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

    Nederlandse Hulpbronnen


      • Recent Topics

      • showing Limit exceeded

        Good afternoon...trust you're good. I've been having issues working with but it's not responding. it's showing Limit exceeded, sorry it seems like too many people are working on the sheet right now please try again later. meanwhile no one is working on

      • Upload API

        I'm trying to use the Upload API to upload some images and attach them to comments (https://desk.zoho.com/DeskAPIDocument#Uploads#Uploads_Uploadfile) - however I can only ever get a 401 or bad request back. I'm using an OAuth token with the Desk.tickets.ALL

      • Losing description after merging tickets

        Hello, We merge tickets when they are about the same topic from the same client. It happens sometimes. We recently noticed that after the merger only the description from the master ticket is left in a thread. And the slave-ticket description is erased.

      • update linked contacts when update happens in account

        Hi, I have a custom field called Licence in the Accounts module. When someone buys a licence, I’d like to update a custom field in the related Contacts. How can I achieve this? I noticed that workflows triggered on Accounts only allow me to update fields

      • Problem Management Module

        I am looking for a Problem Management module within Zoho Desk. I saw in some training videos that this is available, and some even provided an annual price for it. I want an official confirmation on whether this is indeed available. This is not a particularly

      • Unable to explore desk.zoho.com

        Greetings, I have an account with zoho which already has a survey subscription. I would like to explore desk.zoho.com, but when I visit it while logged in (https://desk.zoho.com/agent?action=CreatePortal) I just get a blank page. I have tried different

      • Offline support for mobile app

        Accessing your files and folders from your mobile devices is now quicker and simpler, thanks to the power of offline support. Whether on an Android or iOS device, you can use the Offline function to save files and folders, so you can review them even

      • Zoho Desk KB article embedded on another site.

        We embed KB articles from Zoho Desk on another site (our application). When opening the article in a new tab, there is no issue, but if we choose lightbox, we are getting an error "To protect your security, help.ourdomain.com will not allow Firefox to

      • List of packaged components and if they are upgradable

        Hello, In reference to the article Components and Packaging in Zoho Vertical Studio, can you provide an overview of what these are. Can you also please provide a list of of components that are considered Packaged and also whether they are Upgradable?

      • Does Attari Messaging app have Bot option and APIB

        Hi, Does Attari also have Bot and API as we use in WhatsApp??

      • How to add application logo

        I'm creating an application which i do not want it to show my organization logo so i have changed the setting but i cannot find where to upload/select the logo i wish to use for my application. I have seen something online about using Deluge and writing

      • Change of Blog Author

        Hi, I am creating the blog post on behalf of my colleague. When I publish the post, it is showing my name as author of the post which is not intended and needs to be changed to my colleague's name. How can I change the name of the author in the blogs?? Thanks, Ramanan

      • Details & Limitations of the Free Forever Plan

        I cannot find any comparison/details about the Free Forever Plan. Can you please publish details of what are its limitations?

      • how to differentiate if whatsapp comes from certain landing page?

        I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsApp

      • How to record company set up fees?

        Hi all, We are starting out our company in Australia and would appreciate any help with setting up Books accounts. We paid an accountant to do company registration, TFN, company constitution, etc. I heard these all can be recorded as Incorporation Costs, which is an intangible asset account, and amortised over 5 years. Is this the correct way to do it under the current Australian tax regulations? How and when exactly should I record the initial entry and each year's amortasation in Books? Generally

      • Show Payment terms in Estimates

        Hi,  we are trying to set up that estimates automatically relates payment terms for the payment terms we introduced on Edit contact (Field Payment terms).  How can it be done? Our aim is to avoid problems on payment terms introduced and do not need to introduce it manually on each client (for the moment we are introducing this information on Terms and Conditions.  Kind Regards, 

      • When dispatched to crew, assigning lead missing

        Hello, For the past two or three weeks, whenever an officer assigns Service Appointment to a team, the lead person is missing from the assigned service list. Therefore, we have to reschedule the SA and then the lead person becomes visible in the assigned

      • I want to transfer the project created in this account to another account

        Dear Sir I want to transfer the project created in one account to another account

      • Custom Bulk Select Button

        Zoho CRM offers the ability to select multiple records and invoke a Custom Button This functionality is missing from Recruit Currently we can only add buttons in the detail page and list But we cannot select Multiple Records and invoke a function with

      • Power of Automation :: Smart Ticket Management Between Zoho Desk and Projects

        Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

      • BUG - Google Business Buttons - Add a button to GBP Post

        I am experiencing an issue with the "Add a button" feature when creating posts for my Google Business Profile (GBP) through Zoho Social. When I schedule or publish a GBP post and include a call-to-action button with a specific URL, the post itself publishes

      • Do you have software like Windows software?

