Item: Zoho Analytics
Rating: 8
Author: Verified User

Use Cases and Deployment Scope

Zoho Reports is being used to primarily report on the sales pipeline. We create monthly sales reports in the form of a dashboard. In the past reports had to be created manually by inputting data from separate spreadsheets. Now, Zoho generates these reports automatically based on the sales in the system.

Pros and Cons

Creating dashboards. Dashboards give a great overview of the data you wish to see. They can provide a glimpse into the whole sales pipeline.

A certain level of SQL knowledge is required if you wish to create your own reports.

Other Software Used

Zoho CRM

Data Integration

It integrates very well with Zoho CRM. However, on rare occasions not all data syncs requiring a manual resync.

Collaboration and Sharing

I have not using sharing and collaboration much with Zoho Reports. However, it is very easy to email or export reports to PDF. They look great laid out in dashboard mode.

Likelihood to Recommend

Zoho Reports is well suited if you are using Zoho CRM as it integrates excellently. It provides the ability to generate reports without any input based on what is happening within the CRM.

Feature rich and perfect with Zoho CRM

Software Version

Overall Satisfaction with Zoho Reports