Getting Started

Zoho Analytics Overview Video
Getting Started Overview video on Zoho Analytics.

Import data into Zoho Analytics
Video explains how to import data from a CSV file into Zoho Analytics.

Import from Cloud Storages/Drives
This section tutors you on how to import data from the cloud drive into Zoho Analytics.

Create charts in Zoho Analytics
Video explains how to create charts and use their features in Zoho Analytics.

Configuring a drill down path
Video explains how you can configure and use the chart drill-down option.

Create Pivot Tables/Crosstabs
Video explains how to create pivot tables and use their features in Zoho Analytics.

Create Dashboards in Zoho Analytics
Video explains how to create dashboards in Zoho Analytics.

Easily joining multiple tables
Video explains how to use the Auto-Join feature and create reports by joining multiple tables.

Create Query Tables
Video explains how to create a simple SQL Query Table in Zoho Analytics.

Share your reports and dashboards
Video explains how to share your reports and dashboards created in Zoho Analytics to other users.

Publish your reports and dashboards
Video explains how to publish as well as embed your reports and dashboards in your websites/blogs.

Zoho Analytics for Google Apps
Video explains the integration of Zoho Analytics with Google Apps and how it could be used.

Zoho Analytics with Zoho Creator
Slideshow explains how to create reports for data in Zoho Creator applications using Zoho Analytics.
Zoho CRM Analytics

Advanced Analytics for Zoho CRM
In this video, we will see how to set up the Zoho CRM advanced analytics connector.

Creating reports with the Advanced Analytics connector
Slideshow explains how to create new reports using the Zoho Analytics connector for Zoho CRM.

Creating a Sales Funnel Report
Slideshow explains how to use the Zoho Analytics connector to create a sales pipeline funnel.

Creating Win % / Loss % Report
Slideshow explains how to create a win/loss rate report with the Zoho Analytics connector for Zoho CRM.

Creating Top/Bottom 5 Sales Persons Report
Slideshow explains how to create the top/bottom 5 salespersons report based on their performance, with the Zoho Analytics connector for Zoho CRM.
Salesforce CRM Analytics

Advanced Analytics connector for Salesforce CRM
Video explains how to setup the Analytics Connector for your Salesforce CRM.

Creating new reports with the Advanced Analytics connector
Slideshow explains how to create new reports using the Salesforce CRM Analytics Connector.

Creating a Sales Funnel Report
Slideshow explains how to use the Analytics Connector for Salesforce CRM to create a sales pipeline funnel.

Creating Win % / Loss % Report
Slideshow explains how to create a win/loss rate report on your sales performance, using the Salesforce CRM Analytics Connector.

Creating Top/Bottom 5 Sales Persons
Slideshow explains how to create the top/bottom 5 sales persons report based on their performance, using the Salesforce CRM Analytics Connector.
Microsoft Dynamics CRM

Setting up the Analytics Connector
Video explains how to setup the Analytics Connector for your Microsoft Dynamics CRM.

Creating new reports using the Analytics Connector
Slideshow explains how to create new reports using the Analytics Connector for Microsoft Dynamics CRM.

Creating a Sales Funnel Report
Slideshow explains how to use the Analytics Connector for Microsoft Dynamics CRM to create a sales pipeline funnel.

Creating Win % / Loss % Report
Slideshow explains how to create a win/loss rate report on your sales performance using the Zoho Analytics Analytics Connector for Microsoft Dynamics CRM.

Top 5/Bottom 5 Sales Persons Report
Slideshow explains how to create the top/bottom 5 sales persons report based on their performance, using the Analytics Connector for Microsoft Dynamics CRM.

Creating Sales Trend Report
Slideshow explains how to create Sales Trend report using the Zoho Analytics Analytics Connector for Microsoft Dynamics CRM.

Creating Sales Cycle Report
Slideshow explains how to create Sales Cycle report using the Zoho Analytics Analytics Connector for Microsoft Dynamics CRM.

Creating Target Based Report
Slideshow explains how to create Target Based report using the Zoho Analytics Analytics Connector for Microsoft Dynamics CRM.

Lead to Opportunity Conversion Report
Slideshow explains how to create Lead to Opportunity Conversion Rate report using the Zoho Analytics Connector for Microsoft Dynamics CRM.
Average Time Taken to Convert a Lead to Opportunity Report
Slideshow explains how to create Average Time Taken to Convert a Lead to Opportunity report using the Zoho Analytics Connector for Microsoft Dynamics CRM.
HubSpot CRM

Setting up HubSpot CRM analytics
Slideshow explains how to set up HubSpot CRM Advanced Analytics.

