Zoho CRM Advanced Analytics

The Zoho Analytics connector for Zoho CRM (& Zoho CRM Plus) allows you to analyze your Zoho CRM data in a much efficient way. Its intuitive drag-and-drop interface allows you to easily create reports and dashboards. Sales and Marketing personnel can slice and dice their Zoho CRM data and take informed business decisions.

The Advanced Analytics for Zoho CRM includes 100+ prebuilt reports and dashboards  over your Zoho CRM data that help you to jump-start your analytics right away.

Permission Required 

Users with administrative privilege can set up this connector.

  • Basic
  • Standard
  • Premium
  • Enterprise

Check Features Availability and Limits 

 

General

  1. What is Zoho Analytics?
  2. What is the Zoho Analytics Advanced Analytics for Zoho CRM and how does it work?
  3. Who can subscribe to this Zoho Analytics connector?
  4. What do I get when I subscribe to this connector?
  5. What are the benefits of using the Zoho CRM Advanced Analytics over the Reporting module in Zoho CRM?

Pricing

  1. How much does this connector cost?
  2. Do you provide trial evaluation for this connector?
  3. What do you mean by 'Users' in the pricing plan?
  4. What do you mean by 'Rows' and how is it calculated in the pricing plan?

Setup

  1. How do I setup Zoho CRM Advanced Analytics?
  2. How long should I wait for my Zoho CRM data to initially appear in Zoho Analytics?
  3. I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?
  4. What are the modules in Zoho CRM on which I could create reports using this advanced analytics connector?
  5. Can I add custom columns or new fields?
  6. How can I edit the Zoho CRM-Zoho Analytics Synchronization setting?
  7. Can I view the data synced history?
  8. How can I synchronize the Zoho CRM data instantly?
  9. How do I access the reports created in Zoho Analytics?
  10. How to create my own reports with this connector?
  11. Who has access to the reports I create?
  12. On whose account will the Zoho Analytics connector be setup?
  13. Can I setup the connector in an account other than the one who configures/sets up the trial?
  14. Can I transfer my Zoho Analytics connector to another admin account?

Reporting Features

  1. What are the report types supported by Zoho Analytics?
  2. What are the default reports & dashboards created by Zoho Analytics, on setting up this connector?
  3. Can I modify the default reports that have been created by the Zoho Analytics connector? If so, how?
  4. How do I create reports using fields/columns across different modules (example Deals & Accounts etc)?
  5. What are 'Formulas' in reports?
  6. What are the default formulas added by Zoho Analytics, on setting up this connector?
  7. How do I create my own custom formulas in Zoho Analytics?
  8. Can I add/modify data in the Zoho CRM modules (tables) within Zoho Analytics?
  9. Can I add new columns to the Zoho CRM modules (tables) within Zoho Analytics?
  10. Can I add new data tables in this Workspace to create reports & dashboards?
  11. Can I combine data from other sources with the data from Zoho CRM to create reports and dashboards?
  12. Can I combine my Zoho CRM and Zoho Books data?
  13. What are Query Tables?
  14. Can I join data from multiple tables to create reports?
  15. What happens when I rename a module in Zoho CRM?

Users, Sharing & Collaboration

  1. How do I share the reports in Zoho Analytics with my colleagues?
  2. Why are other members in my organization not able to access the reports created?
  3. How can other members in my organization create reports?
  4. What are the user roles available in Zoho Analytics?
  5. Why can't other users edit the reports that I have shared to them?
  6. Can I share the same report created to multiple users with different criteria associated, so that they see different data?
  7. How can I print the reports & dashboards created in Zoho Analytics?
  8. How can I email reports & dashboards created in Zoho Analytics in a scheduled manner?
  9. Can I export the reports & dashboards created in Zoho Analytics and how?
  10. Can I embed reports/dashboards as a Web Tab in Zoho CRM? If yes how?
  11. Can I dynamically filter the embedded reports/dashboard based on the user logged in?
  12. How do I embed my reports in my intranet, blog or presentation?

Cross-Functional Analytics with Zoho Applications

  1. What are the Zoho applications that I can combine with Zoho CRM for Advanced Analytics?
  2. How can I analyze the data from the Zoho apps along with Zoho CRM?
  3. Will a relationship be created between Zoho CRM and the applications that I integrate Zoho CRM with?
  4. How do I integrate Zoho Books and Zoho CRM?
  5. How do I integrate Zoho Desk and Zoho CRM?
  6. How do I integrate Zoho Projects/ Bugtracker/Creator/Recruit along with Zoho CRM?

Cross-Functional Analytics with Popular Third Party Business Applications

  1. What are the popular business applications that I can integrate Zoho CRM with?
  2. How can I analyze the data from the business applications along with Zoho CRM?
  3. Will a relationship (lookup) be created between Zoho CRM and the third party applications that I integrate Zoho CRM with?

Help

  1. How do I get technical support on Zoho Analytics connector?
  2. Can I have someone from Zoho do a Demo of this connector for me?

Solutions

General

1. What is Zoho Analytics?

Zoho Analytics is a self-service BI and data analytics software that lets you analyze your data, create stunning data visualizations, and discover hidden insights in minutes.

Zoho Analytics offers the following important capabilities:

  • Complete Online Business Intelligence and analytics service, accessible anytime, anywhere!
  • Easy to adopt 'spreadsheet-like' interface with powerful drag & drop based reporting features for quick report creation.
  • Visual Analysis capability for in-depth analysis and to slice & dice your data.
  • Wide range of reporting capabilities like  Dashboards,  Charts,  Pivot Table,  Summary View, Tabular View, and  KPI Widgets.
  • Data import from various sources such as data stored in local drive ( CSV, Excel, JSON, HTML , XML , JSON, Statistical & MS Access files) , Web Feed  and Cloud Drive. Also supports data import from local/hosted Databases and cloud databases. Supports periodic scheduling of importing data.
  • Integrated with a suite of  15+ Zoho products such as  Zoho Finance, Zoho Desk, Zoho Project,  Zoho People ,  Zoho Campaign, Zoho Survey , etc.
  • Integrated with  45+ popular business applications  like  Google Ads , Facebook Ads ,  Bing Ads, Salesforce CRM, Mailchimp, Zendesk ,  etc.,
  • Integrated with  Zapier  and  Zoho Flow  to power up import from over 500+ apps.
  • Integrates with custom applications using  APIs .
  • Blend/merge data from across different sources to create meaningful business reports and get end-to-end cross-functional analytics.
  • SQL (Structured Query Language) driven querying for powerful data preparation and report creation.
  • An advanced formula engine for deriving key business metrics from your data. 
  • Ability to create reports with ease by simply Ask Zia in natural language. Zoho's Intelligent Assistant will comeup with attractive and relevant visualizations over your data.
  • Derives insights instantly with Zia Insights in the form of digestible narrations. Instead of interpreting the visualization manually.
  • Effectively predicts future data trends with its powerful forecasting algorithms. This analyzes past data deeply and comes up with the best forecast for the future.
  • Data alerts to track vital changes in your key business metrics.
  • Capacity to deliver consumable insights through familiar everyday business workflow by crafting stories with immersive presentations.
  • Provides analytical portals for sharing insights. 
  • Collaborative reporting and analytics with fine-grained permission control over your  Sharing Views  and reports with your colleagues & friends. 
  • Efficiently collaborate with your users by setting up real-time commenting on a shared view.
  • Publish reports for wider consumption.  Embed reports/dashboards  within your websites, web applications, and blogs.
  • Export , Email , and Print reports in a variety of formats.
  • Highly secure as all users login only over HTTPS (SSL connection). All your data and reports are hosted in secure data centers. (Refer to  Security  and  Privacy )
  • Supports  Logo Rebranding .
  • Get the mobile apps (optimized for both IOS and Android platform) and access the reports and dashboards on the go.

2. Why Zoho CRM Analytics?

Advanced Analytics for Zoho CRM enables you to effectively analyse your store data. It helps to track key business metrics like user traffic, product mapping, cart conversions etc.,

Advanced Analytics for Zoho CRM brings in all the capabilities of Zoho Analytics described in the above question .

