In today’s highly competitive retail landscape, data-driven decisions are no longer optional — they’re essential. While businesses collect vast volumes of data across regions, stores, and customer segments, the real value lies in how effectively this data is visualized and interpreted.
Geo Maps in Zoho Analytics bring location intelligence to the forefront of decision-making. With powerful spatial analytics capabilities, retail businesses can now visualize store performance, identify untapped opportunities, and track customer behavior trends with a simple glance at a map.
This solution demonstrates how Zoho Analytics' Geo Maps can be leveraged to solve real retail business problems, using a step-by-step approach grounded in a practical, ready-to-use dataset.
Imagine you're a retail chain operating hundreds of stores across the United States. Each store generates data—sales, visitor footfall, customer satisfaction, marketing spend—but these numbers alone don’t explain why some stores succeed while others under-perform.
Key challenges include:
- Identifying stores that are struggling before sales drop significantly.
- Understanding whether poor performance is due to location, low visibility, or intense competition.
- Evaluating which regions offer true expansion potential—and which are over-saturated.
With no visual correlation between location and business KPIs, many decisions remain reactive instead of proactive. This is where Geo Maps make all the difference—by transforming isolated data into contextual geographic insights.
To power this solution, we’ve created a comprehensive and realistic retail dataset that mirrors how actual store data behaves across geographies.
The dataset includes:
- Store-level performance data: revenue, average purchase value, and satisfaction.
- Customer insights: foot traffic, age, gender distribution.
- Market context: competitor presence and market share, population density, and economic growth rate.
- Geospatial data: zip code, city, state, latitude, and longitude of each store location.
Retail chains often operate on thin margins, and even minor under-performance at store level can have significant impacts across the organization. While dashboards provide revenue and performance trends, they often miss one critical dimension—geography.
Without geographic context, businesses face several recurring challenges:
- Underperforming stores go unnoticed until major losses occur.
- Ghost zones—areas with low store presence but high potential—remain unexplored.
- Marketing budgets get wasted in regions where returns are consistently low.
- Competitor pressure is misjudged due to lack of visibility on regional saturation.
- Store closures become reactive decisions, made after performance has already declined.
In short, data without location awareness leaves decision-makers blind to spatial trends and risks. Businesses need a smarter, more intuitive way to analyze store performance with geographical clarity—before it’s too late.
Geo Maps in Zoho Analytics address this gap by unlocking a visual layer of intelligence that traditional charts can’t offer.
Here’s what makes them a game-changer:
- Location-first insights: Instantly identify how store performance varies across the map - by city, state, or neighborhood.
- Visual correlation of multiple KPIs: Compare revenue, satisfaction, and foot traffic geographically to detect hidden patterns.
- Clutter-free, customizable visuals: Choose the right map type - bubble, filled, pie, or scatter - to match the data you want to analyze.
Unlike static dashboards, Geo Maps enable you to see the problem, context, and opportunity—all in one frame. Whether it's spotting trends, reallocating marketing spend, or planning expansion, this spatial layer puts decision-makers back in control.
This section walks through the step-by-step creation of four key Geo Map reports that reveal business insights from store-level data.
To identify how stores are performing across different regions in terms of revenue and customer satisfaction, using a clean, visual-first map representation.
This helps uncover:
- High-performing stores in key zones
- Underperforming regions needing intervention
- Patterns related to location-based store success
Why Map - Bubble?
The Map - Bubble chart is ideal for visualizing store-level metrics using geolocation.
- Size indicates magnitude (e.g., Monthly Revenue)
- Color indicates health or quality (e.g., Customer Satisfaction)
- Each store appears as a distinct bubble based on its lat/long.
Procedure
- From the dataset, click the Create icon and select Chart View.

- On the designer page, drag and drop the following columns into their respective shelves:
- Latitude → X-Axis
- Longitude → Y-Axis
- Customer Satisfaction (out of 10) → Color
- Monthly Revenue (USD) → Size
- Store ID, Store Type, City → Tooltip

- Click Generate Graph.
- Click on the ellipsis icon and select the chart type as Map - Bubble.

- Click the Settings icon, and under the General tab, click Legend.
- In the Colors section, customize the color scale from red to green to represent satisfaction ranges.

- Under the Map tab, click Map control and enable Display Specific Country Map.
- From the drop-down, select Albers USA Projection. This displays the USA map by placing Alaska and Hawaii below the mainland USA on a single map.

