Item: Zoho Analytics
Rating: 8
Author: Verified User

Use Cases and Deployment Scope

Uploaded financial data files to create the financial dashboard. Goal was to give board members access to view financials.

Pros and Cons

Customized financial dashboard in real time
User friendly
Tech Support was wonderful

Virtual video training on how to use Zoho and all the features. I could not locate one

Return on Investment

Compared key performance indicators against budgets

Usability

I needed support to help upload my financial files before I could generate custom reports

Scalability

Our data files were not large, so we limited the company use to financial dashboard viewing and financial statements

Alternatives Considered

ADP Streamline Payroll, BambooHR and Blackbaud DonorCentral

Zoho is holding its own in comparison. Payroll reports and projections were critical and based on donor needed reports and schedules. Zoho could do more with payroll projections and "what ifs" payroll situations.

Key Insights

Do you think Zoho Analytics delivers good value for the price?

Yes

Are you happy with Zoho Analytics's feature set?

Yes

Did Zoho Analytics live up to sales and marketing promises?

Yes

Did implementation of Zoho Analytics go as expected?

Yes

Would you buy Zoho Analytics again?

Yes

Other Software Used

QuickBooks Online Advanced, Blackbaud Financial Edge NXT, MIP Fund Accounting

Likelihood to Recommend

Real time board access during board meetings. Members could do what if financial statements on individual programs.

Zoho is simple, don't make it complicated

Software Version

Overall Satisfaction with Zoho Analytics