Creating new reports
This slideshow explains how to new create reports for HubSpot CRM.

Leads to Deals Conversion Funnel
This slideshow explains how to create Leads to Deals Funnel Chart for HubSpot CRM.

Sales Trend Analysis
This slideshow explains how to create Sales Trend report for HubSpot CRM.

Win/Loss % Report
This slideshow explains on how to create Win%/Loss% Report for HubSpot CRM.

Top/Bottom 'N' Sales Person Report
This slideshow explains on how to create Top 5 / Bottom 5 Sales Person Report for HubSpot CRM.

Sales Cycle Report
This slideshow explains on how to create Average Sales Cycle Report for HubSpot CRM.

Leads to Deals Conversion Rate
This slideshow explains how to create Leads to Deals Report for HubSpot CRM.

Target Based Report
This slideshow explains how to create Target vs Attainment Report for HubSpot CRM.
Stripe

Setting up the Analytics Connector for Stripe
Slideshow explains how to setup the analytics connector for Stripe.

Creating reports using Stripe Advanced Analytics connector
Slideshow explains how to create new reports using the Analytics Connector for Stripe.

Creating customer retention cohorts
Slideshow explains how to use the Analytics Connector for Stripe to create customer retention cohorts.

Creating customer churn cohorts
Slideshow explains how to use the Analytics Connector for Stripe to create customer churn cohorts.
MailChimp Analytics

Setting Up Zoho Analytics Advanced Analytics for MailChimp
Slide show explains how to setup advanced analytics for MailChimp.

Creating New Reports using the Advanced Analytics connector for MailChimp
Slide show explains how to create reports with advanced analytics for MailChimp.
Google Ads Analytics

Setting Up Zoho Analytics Advanced Analytics for Google Ads
Slide show explains how to setup advanced analytics for Google Ads.

Creating New Reports using the Advanced Analytics connector for Google Ads
Slide show explains how to create reports with advanced analytics for Google Ads.
Zoho Survey

Setting up the Analytics Connector for Zoho Survey
Slideshow explains how to setup the analytics connector for Zoho Survey.

Creating reports using Zoho Survey Advanced Analytics connector
Slideshow explains how to create new reports using the Analytics Connector for Zoho Survey.
SurveyMonkey

Setting up the Analytics Connector for SurveyMonkey
Slideshow explains how to setup the analytics connector for SurveyMonkey.

Creating reports using SurveyMonkey Advanced Analytics connector
Slideshow explains how to create new reports using the Analytics Connector for SurveyMonkey.
SurveyGizmo

Setting up the Analytics Connector for SurveyGizmo
Slideshow explains how to setup the analytics connector for SurveyGizmo.

Creating reports using SurveyGizmo Advanced Analytics connector
Slideshow explains how to create new reports using the Analytics Connector for SurveyGizmo.

Creating Net Promoter Score Trend Report
Slideshow explains how to create Net Promoter Score Trend using SurveyGizmo Advanced Analytics

Creating NPS Responses trend Report
Slideshow explains how to create NPS Responses trend using SurveyGizmo Advanced Analytics.
ServiceDesk Analytics

Setting up Zoho Analytics Advanced Analytics for ManageEngine ServiceDesk Plus
Slide show explains how to setup advanced analytics for ServiceDesk Plus.

Creating New Reports using the Analytics Connector for ManageEngine
Slide show explains how to create reports with advanced analytics for ServiceDesk Plus.
Zoho Desk

Setting Up Zoho Analytics Advanced Analytics for Zoho Desk
Slide show explains how to setup advanced analytics for Zoho Desk.
Creating Reports using the Advanced Analytics connector for Zoho Desk
Slide show explains how to create reports with advanced analytics for Zoho Desk.
Zendesk Analytics

Setting Up Zoho Analytics Advanced Analytics for Zendesk
Slide show explains how to setup advanced analytics for Zendesk.

Creating Reports using the Advanced Analytics connector for Zendesk
Slide show explains how to create reports with advanced analytics for Zendesk.
Teamwork Desk

Setting up Teamwork Desk Analytics Connector
Slideshow explains how to setup the Zoho Analytics Advanced Analytics connector for Teamwork Desk.

Creating Reports using Teamwork Desk Analytics Connector
Slideshow explains how to create new reports using the Zoho Analytics Advanced Analytics Connector for Teamwork Desk.
Zoho Projects Analytics

Setting up the Zoho Analytics Advanced Analytics Add-on for Zoho Projects
Video explains how to setup the Zoho Analytics advanced analytics add-on for Zoho Projects.

