Zoho Analytics is a modern, self-service Business Intelligence (BI) and analytics platform designed to help businesses analyze their data, create insightful visualizations, and uncover hidden insights. Here’s a comprehensive overview of what the product does and its key features:
What Zoho Analytics Does
Zoho Analytics is tailored to assist businesses in making informed decisions by providing a robust set of tools for data analysis, reporting, and visualization. It enables users to import data from a wide variety of sources, including files, databases, Zoho applications, CRM systems, marketing tools, financial software, and more. This data can then be analyzed to generate reports, dashboards, and visualizations that offer deep insights into business performance.
Key Features and Functionality
Data Import and Integration
Zoho Analytics allows users to import data from numerous sources such as files, feeds, databases, Zoho apps, CRM systems (including Zoho CRM, Salesforce, and Microsoft Dynamics), marketing tools, financial software, and other business applications. It also supports auto-blending of data from multiple sources to produce comprehensive reports and dashboards.
Auto Analysis and Reporting
The platform features an Auto Analysis capability that automatically generates reports and dashboards based on the selected data table. This simplifies the process of creating initial reports and dashboards, saving time and effort.
Query Table and SQL Functions
Users can create query tables using SQL select queries to combine data from multiple tables. This feature includes various SQL functions such as logical, aggregate, date, and string functions, allowing for complex data analysis.
Visualizations and Dashboards
Zoho Analytics offers a drag-and-drop interface for creating reports, charts, and dashboards. Users can design different views, including tabular views, summary views, and pie charts, among others. The platform also includes over 75 pre-built reports and dashboards for sales analytics and other business functions.
Collaboration and Sharing
The platform supports collaborative analytics, allowing users to share views, reports, and dashboards with colleagues. It provides various permission settings, such as read-only, read-write, and report authoring, to control access. Reports and dashboards can be published, embedded, or emailed automatically to recipients.
API Access and Custom Integrations
Zoho Analytics offers API access for developers to create custom analytical applications and integrations. This allows for the integration of Zoho Analytics into other business applications, enabling the development of powerful business intelligence capabilities.
Intelligent Assistant – Zia
The platform includes Zia, an intelligent assistant powered by machine learning, artificial intelligence, and natural language processing. Users can ask questions in natural language, and Zia will generate the relevant reports as answers.
Security and User Management
Zoho Analytics ensures data security and safety with robust user management features. It includes options for scheduling backups, setting alerts, and managing user access to ensure that data is secure and accessible only to authorized personnel.
Mobile Accessibility and Additional Features
The platform is accessible on mobile devices, allowing users to analyze data on the go. Other features include smart chat support, integration with OpenAI, and a marketplace for additional tools and extensions.
Advanced Data Management
Zoho Analytics includes advanced data management features such as visual data pipelines to streamline data flow, a metrics layer to manage business metrics, and the ability to analyze streaming data for real-time insights. It also supports data bucketing and new integrations with various enterprise business apps and big data platforms.
In summary, Zoho Analytics is a powerful BI and analytics platform that empowers businesses to analyze their data comprehensively, create insightful reports and dashboards, and make informed decisions through its extensive range of features and functionalities.