Business dashboards with Zoho Analytics
We build dashboards and reports in Zoho Analytics that combine data from your Zoho apps and other sources, so owners and managers can see sales, finance and operations figures without waiting for someone to prepare them.
- Delivered by
- Zoho-certified consultants
- Main apps
- Zoho Analytics, Zoho CRM, Zoho Books
- Engagement
- Fixed price, T&M or project-based
- Regions
- India, GCC, Africa and remote
What is business intelligence with Zoho Analytics?
Business intelligence (BI) means collecting data from different systems into one place and presenting it as reports and dashboards that help people make decisions. Zoho Analytics connects to Zoho apps, spreadsheets, databases and many other business applications, and refreshes reports on a schedule.
Who it is for
- Owners who want a daily view of sales, collections and stock
- Managers who spend time building reports in Excel
- Businesses with data spread across several Zoho apps and other tools
- Groups that need figures combined across companies or branches
From raw data to decisions
- ConnectZoho apps, Excel, databases
- PrepareClean, join and define metrics
- ModelAgree definitions with your team
- VisualiseReports and dashboards
- ShareBy role, schedule or email
- ActAlerts when figures cross limits
What changes day to day
| Area | Before | After, in Zoho |
|---|---|---|
| Data collection | Exported from each system by hand | Synced automatically on a schedule |
| Definitions | Each team calculates differently | One agreed definition per metric |
| Report timing | Ready days after month-end | Updated daily or as often as needed |
| Access | Spreadsheets shared by email | Dashboards shared by role with permissions |
| Follow-up | Issues noticed late | Alerts when a figure crosses a threshold |
What's included
Management dashboards
- Owner and board views
- Sales and pipeline
- Financial performance
- Branch and company comparisons
Marketing & leads
- Lead source reports
- Campaign ROI
- Conversion funnels
- Response-time tracking
Operations
- Inventory and margins
- Project profitability
- Support SLAs
- HR and attendance
Intelligence
- Cross-platform reporting
- AI-assisted insights with Zia
- Alerts and thresholds
- Scheduled reports
The Zoho apps we build with
From a similar project
Can Zoho Analytics use data from non-Zoho software?
Yes. It connects to spreadsheets, databases and many third-party applications, as well as all Zoho apps.
Do we need Zoho Analytics if Zoho CRM has reports?
Built-in reports cover one app. Zoho Analytics combines data across apps, for example sales from CRM with collections from Zoho Books, which is where most management questions sit.
How often do dashboards refresh?
Zoho apps sync on a schedule you choose, and other sources refresh on the schedule their connector supports.
Can managers get reports by email?
Yes. Dashboards and reports can be scheduled to email or shared with role-based access.
Need dashboards for your business?
Tell us the decisions you make each week and where the data lives today.