- Rename the report as Store Performance and click Save.
Tip:
Add a User filter such as Store type or State to analyze performance by segment.
This configuration creates a bubble for every store, sized by its revenue and colored by customer satisfaction — instantly showing how happy customers are in high- or low-revenue zones.

Key Insights
Large bubble + Red color - High revenue but poor satisfaction — risk of churn!

Small bubble + Green color - Low revenue but high satisfaction — possibly underserved

Large bubble + Green color - Healthy performers — consider replicating success

Small bubble + Red color - Low performers — review for possible closure or revamp.

Business Interpretation
This chart acts as a live performance map for executives and analysts. Instead of scanning through tables or KPIs, stakeholders can instantly spot outliers, prioritize investments, and plan corrective actions by just glancing at the map.
To evaluate how efficiently each state is converting foot traffic into store revenue — and more importantly, to identify high-footfall regions without store presence, often referred to as ghost zones.
This chart helps:
- Compare state-level foot traffic against actual revenue
- Spot underutilized or over-performing regions
- Discover untapped markets with high visitor potential but less to no physical stores
Why Map - Filled + Scatter?
- The Map - Filled chart provides a regional perspective of traffic density and revenue generation.
- The Scatter layer overlays actual store locations based on latitude and longitude.
This powerful combo allows you to measure performance where you’re active and spot opportunities where you're not.
Procedure
- From the dataset, click the Create icon and select Chart View.
- On the designer page, drag and drop the following columns into their respective shelves:
- State → X-Axis
- Foot Traffic (visitors/month) → Color
- Monthly Revenue (USD) → Text
- Marketing Spend (USD), Population Density (people/sq km), ROI (%) → Tooltip
- Click Generate Graph.

- Click on more option and select the chart type as Map-Filled.

- Click the Settings icon, then click Legend.
- In the Colors section, assign from light to dark green colors for the below range of foot traffic:
- Below 5,000
- 5,000–10,000
- 10,000–15,000
- Above 15,000

- Under the Map tab, change the map to Albers USA Projection.
This filled layer highlights traffic and revenue across states.

- Toggle Enable Layers to add a second layer.

- In the new layer, drag and drop Latitude and Longitude into the X-Axis and Y-Axis respectively, Population density into the Color shelf, and click Generate Graph.

- Click Layer Controls, select Chart Chooser besides Latitude and choose the map as Map - Scatter from the list.

- To customize the second layer, go to Settings → Map → Latitude → Legend, and assign from light to dark red colors for the below range of population density:
- Below 2,000
- 2,000-4,000
- 4,000-6,000
- 6,000-8,000
- 8,000-10000
- Above 10,000

- Rename the report as Revenue-to-Traffic Ratio with Ghost Zone Detection and click Save.
This scatter layer marks the exact store locations, allowing visual correlation with high-traffic regions, revenue, and population density.
Key Insights
Dark green filled (high traffic) + Low revenue - Poor conversion - evaluate strategy or in-store experience

Mid to Dark green filled (high to mid traffic) + balanced revenue - Efficient zones — consider scaling efforts

Light green filled (low traffic) + high marketing spend (from tooltip) - Budget drain — reduce spend or re-evaluate targeting

Dark red marker (high population density) + less to no store markers - Ghost Zones — high opportunity areas for expansion

Example: In Las Vegas from Nevada, with a population density of 10,428 people/sq km and only two stores handling 10K–15K visitors/month, monthly revenue of the state remains modest at ~$278K. This indicates a high-opportunity zone for expansion, with strong footfall but untapped revenue potential.
Interpretation & Use
This map is designed for marketing and expansion teams who need to:
- Justify where to open new stores
- Optimize existing resource allocation
It visually answers the question:
Are we generating revenue where people are actually showing up?
Also, with the scatter layer:
Where are we not present — but should be?
To evaluate how store performance is impacted by nearby competition, using a scatter map that plots every store across the U.S. and reflects competitor market share through color intensity.
This view helps:
- Detect locations under competitive stress
- Identify high-risk zones where your market share is at risk
- Correlate competitor presence with satisfaction and store performance
Why Map - Scatter?
Map - Scatter offers a clean and lightweight visual that plots each store based on its exact coordinates. By encoding competitor market share as color and overlaying other attributes via tooltip, this chart becomes a competitive pressure radar.
Procedure
- From the dataset, click the Create icon and select Chart View.
- In the chart designer, drag and drop the following columns into their respective shelves:
- Latitude → X-Axis
- Longitude → Y-Axis
- Competitors market share → Color
- Competitors nearby, Monthly Revenue, and Store Type → Tooltip
- Click Generate Graph.

