Create a New Leads Timeline

We want to create a chart, a timeline, that shows the number of leads that we are generating over time.

The trick is to have a reliable time variable for when Leads come into the CRM. Fortunately, Zoho has exactly that default timestamp! (called “Created Time”)

With the Created Time on the X-axis (grouped by month) and a count of the Leads on the Y-axis (accomplished by counting up the Lead IDs), it’s fairly simple to create a timeline chart.

It’s good practice to use ID fields for counts because then it often doesn’t matter if you use distinct count or not because all Zoho IDs are distinct.