Our business is a marketing, sales, operations, and installation business. We have 11 departments and all need to share data to create a single source of truth. We had data in Zoho CRM for our marketing and sales teams, and we also had data in Zoho Projects for our Operations and Installations team. By utilizing Zoho Analytics we were able to merge the data together into a single platform by using data syncing. With all the information contained within Analytics, we are able to report and visualize the front and back halves of the business model. Doing so allows us to gain deep insights into all the milestones of a customer's journey. We have been able to make smarter business decisions as a result of the information Zoho Analytics has provided which has to lead to our company making the INC 5000 list 2 years in a row.
Pros
Allowing various types of data visualizations
Creating reports and dashboards that can be easily shared and accessible online
Deliver scheduled reports via email to various email groups
Sync with 3rd party software, such as Google Drive, to pull in data tables
Cons
With so many folders in Reports, it would be nice to have a collapse all folders option
A trouble tickets tracker would be helpful to keep up with various case numbers in a central place
The support can be difficult to get a hold of at times for real time assistance
Likelihood to Recommend
Well Suited:- Visualizing data into dashboards - Delivering reports to end-users at a pre-scheduled time, such as the end of day reports- Creating slideshows for TV displays Not Suited:- Real-time data updates (earliest automated sync is 3 hours, unless otherwise manually fetched)- Editing source data from integrated tables as it mainly displays data that is provided from external sources
As a Zoho One customer we use many Zoho apps, and use the native reports within each app. However, to gain deeper insights across our Zoho apps, we've integrated many of them within a workspace in Zoho Analytics to blend our Zoho data to analyze all aspects of our business.
Pros
Integration of data from our other Zoho apps.
Report types and KPI options to create insightful reports.
Packed with features for all business intelligence reporting.
Cons
The number of pre-built reports that are generated when a Zoho app integration is set-up is nice, but at the same same cumbersome in the fact that it forces you to scroll through many reports or use the search feature.
The sync with other Zoho apps is not real time.
The learning curve for me has been a bit steep, but for others this may not be the case. My background is not analytical or data related so I've had to learn with patience.
Likelihood to Recommend
Zoho Analytics is well suited to blend data together from different Zoho apps. For example; we manage part of our business in Zoho CRM and another part within a Zoho Creator app, with both parts referencing the same customer. In Zoho Analytics we are able to combine data from each Zoho app to gain deeper insights about a customer.
VU
Verified User
Consultant in Professional Services (Renewables & Environment company, 1-10 employees)
Zoho Reports is currently being used to analyze finances and view business progress. It is currently being used primarily by the finance department but we are also implementing it across management company-wide. This software allows us to visualize the inner workings of the company and find any holes or issues that may exist. Without such software, it is much harder to find these issues or gaps in our finances, job planning, and other areas.
Pros
It allows us to store data in a single easy to manage location.
Reports makes it very easy to sort through data and locate what we need.
Reports offers accurate in depth breakdowns of data as well as a simple and effective means to visualize such data.
The have great customer service availability through the chat.
Cons
Reports was challenging to understand initially and some of their documents were out of date so importing did not work.
It would be nice if the importing instructions were a little more clear for the layman as not all businesses can have an IT department or the like to set up software like this.
Due to insufficient descriptions, it can be unclear as to what a report is describing or displaying to you.
Likelihood to Recommend
It seems to be especially well designed for companies that work in industries such as retail. There have been notable challenges that had to be overcome with reports and the associated apps for us who work as contractors. It is not particularly well suited for bidded jobs, lump sum jobs, or jobs, or overtime. We managed to adapt it to make sure that the reports showed us what we needed to see, but it is apparent that this was not a key industry that was in mind when the software was designed.
VU
Verified User
Administrative Assistant in Finance and Accounting (Utilities company, 1-10 employees)
