【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！  

    • Recent Topics

    • Upcoming Change: Snowflake Username/Password Authentication Deprecation – Action Required

      Hello Users, Snowflake has officially announced that username and password-based authentication will be deprecated by November 2025. You can find the official announcement [here]. If you're using a Snowflake connection in Zoho Analytics to import data,

    • Why should I choose Zoho Inventory vs Odoo?

      Hello there! I have used Zoho in different companies I've worked in, and I have a positive perception of it. I am starting a new import business for pipes, tubes, fittings, valves, elbows, etc., which all have serial numbers, cast numbers, etc., so I

    • Product Updates in Zoho Workplace applications | July 2025

      Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this July. Zoho Mail Import bookmarks from Pocket Worried about losing your Pocket bookmarks? Don't worry we have got you.

    • PLEASE FIX YOR BUGS

      PICTURES ARE BEING REJECTED DESPITE THEM FOLLOWING THE GUIDELINES ON DIMENTIONS.

    • Kaizen# 204 - Answering Your Questions | Perform Field Updates before Blueprint transition via Client Script

      Hello everyone! Welcome back to another exciting Kaizen post. One of the questions we received through your Kaizen feedback was: “How can I update fields before Blueprint transition and how to prevent a transition based on a condition using Client Script?”

    • Create online meetings for Booking Pages with Zoho Meetings and Zoom

      Greetings, We hope you're all doing well. We're excited to share some recent enhancements to Bigin's Booking Pages. As you know, Booking Pages let you create public pages to share your availability so that your customers can easily book time slots with

    • Filters in audit logs

      Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin. We'll go over each one in detail. Previously, there were no filters available to narrow down data in audit logs. Now, we've introduced

    • Enhanced help options in Bigin

      Greetings, We're excited to introduce a new enhancement to Bigin's Help section: a comprehensive Help Options panel that brings together all your support resources in a single, well-organized space. Previously, the Need Help? menu provided only a limited

    • Zoho FSM API Developer Needed

      Hi, I’m looking for a developer with experience using Zoho FSM APIs. Scope: Connect WordPress website booking form to Zoho FSM Check availability (date, time, region) Create Work Orders + Service Appointments automatically Notify both customer and scheduler

    • Revenue Management: #4 What if there are uncertainties in project or service delivery?

      Our previous post taught us how Zoho Billing makes life easy for businesses with its automated revenue recognition rule. However, certain businesses have more challenges that an automated system cannot handle, and there are certain situations where automated

    • This mobile number has been marked spam. Please contact support-as@zohocorp.com

      Bom dia, estou tentando colocar o número 11 94287-6695 e esta com erro "This mobile number has been marked spam. Please contact support-as@zohocorp.com" pode me ajudar, por favor?

    • Items Serial Tracking Issue

      We enabled Zoho Items inventory tracking then disabled it after some time now we want to enable it again When I check the missing serial number reports I see one item But I cant see any option to Add the serial numbers Where and how to add the serial

    • Composite Services and Account Tracking

      I am looking to garner support/request the ability to make composite services. A quick search in the forums brings up multiple requests for this feature. I fail to see why an item is mandatory while services are optional. I also would like to see the

    • Zoho Payroll integration with Zoho Books - unable to match multiple bank feeds to one wage payment

      For one employee's wage, I make two partial payments. Those bank feed transactions come into Zoho Books via bank integration. I make one pay-run for the month in Zoho Payroll and that comes into Zoho Books via the Zoho integration. Zoho Books doesn't let me match multiple bank feed transactions against a single wage item. Please fix urgently. I can't complete my books because of this.

    • Add Checkbox Selection & Bulk Actions to Delivery Challans Module

      Hi Zoho Team, I’ve noticed that in the Sales Orders module, there are checkboxes beside each entry that allow users to select multiple records for bulk actions such as print, email, or delete. However, in the Delivery Challans module, this option appears

    • Can't be able to check-in in laptop

      even after giving location access still i can't be able to check-in in laptop.

    • Compensation Cess on Coal ₹400 per tonne. ?????

      The compensation cess rate varies by the type of product. And the cess is calculated based on the value of the product without GST. Coal, for example, comes with a cess of ₹400 per tonne. That means that if you sell 2 tonnes of coal that have a value

    • 7 month over zoho book purchase but still not immpliments Golive

      7 month over zoho book purchase but still not immpliments Golive one problems zoho team short out then other problems come still very poor mangments and immliments team . struggling with the templates in ZOHO Books. Especially with the placement of some

    • Average Costing / Weighted Average Costing

      Hello fellow maadirs. I understand Zoho Books uses FIFO method of dealing with inventory costing, but do you guys have any plans to introduce average costing? We indians need average costing. It's part of our culture. Please. I beg thee. Thanks.