3. Who can subscribe to the Zoho Analytics - Zoho CRM connector?

Users with paid accounts of both Zoho Analytics (at least the Basic plan) and Zoho CRM (at least the Professional plan) or Zoho CRM Plus / Zoho One users can avail this connector.

Users with the Administrator roles in Zoho CRM can configure this connector.

4. What do I get when I subscribe to this connector?

As a Zoho CRM users, subscribing to this connector brings you immense benefits. You get to look at your data in Zoho CRM in ways you haven't looked at before. This Zoho Analytics connector enables you to do powerful analysis on your CRM data and create insightful reports & dashboards.

Zoho Analytics' drag-and-drop based reporting is so easy to use that you could create any report or dashboard on your CRM data with no IT help or technical knowledge and share them to your colleagues.

5. What are the benefits of using the Zoho CRM Advanced Analytics over the inbuilt Reporting module in Zoho CRM?

The advantage of using the Zoho CRM Advanced analytics over the reports tab inside Zoho CRM is tabulated below.
Advanced Analytics for Zoho CRMReporting Module in Zoho CRM
Supports advanced reports with powerful formula engine.Supports basic reports

Supports Geo Visualization 

 

Not available

 

Supports multi tab Dashboard with flexible layout.

 

Supports basic dashboards.

 

>Supports 6 types of label based KPI widgets and 3 types of chart type  KPI widgets. Can add image or forecast to the KPI widget.

 

Supports label based KPI alone

 

Can combine data from any resources for advanced reporting and analysis

 

Cannot combine and analyze data from other sources

Supports predictive analysis with Forecast and Trendline over charts

 

Not available

 

Provides automated narrative analytics via Zia Insights.

 

Need to interpret reports manually.

 

Supports What If Analysis to predict the outcome when the business factors change.

 

Not available

 

Provides Data Alert to monitor changes in data trend.

 

Not available

 

Supports Data Story Telling options with Portal and Slideshows.

 

Not available

 

Pricing & Trial

1. How much does this connector cost?

Zoho CRM Analytics is bundled free for all the paid users of Zoho Analytics. The Zoho Analytics paid plans start at $25 per month . Click to learn more about  Zoho Analytics pricing.

2. Do you provide trial evaluation for this connector?

Yes, we do provide a 15-day free trial for this connector from the date of set up.

3. What do you mean by 'Users' in the (connector) pricing plan?

Anyone with whom you privately share your Workspace, tables (data), reports and dashboards, created in Zoho Analytics, for collaboration is considered a 'User' in Zoho Analytics. A user is identified by his/her unique email address, with which their Zoho Analytics account is registered.
Suppose you subscribe to the Zoho Analytics Standard plan, you can privately share the data/reports in your account and collaborate with 4 other people. Now your Zoho Analytics account is said to have 5 users (including yourself).

4. What do you mean by 'Rows'/'Records' and how is it calculated in the pricing plan?

In Zoho Analytics, a row or record is defined in the same context as in a database (or spreadsheet). In simple terms, a table consists of rows (records) and columns (fields). Each row in a table represents a set of related data and has the same structure.
For example, in a table that represents "Conversations", each row would represent a single record. The number of rows calculated for pricing is the sum of all rows/records stored across all your Workspace tables in your Zoho Analytics account.

Setup

1. Who can set up the Advanced Analytics Connector?

Administrators in Zoho CRM and Zoho Analytics can set up the Advanced Analytics connector. 

The credentials of the Administrator who set up the connector, will be used for establishing any connections with source application by other administrators.

2. How do I setup the Zoho CRM Advanced Analytics connector?

The below presentation shows you how to set up the connector from Zoho Analytics interface.

 

3. How long should I wait for my Zoho CRM data to initially appear in Zoho Analytics?

Initial data import will take from a few minutes to a couple of hours depending on the volume of data in your Zoho CRM account. You will receive an email notification once the import is complete. If you access the Workspace before the initial fetch is complete, ou may find some data missing. 

4. What are the modules in Zoho CRM that will be synchronized in Zoho Analytics Workspace?

You can synchronize the following data from Zoho CRM into Zoho Analytics.

  • Standard Modules
    • Accounts
    • Activities (Events, Calls and tasks)
    • Cases
    • Campaign
    • Campaign Lead Status
    • Contacts
    • Invoices
    • Invoice Line Items
    • Leads
    • Deals
    • Deal Stage History
    • Price Books
    • Products
    • Purchase Orders
    • Purchase Order Line Items
    • Quotes
    • Quote Lines Items
    • Sales Orders
    • Sales Order Line Items
    • Vendors
  • Custom Modules
  • Subforms
  • Linking Module
  • Picklist History Tracker

5. What are the default fields that will be synchronized from Zoho CRM into Zoho Analytics Workspace?

Zoho CRM data from the following fields will be synchronized by default into Zoho Analytics. You can also include additional columns/fields to synchronize from Zoho CRM to Zoho Analytics as described in the question below .

  1. Accounts - Account ID, Account Name, Account Owner, Account Type, Created Time, Industry, Website
  2. Calls - Call Start Time, Call Duration (in seconds), Call Owner, Subject, Call Type, Call Purpose, Billable, Created Time, Modified Time
  3. Campaign - Campaign ID, Campaign Name, Type, Status, Created Time, Modified Time, Start Date, End Date, Expected Revenue, Budgeted Cost, Actual Cost,
  4. Campaign Lead Status  -  Campaign ID, Lead ID,  Campaign Name, Lead First Name, Lead Last Name, Status, Last Modified Time, Is Lead Active?
  5. Contacts - Contact ID, Last Name, Contact Owner, Email, Lead Source, Mobile, Created Time
  6. Cases - Case ID, Case Owner, Status, Case Origin, Created Time, Modified Time, Days to Closed, Age in Days, Age Tier, Type, Subject, Email
  7. Events - Event Owner, Subject, Start Date and Time, End Date and Time, Created Time, Modified Time
  8. Invoice - Invoice ID, Invoice Number, Sales Order Id, Invoice Owner Id, Invoice Owner, Invoice Status, Created Date, Modified Date, Account Id, Contact Id, Subject, Sub Total, Discount, Tax
  9. Invoice Line Items - Inventory Feild, Inventory Id, Product Id, ListPrice, Quantity, Total, Discount, Total After Discount, Tax, Net Total, Product Name
  10. Leads - ID, Last Name, Company, Lead Owner, Email, Mobile, Website, Industry, Lead Source, Lead Status, Created Time, Converted
  11. Deals - ID, Potential Name, Potential Owner, Created Time, Amount, Expected Revenue, Closing Date, Stage, Type, Lead Source, Probability
  12. Potential Stage History - Deal Stage History ID, ID, Modified Time, Stage, Stage Duration, Stage Velocity
  13. Products - Product ID, Product Owner Id, Product Owner, Product Name, Product Code, Product Active, Product Manufacturer, Product Category, Cost, Taxable, Commission Rate, Quantity Ordered, Quantity In Stock, Reorder Level, Quantity In Demand, Sales Start Date, Sales End Date, Support Start Date, Support End Date, Created Time, Modified Time, Vendor ID, Cost of Stocks in hand, Need Replenishment
  14. Purchase Orders - Purchase Order ID, Purchase Order Owner Id, Purchase Order Owner, PO Number, Created Date, Modified Date, PO Date, Vendor Id, Contact Id, Status, Excise Duty, Sales Commission, Due Date, Sub Total, Discount, Tax, Gross Total, Adjustments
  15. Purchase Order Line Item - Inventory rel ID, Purchase Order Id, Product Id, List Price, Quantity, Total, Discount, Total after Discount, Tax, Net Total, Product Name,  Book ID 
  16. Quotes -  Quote ID,  Quote Owner Id, Quote Owner, Quote Stage, Created Date, Modified Date, Valid Till, Account Id, Contact Id, Potential Id, Subject, Sub Total, Discount, Grand Total, Tax, Adjustments
  17. Quotes Lines Items - Inventory Rel ID, Inventory Id, Product Id, Quantity, Total, Discount, Total After Discount, Tax, Net Total, Product Name, List Price, Sales Orders, Quote ID
  18. Sales Order -  Owner Id, Sales Order Owner, Created Date, Modified Date, Due Date, Account Id, Contact Id, Potential Id, SALESORDERID, Status, Subject, Sub Total, Discount, Tax, Adjustments, Grand Total
  19. Sales Orders Line Items - INVENTORYRELID, Inventory Id, Product Id, Quantity, Total, Discount, Total After Discount, Tax, Net Total, Product Name, List Price,
  20. Vendors - Inventory Rel ID, Inventory Id, Product Id, Quantity, Total, Discount, Total After Discount, Tax, Net Total, Product Name, List Price
  21. Tasks - Task Owner, Subject, Created Time, Due Date, Status
  22. Users - User ID, First Name, Last Name, Email

