Integrating HubSpot Advanced Analytics with Zoho Analytics lets you create custom reports to track your sales pipeline, visualize your sales conversion funnels, measure sales team performance, forecast your sales, and so much more with ease.
Zoho Analytics is an on-demand reporting and business intelligence solution that helps you derive insights on your business data through its powerful reporting and analytical capabilities. You can create dynamic reports in minutes, with no IT help.
It offers the following important capabilities:
HubSpot CRM Advanced Analytics Connector enables you to import your helpdesk data in HubSpot CRM into Zoho Analytics for advanced reporting and analysis. This connector brings in all the capabilities of Zoho Analytics described above to HubSpot CRM users.
Refer:
After configuring the connector, you might have to wait about five minutes for the connection to be established. You will receive an email notification once the import is complete. If you access the workspace before the initial fetch, it will not display any data.
The import/sync process of your HubSpot CRM data rarely fails due to some technical glitch. You will receive a mail notification of the occurrence. Let's look at the two cases associated with this issue.
Case 1: You will receive the Setup Process Failed mail when there is a failure during the initial fetch. In this case, we request you to:
Case 2: You will receive the Synchronization Failed mail if there is a failure during the data synchronization process. In this case, Zoho Analytics will retry the data sync process. You will be notified again in case of a failure. Please note that the import schedule will get suspended after five successive failures. In such case, please write to onprem-support@zohoanalytics.com.
You can choose to synchronize your data at these intervals mentioned below.
Yes, you can edit the HubSpot CRM connector synchronization setting if you are the Account admin who had set up the connector for Zoho Analytics.
To perform this sync:
Yes. To synchronize your data on ad hoc basis:
Yes, to set up HubSpot CRM Advanced Analytics in in an existing workspace:
Your HubSpot CRM data will be imported into your workspace. Refer to this setup presentation.
No, you cannot add/modify data in the HubSpot CRM data tables. Data from HubSpot CRM application will automatically get synced into Zoho Analytics in different tables. You cannot edit any of this data or add new data records from within Zoho Analytics.
However, you can add new tables and add/import data into that, to create reports combining it with the data from HubSpot CRM.
No, you cannot add new columns. But, you can add Custom and Aggregate Formulas (i.e., calculated fields) to these tables to help you create powerful reports. Refer Adding Formulas to know more on this.
Yes, you can add new data tables. Click Create > New Table to add a new table in the existing HubSpot CRM workspace.
With this feature, you can import data from other sources or add them manually into your workspace to analyze and create reports combining this with your HubSpot CRM data.
At present, we do not provide an option in the user interface to transfer ownership to another account. If you require this transfer, please mail to onprem-support@zohoanalytics.com and we will do this for you.
Once the transfer is done, the new administrator must re-authenticate their account. Refer to the next question to learn how.
You can easily create custom reports in the form of charts, pivot tables, summary and tabular views in Zoho Analytics. Click the corresponding links to learn more about creating reports. These reports can also be organized together to form intuitive dashboards. Refer this documentation to learn more about creating dashboards.
You can create reports using the data from the following modules:
Yes, you can create reports using the columns from different tables. All the modules (tables) from HubSpot CRM will be linked by default. You can create reports with a simple drag and drop gesture of the required columns into the reports designer.
Zoho Analytics supports a wide variety of reports, in the form of charts, pivot tables, summary views and tabular views. To know more about the various types of reports, click here. To know more about dashboards and KPI widgets, click here.
Formulas are calculations that you could define using the powerful formula engine in Analytics Plus to help create required reports. Refer Adding Formulas in Zoho Analytics to know more.
You can create a custom formula by clicking Add > Formula Column/Aggregate Formula in a Table. Refer the Custom Formulas section in the Zoho Analytics help page.
The default formulas added by Zoho Analytics are listed below. You can view these formulas by opening the corresponding table and selecting Add > Edit Formulas from the toolbar.