Creating New Reports using the Advanced Analytics Add-on for Zoho Projects
Slideshow explains how to create new reports using the Zoho Analytics add-on for Zoho Projects.

Create Project Revenue Reports using the Advanced Analytics Add-on
With Zoho Analytics Projects Connector Add‑on you could easily create reports to analyze your projects revenue by following three simple steps.

Created Projected Revenue Report using the Advanced Analytics Add-on
Slide show explains how to calculate projected revenue for your ongoing/upcoming projects.

Creating Effective ROI Report using the Advanced Analytics Add-on
Slide show explains how to create a report calculating ROI per Project over your Zoho Projects data in Zoho Analytics.

Creating Burndown Reports using the Advanced Analytics Add-on
A burndown report is a graphical representation of how much time is left in a project vs how much work is left to be done.
Teamwork Projects

Setting up the Analytics Connector for Teamwork Projects
Slideshow explains how to setup the analytics connector for Teamwork Projects.

Creating reports using Teamwork Projects Advanced Analytics connector
Slideshow explains how to create new reports using the Analytics Connector for Teamwork Projects.
Zoho Recruit

Setting up Zoho Recruit Advanced Analytics Add-on
Slideshow explains how to setup the Zoho Analytics Advanced Analytics Add-on for Zoho Recruit.

Creating Reports using Zoho Recruit Advanced Analytics Add-on
Slideshow explains how to create new reports using the Zoho Analytics Advanced Analytics Add-on for Zoho Recruit.
Zoho Creator

Setting up Zoho Creator Analytics Add-on
Slideshow explains how to setup the Zoho Analytics Analytics Add-on for Zoho Creator.

Creating Reports using Zoho Creator Analytics Add-on
Slideshow explains how to create new reports using the Zoho Analytics Add-on for Zoho Creator.
Zoho Books

Setting up Zoho Books Advanced Analytics Add-on
In this video we will see how to set up the Zoho Books advanced analytics add-on.

Setting up Zoho Books Advanced Analytics Add-on
Slideshow explains how to setup the Zoho Analytics Advanced Analytics Add-on for Zoho Books.

Creating Reports using Zoho Books Advanced Analytics Add-on
Slideshow explains how to create new reports using the Zoho Analytics Advanced Analytics Add-on for Zoho Books.

Creating a Profit/Loss Report using Zoho Books Advanced Analytics Add-on
Slideshow explains how to create Profit/Loss report using the Zoho Analytics Advanced Analytics Add-on for Zoho Books.

Creating a Balance Sheet using Zoho Books Advanced Analytics Add-on
Slideshow explains how to create a Balance Sheet using the Zoho Analytics Advanced Analytics Add-on for Zoho Books.
QuickBooks Online

Setting up QuickBooks Advanced Analytics Add-on
Slideshow explains how to setup the Zoho Analytics Advanced Analytics Add-on for QuickBooks Online.

Creating Reports using QuickBooks Advanced Analytics Add-on
Slideshow explains how to create new reports using the Zoho Analytics Advanced Analytics Add-on for QuickBooks Online.
Xero

Setting up Xero Advanced Analytics Add-on
Slideshow explains how to setup the Zoho Analytics Advanced Analytics Add-on for Xero.

Creating Reports using Xero Advanced Analytics Add-on
Slideshow explains how to create new reports using the Zoho Analytics Advanced Analytics Add-on for Xero.
Zoho Campaigns

Setting up Zoho Campaigns Analytics Connector
Slideshow explains how to setup the Zoho Analytics Advanced Analytics connector for Zoho Campaigns.

Creating Reports using Zoho Campaigns Analytics Connector
Slideshow explains how to create new reports using the Zoho Analytics Advanced Analytics Connector for Zoho Campaigns.
Zoholics Austin 2019

One Platform for Data Analytics
When you have Zoho One powering your sales, marketing, and finance, what solution should you use to measure your important departmental KPIs and business metrics? This presentation shows you how Zoho Analytics can help your business gain insights from cross-departmental datasets.

Report Building With Zia
Learn how to build reports inside Zoho Analytics, and learn how Zia can make the building process even easier and more intuitive.

CRM Plus: Deeper Insights Across Sales, Marketing, and Support Using Analytics
Zoho CRM Plus can unify all three of your customer-facing departments—sales, marketing, and support. You can use the data from these departments inside the included Zoho Analytics application to create custom tables, reports, charts and dashboards. Make better decisions about the future of your business.