6. Can I add custom columns or new fields?

Yes, you can add custom columns or new fields. Follow the steps given below to synchronize your custom columns into the Advanced Analytics connector for Zoho CRM:

From Zoho CRM:

  1. Login to your Zoho CRM account.
  2. Click the  Settings icon in the top right corner.
  3. Click Setup > Zoho
  4. Select the Manage button under  Advanced CRM Analytics section. The Advanced CRM Analytics page will open.
  5. The Zoho Analytics Configuration screen will open, listing all the supported modules.
  6. Click the required module. The Fields column will list all the fields available in the module.
  7. Select the check boxes adjacent to the fields you want to sync with Zoho Analytics. Note that default fields will be disabled and you will not be able to deselect them. It is mandatory to sync these fields.
  8. You can also select Custom modules and the required fields.
  9. Schedule the synchronization time and then click Save & Sync Now .

Data will be synced and the new field will be imported into Zoho Analytics at the scheduled synchronization time. In case you have already set up the Zoho Analytics connector in your Zoho CRM account, then you can open the Zoho Analytics Configuration screen as given in the following question .

From Zoho Analytics:

You can select the custom fields at the time of the setup. If you have already set up the connector, follow the below steps. 

  1. Log in to Zoho Analytics
  2. Open the Zoho CRM advanced analytics Workspace.
  3. Click the  Zoho CRM button in the Explorer tab (or  Data Sources  button - in the case where the workspace contains multiple connector setups).
  4. In the  Data Sources  tab that opens, click the  Edit Setup  link.
  5. Select the Custom Modules and the corresponding fields.
  6. Click Save .

7. I got this email which said 'Integration Setup Failed'. What should I do?

The import process of your Zoho CRM data can sometimes fail, for various reasons. You will receive the 'Integration Setup Failed' mail, when there is a failure during the initial fetch. In this case, we request you to:

  • Open the Workspace in which you have set up the connector.
  • Click the Data Sources button in the Explorer tab.
  • In the Data Sources page that opens, click the Retry Now link.
  • If the issue persists, please do write to support@zohoanalytics.com . We will look into it and get back to you immediately.
Note : The Account Administrator and the Organization Administrators can use the Retry Now link to resume the integration process.

8. My data sync has failed. How do I resolve it?

Data sync may sometimes fail due to various reasons such as Authentication Failure, your business app service is down etc. In that case, you will receive the "Data Synchronization Failure" mail with the reason for the failure, and its solution. Click here to learn more about Synchronization Error Failures and their solutions .

Note : This import schedule will get suspended if there are successive failures for five consecutive days.

9. How frequently can I synchronize my data with Zoho Analytics?

You can choose to synchronize data at one of the intervals mentioned below.

  • 1 Hour (Enterprise plan Only)
  • 3 Hours
  • 6 Hours
  • 12 Hours
  • Every day
  • Users in Enterprise plan alone can choose to synchronize data at every 1 hour.
  • Users in Basic plan can synchronize their data only once everyday.

10. Can I edit the Zoho CRM Advanced Analytics connector Synchronization setting?

Yes, you can edit the Zoho CRM connector synchronization setting. The Account Administrator and the Organization Administrators can edit this setup. To do so,

  1. Open the corresponding Zoho CRM Advanced Analytics Workspace in Zoho Analytics.
  2. Click Data Sources on the left panel. 
  3. In the Data Sources page that opens, click the Edit Setup link.
  4. The Edit Setup - Zoho CRM dialog will open. Modify the settings as needed. 

  5. Click Save . The synchronization setting will be modified and data will be synced in the next synchronization interval.

Note :

  • The credentials of the Administrator who set up the connector will be used for establishing any connections with source application by other administrators.
  • You can track all activities performed in the Connector-configured workspaces by all users, using Audit History

11. Can I view the data synced history?

Yes, the Account Administrator and the Organization Administrators can view the Sync History . Follow the below steps to view the data synced history.

  1. Open the corresponding Zoho CRM Analytics Workspace in Zoho Analytics.
  2. Click Data Sources on the left panel. All the data source of the workspace will be listed. 
  3. Click Zoho CRM . The Data Sources page for Zoho CRM will open.
  4. In the Data Sources page that opens, click the Sync History link.
  5. A calendar with the Sync History of the last 45 days will open. The date when the data sync has happened will be highlighted. Hover to view the number of times the data had got synced on a specific date.
  6. Click the date to view more details. 

12. Can I synchronize my Zoho CRM data instantly?

Yes, you can synchronize your Zoho CRM data instantly when needed.
To synchronize your data instantly:

  1. Open the corresponding Zoho CRM Advanced Analytics Workspace in Zoho Analytics.
  2. Click Data Sources on the left panel. 
  3. In the Data Sources page that opens, click the Sync Now . Zoho CRM data will get instantly synchronized.

Note: This option can be used up to five times between the schedules.

13. Can I setup the Zoho CRM Advanced Analytics in any other existing Workspace or in any other Advanced Analytics Workspace?

Yes, you can setup the Zoho CRM Advanced Analytics in any of the existing Workspace or in any of the Advanced Analytics Workspace to analyze data together. You can do this by creating a new table by importing data. 
Refer to the Cross-Functional Analytics   section for more details on this. 

14. Can I add/modify data in the Zoho CRM Analytics data tables within Zoho Analytics?

No, you cannot add/modify data in the Zoho CRM data tables. Data from Zoho CRM application will automatically get synced into Zoho Analytics in the different tables. You cannot edit any of this data or add new data records from within Zoho Analytics.
However, you can add new tables and add/import data into that, to create reports combining it with the data from Zoho CRM.

15. Can I add new columns to the Zoho CRM data tables within Zoho Analytics?

No, you cannot add new columns. But, you can add Custom and Aggregate Formulas (i.e., calculated fields) to these tables to help you create powerful reports. Refer to Adding Formulas  to know more about this.

16. Can I add new data tables in this Workspace to create reports & dashboards?

Yes, you can add new data tables. Click New > New Table to add a new table in the existing Zoho CRM Advanced Analytics Workspace.
With this feature, you can import data from other sources or add them manually into your Workspace to analyze and create reports combining this with your Zoho CRM data. 

Refer:

17. Can I transfer my Zoho Analytics connector to another admin account?

Yes, the Zoho CRM connector in your account can be transferred to another Administrator in the Organization.

  • Account Transfer:  An Account Administrator can transfer the connector by transferring the account to an Organization Administrator. Click here to know more about Managing Organizations .
  • Leaving the Organization:  An Organization Administrator can transfer the connector setup to another Administrator by unsubscribing from the Organization.
  • Transfer connector : Write to  support@zohoanalytics.com , if the organization administrator continues to be part of the organization but wishes to transfer the Alchmer connector to another user(Organization Administrator).

18. Can I re-authenticate my Zoho CRM account in Zoho Analytics?

Yes, you can re-authenticate the connector setup. Only the Administrator who created the connector setup can re-authenticate it. Follow the below steps to re-authenticate the connector.

  1. Open the corresponding Zoho CRM Advanced Analytics Workspace in Zoho Analytics.
  2. Click Data Sources on the left panel. 
  3. In the Data Sources page that opens, click Re-Authenticate .
  4. Click Re-authenticate Zoho CRM button.  Your account will be successfully authenticated.

19. Can I track the action by all users in the connector workspace?

Yes, you can track all activities performed in Connector-configured workspaces by all users, using Audit History . The Account Administrator and the Organization Administrators can view the audit history.

Follow the below steps to do so.

