【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

    • Enhancements in Portal User Group creation flow

      Hello everyone, Before introducing new Portal features, here are some changes to the UI of Portals page to improve the user experience. Some tabs and options have been repositioned so that users can better access the functionalities of the feature. From

    • Archiving Contacts

      How do I archive a list of contacts, or individual contacts?

    • How do I filter contacts by account parameters?

      Need to filter a contact view according to account parameter, eg account type. Without this filter users are overwhelmed with irrelevant contacts. Workaround is to create a custom 'Contact Type' field but this unbearable duplicity as the information already

    • Can I add Conditional merge tags on my Templates?

      Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter

    • Zoho CRM button to download images from image upload field

      Hello, I am trying to create a button in Zoho CRM that I can place in my record details view for each record and use it to download all images in the image upload fields. I tried deluge, client scripts and even with a widget, but feel lost, could not

    • email moderation issue when email is sent in the name of a mail group

      Symptom: an email that is sent by a mail group moderator in the name of a moderated mail group is held back for approval. Reproduction: Create a moderated mail group with members and moderators. Allow that mails can be sent in the name of the group (extended settings). Send an email to the group as a group moderator, but in the name of the group. This mail is held back for moderation which is unexpected. Expected: A mail sent by group moderator to a moderated group are not held back for moderation

    • blank page after login

      blank page after logging into my email account Thanks you

    • Introducing the revamped What's New page

      Hello everyone! We're happy to announce that Zoho Campaigns' What's New page has undergone a complete revamp. We've bid the old page adieu after a long time and have introduced a new, sleeker-looking page. Without further ado, let's dive into the main

    • Always display images from this sender – Is this feature available?

      In Zoho mail, I had my "Load external images" setting set to "Ask me", and that's fine. That's the setting I prefer. What's not fine though is I always need to tick "Display now" for each email I get, regardless if I've done that multiple times from several

    • Function #9: Copy attachments of Sales Order to Purchase Order on conversion

      This week, we have written a custom function that automatically copies the attachments uploaded for a sales order to the corresponding purchase order after you convert it. Here's how to configure it in your Zoho Books organization. Custom Function: Hit

    • Free webinar: Security that works: Building resilience for the AI-powered workforce

      Hello there, Did you know that more than 51% of organizations worldwide have experienced one or more security breaches, each costing over $1 million in losses or incident response? In today’s threat landscape, simply playing defense is no longer enough.

    • "Subject" or "Narration"in Customer Statement

      Dear Sir, While creating invoice, we are giving in "Subject" the purpose of invoice. For Example - "GST for the month of Aug 23", IT return FY 22-23", "Consultancy", Internal Audit for May 23". But this subject is not coming in Customer Statement. Only

    • Apply Vendor Credit Automatically

      Hello!!! Is there a way where in we can apply vendor credits automatically on the FIRST OUTSTANDING BILL of the vendor?? We have lots of VENDOR CREDITS ISSUES mostly!!! Applying it manually is a pain for us. Would be great if we have a way to apply the

    • Zoho Notebook Sync problem

      I'm facing a problem with syncing of notebook on android app. It's not syncing. Sometimes it syncs after a day or two.  I created some notes on web notebook but it's not syncing on mobile app. Please help!!!!

    • Cliq iOS can't see shared screen

      Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

    • Retainer Invoice.

      Why ZOHO not have facilities to deduct partially advance payment from an invoice.

    • Apply Vendor Credits Automatically

      We are bulk importing Vendor credits in Zoho Books!!! Is there a way to apply vendor credits automatically to the first UNPAID bill of the Vendor?

