Zoho Analytics Reviews

We use Zoho Analytics to combine the different data sources of things like CRM Analytics and CRM Projects Creator into a single workspace and then build a report on top of it. We also use the solution to create a revenue report based on sales that shows the projected revenue before the development vs. the actual revenue used for a particular project.

Scheduling of reports and dashboards is the most valuable feature of Zoho Analytics.

We use Zoho Analytics for finance and CRM. Recently, we started using it for ticket management. We use it to analyze past performance and conduct company performance reviews. Additionally, it helps us identify any loopholes within the company.

The tool's most valuable feature is its dashboard. 

We leverage this solution to address key areas such as financial and sales analytics. It integrates seamlessly with our IT incident management tool, allowing us to consolidate and analyze data effectively. As a result, the platform supports three critical business use cases: managing and optimizing IT support operations, driving insights and performance improvements in sales, and ensuring accurate and insightful financial analysis.

It has improved in its ability to provide a 360-degree view of an object, primarily due to the associations and relationships established between objects analyzed within the platform.

I use the solution for MIS reporting.

The solution’s dashboard is very good.

I'm using Zoho Analytics to connect with Zoho SalesIQ, Zoho People, Zoho CRM, and Zoho Desk. 

So within CRM, I get service, revenue, activities reports, and all other stuff created inside the analytics.

There is room for improvement related to the formulas because I'm really struggling with the formulas.

At the backend. Even though formulas are correct, values are showing continuous errors. I've already submitted three to four tickets to the Zoho support team related to this issue.

Another area of improvement is support. The support for Zoho Analytics is pathetic. 

We use the product for two things. We use it for business intelligence and creating dashboards. We also use it as an auxiliary table because sometimes we want it to connect with Microsoft Power BI. We extract information from Zoho CRM, insert it as a table in Zoho Analytics, and connect it with other business intelligence tools.

The ability to create tables to connect with different applications is valuable for us. Being able to integrate data from different applications is also important to us. We connect data from Zoho CRM and from Zoho Campaigns at the same time. It's pretty easy to use. The solution’s queries are so fast that we use it to provide information to our widgets in Zoho CRM. It's a very strong analytics tool.

The solution's requirement comes from the CEO, CTO, or executive labour department and the company's health. It integrates the least convergent, the marketing, and the operation; you can integrate everything. We have different licenses, so with the help of the solution, we can integrate them into one. Like, a dashboard with a password then of the CTO. It surpassed the scalability of the porting managers on the operation side because it is a dashboard.

The data source is the most valuable feature as it can perform any function.

I am working for an agribusiness holding with two sawmill facilities and over one million hectares of forest. We are also responsible for sustainable forestry management of the area.

The business was started in Brazil in 2016. The estimated processing capacity of each facility is 45,000 m3/year of timber and 10,000 m3 of the finished product. The holding office is in São Paulo, while the facilities are in Acre. The investors are mainly from Europe, while the main customers are from the USA and China. The forecast is that four more facilities will start to operate in the next four years.

I work at home in São Paulo and Deepdive is a small company owned by my husband and myself.

Zoho provides accurate and up to date commercial dashboards and reports that are presented to shareholders and potential investors.

It produces follow-up reports with flags and insights to improve operational performance, which is followed by the COO and managers. These reports are also presented to the board.

Once our reports are updated, we plan to increase the number of reports being presented in order to give more accurate forecasts. These are modeled based on the data that is being collected.