  • Open the corresponding Zoho CRM Advanced Analytics Workspace in Zoho Analytics.
  • Click Data Sources on the left panel. 
  • The Data Sources page will open. Click Audit History.  
  • A dialog with audit history for the last 180 days will open with the following information. 
    • Date & Time of the action
    • Action done
    • User who performed the action

The following are the actions that are logged in Zoho Analytics.

  • User Actions 
    • Create - Connector setup created
    • Edit Setup - Edit connector setup to do the following changes. 
      • Modules Added
      • Modules Removed
      • Fields Added
      • Fields Removed
      • Schedule Change and
      • Entities (Campaigns, Org, Handles) Modified
    • Delete - Remove integration
    • Take Ownership - Transferred connector to other admin. 
    • Re-authenticate - Re-authenticate business app 
    • Sync Now - Sync data instantly
    • Retry Now - Retry to import data after initial setup failure
    • Connector Activated (when you upgrade from Basic plan to Standard plan)
    • Connector Disabled (when you downgrade from Standard plan to Basic plan)
  • System Event - Any action done by Zoho Analytics
    • The Connector is automatically deleted when you downgrade to free plan. 
    • The Connector is automatically restored when you upgrade from free plan to a higher plan. 
    • The Connector is automatically deactivated when you downgrade your plan. 
    • The Connector is automatically activated when you upgrade to a higher plan. 
    • The Connector is manually restored by the Zoho Analytics support.
    • Data synchronization schedule automatically changed to interval supported to your new pricing plan.

20. How can I remove the Integration?

The Account Administrator and the Organization Administrators can remove the connector integration from the Data Source page. To remove the integration,

  1. Open the corresponding Zoho CRM Advanced Analytics Workspace in Zoho Analytics.
  2. Click Data Sources on the left panel. 
  3. Hover the mouse over the Data Source name in the left corner. A Settings icon will appear. 
  4. Click the Settings icon.
  5. Select Remove Data Source .

The data synchronization from Zoho CRM into this Workspace will be removed. However, you will still be able to access this Workspace with existing data.

Reporting Features

1. In which modules of Zoho CRM can I create reports?

Zoho Analytics will synchronize the data specified in this question  into the Zoho CRM Analytics workspace. You can create reports using this data.

2. How do I create my own reports with this connector?

3. Can I create reports using the columns from different tables?

Yes, you can create reports using the columns from different tables. All the modules (tables) from Zoho CRM will be linked by default. You can create reports by simply dragging and dropping the required columns into the reports designer.

4. What are the report types supported by Zoho Analytics?

Zoho Analytics supports a wide variety of reports.

  • Charts
    • Pie
    • Bubble
    • Packed Bubble
    • Bubble Pie
    • Bar
    • Stacked Bar
    • Histogram
    • Butterfly
    • Line
    • Smooth Line
    • Scatter
    • Combination
    • Geo Map Chart
    • Area
    • Stacked Area
    • Web
    • Funnel
    • Doughnut
    • Word Cloud
    • Table View
  • Pivot tables (Matrix Views)
  • Summary view
  • Tabular view
  • KPI Widgets
    • Single Numeric Widget
    • Dial Chart Widget
    • Bullet Chart Widget
  • Dashboards (multiple reports arranged in the same page)

5. What are the default reports & dashboards created by Zoho Analytics, on setting up this connector?

When you setup/configure the Zoho Analytics connector, 100+ default reports/dashboards  are automatically created. These hand-picked reports will be pretty useful in analyzing your sales performance effectively. For example, sales pipeline report, Top 5 / Bottom 5 sales persons report, Win/Loss % report, sales prediction report etc.

You can quickly review the default reports from the  Zoho CRM Advanced Analytics Sample workspace.

6. What is Ask Zia? How can I create reports using Zia?

Zia is Zoho's Intelligent Assistant. Ask Zia  understands your questions asked in plain English and gets you powerful insights as answers in the form of attractive and relevant visualizations. 

You can simply Ask Zia questions and it will interpret these questions, fetch data from the relevant tables, and generate the most appropriate reports immediately.

7. What are Formulas in Zoho Analytics?

Formulas, as the name indicates, are calculations that help you derive key business metrics that can be used for reporting and analysis. Zoho Analytics provides a powerful formula engine to create any type of calculations required, to enable creating the required reports.

Refer to Formulas (Calculations)  in Zoho Analytics to know more.

8. What are the default formulas that gets added by Zoho Analytics on setting up this connector?

Zoho Analytics provides a set of pre-built formula along with the connector. You can view these formulas by opening the corresponding table and selecting  Add > Edit.

The below table lists all the default formulas that will be created in the Calls table:

Formula NameFormula TypeFormulaDescription
Call Duration (in minutes)Aggregateround(("Call Duration (in seconds)"/60))Provides the call duration in minutes.

The below table lists all the default formulas that will be created in the  Campaign Lead Status  table:

Formula NameFormula TypeFormulaDescription
Cost/Lead (CPL)Aggregateavg("Campaigns"."Actual Cost")/count("Campaign Lead Status"."Last Modified Time")Provides the cost spent per lead.

The below table lists all the default formulas that will be created in the Cases table:

Formula NameFormula TypeFormulaDescription
Days to ClosedCustomif("Status" = 'Closed',datediff("Modified Time","Created Time"),null)Provides the number of days taken to close the case. If it is not closed, it will return NULL
Age in DaysCustomdatediff(if("Status" = 'Closed',"Modified Time",now()),"Created Time")Number of days it took for a cases to be closed. If the Closing Date is not available (null), we calculate the days till today from the potential created time.
Age TierCustomif( "Age in Days" >= 0, if( "Age in Days" <= 60, '1. 0 - 60 days', if( "Age in Days"
<= 120, '2. 61 - 120 days',
if( "Age in Days" <= 180, '3. 121 - 180 days',
if( "Age in Days" <= 360, '4. 181 - 360 days','5. Above 360 days')))), '6. Negative - Not Valid')		Classifies the time spent on a cases to close it, into different time period baskets, e.g., within 60 months, within 120 days etc.,
No. of Closed CasesAggregatecountif("Cases"."Status"='Closed')Provides the count of closed cases.
% of Closed CasesAggregate("No. of Closed Cases"/count("Cases"."CASEID"))*100Provides the percentage of closed cases.

The below table lists all the default formulas that will be created in the Invoices table:

Formula NameFormula TypeFormulaDescription
Fulfillment RateAggregate(countif("Invoices".
"Invoice Status" in ('Delivered'))/
count("Invoices"."INVOICEID"))*100		Provides the percentage of Invoices delivered.
Delivered Invoice
Value		Aggregatesumif("Invoices".
"Invoice Status"=
'Delivered',"Invoices"."Grand Total")		Provides the value of the delivered invoices.
Discount %Aggregate(sum("Invoices"."Discount")/
sum("Invoices"."Sub Total"))*100		Provides the discount percentage offered.
Average Sales
Value		Aggregatesum("Invoices".
"Grand Total")/
count
(distinct("Invoices"."INVOICEID"))		Provides the average sales value.

The below table lists all the default formulas that will be created in the Invoice Line Item table:

Formula NameFormula TypeFormulaDescription
Sales VolumeAggregatecount(if("Invoices"."Invoice Status"='Delivered',"Invoices Line Items"."INVENTORYRELID",NULL))Provides the sales volume count based on delivered invoices.
Sales ValueAggregatesum(if("Invoices"."Invoice Status"='Delivered',"Invoices Line Items"."Total",NULL))Provides the sales value amount based on delivered invoices.
COGS (Cost Of Goods Sold)Aggregatesum(if("Invoices"."Invoice Status"='Delivered',"Products"."Cost"*"Invoices Line Items"."Quantity",NULL))Provides the cost of the goods sold.
Average Sales ValueAggregatesum("Invoices"."Grand Total")/count(distinct("Invoices"."INVOICEID"))Provides the average sales value.
Projected ProfitAggregate"Invoices Line Items"."Sales Value"-"Invoices Line Items"."COGS (Cost Of Goods Sold)"Provides the projected profit.
Average Sales Per OrderAggregate"Invoices Line Items"."Sales Value"/count("Invoices"."INVOICEID")Provides the average sales obtained per order.
Average Profit per OrderAggregate"Invoices Line Items"."Projected Profit"/count("Invoices"."INVOICEID")Provides the average profit obtained per order.
Profit MarginAggregate("Invoices Line Items"."Projected Profit"/"Invoices Line Items"."Sales Value")*100Provides the profit margin percentage.
Line Fill RateAggregate(sumif("Invoices"."Invoice Status" in ('Delivered'),"Invoices Line Items"."Quantity",0)/sumif("Invoices"."Invoice Status" not in ('Delivered'),"Invoices Line Items"."Quantity",0))*100Provides the measure of the ratio of the actual orders filled.

