Streamline Collaboration: Integrating Zoho Analytics with Zoho Cliq

Businesses today are driven by data. When organizations use data-driven insights to learn what is working for them and what is not, they're able to make more informed decisions.

A study published by Forbes and conducted by McKinsey Global Institute indicates that data-driven organizations are 23 times more likely to acquire customers. They're also six times as likely to retain customers, and therefore 19 times as likely to be profitable. This is why organizations use analytical tools like Zoho Analytics to get insights on webpage performance and keep track of customer buying journeys.

When it comes to analyzing and discussing these insights, teams typically have to switch between two apps: the analytical tool and the internal communication platform. Fortunately, a business communication app like Zoho Cliq enables teams to integrate analytical tools like Zoho Analytics and other third-party apps. This means they can view reports and dashboards on the go.

Let's take Zoelectronics, an online retail business, as an example. We will see how its team uses Cliq's features to fetch reports and dashboards for collaboration.

  1. Using Schedulers to post monthly reports for meeting discussions in a channel

    The Zoelectronics project management team conducts meetings every first Monday of the month to discuss product sales. That month's sales report is automatically posted in the proper Cliq channel before the meeting begins, meaning team members do not need to switch between apps during the discussion.

  2. Using Commands to fetch tables or reports instantly

    The Zoelectronics sales team has a presentation coming up and wants to share the number of sales made in that year to compare metrics. They can instantly execute a command to share the report with the team.

    This is the channel where the sales team discusses metrics. Whenever the team wants the sales report, instead of going to Zoho Analytics and fetching it, a team member can instantly pull the report by executing a command /sales in Cliq.

  3. Update reports from Cliq using Functions

    Since Zoelectronics is a retail business, whenever a customer places an order, a message card is posted on the appropriate Cliq channel. A delivery executive can claim the order by selecting the Pickup button, and the data is updated in the reports in Zoho Analytics.

  4. View dashboards inside Widgets in Cliq

    Instead of going to Zoho Analytics to view report updates, team members can simply check the dashboards in Cliq Widgets. The widget in Cliq fetches data from Zoho Analytics, which enables company leadership to track how many deliveries a specific delivery executive claimed, as well as examine activity reports on the products that the executive delivered.

Advantages of integrating Zoho Analytics with Zoho Cliq

Let's look at the benefits of integrating Analytics with Cliq:

  1. Review insights and collaborate within a single app.

    There's no need to switch between two apps and fetch data during meetings. 

  2. View reports and dashboards inside Cliq.

    The reports and dashboards you have created in Zoho Analytics can be viewed from Cliq itself.

  3. Track your business metrics in Cliq.

    Any changes in your metrics can be tracked inside Cliq by creating widgets or posting them using commands or schedulers.

You can learn more about the code script here, as well as watch the demo on how to integrate and use Zoho Analytics in Zoho Cliq.


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