A Matrix Report in Zoho CRM is a two-dimensional cross-tabulation that groups records by one field across rows and another field across columns, with aggregated values at each intersection. It is used for side-by-side comparisons - for example, deals by stage (rows) versus month (columns), showing the value at each intersection.
A Matrix Report organises data in a grid format: one grouping field becomes the row headers, another becomes the column headers, and the cell value is an aggregation (count, sum, average) of records matching both row and column criteria. This is powerful for spotting patterns across two dimensions simultaneously.
Classic Matrix Report use cases: Deals by Stage (rows) vs Quarter (columns) to see how pipeline mix changes over time; Leads by Source (rows) vs Status (columns) to see conversion rates by source; Activities by Type (rows) vs Rep (columns) to compare effort distribution.
A Matrix Report in Zoho CRM is a two-dimensional cross-tabulation that groups records by one field across rows and another field across columns, with aggregated values at each intersection. It is used for side-by-side comparisons – for example, deals by stage (rows) versus month (columns), showing the value at each intersection.
Use a Matrix Report when you need to compare two dimensions simultaneously – for example, deal value by stage AND by month, or lead count by source AND by status. It is the most powerful report type for pattern recognition.
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