Advanced Salesforce CRM Analytics Tool

Visually analyze your Salesforce data with our 100+ ready made reports and dashboards. Create insightful reports and dashboards to track your key sales metrics. Share reports with your colleagues and clients with access control permissions.

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Salesforce CRM analytics

Advanced Salesforce analytics with Zoho Analytics

The Salesforce data analytics enabled by Zoho Analytics can easily uncover the data goldmine hidden in Salesforce CRM. It lets you slice and dice your Salesforce CRM data the way you like. You can 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 using our Salesforce CRM analytics.

  • Analyze your Sales Pipeline

    Measure the health of your pipeline and the likelihood of your deals to succeed. Slice and dice data to assess why contacts succeed or fail in passing through the last stretch of activities before closing the deal and optimize it for success.

  • Sales forecasting

    Make informed decisions from your sales data and in turn manage your cash-flow, workforce and resources. Predict sales revenue, and plan for future growth.

  • Data blending

    Combine data from different sources and create cross functional reports. For example, combine your financial data along with CRM data to create a spend vs sales report.

  • Lead Analytics

    Track and analyze leads by source, status, and ownership—deal reports filtered by stage and status—as well as activity reports, forecasts reports, and much more. See your conversion rates, identify where the potentials churn the most, and measure the overall efficiency of your sales process.

Salesforce CRM pipeline analysis
Salesforce analytics and forecasting
Blend your salesforce CRM data
Salesforce CRM lead analytics

Key features of our Salesforce analytics tool

2 Million Users. 50 Million Visualizations. 1 Analytics Platform.

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    Seamless Integration

    Connect your Salesforce CRM data to Zoho Analytics in just a few steps.Leverage automatic data synchronization, preparation, and transformation within our BI platform to ensure data consistency, reliability, and usability.

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    Visual Analysis

    Get started instantly with pre-built visualizations that deliver actionable insights. Create meaningful reports and dashboards using 50+ visualization options and an intuitive drag-and-drop interface. Explore data interactively with tooltips, drill-downs, and contextual filters for ad-hoc analysis.

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    Agentic AI

    Leverage Ask Zia, our intelligent AI agent, to assist every type of user, from data engineers and analysts to business users, helping them move faster from data to insights, and from insights to action.

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    Collaborative Analytics

    Share reports and dashboards with your peers. Start contextual discussions through comment threads or instant messaging for real-time collaboration. Publish and share visualizations across multiple platforms for wider accessibility.

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    Embedded BI

    Embed a full-featured analytics platform within your application using single sign-on (SSO) or SAML authentication. Set up a rebranded analytics portal or microsite in your own brand identity, with customizable design elements.

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    MCP Server

    Enable AI agents, models, or MCP (Model Context Protocol) clients to leverage Zoho Analytics for data analysis, insight generation, and action orchestration.

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"What we are able to put forth in a snap-shot view on one page outpaces what Salesforce can replicate in their Lightening module by leaps and bounds. It really gives you a good tool to see things from a big-picture view with minimal effort, after initial setup."

Kurt Johansen

Database and Process Director

Solutions / How-Tos

IconSetting up the Salesforce CRM Analytics Connector
IconCreating your Sales Funnel Report
IconCreating your Win/Loss % Report
IconTop 5 / Bottom 5 Sales Person Report
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Analyze your Salesforce CRM data today

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