- Click on the more option and select the chart type as Map-Scatter.
- In the Settings panel, adjust the color gradient to reflect pressure levels
- 0 → Green
- 1-30 → Cyan
- 30-60 → Orange
- 60-80 → Pale red
- Above 80 → Red

- Change the Marker type under Maps → Marker tab.

- Under the Map tab, change the map to Albers USA Projection.
- Rename the report as Competitor Pressure Zones and click Save.
The resulting chart uses color to signal competitive heat around each store, allowing you to scan pressure zones across all regions visually.

Key Insights
Red (80-100%) - High competitor dominance — urgent intervention zone

Orange (30-60%) + low revenue - Growing pressure — performance risk emerging

Green (0%) + strong revenue - Market leader — low competition, strong position

Cyan (1-30%) + moderate revenue - Mild competition — possible opportunity to scale further

Business Interpretation
This chart empowers regional and strategy teams to:
- Detect overcrowded areas where stores are losing share
- Identify safe zones where your brand leads the market
- Spot emerging competitor influence before it cuts into your margins
It acts as a competitive intelligence dashboard, mapping how your store network stands against external threats.
To visualize how the gender distribution of customers varies across store locations. This helps identify stores with significant demographic skews, allowing for more personalized marketing, product selection, and in-store experience.
Why Map - Pie?
The Map - Pie chart is ideal for visualizing data composition across geographical locations.By breaking down each store’s customer base into Male (%) and Female (%) segments, this chart reveals who your customers are and where gender-targeted strategies might work best.
Procedure
- From the dataset, click the Create icon and select Chart View.
- In the chart designer, drag and drop the following columns into their respective shelves:
- Latitude → X-Axis
- Longitude, Male (%), Female (%) → Y-Axis
- City, Store ID, Average Customer Age, Store Type → Tooltip
- Click Generate Graph.

- In Settings, under the Map tab, change the map to Albers USA Projection.
- Click on Markers, adjust the Marker Size as shown.

- Click on Data Label, and enable the Show corresponding Y axis value as data label on the chart to display the percentage values on the map.

- Add Store Type as User Filters to slice down store-wise gender distribution.
- Rename the report as Customer Gender Distribution and click Save.
Each store will now display a pie chart representing the gender split among its customers, directly on the map.
Key Insights
Uneven gender split (e.g., 70% Male) - Potential to tailor offerings, branding, or promotions for the dominant gender

Balanced split (≈50/50) - Opportunity to run inclusive or diversified campaigns

High female ratio + specialty store - Indicates demand for niche products — expand category offerings