    • Cant Save Gauge on Creator Page

      How to Save Gauge on Creator Page see movie https://vimeo.com/1116410860?share=copy#t=0

    • Apply Advance option not shown in report

      We are facing an issue in Zoho Expenses. While approving an Expense Report, the "Apply Advance" option is not appearing under the three dots (More Options). Details: Module: Expense Reports Issue: "Apply Advance" option not visible Status of Report: Awaiting

    • Introducing Assemblies and Kits in Zoho Inventory

      Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the

    • Auto Capitalize First Letter of Words

      Hi I am completely new to ZOHO and am trying to build a database. How can i make it when a address is entered into a form field like this: main st it automatically changes is to show: Main St Thank You

    • Follow-up emails via Workflow Automation not staying in the same thread

      Dear Zoho Support Team, I am currently using Workflow Automation in Zoho Campaigns to send follow-up emails. In my test case, I noticed the following behavior: All emails in the automation have the same subject line. If the follow-up email is sent within

    • Client Script refuses to set an initial value in Subform field

      I tried a very simple, 1 line client script to set a default value in a custom subform field when the "Add Row" button is clicked and the user is entering data. It does not work - can someone tell me why? ZDK documentation suggests this should be doable.

    • Formatting of Balance Sheet and Profit & Loss Reports

      The default format of the Balance Sheet and P&L Reports are based on the Account Types and then the individual accounts within the Chart of Accounts. These are then ordered alphabetically under these sub-headings and one is unable to re-order these or

    • Emails Are Not Being Delivered to My Inbox

      Hello Zoho Support Team, I am experiencing an issue with my Zoho Mail account. The most important problem is that emails are not being delivered to my inbox. Details: My Zoho Mail address: info@coreforcelife.com What happens: I am not receiving any incoming

    • Help Center IFrame Issue

      I have had a working Help Center on my website using an iframe for a while. But now for some reason the sign in page gets a refused to connect error. Can someone please help. If I go to the url manually it works correclty

    • Staff rules

      Hi! Do you people know what are the default staff rules when a new booking is created? We have two staff members in my team (me as the admin, and my employee). As we share the same services, I'm wondering how Zoho will pick the staff for new apointments.

    • Comment Templates

      Is it possible to add a template option for comments? We have some agents in the process who's responses require a pre-formatted layout. It would be incredibly handy to have a template for them where they can insert the template and then add their responses

    • [ZohoDesk] Improve Status View with a new editeble kanban view

      A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit

    • Adding Markdown text using Zoho Desk API into the Knowledge Base

      Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality

    • An Exclusive Session for Zoho Desk Users: AI in Zoho Desk

      A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AI

    • Shared values: From classroom lessons to teaching moments in customer service

      While the world observes Teachers’ Day on October 5, in India, we celebrate a month earlier, on September 5, to mark the birth anniversary of Dr. Sarvepalli Radhakrishnan, a great teacher, renowned scholar, educationist, and advocate for empowerment.

    • Export to excel stored amounts as text instead of numbers or accounting

      Good Afternoon, We have a quarterly billing report that we generate from our Requests. It exports to excel. However if we need to add a formula (something as simple as a sum of the column), it doesn't read the dollar amounts because the export stores

    • Create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM

      How to create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM? I was able to do a view in CRM based on customer that registered to an event, but I don't seems to be able to include the filter

    • Zoho Desk blank page

      1. Click Access zoho desk on https://www.zoho.com/desk/ 2. It redirects to https://desk.zoho.com/agent?action=CreatePortal and the page is blank. Edge browser Version 131.0.2903.112 (Official build) (arm64) on MacOS

    • I hate the new user UI with the bar on the left

      How can I reverse this?

    • Constant color of a legend value

      It would be nice if we can set a constant color/pattern to a value when creating a chart. We would often use the same value in different graph options and I always have to copy the color that we've set to a certain value from a previous graph to make

    • Question regarding import of previous deals...

      Good afternoon, I'm working on importing some older deal records from an external sheet into the CRM; however, when I manually click "Add New Deal" and enter the pertinent information, the deal isn't appearing when I look at the "Deals" bar on the account's

    • Client Script also planned for Zoho Desk?

      Hello there, I modified something in Zoho CRM the other day and was amazed at the possibilities offered by the "Client Script" feature in conjunction with the ZDK. You can lock any fields on the screen, edit them, you can react to various events (field

    • One person/cell phone to manage multiple accounts

      Hi. I have a personal Free account to keep my own domain/emails. Now I need to create a Business account to my company's own domain, but I have only one mobile phone number I use to everything. How do I do to manage this? Can I manage a Free domain and

    • Next Page