The below table lists all the default formulas that will be created in the Leads table:

Formula NameFormula TypeFormulaDescription
Converted Lead CountAggregatecount(if(("Leads"."CONVERTED"=1),"Leads".
"LEADID",NULL))		Provides the count of Leads converted into Deals.
Activities countAggregatecountif(("Leads"."Activities Involved"=1))Provides the count of Leads which have one or more Activities involved.

The below table lists all the default formulas that will be created in the Deals  table:

Formula NameFormula TypeFormulaDescription
Age in DaysFormula Columndatediff(ifnull("Closing Date",now()),"Created Time")Number of days it took for a potential to be closed. If the Closing Date is not available (null), we calculate the days till today from the potential created time. Used for calculating 'Age Tier' and 'Sales Cycle'.
Age TierFormula Columnif( "Age in Days" >= 0, if( "Age in Days" <= 60, '1. 0 - 60 days',
if( "Age in Days" <= 120, '2. 61 - 120 days',
if( "Age in Days" <= 180, '3. 121 - 180 days',
if( "Age in Days" <= 360, '4. 181 - 360 days','5. Above 360 days')))),
'6. Negative - Not Valid')		Classifies the time spent on a potential/opportunity to close it, into different time period baskets, e.g., within 60 months, within 120 days etc.,
Amount TierFormula Columnif( "Amount" >= 0, if( "Amount" <= 10000, '1. 0 - $10K',
if( "Amount" <= 20000, '2. $10,001 - $20K',
if( "Amount" <= 30000, '3. $20,001 - $30K',
if( "Amount" <= 40000, '4. $30,001 - $40K','5. Above 40K')))),
'6. Negative - Not Valid')		Classifying sales based on $ value (amount of sale made), e.g., upto 10,000, 10,001to 20,000, 20,001-30,000 etc
Tasks OnlyFormula Columnif("Tasks Involved"=1 & "Events Involved"=0 & "Calls Involved"=0,1,0)Provides the list of Deals which has only associated Tasks and does not contain any Events or Calls.
Events OnlyFormula Column if("Tasks Involved"=0 & "Events Involved"=1 & "Calls Involved"=0,1,0)Provides the list of Deals which has only associated Events and does not contain any Tasks or Calls.
Calls OnlyFormula Columnif("Tasks Involved"=0 & "Events Involved"=0 & "Calls Involved"=1,1,0)Provides the list of Deals which has only associated Calls and does not contain any Tasks or Events.
Won Vs Expected Revenue %Aggregatesumif("Deals"."Stage"='Closed Won',"Deals"."Amount")*100/sum
("Deals"."Expected Revenue")		Ratio of sum of sales won and sum of revenue expected
Lost Deals CountAggregatecount(if("Deals"."Stage" IN ('Closed Lost',
'Closed Lost to Competition'),
"Deals"."ID",NULL))		Total number of deals lost
Won Deals CountAggregatescount(if("Deals"."Stage"='Closed Won',
"Deals"."ID",NULL))		Total number of deals won
Open Deals CountAggregatecount(if("Deals"."Stage" NOT IN
('Closed Won','Closed Lost','Closed Lost to Competition'),"Deals"."ID",NULL))		Total number of deals open (not yet closed)
Win Rate %Aggregatecount(if("Deals"."Stage"='Closed Won',"Deals"."POTENTIALID",NULL))*100/
count(if("Deals"."Stage" IN
('Closed Lost','Closed Lost to Competition','Closed Won'),"Deals"."POTENTIALID",NULL))		Provides the Win Rate (in %) of sales. This is calculated as a Ratio between number of deals won and total number (won + lost) of deals
Loss Rate %Aggregatecount(if("Deals"."Stage" IN ('Closed Lost',
'Closed Lost to Competition'),
"Deals"."POTENTIALID",NULL))*100/
count(if("Deals"."Stage"
IN('Closed Lost',
'Closed Lost to Competition','Closed Won'),"Deals"."POTENTIALID",NULL))		Provides the rate at which sales are lost (in %). This calculated as a Ratio between number of deals lost and total number (won + lost) of deals
Won AmountAggregatesumif("Deals"."Stage"='Closed Won',"Deals"."Amount")Total amount of sales won (made)
Lost AmountAggregatesumif("Deals"."Stage"
IN('Closed Lost','Closed Lost to Competition'),"Deals"."Amount")		Total amount of sales lost
Avg Deal Size WonAggregateavgif("Deals"."Stage"='Closed Won',"Deals"."Amount",NULL)Average size of sales made
Avg Sales CycleAggregateavgif("Deals"."Stage" IN('Closed Won',
'Closed Lost','Closed Lost to Competition'),
"Deals"."Age in Days")		The average number of days it takes to close a potential sale (the sale can either be won or lost, but the potential sale shouldn't be in an open state).
Predicted Pipeline RevenueAggregate"Predicted New Deals Count Next 90 Days"*
"Avg Deal Size Last 365 Days"		Predicts the Sales expected in future, based on current pipeline and past trends.
Predicted New Business - Next 3 MonthsAggregate("Win Rate Percentage Last 365 Days"/100)*
("Avg Deal Size Last 365 Days")*
(("Deals Created Last 365 Days"*90)/365)		Predicts the sales that could come from new business (new pipeline), calculated based on past trends.
Won Deals Count Last 365 DaysAggregatecount(if("Deals"."Stage"='Closed Won'
AND "Deals"."Closing Date">
subdate(currentdate(),'365'),
"Deals"."ID",NULL))		Provides the count of deals won in last 365 days.
Lost Deals Count Last 365 DaysAggregatecount(if("Deals"."Stage" IN
('Closed Lost','Closed Lost to Competition')
AND "Deals"."Closing Date">subdate(currentdate(),'365'),
"Deals"."ID",NULL))		Provides the count of deals lost in last 365 days.
Open Deals Count Next 90 DaysAggregatecount(if("Deals"."Stage" NOT IN
('Closed Won','Closed Lost',
'Closed Lost to Competition')
AND "Deals"."Closing Date">=currentdate()
AND "Deals"."Closing Date" "Deals"."POTENTIALID",NULL))		Provides the count of open deals (not closed) whose closing date lies within next 90 days.
Win Rate Percentage Last 365 DaysAggregate("Won Deals Count Last 365 Days"*100)/
("Won Deals Count Last 365 Days"+
"Lost Deals Count Last 365 Days")		Provides the percentage of deals won in last 365 days.
Avg Deal Size Last 365 DaysAggregateavgif("Deals"."Stage"='Closed Won'
AND "Deals"."Closing Date">subdate(currentdate(),'365'),
"Deals"."Amount")		Provides the average of deals won in last 365 days.
Deals Created Last 365 DaysAggregatecount(if("Deals"."Created Time">subdate(currentdate(),365),
"Deals"."POTENTIALID",NULL))		Provides the count of Deals created in last 365 days.
Predicted New Deals Count Next 90 DaysAggregate("Win Rate Percentage Last 365 Days"/100)*
"Open Deals Count Next 90 Days"		Predicts the count of Deals expected to be Won in the next 90 days. It is calculated based on Deals Won in the past 365 days.
Activities countAggregatecountif(("Deals"."Activities Involved"=1))Provides the count of Leads with any Activity involved.
Activities done % for DealsAggregate(countif(("Deals"."Activities Involved"=1))/count
("Deals"."ID"))*100		Provides the percentage of Deals which has some activity associated with it.
Deals without ActivitiesAggregatecountif(("Deals"."Activities Involved"=0),"Deals"."POTENTIALID",0)Provides the count of Deals without any Activities involved.
Tasks Only %Aggregate(countif(("Deals"."Tasks Only"=1)&("Deals"."Stage"='Closed Won'))/countif("Deals"."Tasks Only"=1))*100Provides the percentage of Won Deals which has only Tasks involved/associated.
Events Only %Aggregate(countif(("Deals"."Events Only"=1)&("Deals"."Stage"='Closed Won'))/
countif(("Deals"."Events Only"=1)))*100		Provides the percentage of Won Deals which are only associated Events.
Calls Only %Aggregate(countif(("Deals"."Calls Only"=1)&("Deals"."Stage"='Closed Won'))/
countif(("Deals"."Calls Only"=1)))*100>		Provides the percentage of Won Deals which are only associated Calls
Combined Activities %Aggregate(countif(("Deals"."Activities Involved"=1)
&("Deals"."Tasks Only"=0)&("Deals"."Events Only"=0
)&("Deals"."Calls Only"=0)&("Deals"."Stage"='Closed Won'))/countif(("Deals"."Activities Involved"=1)&
("Deals"."Tasks Only"=0)
&("Deals"."Events Only"=0)&
("Deals"."Calls Only"=0)))*100		Provides the percentage of Won Deals which have one or more associated Activities.
No Activities %Aggregate(countif(("Deals"."Activities Involved"=0)&
("Deals"."Stage"='Closed Won'))/countif(("Deals"."Activities Involved"=0)))*100		Provides the percentage of Won Deals which does not have any activities involved.