Business Interpretation
This chart allows marketing and merchandising teams to:
- Understand gender-based customer clustering across regions
- Launch targeted campaigns (e.g., loyalty programs, promotions)
- Refine product assortments to suit local preferences
For example: A store with 70% female shoppers may benefit from deeper investment in lifestyle categories, while a balanced store could serve as a testing ground for unisex offerings.
In this phase, we laid the foundation for geo-powered retail intelligence using Zoho Analytics. Through a single, well-structured dataset and four powerful geo map visualizations, we transformed raw store data into real, actionable business insights.
Here’s what we achieved:
|
Report
|
Business Insights
|
|
Store Performance (Bubble)
|
Identified stores that are over performing or at churn risk based on revenue and satisfaction.
|
|
Revenue-to-Traffic Ratio (Filled + Scatter)
|
Detected ghost zones and optimized marketing ROI by comparing traffic and revenue.
|
|
Competitor Pressure Zones (Scatter)
|
Mapped out competitor dominance and spotted at-risk or saturated regions.
|
|
Customer Gender Distribution (Pie)
|
Uncovered demographic patterns to tailor product, marketing, and in-store experience.
|
These visualizations brought spatial awareness into every performance metric — turning maps into a strategic business tool.
And this... is just the beginning.
Stay tuned for Phase 2 — where Multi-Layer Geo Maps and Network Charts come together to supercharge your business strategy with even deeper spatial insights.
Recent Topics
CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more
Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),
Auto tagging
Some of the articles I enter into Notebook get there when I enter them in Raindrop.io and IFTTT copies the articles in Notebook. When this happens the notes are tagged but instead of useful one word tags with topic the tag pertains to the specific article
Integrating Zoho People Attendance to Biometric Machine (ZKTeco 40 k )
Please help us for Integrating Zoho People Attendance to Biometric Machine (ZKTeco 40 k )
Move email between inboxes?
Is it possible to move emails from one team inbox to another? We would like to be able to have a single "catch-all" inbox for incoming requests, and then move the email to the appropriate department inbox. I was hoping we would be able to accomplish this
Updating records through Zoho Sheets View doesn't update timeline or trigger workflow rules
I have noticed that when i update a series of record with the zoho sheets view (see here http://d.pr/i/ahnR) it doesn't update timeline history or trigger workflow rules. I am using it in the Deals module. Looking forward for some more info. Denis
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
inability to use different primary address on invoice per location
my company operates in two different locations with different email address. The problems then is the inability to edit the primary to suite the invoice for the second location.
AI Search and Record Retrieval Inside Zoho Creator – Is This Possible?
Is it possible to integrate an AI assistant into Zoho Creator that can intelligently search, retrieve, and analyze records within the application’s forms and reports? Can AI access and query existing Creator data securely using Deluge or APIs to provide
Rename Service Report
Some of our customers are requesting the name of the service report PDF to be in a specific format, for example, instead of REP-001.PDF some are requesting to include their name like customername.pdf. is that possible?
Smarter holiday planning with yearly-specific Holiday Lists
Hello everyone! Managing holidays and business hours is now easier and more efficient. Holiday Lists now support holidays that fall on different dates every year, while business hours now supports more than one holiday list. This helps businesses manage
Join Zoho Meeting only via Web browser and not with Zoho Meeting App
Dear Zoho team, according to the documentation [1], Zoho Meeting only offers web view for Chrome and Firefox on a desktop. For other browsers and devices, participants can only join a Zoho Meaning with the Zoho Meeting App installed. This is a big hurdle
AI Search and Record Retrieval Inside Zoho Creator – Is This Possible?
Is it possible to integrate an AI assistant into Zoho Creator that can intelligently search, retrieve, and analyze records within the application’s forms and reports? Can AI access and query existing Creator data securely using Deluge or APIs to provide
Automated Task reminder
First question: If a task does not have a reminder set, will it still send an email notification that the task is due today? If not, how can I set up an automated reminder to send the task owner an email that it is due on a certain date?
Turn off Knowlege Base Follow options and Follower lists
Is there a way to hide or turn off the option in the Knowledge Base for users to follow specific departments/categories/sections/articles? If not, is there a way to turn off the public list of followers for each of those things? Otherwise, customer names
Scheduled AU Data Center Database Version Upgrade for Zoho Forms
Dear Zoho Forms' users, We would like to update you on a scheduled AU Data Center database version upgrade for Zoho Forms. Find the schedule below: Migration window: Sunday, 22nd February 2026 12.00 AM to 12.30 AM AEDT This migration is a part of our
Cannot get code to work with v2.mergeAndStore!
Please can someone help me pass subform items into a repeating mail merge table row using v2.mergeAndStore? I have a mail merge template created in Writer and stored in Workdrive. This template is referenced by a custom CRM function which merges all of
Hotmail is blocking the zoho mail IP
Greetings, Since last Tuesday (5 days ago today) I wrote to Zoho support and I still haven't received a single response (Ticket ID: 2056917). Is this how you treat people who pay for your email service? I am making this public so that those who want to
Zoho Bookings and Survey Integration through Flow
I am trying to set up flows where once an appointment is marked as completed in Zoho Bookings, the applicable survey form would be sent to the customer. Problem is, I cannot customise flows wherein if Consultation A is completed, Survey Form A would be
