Quadrant Analysis is a dashboard component in Zoho CRM that scatters your data across four quadrants, making it easier to spot patterns in large volumes of sales data than scrolling through raw records or a standard chart could manage.

A worked example

Say you have five years of historical sales data and want to understand the relationship between profit margin and sales volume. Quadrant Analysis can help answer questions like whether low margins paired with high sales are actually losing you money, or which high-margin, low-volume products deserve more focus, by scattering products across the four quadrants formed by those two metrics.

How it's configured

• X and Y axis. Choose the two metrics you want to plot against each other, such as Deal Owner and revenue generated, or campaign type and revenue.
• Benchmark. Set threshold values for the X and Y axis, which is what actually splits the chart into its four quadrants.
• Advanced view. Add a third dimension by sizing each data point's icon based on a further metric, for example showing deals closed against revenue generated, with icon size reflecting a third value like average deal size.

Zia suggestions

When adding a Quadrant Analysis component, Zia may offer relevant configuration suggestions directly in the setup pop-up. Selecting a suggestion pre-fills the configuration for you, which you can still edit afterwards, or browse further suggestions using the Suggestions button.