        We want swadeshi software

      • Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

        Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these

      • Trying to export a report to Excel via a deluge script

        I have this code from other posts but it gives me an error of improper statement, due to missing ; at end of line or incomplete expression. Tried lots of variations to no avail. openUrl(https://creatorapp.zoho.com/<username>/<app name>/XLSX/#Report:<reportname>,"same

      • Need help to create a attach file api

        https://www.zoho.com/crm/developer/docs/api/v8/upload-attachment.html Please help me to create it... It's not working for while. Do you have some example?

      • Export view via deluge.

        Hi, Is it possible to export a view (as a spreadsheet) via deluge? I would like to be able to export a view as a spreadsheet when a user clicks a button. Thanks     

      • Possible to generate/download Quote PDF using REST API?

        See title. Is there any way after a quote has been created to export to a PDF using a specified template and then download it? Seems like something that should be doable. Is this not supported in the API v2.0?

      • Creating an invoice to be paid in two installments?

        Hi there, I own a small Photographic Services business and have not been able to find a way to fit my billing system into Zoho, or any other Accounting software. The way my payments work is: 1. Customer pays 50% of total price of service to secure their

      • Bug in allowing the user to buy out of stock items

        Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres any

      • Replace Lookup fields ID value with their actual name and adding inormation from subforms

        Hi everyone,  I wanted to see if someone smarter than me has managed to find any solutions to two problems we have. I will explain both below.  To start we are syncing data from Zoho CRM to Zoho Analytics and I will use the Sales Order module when giving

      • Can a Zoho Sites page be embedded into another website (outside Zoho)

        Hi All, We have a request from a client - they'd like to take one of our information pages created in Zoho Sites and embed it into their own website? I was told through an email with Zoho that this was possible >>Thank you for your patience regarding

      • Bug in allowing the user to buy out of stock items

        Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres any

      • Transition Criteria Appearing on Blueprint Transitions

        On Monday, Sept. 8th, the Transition criteria started appearing on our Blueprints when users hover over a Transition button. See image. We contacted Zoho support because it's confusing our users (there's really no reason for them to see it), but we haven't

      • Zoho CRM Sales Targets for Individual Salespeople

        Our organistion has salespeople that are allocated to different regions and have different annual sales targets as a result. I am building an CRM analytics dashboard for the sales team, which will display a target meter for the logged in salesperson.

      • Transfer all Related Data to new Account Owner

        Currently when I change the account Owner I only see the option to change only the open deals But I want the new account owner to take over all the related modules and all the deal stages Is it not possible right now? Am I missing something? Do I really

      • How to Calculate MTTR (Mean Time to Resolve)

        We want to calculate MTTR (Mean Time to Resolve) in our Zoho Analytics report under Tickets. Currently, we are using the following fields: Ticket ID Ticket Created Time Ticket Closed Time Ticket On Hold Time We are planning to calculate MTTR (in days)

      • How to export project tasks, including the comments

        Hi, how can I export the project tasks, whereby I can also see the comments associated to a specific task? The use-case is that often we use comments to discuss or update a task related ideas. I would like to export the tasks, where we can also see the

      • Does Zoho Sheet Supports https://n8n.io ?

        Does Zoho Sheet Supports https://n8n.io ? If not, can we take this as an idea and deploy in future please? Thanks

      • Bigin Android app update: User management

        Hello everyone! In the most recent Bigin Android app update, we have brought in support for the 'Users and Controls' section. You can now manage the users in your organization within the mobile app. There are three tabs in the 'Users and Controls' section:

      • Share records with your customers and let them track their statuses in real time.

        Greetings, I hope everyone is doing well! We're excited to introduce the external sharing feature for pipeline records. This new enhancement enables you to share pipeline records with your customers via a shareable link and thereby track the status of

      • Next Page