS

      • I want to create a mailing list, NOT a group.

        Can I create a mailing list in Zoho mail? I just want to be able to make a list of email addresses and give the list a name. Then when I type the list name, the list of email addresses will be automatically listed. When I create a group it sends an email

      • Export Invoices to XML file

        Namaste! ZOHO suite of Apps is awesome and we as Partner, would like to use and implement the app´s from the Financial suite like ZOHO Invoice, but, in Portugal, we can only use certified Invoice Software and for this reason, we need to develop/customize on top of ZOHO Invoice to create an XML file with specific information and after this, go to the government and certified the software. As soon as we have for example, ZOHO CRM integrated with ZOHO Invoice up and running, our business opportunities

      • no me llegan los correos a Zoho mail

        No puedo recibir correos pero sí enviarlos, ya hice la modificación de MX y la verificación de teléfonos, qué es lo que ocurre? gracias

      • Group Calendar as Default for adding new events, etc?

        Hi, I want to make the group calendar (that I created, if that makes a difference) the default for anything new I add to the calendar. How can I do that? thanks.

      • Bookmark Loading is Buffering

        Hi, i clicked on the bookmark tab, around yesterday and since then it's been constantly buffering and doesn't allow me to access the mail's i have tried login in and out but of no help also trying to share a screenshot of the issue around 232 kb size,

      • Zoho Webinar custom registration fields into Zoho CRM

        I am pushing webinar registrations into zoho crm as leads and this is working fine. I have added a few custom fields to my webinar registration and I wish for these fields values to get mapped into the resulting CRM lead record. I am not seeing anywhere

      • GitLab Extension for Zoho Desk: Connecting support and development for faster resolutions

        Hello everyone! We’re excited to introduce the GitLab Extension for Zoho Desk, an integration that bridges the gap between support and development teams. This allows tickets to be converted into actionable GitLab issues for faster resolutions, better

      • Download Google Drive Shared Image/File Using Deluge – Complete Guide

        Download Google Drive Shared Image/File Using Deluge – Complete Guide When working with Google Drive share links inside Deluge, many developers face a common challenge: 👉 How can we download a Google Drive file directly using Deluge? This article explains

      • How to update Acuity appointment fields from Zoho Flow?

        Hi, I need help with Zoho Flow → Acuity Scheduling integration. What I’m doing Appointment created in Acuity Zoho Flow creates a Zoho Calendar event I want to send the Zoho Calendar Event UID back into Acuity (into a custom form field) This is so that

      • When will Zoho Learn be able to support SCORM files on the mobile app?

        When I click the SCORM content, I just get a message saying it's not possible yet. Yet implies that it will be coming soon. All I'm asking for is a realistic timeline so I know whether or not to invest my time in using it. If it will be soon, then I will

      • No horizontal scroll bar in reports

        Hi support team, I created a pivot table report which contains many columns (in my application about 15). The problem is that there is no bottom scroll bar to display colums that does not fit within the browser page. I saw that it was possible to resize colums, but colums sizes are not saved within the session. So could you add scroll bar, and eventually make colums sizes stored in the user session ? Best regards,

      • Zoho Map integration tasks have changed - you need to "Locate all instances of Zoho Map integration tasks in your Deluge scripts by searching for the v1 marker... before 16 January 2026"

        Details of an issue specific to Zoho CRM + Deluge Functions (originally posted in this forum) can be found here: https://help.zoho.com/portal/en/community/topic/zoho-map-integration-tasks-have-changed-you-need-to-locate-all-instances-of-zoho-map-integration-tasks-in-your-deluge-scripts-by-searching-for-the-v1-marker

      • filter broke my data

        I uploaded a file recently from Sheets and it has top 2 rows frozen, with table headers in second row and each one is filterable. somehow my first 2 columns became unfiltered and no matter what I do I cannot reapply the filter?? also didn't realize they

      • Request to remove domain "greentechcoatings.vn" from previous Zoho account

        Hello Zoho Support, I would like to register the domain "greentechcoatings.vn" in my new Zoho Mail account, but I receive the message "This domain is already associated with another account". Please remove the domain from any previous/unknown account

      • Trigger actions in third-party apps using Zoho Flow

        Greetings, I hope you're all doing well. We're excited to share an enhancement to Bigin's workflow capabilities. Zoho Flow Actions are now available in Bigin, enabling you to automate tasks across third-party applications directly from your workflow and

      • Enroll, Script, Win: Hackathon 2025!

        Hello CRM Developers! Are you ready to create some magic with Client Script, Widgets and Functions in Zoho CRM? Let’s make Hackathon 2025 an unforgettable adventure! The Zoho Developer Community Hackathon 2025 is here, and it’s your time to shine! REGISTER

      • Zoho Help Desk - Not receiving emails

        Hello… I am on your trial version of help desk… and I am having trouble getting emails from Zoho Help Desk to my MS Outlook Exchange Server… So when a customer sends ticket request I am not getting an email with a notification? I have read your articles

      • Almost all Flows are being queued

        A few days ago I saw one of my Flows status was Queued. This was the first time this had ever happened. Now, almost every Flow that triggers is Queued for at least a few minutes. If I re-trigger the Flow (which causes separate problems) they sometimes

      • Employment Contract / HRMS Documents - Zoho People

        How do I create customized HR documents for disbursal from Zoho People ? Example, say offer letters ? appointment letters ? Memos ? We want to be able to preset these in one or ther other form and issue them to employees who are in Zoho People.

      • Live webinar: Craft and deliver impactful slides with Show’s desktop apps

        If you love the comfort of working on your desktop and want a setup that keeps you focused and uninterrupted, this session is made for you. We’re excited to invite you to our upcoming live webinar: "Craft and deliver impactful slides with Show's desktop

      • Enhancements to Bigin's forms

        Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin's forms. We'll go over each one in detail. Merge field support in auto-filled forms The auto-fill option in Bigin's forms lets you predefine

      • Table dimensions

        I try changing the dimensions of the table on my computer but it doesn't change. Do I have to be a premium member or does it only work on the app?

      • Direct link to Record Summary

        Hi everyone, In one of my reports, I have built a Record Summary template to display the details of one record. I would like to be able to link directly to this Record Summary once I submit a new record, without having to go to the list of records first and click on View. Is there a possibility to do so ?  Should I use the URL by passing some parameters ? Thank you very much for your help ! Guillaume

      • API Support for Creating Invoices with Batch-Tracked Items

        Hi Zoho Community, I am working on an integration where we create invoices in ERPNext and push them to Zoho Books. I need to send batch-tracked items (batch numbers) when creating invoices. I could not find any reference in the Zoho Books API documentation.

      • Amendment effective date

        Hi everyone, I noticed that the amendment effective date mentionned in my amendment is not right. Indeed, when a contract is amended several times, it states the previous amendment and their effective date. However, the effective date stated is always

      • STOCK history in zohosheets

        is it possible to get historical stock value using stock function in zoho sheets? i could not see from and to period in the helper document.

      • Next Page