whatsapp-support whatsapp-support
Click to Chat

Turn Data Into Smarter Decisions with Zoho Analytics

Make informed business decisions with real-time data and visual reports. We help you implement BI and analytics solutions for smarter, data-driven success.

Zoho Analytics Dashboard for sales and receivables
Raw excel data of business

What is Zoho Analytics?

Zoho Analytics is a cloud-based business intelligence (BI) tool that helps businesses understand their data. It allows users to turn raw data into clear and attractive charts, reports, and dashboards. With it, businesses can track performance in real-time, make smarter decisions, and share insights with their team.

Powerful Zoho Analytics Features That Drive Business Growth

Automated Data Integration and Preparation
It collects data from sources like Zoho CRM, Google Analytics, and Salesforce. It cleans and organizes this data for analysis. This keeps the data up-to-date and saves time.
Advanced Analytics and Predictive Modeling
It offers cohort analysis, funnel analysis, segmentation, clustering (K-means), and statistical functions. Its AutoML lets you build and deploy machine learning models without coding, making predictions accessible to all.
Interactive Visualization and Reporting
It offers many ways to visualize data. You can easily create interactive charts, pivot tables, heat maps, and dashboards. The drag-and-drop interface makes it simple to use.
Collaboration and Data Governance
Teams can share reports and dashboards with access controls, publish analytics, schedule automated reports, start comment threads, and maintain data governance with role-based access and audit logs.
Mobile and Embedded Analytics
Access analytics on the go with Zoho Analytics mobile apps, staying connected to your business metrics. Embed customized analytics into websites, portals, or applications to extend insights across your organization or customers.
AI-Powered Insights with the Zia
Zia, Zoho's AI assistant, delivers automated insights, detects anomalies, forecasts trends, and answers data questions conversationally, providing instant analytics without complex queries.

Integrate and Centralize Your Data with Zoho Analytics

Connect data from all your apps with Zoho Analytics, build dashboards, combine information, and use AI insights to make faster, smarter decisions.

Zoho Analytics integration

Why SoftHealer is Your Go-To Zoho Analytics Implementation Partner

As a certified Zoho Analytics Implementation Partner, we specialize in setting up and customizing business intelligence systems. Our team handles deployment, integration, and training to help your business use its data for smarter decision-making.

Zoho Analytics Dashboard Development

We create custom dashboards that show your key performance indicators. This provides you with real-time insights to make informed business decisions.

Advanced Reporting Expertise

Our team gathers data from different Zoho apps to make detailed reports. This provides a comprehensive view of your business performance.

Smooth Data Integration

We connect Zoho apps with other systems. This removes data silos and gives you one source of truth for your business data.

KPI Setup & Tracking

Our Zoho Analytics experts help you set up the important metrics for your business. This lets you track your progress toward your goals.

Workflow Automation

We set up automatic data syncing and report generation. This saves your team time and keeps your analytics up-to-date.

Custom Solutions

For unique requirements, we develop custom scripts to extend Zoho Analytics’ functionality, ensuring your reporting fits your exact needs.

Training & Ongoing Support

We empower your team with training and continuous support to maximize the value of Zoho Analytics in your organization.

See Zoho Analytics in Action: Dashboards & Reports

 Zoho Analytics Dashboard 1
Zoho Sales and Receivable Dashboard

The dashboard tracks total sales, average order value, paid invoices, invoice status, and aging tiers to manage cash flow. You see sales funnel health through estimate to order and invoice conversions, plus monthly cost versus profit trends. These KPIs help you measure salesperson performance and spot top-performing products fast.

Zoho Finance Analytics Profit by Item Report 1
Zoho Finance - Profit by Items report

You can get a detailed financial breakdown of sales performance across various products. It tracks key metrics like Sale Quantity, Sub Total (revenue), and Total (costs) to calculate the net Profit for each line item.

Zoho Finance Analytics Profit by Item Report 1
Zoho Finance - YTD Balance Sheet

YTD report shows assets, liabilities, and equity for 2024-25 and 2025-26. The report includes balances for accounts receivable, bank, cash, taxes, and GST liabilities. You track financial position and year-to-year changes. Use the report to review accuracy and financial health.

Zoho Analytics Dashboard 1
Zoho Sales and Receivable Dashboard

The dashboard tracks total sales, average order value, paid invoices, invoice status, and aging tiers to manage cash flow. You see sales funnel health through estimate to order and invoice conversions, plus monthly cost versus profit trends. These KPIs help you measure salesperson performance and spot top-performing products fast.

Zoho Finance - Profit by Items report 1
Zoho Finance - Profit by Items report

You can get a detailed financial breakdown of sales performance across various products. It tracks key metrics like Sale Quantity, Sub Total (revenue), and Total (costs) to calculate the net Profit for each line item.

Zoho Finance - YTD Balance Sheet 1
Zoho Finance - YTD Balance Sheet

YTD report shows assets, liabilities, and equity for 2024-25 and 2025-26. The report includes balances for accounts receivable, bank, cash, taxes, and GST liabilities. You track financial position and year-to-year changes. Use the report to review accuracy and financial health.

Advantages of Using Zoho Analytics for Business

Plan your next business move with Zoho Analytics reports, offering clear insights into key KPIs. Make informed decisions quickly and smoothly with data you can trust.

Save Time & Boost Efficiency

Automate data collection, preparation, and reporting to reduce manual effort and accelerate business insights.

Make Smarter Decisions

Leverage interactive dashboards, AI-powered insights, and predictive analytics for informed, data-driven decisions.

Accessible for Everyone

A user-friendly interface ensures that both technical and non-technical team members can harness the power of analytics.

Scalable & Customizable

Customize dashboards, reports, and analytics to meet your unique business requirements as you grow.

Improve Collaboration

Enable secure sharing of reports, real-time collaboration, and strong data governance across teams.

Unify Your Data

Break down silos by consolidating multiple data sources into a single, reliable source of truth.

Smooth Workflows

Integrate with Zoho Creator and other apps to automate actions and optimize business processes effortlessly.

FAQ'S

Zoho analytics FAQ’s

Zoho CRM manages customer relationships and sales, while Zoho Analytics analyzes data to create reports and dashboards.

Yes, it integrates with Excel, allowing you to import Excel files for analysis and export reports or dashboards back to Excel.

You can analyze sales, marketing, support, finance, inventory, and more, gaining a complete 360-degree view of your business.

It provides enterprise-level security with encryption, access controls, authentication, and audit logs to keep your data safe.

It has a user-friendly interface, letting anyone create reports with drag-and-drop tools, enabling teams to work independently without coding.

It helps businesses turn raw data into clear, actionable insights. It lets users gather data from different sources, analyze it, and create interactive reports and dashboards to support data-driven decision-making.

It lets you generate a wide range of reports, including custom dashboards, pivot tables, charts, graphs, and KPI widgets. For examples of Zoho Analytics reports, you can reach out to us directly.

We help you set up Zoho Analytics, connect your data, and create dashboards that fit your business. We also train your team so they can use it confidently.

Absolutely. We customized dashboards and KPIs to match your industry, giving you reports that reflect your actual business performance.

Get Clear Business Insights with Zoho Analytics Reports

Get a Live Demo

Transforming Businesses with Next-Gen Solutions

Our next-generation solutions are built to transform businesses and drive growth in the digital era.

Find Us

530, West Gate 2,
Ayodhya Chowk, 150 Feet Ring Road Rajkot, Gujarat 360006.

Contact No.

HR : +91 90232 46069
Sales : +91 93288 25451

Reach Us Read Blog Contact Us Submit Support Ticket Watch Video Tutorial