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Zoho CRM

Chart Component

A Chart Component in Zoho CRM is a visual widget added to a Dashboard that renders report data as a bar chart, line chart, pie chart, donut chart, or other visual format. Chart Components make numerical report data easier to interpret and spot trends at a glance.

A Chart Component in Zoho CRM is a visual widget added to a Dashboard that renders report data as a bar chart, line chart, pie chart, donut chart, or other visual format. Chart Components make numerical report data easier to interpret and spot trends at a glance.

What is a Chart Component in Zoho CRM?

A Chart Component is created by selecting a saved Report and choosing a chart type to visualise it. The component is then added to a Dashboard. Available chart types include: Bar, Stacked Bar, Line, Area, Pie, Donut, Funnel, and Heat Map.

Chart Components are interactive – you can click a segment of a pie chart or a bar in a bar chart to drill down into the underlying records. This makes dashboards actionable, not just informational.

Industry Example

Retail Banking: A retail bank’s sales dashboard includes a Stacked Bar Chart showing deals by product type (Home Loan, Personal Loan, Credit Card) per sales rep, for the current month. The chart makes it immediately clear which reps are selling which products, allowing the manager to encourage cross-selling where one product dominates.

Frequently Asked Questions

What is a Chart Component in Zoho CRM?

A Chart Component in Zoho CRM is a visual widget added to a Dashboard that renders report data as a bar chart, line chart, pie chart, donut chart, or other visual format. Chart Components make numerical report data easier to interpret and spot trends at a glance.

What chart types are available in Zoho CRM dashboards?

Zoho CRM dashboards support: Bar, Stacked Bar, Line, Area, Pie, Donut, Funnel, and Heat Map chart types. Charts are interactive – clicking a segment drills down into the underlying records.

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