Zoho Analytics Video Resources

Our videos will help you get started with Zoho Analytics and guide you on using our important features. Whether you're looking for a step-by-step tutorial or a quick how-to video, you're in the right place.

Getting Started

08:44 Getting Started

Zoho Analytics Overview Video

Getting Started Overview video on Zoho Analytics.

04:17 Getting Started

Import data into Zoho Analytics

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

2:00 Getting Started

Import from Cloud Storages/Drives

This section tutors you on how to import data from the cloud drive into Zoho Analytics.

6:20 Getting Started

Create charts in Zoho Analytics

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

04.24 Getting Started

Configuring a drill down path

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

02:39 Getting Started

Create Pivot Tables/Crosstabs

Video explains how to create pivot tables and use their features in Zoho Analytics.

04:49 Getting Started

Create Dashboards in Zoho Analytics

Video explains how to create dashboards in Zoho Analytics.

04:36 Getting Started

Easily joining multiple tables

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

04:40 Getting Started

Create Query Tables

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

04:15 Getting Started

Share your reports and dashboards

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

2:40 Getting Started

Publish your reports and dashboards

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

02:53 Getting Started

Zoho Analytics for Google Apps

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

Slideshow Getting Started

Zoho Analytics with Zoho Creator

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

Zoho CRM Analytics

02:45 Zoho CRM Analytics

Advanced Analytics for Zoho CRM

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

Slideshow Zoho CRM Analytics

Creating reports with the Advanced Analytics connector

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

Slideshow Zoho CRM Analytics

Creating a Sales Funnel Report

Slideshow explains how to use the Zoho Analytics connector to create a sales pipeline funnel.

Slideshow Zoho CRM Analytics

Creating Win % / Loss % Report

Slideshow explains how to create a win/loss rate report with the Zoho Analytics connector for Zoho CRM.

Slideshow Zoho CRM Analytics

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

2:53 mins Salesforce CRM Analytics

Advanced Analytics connector for Salesforce CRM

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

Slideshow 

Creating new reports with the Advanced Analytics connector

Slideshow explains how to create new reports using the Salesforce CRM Analytics Connector.

Slideshow 

Creating a Sales Funnel Report

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

Slideshow 

Creating Win % / Loss % Report

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

Slideshow Salesforce CRM Analytics

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

Slideshow Microsoft Dynamics CRM

Setting up the Analytics Connector

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

Slideshow 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.

Slideshow 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.

Slideshow Microsoft Dynamics CRM

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.

Slideshow 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.

Slideshow 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.

Slideshow 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.

Slideshow 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.

Slideshow 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.

Slideshow 

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

Slideshow HubSpot CRM

Setting up HubSpot CRM analytics

Slideshow explains how to set up HubSpot CRM Advanced Analytics.

Slideshow HubSpot CRM

Creating new reports

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

Slideshow HubSpot CRM

Leads to Deals Conversion Funnel

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

Slideshow HubSpot CRM

Sales Trend Analysis

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

Slideshow HubSpot CRM

Win/Loss % Report

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

Slideshow 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.

Slideshow HubSpot CRM

Sales Cycle Report

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

Slideshow HubSpot CRM

Leads to Deals Conversion Rate

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

Slideshow HubSpot CRM

Target Based Report

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

Stripe

Slideshow stripe advanced analytics

Setting up the Analytics Connector for Stripe

Slideshow explains how to setup the analytics connector for Stripe.

Slideshow stripe analytics

Creating reports using Stripe Advanced Analytics connector

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

Slideshow retention cohort in stripe

Creating customer retention cohorts

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

Slideshow stripe churn cohort

Creating customer churn cohorts

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

MailChimp Analytics

Slideshow MailChimp Analytics

Setting Up Zoho Analytics Advanced Analytics for MailChimp

Slide show explains how to setup advanced analytics for MailChimp.