    • SMS to customers from within Bigin

      Hi All, Is there anyone else crying out for Bigin SMS capability to send an SMS to customers directly from the Bigin interface? We have inbuilt telephony already with call recordings which works well. What's lacking is the ability to send and receive

    • How to update/remove file in zoho creator widgets using javascript API

      Hi Team, I have developed a widget which allows inserting and updating records I have file upload field with multiple file upload. Now while doing insert form record, I am using uploadFile API to upload files for that record. I am using updateRecord API

    • Parent & Member Accounts (batch updating / inheritance)

      Hello, I find the Parent Account functionality very useful for creating custom views and reports, but was wondering if I can also carry out batch editing on all members (aka children) of a Parent Account at the same time. Alternatively, can I set members to automatically inherit the values of the parent? For example: We have a chain of supermarkets that buy our products. These supermarkets are all members of a Parent Account in our CRM. We release a new product and all of the member stores wish to

    • Edit Legend of Chart

      I would like to edit the legend of the chart. Every time I enable the legend, I get a very unhelpful (1), and when I try to type to change to what I would desire, nothing happens, which is very frustrating. I've gone through your online tutorials and nowhere can I find a legend settings button. This seems a simple fix, where can edit the legend? Thanks.

    • Extended timeouts for APIs beyond 40secs for to accomodate LLMs

      A 40 second max response time for API calls is fine when connecting to most services, however is unsuitable when dealing with LLMs (ChatGPT/Claude/Gemini) where the response timing is very uncertain. Is there any way to increase this? It would be great

    • Deletion of Zoho Account

      To whom it may concern, Good day, My account has been created incorrectly in Zoho and I am not able to join my Company's Zoho account - attached screenshot for your kind reference Alphatronmarine - Portal Kindly advise procedure to delete this current

    • Workflow for deposit to bank account

      Hello, Is it possible to make a workflow when a deposit is made to your bank account which is coupled to Zoho books? I want Zoho to sent an email each time a deposit is made to our bank account via a workflow. Regards, Steven

    • Marking Retainer invoice paid through Deluge

      Hey Everyone, We have a scenario where we are collecting deposit payments on our website. Now, in zoho books, we need to create a retainer invoice and mark it as paid automatically using deluge just like we can mark normal invoices as paid. I have tried

    • Create a new record in custom module vi custom button

      I have zoho books premium plan . I have 2 custom modules in zoho books. 1. Goods Receipt 2. Delivery Order, I need to select multiple records from Goods Receipt and create a new Delivery order from these multiple records. (like multilple sales order into

    • Profile date settings

      At present I have "EEE, MMMM dd, yyyy" but this takes an exessive amount of column space, we should be able to input our own format. I would like to use "EEE, MMM dd, yy" - a much shorter version of the above but with the same abbreviated info, requiring

    • Delivery Method Field in Sales Order Module

      In Books and in Sales orders, the "Delivery Method" field seems to allow for anything to be entered and it seems to store those entries for future use.  When you chose to convert a sales order to a purchase order, the related field is now called "Shipment

    • Editing / Removing stages for pipeline

      Hello, I'm trying to create a new pipeline. I created a new stage and made an error when entering the probability. How can I edit fields in stages that I created? Can I delete these stages from "Add Stages" list?

    • Dynamically Filter User Lookup in CRM Subform

      We have a subform called Pricing Calculator in the Zoho CRM Opportunity module and need some assistance. Current Setup: First column: Picklist (Level) Second column: User Lookup field When a Level is selected, we want the User lookup to display only users

    • change time zone

      can't seem to figure out how to change the time zone of the project

    • Bigin iOS app update: Built-in telephony and RingCentral support

      Hello everyone! We are excited to introduce Built-In Telephony and RingCentral support in the latest iOS version(v1.11.13) of the Bigin mobile app. Once the integration is completed on the Bigin desktop site(bigin.zoho.com), you can choose the Built-In

    • Add Image or Update Image API - for Items Module

      I am trying to add new Items to Zoho Inventory from Zoho Creator. I achieved this using Zoho Inventory Create Item API, but how to add or update the item image from Zoho Creator to Zoho Inventory Item Module?

    • Introducing Booking Pages—a topping for your Calendar Scheduling needs!

      Greetings, We're here with a new topping for Bigin! Let's dive into the details. What does this topping do? Scheduling appointments with customers is one of the most common challenges small businesses face on a daily basis, as it often involves frequent

    • Debugging `try` blocks : Tip

      I find it annoying that if one line inside a `try` block has an error, the Deluge arser points the beginning of the block to the location of the error. BUT, if you temporarily comment out the initial `try {`  The parser goes through the whole block and

    • [Product Update] TimeSheets module is now renamed as Time Logs in Zoho Projects.

      Dear Zoho Analytics customers, As part of the ongoing enhancements in Zoho Projects, the Timesheets module has been renamed to Time Logs. However, the module name will continue to be displayed as Timesheets in Zoho Analytics until the relevant APIs are

    • Use approval workflow comments in record scripts

      Greetings, i'm running an approval workflow for my records, during approval/rejection there is a step where comments are entered. i want to add there comments to the record and to use them in various deluge scripts like sending emails and so on.  how

    • ZOHO Store

      Not able to make a payment We are using Zoho One, and we are from India. The payment currency, which shows for us, is in USD. But the system says we can choose Country/Region India if it shows INR only. Attaching screenshots for more info.

    • Next Page