Why Zoho CRM’s New Chart View Might Be Better Than the Report Builder
As a long-time Zoho CRM admin, I’ve spent more hours than I care to admit inside the report builder. Don’t get me wrong—I love a well-built report. But if I just need to visualize something quickly or spot trends in a pipeline without pulling 10 levers and adding 5 filters, this new feature might be my new go-to.
Zoho just released Chart View inside module lists, and I’m here to tell you—it’s slick.
Watch to Learn About Zoho CRM's New Chart View in Modules
What is Chart View?
You’re probably familiar with List View and Kanban View inside Zoho CRM modules. Now, when you're inside a module like Deals or Leads, you can toggle to Chart View. It lets you:
- Use all the same filters from the left sidebar
- Choose the field you want to analyze (like deal stage, lead source, etc.)
- Pick your chart type (bar, line, donut, pie)
- Publish and save your views
- Even mass update or mass email records right from the chart interface
Yes—you read that right. Mass actions are still available.
Why It’s a Game-Changer
For fast insights or casual trend spotting, this is way quicker than building out a report. Especially if you’re already comfortable using module filters. It’s like a visual version of List View, with the bonus of live charts.
Use it for:
- Visualizing deals by rep, stage, or region
- Checking lead status distributions
- Seeing task completions by user
- Getting a real-time snapshot of project progress (if you use custom modules)
Pro Tips to Get Started
- Filter first: Use the left-hand filters to narrow down the dataset before switching views.
- Save your work: You can publish a Chart View so your team can use it too.
- Think operational: If you often do daily checks on pipeline health or team activity, save a few go-to views and share them.
Bottom Line
This is one of those features that makes Zoho CRM feel like it’s really listening to its users. It won’t replace all your reports, but it might save you a few dozen every month. Try it out, and let me know what you think!
Have you tried Chart View yet? Schedule a call or email us at info@technomap.org if you want help setting it up in your CRM.
