Zoho Analytics is a robust Business Intelligence (BI) tool designed for enterprise-level use. Unfortunately, it often remains underutilized among the Zoho suite of applications. This may stem from misconceptions about its complexity, particularly regarding how well it integrates with Zoho CRM. In this article, we will explore how Zoho Analytics can reveal insights that might otherwise be overlooked.
Integrating Analytics with Your CRM
Integrating Zoho Analytics into your CRM can significantly enhance your data analysis capabilities. Here’s how to get started:
- Navigate to Setup, then select Marketplace and choose Zoho.
- Click on the Get Started option.
- Choose the module fields you want to sync with Analytics.
- Click Save to finalize your settings.
Once you save, the screen will refresh, providing an overview of your synchronization.
Important Tip
When syncing with Analytics, only the selected fields will be available for report creation.
Mastering the Fundamental Resources
To effectively use Zoho Analytics, familiarizing yourself with its user interface is essential. Follow these steps to navigate the platform:
- Visit analytics.zoho.com and log in with your Zoho account.
- Select the workspace called Zoho CRM Reports to access relevant data.
In this workspace, you’ll find various CRM modules, such as Leads, Contacts, and Opportunities. Selecting any of these will provide access to the records corresponding to the synced fields.
Understanding Data Layout
The data layout in Zoho Analytics resembles a spreadsheet, making it easy to start creating reports with the available data.
Creating Reports: The Essentials
Zoho Analytics offers four standard report formats:
- Graphical Table
- Overview
- Graph
- Pivot Table
Building a Tabular View
To create a tabular report:
- Choose a reporting table, such as unclosed leads.
- Then click the plus sign (+).
- Select Create to establish a new tabular view.
You can configure this report using the available options to sort, group, and summarize data. For instance, you can group records by Lead Source or summarize them by counting records.
Developing a Summary View
When dealing with bigger datasets, a summary view is useful. I will show you how to make one:
- Select a reporting table for your summary.
- Choose New Summary View from the options.
- Drag and drop the relevant columns into the Group By axis.
This approach allows you to display data more clearly and provides insights that might be lost in a detailed tabular view.
Drawing Up a Diagram
Visual representations, such as charts, can enhance data comprehension. To create a chart:
- Select a reporting table.
- Choose New Chart View.
- Drag columns to the X or Y-axis for comparison.
Zoho Analytics offers over 25 different chart types, allowing you to choose one that best conveys your data story.
Utilizing Pivot Tables for Data Analysis
If you need to analyze extensive datasets, pivot tables can be invaluable. They allow for dynamic data reorganization and summarization.
To create a pivot table:
- Select a reporting table and choose New Pivot View.
- Drag columns into the row and column axes.
- Add numerical columns to the Data axis.
Automatically Shareable Dashboards
Lastly, Zoho Analytics offers an extra feature — dashboards that provide insightful visualizations of your data.
Conclusion
In this article, we’ve explored the capabilities of Zoho Analytics, from integration with CRM to creating various report formats. By mastering these tools, you can significantly improve your data analysis and reporting processes, ultimately driving better decision-making within your organization.
© Image credits to Kenny Ph
Posted in CRM