The below table lists all the default formulas that will be created in the Potential Activities Query table:

Formula NameFormula TypeFormulaDescription
Activities per Won DealAggregatecount("Potential_Activities"."ACTIVITYID")/
count(distinct("Potential_Activities"."Won Potential"))		Provides the count of Activities (Tasks, Events, and Calls) involved to win a deal.
Tasks per Won DealAggregatecountif("Potential_Activities"."Activity"='Tasks')/
count(distinct("Potential_Activities"."Won Potential"))		Provides the count of Tasks involved to win a deal.
Events per Won DealAggregatecountif("Potential_Activities"."Activity"='Events')/
count(distinct("Potential_Activities"."Won Potential"))		Provides the count of Events scheduled to win a deal.
Calls per Won DealAggregatecountif("Potential_Activities"."Activity"='Calls')/
count(distinct("Potential_Activities"."Won Potential"))		Provides the count of calls made to win a deal.
Won Deals %Aggregate(count(distinct("Potential_Activities"."Won Potential"))/
count("Potential_Activities"."ACTIVITYID"))*100		Provides the percentage of Activities involved for the Won Deals.
Cost/Potential (CPP)Aggregateavg("Campaigns"."Actual Cost")/count("Deals"."POTENTIALID")Provides the average cost involved per potential.
ROIAggregate(("Deals"."Won Amount"-avg("Campaigns"."Actual Cost"))/avg("Campaigns"."Actual Cost"))*100Provides the amount of return on an investment relative to the investment’s cost.
Avg. time taken to convert a Lead to PotentialAggregatesum(datediff("Deals"."Created Time","Leads"."Created Time"))/count("Deals"."LEADID")Provides the average time taken to convert a lead into a potential.
Cost/Won Potential (CPWP)Aggregateavg("Campaigns"."Actual Cost")/countif("Deals"."Forecast Type"='Won')Provides the average cost spent for a won potential.

The below table lists all the default formulas that will be created in the Products table:

Formula NameFormula TypeFormulaDescription
Cost of Stocks in handFormula Column("Cost" * "Quantity In Stock")Provides the cost of stocks in hand.
Need ReplenishmentFormula Columnif("Quantity In Stock"
< "Reorder Level",'Yes','No')		Returns ‘Yes’ if the Product need replenishment, ‘No’ otherwise.
Quantity In HandAggregatesumif("Products"."Product Active"='Yes',"Products"."Quantity In Stock")Provides the stock available in hand.

The below table lists all the default formulas that will be created in the Purchase Order table:

Formula NameFormula TypeFormulaDescription
Avg. Purchase ValueAggregatesum("Purchase Orders"."Gross Total")/count(distinct("Purchase Orders"."PURCHASEORDERID"))Provides the average purchase value.
Discount %Aggregate(sum("Purchase Orders"."Discount")/sum("Purchase Orders"."Sub Total"))*100Provides the percentage of discount got from purchases.

The below table lists all the default formulas that will be created in the Purchase Order line Item table:

Formula NameFormula TypeFormulaDescription
Purchase ValueAggregatesumif("Purchase Orders"."Status" in ('Delivered'),"Purchase Orders Line Items"."Total",0)Provides the total purchase value.
Purchase Volume count(if("Purchase Orders"."Status" in ('Delivered'),"Purchase Orders Line Items"."INVENTORYRELID",NULL))Provides the purchase volume.
Discount %Aggregate(sum("Purchase Orders Line Items"."Discount")/sum("Purchase Orders Line Items"."Total"))*100Provides the percentage of discount got from purchases.

The below table lists all the default formulas that will be created in the Quotes table:

Formula NameFormula TypeFormulaDescription
Sales StatusAggregateif("Quote Stage" in ('Closed Won','Confirmed'),
'Won',if("Quote Stage" in ('Closed Lost'),'Lost','Open'))		Provides the sales status.
Open QuotationsAggregatecountif("Quotes"."Quote Stage" not in ('Closed Won','Closed Lost','Confirmed'))Provides the count of open quotations.
Won Quotes CountAggregatecountif("Quotes"."Quote Stage" in ('Closed Won','Confirmed'))Provides the count of open quotes.
Lost Quotes CountAggregatecountif("Quotes"."Quote Stage" in ('Closed Lost'))Provides the count of lost quotes.
Won Quotes AmountAggregatesumif("Quotes"."Quote Stage" in ('Closed Won','Confirmed'),
"Quotes"."Grand Total")		Provides the won quotes amount.
Quotes Win Rate %Aggregatecountif("Quotes"."Quote Stage" in ('Closed Won','Confirmed'),
"Quotes"."QUOTEID")/count("Quotes"."QUOTEID")*100		Provides the quotes won rate percentage.
Lost Quotes AmountAggregatesumif("Quotes"."Quote Stage" in ('Closed Lost'),"Quotes"."Grand Total")Provides the lost quotes amount.
Open Quotes AmountAggregatesumif("Quotes"."Quote Stage" NOT IN ('Closed Lost','Closed Won'),"Quotes"."Grand Total")Provides the open quotes amount.

The below table lists all the default formulas that will be created in the Quotes Line Item table:

Formula NameFormula TypeFormulaDescription
Quotes Won CountAggregatecount(if("Quotes"."Quote Stage" in ('Closed Won','Confirmed'),"Quotes Line Items"."INVENTORYRELID",NULL))Provides the count of quotes won.
Quotes Won AmountAggregatesum(if("Quotes"."Quote Stage" in ('Closed Won','Confirmed'),"Quotes Line Items"."Total",NULL))Provides the quotes won amount.
COGS (Cost Of Goods Sold)Aggregatesum("Products"."Cost"*"Quotes Line Items"."Quantity")Provides the cost of goods sold.
Projected ProfitAggregatesum("Quotes Line Items"."Net Total")-"Quotes Line Items"."COGS (Cost Of Goods Sold)"Provides the projected profit.
Avg. Sales per Order WonAggregate"Quotes Line Items"."Quotes Won Amount"/count("Quotes"."QUOTEID")Provides the average sales per order won.
Avg. Value per QuoteAggregate"Quotes Line Items"."Projected Profit"/count("Quotes"."QUOTEID")"Quotes Line Items"."Quote Id"Provides the average value per quotes.
Profit %Aggregate("Quotes Line Items"."Projected Profit"/"Quotes Line Items"."Quotes Won Amount")*100Provides the percentage of profit.

