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A must-use tool for Zoho One users!
Updated November 10, 2022

A must-use tool for Zoho One users!

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Software Version

Enterprise

Overall Satisfaction with Zoho Analytics

As a Zoho One customer we use many Zoho apps, and use the native reports within each app. However, to gain deeper insights across our Zoho apps, we've integrated many of them within a workspace in Zoho Analytics to blend our Zoho data to analyze all aspects of our business.
  • Integration of data from our other Zoho apps.
  • Report types and KPI options to create insightful reports.
  • Packed with features for all business intelligence reporting.
  • The number of pre-built reports that are generated when a Zoho app integration is set-up is nice, but at the same same cumbersome in the fact that it forces you to scroll through many reports or use the search feature.
  • The sync with other Zoho apps is not real time.
  • The learning curve for me has been a bit steep, but for others this may not be the case. My background is not analytical or data related so I've had to learn with patience.
  • Allows us to better communicate some of our financial positions with our accounting team.
  • Positions us to understand our customers better and also our most profitable lines of business.
  • Provides shareable reporting features to our customers to enhance quarterly reviews with our customers.
The Zoho platform has provided us with a great set of cloud based tools to manage our business, and Zoho Analytics is a crucial tool to bring all our Zoho data together! As I continue to use Zoho Analytics I am confident I will learn it more which will position me to provide deeper insights for our executive team.
Because it does exactly what your description says. A beginner can create simple and basic reports and dashboards to satisfy their requirements. A user within a larger organizations or enterprise, or a user with a lot of data coming from a lot of sources, can also easily integrate all of it with Zoho Analytics to create more custom reports and dashboards and share them with their teams.
Being a Zoho One customer we've not ever evaluated any other BI tool. I've looked at tools from Google, Microsoft, and Saleforce but not deep enough to consider has alternatives to Zoho Analytics.

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

Zoho Analytics is well suited to blend data together from different Zoho apps. For example; we manage part of our business in Zoho CRM and another part within a Zoho Creator app, with both parts referencing the same customer. In Zoho Analytics we are able to combine data from each Zoho app to gain deeper insights about a customer.

Zoho Analytics Feature Ratings

BI Platform ()
Not Rated
Supported Data Sources ()
Not Rated
10.0
Pixel Perfect reports
10
Customizable dashboards
10
9.0
Drill-down analysis
8
Formatting capabilities
9
Report sharing and collaboration
10
10.0
Publish to Web
10
Publish to PDF
10
Report Delivery Scheduling
10
10.0
Pre-built visualization formats (heatmaps, scatter plots etc.)
10
Location Analytics / Geographic Visualization
10
Predictive Analytics
10
10.0
Multi-User Support (named login)
10
Role-Based Security Model
10
Multiple Access Permission Levels (Create, Read, Delete)
10
Single Sign-On (SSO)
10
10.0
Responsive Design for Web Access
10
Mobile Application
10
Dashboard / Report / Visualization Interactivity on Mobile
10
10.0
REST API
10
iFrames
10

Using Zoho Analytics

5 - We are an energy consulting business, and a small family business. Each of our members (users) have multiple roles within our company, and access different reports across all our Zoho Apps. In regards to Zoho Analytics, we generate deeper reports for certain business lines and an overall health dashboard that our management teams uses.
1 - I am the Zoho system Administrator for our company and set up all our reports in Zoho Analytics. We rely on the help of the Zoho Community, the Zoho Suppport Team, and sometimes an outside 3rd party Zoho Certified Developer to assist in configuring our reports and resolving support issues or concerns.
  • Dashboards
  • Blending data across different Zoho apps
  • Scheduling reports on a set time (monthly)
  • Blending data across different Zoho apps, which for us represents different business lines
  • Creating more insightful reports than are available in native Zoho Apps, Zoho Creator for example
  • Integrate with 3rd party API data for enhanced reporting for our customers
  • Create monthly customer "snapshots" sent to our customers quarterly
I'd give this an 11 if I could! As our business moves forward we hope to use Zoho Analytics more then we do now. Creating better reports and dashboards for our management team to evaluate the health of our business and to provide more insightful reports for our customers. The possibilities are endless with this tool.

Evaluating Zoho Analytics and Competitors

  • Product Features
Zoho Analytics was a tool we always looked in to. Once we became Zoho One users it was included in our package. One day one we integrated all the Zoho apps we use with Zoho Analytics and began our journey into business intelligence. It is an intuitive platform for anyone considering a BI solution, and a must have for any Zoho user.
My only comments here reflect the learning curve of Zoho Analytics. It is worth it to learn Zoho analytics as much as possible to understand all of it's capabilities. We started using Zoho Analytics as a "newbie" to BI solutions and started small. Once you fully understand these capabilities Zoho Analytics can be a very powerful tool for any company.

Zoho Analytics Implementation

With managing many different tasks within our Zoho One account, Zoho Analytics I can say has not got the most attention. Creating business specific apps in Zoho Creator and managing our sales process with Zoho CRM those apps get more attention. So implementing Zoho Analytics was quite simple, as we've done this rather slowly. I'd love to say we implemented ZA full fledge from the get go and had the know how to use ZA from the start but I can't. Setting up each data source however was a straight forward and worry free task.
  • Implemented in-house
Change management was minimal
  • Understanding the importance of setting up each Zoho service in the same workspace

Zoho Analytics Support

The support team has been fantastic! I've worked mainly with the same customer support rep and her knowledge of Zoho Analytics and willingness to assist me has been superb. The Zoho Analytics support team get an A+ rating from me!
ProsCons
Quick Resolution
Good followup
Knowledgeable team
Problems get solved
No escalation required
Immediate help available
Support understands my problem
Support cares about my success
Quick Initial Response
None
No. I am not sure this is even an option. Likewise, considering we have the Zoho One package, which is equivalent to the enterprise version of Zoho Analytics this comes with a high level of support. Typically the reports we are building are not time sensitive therfore day off support would not be required of our company.
In connecting all of our different Zoho apps within one workspace inside Zoho Analytics. Again, considering we are a Zoho One customer, we use many different Zoho apps. Zoho CRM, Zoho Creator, and Zoho Books for example. By adding the data sources from each of this different apps within one workspace in Zoho Analytics, we can create reports across each app to give us deeper insights into our business. The Zoho Team made this very clear to me from the outset which put us on the path of optimizing Zoho Analytics.

Using Zoho Analytics

ProsCons
Like to use
Easy to use
Well integrated
Consistent
Convenient
Feel confident using
Lots to learn
  • Creating basic reports
  • Integrating data
  • Sharing reports
  • Creating reports with blended data
  • Creating the perfect Dashboard
  • Using SQL reports
Yes - It works fine. Like a lot of mobile apps it is limited compared to the desktop version however I must say that the Zoho Analytics mobile app performs better than some of the other Zoho mobile apps we use. We have users that work from home or the road, and accessing our business critical reports from the mobile app are easily satisfied with Zoho Analytics.