Slideshow MailChimp Analytics

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

Slideshow MailChimp Analytics

Setting Up Zoho Analytics Advanced Analytics for Google Ads

Slide show explains how to setup advanced analytics for Google Ads.

Slideshow MailChimp Analytics

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

Slideshow setting up zoho survey

Setting up the Analytics Connector for Zoho Survey

Slideshow explains how to setup the analytics connector for Zoho Survey.

Slideshow zoho survey analytics

Creating reports using Zoho Survey Advanced Analytics connector

Slideshow explains how to create new reports using the Analytics Connector for Zoho Survey.

SurveyMonkey

Slideshow surveymonkey advanced analytics

Setting up the Analytics Connector for SurveyMonkey

Slideshow explains how to setup the analytics connector for SurveyMonkey.

Slideshowcreating reports using surveymonkey analytics connector

Creating reports using SurveyMonkey Advanced Analytics connector

Slideshow explains how to create new reports using the Analytics Connector for SurveyMonkey.

SurveyGizmo

 SurveyGizmo

Setting up the Analytics Connector for SurveyGizmo

Slideshow explains how to setup the analytics connector for SurveyGizmo.

 SurveyGizmo

Creating reports using SurveyGizmo Advanced Analytics connector

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

 SurveyGizmo

Creating Net Promoter Score Trend Report

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

 SurveyGizmo

Creating NPS Responses trend Report

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

ServiceDesk Analytics

Slideshow ServiceDesk Analytics

Setting up Zoho Analytics Advanced Analytics for ManageEngine ServiceDesk Plus

Slide show explains how to setup advanced analytics for ServiceDesk Plus.

Slideshow ServiceDesk Analytics

Creating New Reports using the Analytics Connector for ManageEngine

Slide show explains how to create reports with advanced analytics for ServiceDesk Plus.

Zoho Desk

Slideshow Zoho Desk

Setting Up Zoho Analytics Advanced Analytics for Zoho Desk

Slide show explains how to setup advanced analytics for Zoho Desk.

Slideshow 

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

Slideshow Zendesk Analytics

Setting Up Zoho Analytics Advanced Analytics for Zendesk

Slide show explains how to setup advanced analytics for Zendesk.

Slideshow Zendesk Analytics

Creating Reports using the Advanced Analytics connector for Zendesk

Slide show explains how to create reports with advanced analytics for Zendesk.

Teamwork Desk

Slideshow Teamwork Desk

Setting up Teamwork Desk Analytics Connector

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

Slideshow 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

3:59 mins 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.

Slideshow Zoho Projects Analytics

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.

Slideshow Zoho Projects Analytics

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.

Slideshow Zoho Projects Analytics

Created Projected Revenue Report using the Advanced Analytics Add-on

Slide show explains how to calculate projected revenue for your ongoing/upcoming projects.

Slideshow Zoho Projects Analytics

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.

Slideshow Zoho Projects 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

Slideshow setting up teamwork projects analytics

Setting up the Analytics Connector for Teamwork Projects

Slideshow explains how to setup the analytics connector for Teamwork Projects.

Slideshow 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

Slideshow 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.

Slideshow 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

Slideshow Zoho Creator

Setting up Zoho Creator Analytics Add-on

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

Slideshow 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

3:54 mins 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.

Slideshow Zoho Books

Setting up Zoho Books Advanced Analytics Add-on

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

Slideshow 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.

Slideshow 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.

Slideshow 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

Slideshow QuickBooks Online

Setting up QuickBooks Advanced Analytics Add-on

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

Slideshow 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

Slideshow Xero

Setting up Xero Advanced Analytics Add-on

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

Slideshow 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

Slideshow Setup Zoho Campaigns Connector

Setting up Zoho Campaigns Analytics Connector

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

Slideshow Create Reports with Zoho Campaigns Analytics Connector

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

19:49 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.

15:22 Zoholics Austin 2019

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.

33:43 Zoholics Austin 2019

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.