The below table lists all the default formulas that will be created in the Sales Order table:

Formula NameFormula TypeFormulaDescription
Is Delayed?Aggregateif(datediff(currentdate( ),"Due Date") < 0 AND "Status" NOT LIKE 'Cancelled', 'Yes', 'No')Specifies whether sales order is delayed or not.
Age in DaysAggregateif("Is Delayed?"='Yes',datediff(currentdate( ),"Created Time"),datediff("Due Date","Created Time"))Provides the difference between sales order created time and current date, if the order is delayed.
Age TierAggregateif( "Age in Days" >= 0, if( "Age in Days" <= 60, '1. 0 - 60 days', if( "Age in Days" <= 120, '2. 61 - 120 days', if( "Age in Days" <= 180, '3. 121 - 180 days', if( "Age in Days" <= 360, '4. 181 - 360 days','5. Above 360 days')))), '6. Negative - Not Valid')Classifies the time spent on a sales order to close it, into different time period baskets, e.g., within 60 days months, within 120 days etc.,
Order fulfillment RateAggregate(countif("Sales Orders"."Status" in ('Delivered'))/count("Sales Orders"."SALESORDERID"))*100Provides percentage of order fulfillment rate in percentage.
Cancellation RateAggregate(countif("Sales Orders"."Status" in ('Cancelled'))/count("Sales Orders"."SALESORDERID"))*100Provides the cancellation rate in percentage.

The below table lists all the default formulas that will be created in the Sales Order line Item table:

Formula NameFormula TypeFormulaDescription
Sales Orders Delivered CountAggregatecount(if("Sales Orders"."Status"='Delivered',"Sales Orders Line Items"."INVENTORYRELID",NULL))Provides the count of sales order delivered.
Sales Orders Delivered ValueAggregatesum(if("Sales Orders"."Status"='Delivered',"Sales Orders Line Items"."Total",NULL))Provides the delivered sales order value.
COGS (Cost Of Goods Sold)Aggregatesum(if("Sales Orders"."Status"='Delivered',"Products"."Cost"*"Sales Orders Line Items"."Quantity",NULL))Provides the costs of goods sold.
Projected ProfitAggregate"Sales Orders Line Items"."Sales Orders Delivered Value"-"Sales Orders Line Items"."COGS (Cost Of Goods Sold)"Provides the projected profit.
Avg. Sales ValueAggregate"Sales Orders Line Items"."Sales Orders Delivered Value"/count("Sales Orders"."SALESORDERID")Provides the average sales value.
Avg. Profit ValueAggregate"Sales Orders Line Items"."Projected Profit"/count("Sales Orders"."SALESORDERID")Provides the average profit value.
Profit MarginAggregate("Sales Orders Line Items"."Projected Profit"/"Sales Orders Line Items"."Sales Orders Delivered Value")*100Provides profit margin in percentage.
Line Fill RateAggregate(sumif("Sales Orders"."Status" in ('Delivered'),"Sales Orders Line Items"."Quantity",0)/sumif("Sales Orders"."Status" not in ('Delivered'),"Sales Orders Line Items"."Quantity",0))*100Provides the measure of the ratio of the actual orders filled.
Units Per TransactionAggregatesum("Sales Orders Line Items"."Quantity")/count("Sales Orders Line Items"."INVENTORYRELID")Provides the number of Products per Order.
Inventory vs Sales Order Unit DifferenceAggregatesum("Products"."Quantity In Stock")-sum("Sales Orders Line Items"."Quantity")Provides the sales order unit difference against the inventory.
Products per TransactionAggregatecount("Sales Orders Line Items"."Product Id")/count("Sales Orders"."SALESORDERID")"Sales Orders Line Items"."Product Name"Provides the count of products per transaction.
Inventory Value vs Approved SOAggregatesum("Products"."Cost of Stocks in hand")/sumif("Sales Orders"."Status"='Approved',"Sales Orders Line Items"."Net Total")Provides the ratio of the inventory on hand to the value of the approved Sales Orders.

The below table lists all the default formulas that will be created in the Tasks table:

Formula NameFormula TypeFormulaDescription
Overdue TasksAggregatecountif(("Tasks"."Due Date"Provides the count of Tasks which are not completed
Overdue DaysAggregatesumif(("Tasks"."Due Date" datediff(now(),"Tasks"."Due Date"),0)Provides the number of overdue days of the overdue tasks.
Avg Overdue DaysAggregateavgif(("Tasks"."Due Date" datediff(now(),"Tasks"."Due Date"),0)Provides the average overdue days.
Overdue %Aggregate("Overdue Tasks"/count("Tasks"."TASKID"))*100Provides the percentage of Overdue Tasks.
Completed TasksAggregatecountif("Tasks"."Status"='Completed')Provides the count of Tasks which are completed.
 
 
You can add your own formulas to derive your own calculations. Do refer to  Formulas (Calculations)  help page.

9. Can I create my own custom formulas in Zoho Analytics? If yes, how do I create?

Yes, you can create your own custom formulas in Zoho Analytics. To know how to create your own formulas, refer to the  Formulas (Calculations)  in Zoho Analytics help page.

10. Can I combine/blend data from other sources with the data from Zoho CRM to create reports and dashboards?

Yes, you can combine data from your other sources with your Zoho CRM data for analysis.

To do this, you need to add/import a new data table into the Zoho CRM Advanced Analytics Workspace as explained in the previous question  and then define a look-up to join it with the table from Zoho CRM.

To define a lookup relationship between two tables, it is essential that the tables have at least one column which is common between them. Follow the below steps to look up a column from Zoho CRM along with the data from any other source.

  1. Open the corresponding table, right-click the column header, and select Change to Lookup Column .
  2. In the Change to Lookup Column dialog that opens, select the column to look up.
  3. Click OK .

Click to learn more .

11. How can I combine my Zoho CRM and Zoho Books data?

To set up the Zoho Books connector in your Zoho CRM advanced analytics workspace,

  1. Open your Zoho CRM advanced analytics workspace
  2. Click the  Import Data  button in the Explorer tab or Select  New>New Table/Import Data.
  3. In the  Create New Table  tab that opens, select  Import from Zoho Books.
  4. In the  Import from Zoho Books  dialog that opens, Select the organization that you wish to import.
  5. Select the entities and their corresponding fields that need to be imported into Zoho Analytics.
  6. Select the necessary schedule import options in the  Schedule Import Settings  section.
  7. Since the Zoho CRM Advanced Analytics connector is already set up in the Workspace. Zoho Analytics will auto-identify columns and setup joins (lookups) between the Zoho CRM and Zoho Books organization data tables for easy cross service analysis. If you wish to utilize this feature, click the checkbox as shown in the snapshot.
    Note:  Joining Table   are means through which you can join tables.
  8. Click  Create  to set up the connector. 
     

Once the setup is completed, the Zoho Books data will be imported into the Zoho CRM workspace. You can create reports combining the modules of both Zoho CRM and Zoho Books.

12. Can I join data from multiple tables to create reports?

Yes, you can join data from multiple tables to create the reports. Refer to Joining Tables in Zoho Analytics for detailed help on this.

13. What are Query Tables?

Zoho Analytics allows you to drive the data required by writing standard SQL SELECT Queries. This feature is called Query Tables. With Query Tables, you can also combine data from different tables and create reports from the same. Click here to know Query Tables .

Cross-Functional Analytics with Popular Business Applications/Other Data Sources

1. What are the popular business applications/other data sources that I can integrate this connector with?

You can integrate and perform cross-functional analytics with most business application / other data sources  that Zoho Analytics integrates with.

2. How can I analyze the data from the third-party business applications/other data sources along with Zoho CRM?

To import data from business apps,

  1. Open the Workspace in which you have setup the connector.
  2. Click the Import Data button.
  3. In the Create New Table tab that opens, select the application or data source that you wish to import.
  4. Provide the necessary authentication.
  5. Select the necessary Modules and Fields .
  6. Select the Schedule Import Option.
  7. Click Create . Data from the selected application will be imported into a new table in the Zoho CRM Advanced Analytics workspace. 

3. Will a lookup relationship between the related modules from Zoho CRM and other third-party applications be created automatically?

A lookup relationship will be created automatically between the Zoho CRM modules and the modules of Zoho CRM, Zoho Desk, Salesforce CRM, and Zendesk. If you wish to blend Zoho CRM modules with applications other than the ones mentioned, you will have to manually link the related modules from Zoho CRM and the other application using a lookup relationship.

To manually create a lookup relationship, refer the  Joining Tables  section.