The following are the default formulas in the Deals table:
Formula Name | Formula | Formula Type | Description |
Amount Tier | if( "Amount" >= 0, if( "Amount" <= 10000, '1. 0 - $10K',if( "Amount" <= 20000, '2. $10,001 - $20K',if( "Amount" <= 30000, '3. $20,001 - $30K', if ( "Amount" <= 40000, '4. $30,001 - $40K','5. Above 40K')))), '6. Negative - Not Valid') | Formula Column | Classifies the revenue made into different baskets, e.g., amount less than 10,000 into 0 - 10k etc. |
Age Tier | if( "Age in Days" >= 0,if( "Age in Days" <= 60, '1. 0 - 60 days',if( "Age in Days" <= 120, '2. 61 - 120 days',if( "Age in Days" <= 180, '3. 121 - 180 days', if( "Age in Days" <= 360, '4. 181 - 360 days','5. Above 360 days')))), '6. Negative - Not Valid') | Formula Column | Classifies the time spent on a each deal to close it, into different time period baskets, e.g., within 60 months, within 120 days etc. |
Age in Days | datediff( "Close Date","Create Date") | Formula Column | Number of days it took for a deal to be closed. |
Won Amount | sum(if("Deals"."Deal Stage"='closedwon',"Deals"."Amount",NULL)) | Aggregate | Provides the won amount. |
Won Deals Count | count(if("Deals"."Deal Stage"='closedwon',"Deals"."Deal ID",NULL)) | Aggregate | Provides the count of the deals won |
Win Rate % | count(if("Deals"."Deal Stage"='closedwon',"Deals"."Deal ID",NULL))*100/count(if("Deals"."Deal Stage" in ('closedwon','closedlost'),"Deals"."Deal ID",NULL)) | Aggregate | Provides the Win Rate (in %) of sales. This is calculated as a Ratio between number of deals won and total number (won + lost) of deals |
Expected Revenue | sum("Deals"."Amount"*"Deal Pipelines"."Probability") | Aggregate | Displays the total amount of revenue expected. |
Average Deal Size Won | Avgif("Deals"."Deal Stage"='closedwon',"Deals"."Amount",NULL) | Aggregate | Provides the average size of deals won. |
Won Amount vs Expected Revenue | "Deals"."Won Amount"*100/"Deals"."Expected Revenue" | Aggregate | Ratio of sum of sales won against the sum of expected revenue. |
Average Sales Cycle | Avgif("Deals"."Deal Stage" IN ('closedwon','closedlost'),"Deals"."Age in Days") | Aggregate | The average number of days it takes to close a deal (the sale can either be won or lost, but the deal stage shouldn't be in an open state). |
Yes, you can combine data from your other sources with your HubSpot CRM application data for analysis.
To do this, you need to add/import a new data table into the HubSpot CRM Workspace as explained in the previous question and then define a look-up to join it with the table from HubSpot CRM.
To define a lookup relationship between two tables, it is essential that the tables have at least one column which is common between them. Follow the below steps to look up a column from HubSpot CRM along with the data from any other source.
Yes, you can join data from multiple tables to create the reports. Refer the previous question for detailed help on this.
Zoho Analytics allows you to pull the data required by writing standard SQL SELET Queries. This feature is called Query tables, using which you can also combine data from different tables and create reports from the same. Click here to learn more.
You can import and analyze data from all the applications that Zoho Analytics offers integration with. Please refer to our Integrations page to know more.
To import data from the third party business apps,
Refer to this help page to learn more.
A lookup relationship will not be created automatically between the HubSpot CRM modules and the modules of the application that you are trying to import. You will have to manually link the tables using a lookup relationship.
To manually create a lookup relationship refer this documentation.
You can easily share the reports that you create with the other users in your organization. Refer the Sharing and Collaboration help page for more details on this.
Once you privately share a report to your colleagues, they will be able to access the reports. Click here to learn how to access these shared reports.
When a HubSpot CRM Administrator configures the HubSpot CRM - Zoho Analytics, the tables, and reports will be available only to them, by default. The Administrator has to share the workspace with other members of the company. Only then will the default reports be accessible by those members.
To know more, refer the Sharing and Collaboration help page.
The user should be added as a workspace admin in the HubSpot CRM workspace created in Zoho Analytics. Then the user will be able to access all the data & reports, create new reports, and do any operation that you could do on the workspace.
To know more, refer the Sharing and Collaboration help page.
This is the expected behavior. If the user being shared to is a workspace admin, they can edit the reports. If a normal user wants to edit a report, they can save the report in their account under a different name using the Save As option, after which it can be edited.
Yes, you can. Refer the topic Apply filter criteria.
Yes, you can export the report/dashboard in various file formats such as CSV, EXCEL, PDF, HTML, and Image. Click to know more.
In order to print the report/dashboard, you first need to export it. You can export the report in various file formats such as CSV, EXCEL, PDF, HTML and Image. Click to know more.
Note: If you are a user to whom a report has been shared and you want to take a print, ensure you have been provided the Export permission to the report by the Administrator.
If you are the Account Administrator of the Zoho Analytics or a Workspace Administrator, you can schedule reports and dashboards to be emailed automatically. Refer to the email schedule section in this help documentation.
You can easily embed the reports & dashboards created in Zoho Analytics in your website, web application or blog. Refer this documentation to know more.
Yes, Zoho Analytics supports various rebranding options such as Portal rebranding/white labeling and Logo Rebranding.
We offer 24x5 technical support (Monday to Friday). If you need our assistance, kindly mail your questions to onprem-support@zohoanalytics.com.
You can also reach out to us on our toll-free numbers
Yes, certainly. Register for a demo on this page.
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