In Depth Analysis of your Zoho CRM Data

Advanced Analytics for Zoho CRM

Advanced Analytics for Zoho CRM

  • Visually Analyze your CRM data, Create insightful reports & dashboards
  • Seamless integration within your Zoho CRM account
  • Track your key sales performance indicators (KPIs)
  • Share reports with your colleagues. Collaboratively analyze and create reports
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500,000 Users. 5 Million Reports & Dashboards. 1 Reporting Service.

Zoho CRM, the popular Online Customer Relationship Management system from Zoho, now has a fully featured, seamlessly integrated, advanced analytics add-on, powered by Zoho Reports. Zoho Reports makes it easy to slice and dice your Zoho CRM data the way you like. You can easily create sales funnels, know your win/loss rates, do sales predictions, gauge your sales team performance, track your KPIs (Key Performance Indicators) and do much more in a flash!!


With Zoho Reports' powerful sharing & collaboration features, you can easily share the reports and dashboards you create to your colleagues and even collaborate with them in creating those reports. You can also set schedules for emailing reports automatically, print them and also export the reports into a variety of file formats including pdf, html and xls.


The Zoho Reports advanced analytics add-on, enables you to easily analyze the data goldmine hidden in Zoho CRM, empower yourself with the right performance indicators and take informed business decisions to maximize your sales return & efficiency.


Highlights

 Seamless Integration

Your Zoho CRM data gets synced automatically to Zoho Reports. Access a full fledged BI tool seamlessly from within your Zoho CRM account.

 Advanced CRM Analytics

Slice and dice your CRM data the way you want. Instantly get to know your key performance indicators to proactively manage your sales pipeline.

 Ready made Reports & Dashboards

Zoho Reports add-on provides you with more than 100 hand-picked, ready made reports & dashboards, that you'll love and find great value instantly.

 Visual Analysis

Visually analyze and build insightful reports and dashboards with easy drag-and-drop interface. No IT help required!

 Variety of Reporting Components

Use a wide variety of charts, pivot tables and tabular view components to build insightful reports and dashboards.

 Email, Export & Print reports

Export or print reports for offline access. Schedule your reports and dashboards to be emailed automatically.

 Collaborative Analysis

Develop reports together with your colleagues. Share the data and reports securely and accurately, with fine-grained access controls.

 Embed Reports Anywhere

Embed your reports and dashboards across websites, blogs, applications or intranets for wider consumption.

What is Zoho Reports?

    Zoho Reports is an online reporting and business intelligence service that helps you to easily analyze your business data and create insightful reports & dashboards for informed decision-making. It allows you to easily create and share powerful reports in minutes with no IT help.

 

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Our Customers

Customers
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Customer Buzz 500,000 business users use Zoho Reports. Here's what some of them had to say...

Outdoor Sports
I am shocked at how easy this was to setup and use. This fills a HUGE reporting gap in Zoho CRM. Well done! - Adam Stone,
D-Tools
Outdoor Sports
I just wanted to say GREAT job on Zoho Analytics for Zoho CRM! My partners now know what's going on with the leads they provide us. - David Swanson,
First Data Corporation
MDIS Services
The speed and ease that a reporting pack of monthly activity can be created and automatically distributed to senior management across our organisation has saved countless hours of manual work. - Steve Tiley,
Managing Director, MDIS Services Ltd
Resource IT Solutions
The Advanced CRM Analytics add-on gave us the ability to analyze the quality of leads we get from many sources, and to pinpoint the source which gives us the best leads conversion rate.- David Saltoon,
Holistic CRM
jdrumgoole
If you run a business, like numbers, spreadsheets, charts and databases then you really can't beat Zoho Reports.- ojwestmancott
miriamschwab
Zoho Reporting is my new best friend. http://ping.fm/yRgZR - KentRMartin
jfloyd
Openbravo - Zoho Reports Integration. Zoho's willingness to integrate w/other environments is a key strength. http://awe.sm/5InTp. - johndavidfelt
OutsourcePA
Been playing with Zoho Reports today - give it a few CSV files, set up some relationships and BOOM! Reporting, sorted.. pretty cool. - alexjamesbrown
craigdonnelly
Just got a pivot table working on Zoho Reports in 5 mins that I haven't been able to make work in Excel after 2 months of faffing. - aydinke

Solutions / How-Tos

Setting up the Zoho CRM Analytics Add-on

Setting up the Zoho CRM Analytics Add-on

Creating reports with Zoho CRM analytics add-on

Creating reports with Zoho CRM Analytics add-on

Creating your Sales Funnel Report

Creating your Sales Funnel Report

Win/Loss Report

Creating your Win/Loss % Report

Top 5 / Bottom 5 Sales Person Report

Top 5 / Bottom 5 Sales Person Report

Zoho Reports has been featured in

Zoho Awards