Users, Sharing & Collaboration

1. How do I share the reports in Zoho Analytics with my colleagues?

You can easily share the reports that you create with the other users in your organization. Refer to Sharing and Collaboration  help page for more details on this.
Once you privately share a report to your colleagues they will be able to access the reports as you do. Refer here to know how to access the reports.

2. What are the user roles available in Zoho Analytics?

Zoho Analytics offers four user roles - Account Administrator, Organization Administrator, Workspace Administrator, and User. Click to know more about the Zoho Analytics Managing Organizations and Manage Users .

3. Why can't other users edit the reports that I have shared with them?

This is the expected behavior. Only when the users to whom the reports are being shared is set as a Workspace Administrator, they will be able to edit the reports. If a normal user wants to edit the report, he/she will have to save the report with a new name using the Save As option toolbar. The User can edit this report. To know more about user role, Manage Users.

4. Can I share the same report created, to multiple users with different criteria associated so that they see different data?

Yes, you can. Refer to the topic Sharing Views to a User .

5. Can I export a report/dashboard?

Yes, you can export the report/dashboard in various file formats such as CSV, EXCEL, PDF, HTML, and Image. Click to know more.  

6. How can I print the reports & dashboards created in Zoho Analytics?

To print the report/dashboard, you first need to export it. You can export the report in various file formats such as CSV, EXCEL, PDF, HTML, and Image.  Click to know more.  

Note: If you are a user to whom a report has been shared and you want to take a print, ensure you have been provided the Export permission by the Administrator to the report, only then you will be able to print the report.

7. How can I email reports & dashboards created in Zoho Analytics in a scheduled manner?

If you are the Administrator of the Zoho Analytics or a 'Workspace Administrator', you can schedule reports and dashboards to be emailed automatically. Refer to the Emailing Views  section,

8. Can I embed/create permalink for reports & dashboards created in Zoho Analytics?

Yes, you can embed/create permalink for reports & dashboards. You can also create a slideshow of views. Refer to the Publishing Options  section to learn how to do this.

9. Can I embed reports/dashboards as a Web Tab in Zoho CRM? If yes how?

Yes, you can embed reports or dashboards as Web Tabs in Zoho CRM using the URL/Permalink for this view option available in Zoho Analytics. By default, the Web Tabs functionality in Zoho CRM is available only to the users with Administrator privilege. To create a new Web Tab, follow the steps below:

  1. Login to your Zoho CRM Account.
  2. Click  Setup -> Customization -> Web Tabs
  3. Click on the  Create Web Tab  button
  4. Then provide a name for the  Web Tab  
  5. In the link field  copy/paste the  URL  of the associated report or dashboard from the URL/Permalink for this view dialog.

Note:

  1. In order to get the URL of the associated report or dashboard, Login to Zoho Analytics and open the associated CRM Workspace
  2. Open the report/dashboard that you wish to embed
  3. Click the  Publish  icon in the top right corner of the report/dashboard and select  URL/Permalink for this view
  4. You can select the  Access Permissions  and also  Specify the Filter Criteria  in this Access URL dialog
  5. Copy this code and paste it in the link field as discussed above (t o know more, refer  URL/Permalink for this view )
  6. Click on the  Save  button.
  7. Now, this Web Tab name would be listed as one of the modules in your Zoho CRM as shown in the below snapshot

Cross-Functional Analytics with Zoho Applications

1. What are the Zoho applications that I can combine with Zoho CRM for cross-functional analytics?

Zoho users can integrate Zoho CRM with other useful Zoho applications such as Zoho Finance apps, Zoho Desk, Zoho Creator, Zoho Projects, Zoho BugTracker and Zoho Recruit. If you are a ManageEngine user then you can perform cross-functional analytics on the data from ManageEngine ServiceDesk Plus and ManageEngine SupportCenter Plus.  This means users who are using Zoho CRM with other products can import all their data into a single workspace and perform cross-functional analytics.

2. How can I analyze the data from other Zoho apps along with Zoho CRM?

You can import the data from the Zoho applications into the Zoho CRM workspace to analyze the data together.

To import data from the Zoho Apps,

  1. Open the Zoho CRM workspace
  2. Click the Import Data button
  3. In the Create New Table tab that opens, select the application that you wish to import.
  4. Select the necessary modules and fields
  5. Click Create.

3. Will the related modules from Zoho CRM and other application be created automatically?

A lookup relationship between the modules of Zoho CRM and the modules of Zoho Finance or Zoho Desk will be created automatically.We are yet to come up with this modal for other Zoho applications. Until then, you can manually create a lookup relationship. Refer to this help link .

4. How do I integrate Zoho Books and Zoho CRM?

To setup the Zoho Books connector in your Zoho CRM advanced analytics workspace,

  1. Open your Zoho CRM Advanced Analytics workspace
  2. Click the  Import Data  button in the Explorer tab or Select  New > New Table/Import Data.
  3. In the  Create New Table  tab that opens, select  Import from Zoho Books.
  4. In the  Import from Zoho Books  dialog that opens, select the organization that you wish to import.
  5. Select the entities and their corresponding fields that needs to be imported into Zoho Analytics.
  6. Select the necessary schedule import options in the  Schedule Import Settings  section.
  7. Since the Zoho CRM Advanced Analytics connector is already setup in the Workspace. Zoho Analytics will auto-identify columns and setup joins (lookups) between the Zoho CRM and Zoho Books organization data tables for easy cross-service analysis. If you wish to utilize this feature, click the checkbox as shown in the snapshot.
    Note:  Look up columns  are means through which you can join tables.
  8. Click  Create  to setup the connector. 

Once the setup is completed, the Zoho Books data will be imported into the Zoho CRM workspace. You can create reports combining the modules of both Zoho CRM and Zoho Books.

Click here to learn about the Zoho Books Integration.

5. How do I integrate Zoho Desk and Zoho CRM?

To setup the Zoho Desk connector into your Zoho CRM advanced analytics workspace,

  • Open your Zoho CRM advanced analytics workspace
  • Click the Import Data button in the Explorer tab or Select New > New Table/Import Data.
  • In the Create New Table tab that opens, select Import from Zoho Desk.
  • In the Import from Zoho Desk dialog that opens, select the Portal that you wish to import.
  • Select the entities and their corresponding fields that needs to be imported into Zoho Analytics.
  • Select the necessary schedule import options in the Schedule Import Settings section.
  • Since the Zoho CRM Advanced Analytics connector is already setup in the Workspace. Zoho Analytics will auto-identify columns and setup joins (lookups) between the Zoho CRM and Zoho Desk data tables for easy cross service analysis. If you wish to utilize this feature, click the checkbox as shown in the snapshot.

 

Once the setup is completed, the Zoho Desk data will be imported into the Zoho CRM workspace. You can create reports combining the modules of both Zoho CRM and Zoho Desk.  Click here to view the sample reports and dashboards  that will be created automatically upon integrating Zoho Desk and Zoho CRM.

Click here to learn about the Zoho Desk Integration.

6. How do I integrate Zoho Projects/Bugtracker/Recruit/Creator along with Zoho CRM?

To setup the advanced analytics connector such as Zoho Projects, Zoho Bugtracker, Zoho Creator or Zoho Recruit into your Zoho CRM advanced analytics workspace, follow the below steps:

  • Open your Zoho CRM advanced analytics workspace
  • Click the Import Data button in the Explorer tab or Select New > New Table/Import Data.
  • In the Create New Table tab that opens, select the connector that you wish whose data you wish to analyze with Zoho CRM.
  • In the Import from dialog that opens, select the necessary options.
  • Select the entities and their corresponding fields that needs to be imported into Zoho Analytics.
  • Select the necessary schedule import options in the Schedule Import Settings section.

Once the setup is completed, the data from the corresponding Zoho application will be imported into the Zoho CRM workspace. You can start creating reports on this data.

Help & Support

1. How do I get technical support on Zoho Analytics?

We offer 24x5 technical support (Monday to Friday). In case if you need our assistance kindly do mail us your questions to  support@zohoanalytics.com .

You can also reach out to us on our toll-free numbers.

United States : +1 (888) 900 9646
United Kingdom : +44 (20) 35647890
Australia : +61-2-80662898
India : 044 - 69656060

2. Can I have someone from Zoho do a demo for me?

Yes, certainly. Register for a demo in this page .

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