Zoho Analytics guide

Zoho Analytics turns the data from all your apps — CRM, Books, Projects and even external sources — into visual dashboards and reports. Management sees the state of the business in real time, without exporting a single Excel file.

Getting started

1. Create your workspace and connect your first data sources (CRM, Books, files, databases).
2. Let the native connectors import and sync your data automatically.
3. Explore the prebuilt reports that come with each Zoho connector.
4. Build your own reports with drag and drop: charts, pivot tables, KPIs.
5. Bring your key reports together in a dashboard and share it with the right people.
6. Schedule your dashboards to be emailed automatically.

Key features

• Native connectors for every Zoho app and more than 250 sources.
• Ask Zia: ask questions in plain language and get a chart.
• Cross-source reports combining multiple sources (e.g., CRM sales vs. Books invoicing).
• Secure sharing with granular permissions.
• Data threshold alerts.

Tips from our specialists

• Start with three KPIs you check every week — not thirty.
• Combine your sales and accounting data: that’s where the native connectors shine.
• A dashboard emailed automatically on Monday morning is a dashboard that actually gets read.

Official resources

Zoho’s official documentation is available in English. Our team supports you in French and English for all of these apps.

• Zoho Analytics help center
• Zoho Analytics release notes — what’s new and improved
• Zoho Analytics (on-premise) release notes — what’s new and improved

Need a hand? Nuagix, a Zoho Premium Partner in Quebec, implements, optimizes and supports Zoho Analytics in French and English. Discover our Zoho optimization service, explore our training or book a Zoom meeting.

The three mistakes we fix most often

• Copying the CRM reports. If the dashboard shows what Zoho CRM already shows, it serves no purpose. The point of Analytics is to cross sales, billing and hours in one view.
• Importing the data once. A dashboard fed by a manually uploaded file dies within three weeks. The connection has to be automatic.
• Stacking metrics without thresholds. Forty numbers with no target say nothing. Five numbers with a threshold trigger a decision.

What Zoho Analytics changes once it is connected to the rest of Zoho One

Questions that used to take a day of spreadsheet work answer themselves continuously.

• The real cost of an engagement, by crossing Zoho Projects and Zoho Books;
• Profitability by client, by service line or by region;
• The average delay between the first meeting and payment;
• Recurring revenue trends drawn from Zoho Billing.

Frequently asked questions

Can we connect data from outside Zoho?

Yes. Files, databases and several external services can feed the same dashboards as your Zoho data.

Do we need an analyst to use it?

To design the first dashboards, a hand helps. To read and filter them day to day, no.

Where should we start?

With the three numbers management already looks at on Monday morning and rebuilds by hand. Automating those proves the value before going further.

Need a hand

If the setup stalls, or if you would rather not do the work twice, the first meeting is a Zoom call, free and with no commitment.

Book your Zoom meeting — or write to us at support@nuagix.ca