Zoho Corporation Private Limited

Raghavan Balchand

Subash Subbiah

Guhan Ashok Kumar

Arun Ray Raymond

A method and system to generate a stage overview which is comprised of stages corresponding to buckets containing information records grouped based on a predefined criteria. The stages of the stage overview can be designed based on various criteria, e.g., deal/record value, calendar period, sales funnel stages, and the stages are formed as configured by the user. The stage overview provides an overall visualization of the number of deals or records and cumulative amount in each bucket. The stage overview enables the user to navigate from one bucket to any other stage or a bucket, easily and quickly. The buckets are created and maintained according to the stages and vice versa. A bucket is a collection of information records, deals, or the like. Records that fall under the same stage can be grouped and listed out together under one bucket.

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Chennai, India

Raghavan Balchand