Zoho CRM Community Digest - December 2025 | Part 2
Hello Everyone! During the final weeks of December, Zoho CRM introduced updates that not only enhanced product capabilities but also offered deeper guidance through Kaizen posts. This section highlights what was released and shared in the last two weeks
CRUD actions for Resources via API
Hello, is it possible to perform CRUD actions through the API for Resources? We want to create a sync from Zoho CRM Car record to Bookings resources to create availabilities for Car bookings. For Test drives, not only the sales person needs to be available,
Super Admin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Moderation Update (8th Aug 2025): We are working
Kaizen #186 : Client Script Support for Subforms
Hello everyone! Welcome back to another exciting Kaizen post on Client Script! In this edition, we’re taking a closer look at Client Script Support for Subforms with the help of the following scenario. " Zylker, a manufacturing company, uses the "Orders"
Unable to Assign Multiple Categories to a Single Product in Zoho Commerce
Hello Zoho Commerce Support Team, I am facing an issue while assigning categories to products in Zoho Commerce. I want to assign multiple categories to a single product, but in the Item edit page, the Category field allows selecting only one category
オンライン勉強会のお知らせ Zoho ワークアウト (2/19 参加無料)
ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 2月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 ▶︎参加登録はこちら(無料) https://us02web.zoom.us/meeting/register/6AyVUxp6QDmMQiDGXGkxPA ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目指すイベント「Zoho
Create an Eye-Catching Announcement Widget for Your Help Center
Hello Everyone! In this week’s edition, let’s explore how to keep your customers updated with exciting news in the Help Center. See how ZylkerMobile wowed their customers by bringing updates right to their portal. ZylkerMobile, the renowned brand for
doubts about customer happiness in zoho desk
Good afternoon, Desk community. The reason for my message is that I have a question regarding the customer satisfaction surveys we can ask our clients to rate our service. I know that in Desk, you can activate Customer Happiness to send a survey to the
COQL API in JS Widget only pulling 200 records
Hello! We've been building a custom homepage widget using the Zoho JS SDK, and it seems that this https://help.zwidgets.com/help/latest/ZOHO.CRM.API.html#.coql only allows 200 records. I thought the limit was 2000 for COQL queries, but am I mistaken?
Standard Description Field - Can I change label or add dd tooltip
Is there a way fo you guys to allow the customer to change the label name for the description field in the customer portal when submitting tickets. Or at least allow us to add a tooltip to clarify what description we need from them. I know I can create my own separate multi line description field but if I do that, it doesn't have the nice toolbar with Bold, Italic, Underline, color, font, indent, etc. Can you please allow us to add a tooltip to the zoho standard description field?
Introducing parent-child ticketing in Zoho Desk [Early access]
Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child
Ability to CC on a mass email
Ability to CC someone on a mass email.
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.
Zoho Support - contract notifications
Hi, I have a few questions about using Zoho support. Is there a way to add custom contract notifications like (90 days before expiry send notification e-mail to agent and customer, then another 60 days before expiry and another 30 days.). And is it possible to add (embed) the contract expiry date to a costom notification e-mail. is there a way to manualy change or costomize the status of a contract (i.e.to blocked if they run out of support hours). if it is possible to see this on new tickets (i.e.
Compensation | Salary Packages - Hourly Wage Needed
The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.
Is it possible to create a meeting in Zoho Crm which automatically creates a Google Meet link?
We are using Google's own "Zoho CRM for Google" integration and also Zoho's "Google Apps Sync" tools, but none of them provide us with the ability to create a meeting in Zoho CRM that then adds a Google Meet link into the meeting. Is this something that
Customizing Helpcenter texts
I’m customizing the Zoho Desk Help Center and I’d like to change the wording of the standard widgets – for example, the text in the “Submit Ticket” banner that appears in the footer, or other built-in widget labels and messages. So far, I haven’t found
Ability to Edit Ticket Subject when Splitting a Ticket
Often someone will make an additional or new request within an existing ticket that requires we split the ticket. The annoying part is that the new ticket maintains the subject of the original ticket after the split so when the new ticket email notification
Automatically Update Form Attachment Service with Newly added Fields
Hi, When I have a Form Setup and connected to a 3rd Party Service such as OneDrive for Form Attachments, when I later add a new Upload Field I have to remove and redo the entire 3rd Party Setup from scratch. This needs to be improved, such as when new
🚀 WorkDrive 6.0 (Phase 1): Empowering Teams with Content Intelligence, Automation, Accessibility, and Control
Hello, everyone! WorkDrive continues to evolve from a robust file management solution into an intelligent, secure, and connected content collaboration platform for modern businesses. Our goal remains unchanged: to simplify teamwork, strengthen data security,
Our Review Of Zoho CRM after 60 Days
The purpose of this is to just share with Zoho why I love their product, but ultimately why I could not choose Zoho CRM for our next CRM. About two months ago we begun a CRM exploration process for our financial planning firm, based in Texas. We already
Extend the Image Choice Field
Hi, The New Yes/No field is great for what it does, and the Image Choice Field is good but could be better with some functions from the Yes/No field. Take an example, rather than just Yes/No you want Yes/No/Maybe (Or more than 3 choices), but unlike the
Next Page