Solution Catalog
You can access a catalog of useful solutions that will guide you in creating reports for widely asked Key Sales Performance metrics over the Microsoft Dynamics CRM data. Click to learn more.
Zoho Analytics is an on-premises reporting and business intelligence application that helps you analyze your IT data and create insightful reports & dashboards for informed decision-making. It offers the following important capabilities:
Import data from local files, web feeds, local and cloud databases, and cloud storage/drive.
Displays data in an easy-to-view excel format.
Build custom reports and dashboards easily, with the drag-and-drop report builder.
Supports powerful visualizations in the form of charts, pivot tables, summary views, tabular views, and dashboards.
Generate reports and KPIs in seconds with Zia, Zoho Analytics' intelligent analytics assistant powered by Machine Learning and Artificial Intelligence.
Create custom formulas using the built in formula engine that contains a wide range of mathematical, statistical and logical functions.
Share reports and dashboards with your colleagues easily, through a wide range of collaboration features.
Export and publish reports and dashboards in various formats, and configure permissions and filters for the views.
Supports out-of-the-box integrations with a wide number of applications, to give you pre-built reports and dashboards on your application's data within minutes.
Dynamics CRM Advanced Analytics Connector enables you to import your Dynamics CRM data into Zoho Analytics for advanced reporting and analysis. This connector brings in all the capabilities of Zoho Analytics described above to Dynamics CRM users.
Also, refer:
After configuring this connector, you might have to wait sometime for the initial fetch to happen. If you access the workspace before the initial fetch, it will not display any data.
The import/sync process of your Dynamics CRM data can sometimes fail due to a variety of reasons. Hence you may receive such mails occasionally. The Zoho Analytics team will look into it immediately and get back to you, after taking the required corrective action.
Case 1: You will receive the Setup Process Failed mailwhen 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 any failure during the data synchronization process between Dynamics CRM and Zoho Analytics, after the initial setup & import of data. This might be a momentary failure due to any internal issues. This import schedule will get suspended if there are five successive failures.
If you have subscribed to the Zoho Analytics Basic plan, you will be able to synchronize your data only once every day.
If you are a user of the Standard Plan or above you can sync your data at one of the hourly intervals mentioned below:
Yes, you can import custom fields from Dynamics CRM. You can add the custom fields by selecting the fields either while setting up the connector or by using the "Edit Setup" option (refer next question).
Yes, you can edit the Dynamics CRM Connector synchronization setting if you are the administrator of the Zoho Analytics account.
Yes, you can synchronize your Dynamics CRM data instantly when needed.
To synchronize your data instantly:
It will be setup in the corresponding Zoho Analytics account of the Dynamics CRM user who configured this connector.
Data from the following modules in Dynamics CRM will get synchronized with Zoho Analytics.
Also refer:
By default, the reports you create are accessible only to you. However, you can share the reports with your colleagues using the 'Sharing' options available in Zoho Analytics. Refer How to Share Reports & Dashboards question.
At present, we do not provide an option in the user interface. If you require this transfer, please do mail us to support@zohoanalytics.com and we will do this for you.
Zoho Analytics supports a wide variety of reports.
When you setup/configure the Dynamics CRM Integration Connector, 100+ default reports & dashboards are automatically created. These hand-picked reports will be pretty useful in analyzing your Dynamics CRM organization data effectively.
Columns from across different tables that are related through a lookup column can be dragged and dropped to create a report. Refer to this help documentation to know how to join tables.
Refer to this presentation to know how to create reports.
Formulas, as the name indicates, are calculations that you could define in Zoho Analytics to help you create the required reports. Zoho Analytics provides a powerful formula engine to create any type of calculations required, to enable creating the required reports. Refer Adding Formulas in Zoho Analytics to know more.
You can also add your own formulas to derive your own calculations. Do refer to Adding Formulas in Zoho Analytics help page. You can view these formulas by opening the corresponding table and selecting Add > Edit.
The following are the formulas from the Cases table:
Formula Name | Formula | Formula Type | Description |
Days to Closed | Custom | if("Case Stage"='Closed',datediff("Modified On","Created On"),null) | Provides the number of days taken to close the case. If it is not closed, it will return NULL |
Age in Days | Custom | datediff(if("Case Stage"='Closed',"Modified On",now()),"Created On") | Number of days it took for a cases to be closed. If the Closing Date is not available (null), we calculate the days till today from the case created time. |
Age Tier | Custom | if("Age in Days">=0,if("Age in Days"<=60,'1.0-60days',if("Age in Days"<=120,'2.61-120 days',if("Age in Days"<=180,'3.121-180days',if("Age in Days"<=360,'4.181-360 days','5.Above 360 days')))),'6.Negative-NotValid') | Classifies the time spent on a cases to close it, into different time period baskets, e.g., within 60 months, within 120 days etc |
No.of Closed Cases | Aggregate | countif("Cases"."Case stage"='Closed') | Provides the count of closed cases. |
% of Closed Cases | Aggregate | ("Cases"."No.of Closed Cases"/count("Cases"."Case"))*100 | Provides the percentage of closed cases. |
The following are the formulas from the Order Products table:
Formula Name | Formula | Formula Type | Description |
Sales Orders Delivered Count |
Aggregate | count(if("Orders"."Status Reason" = 'Delivered', "Order Products". "OrderProduct", NULL)) |
Provides the count of sales order delivered. |
COGS (Cost Of Goods Sold) |
Aggregate | sum(if("Orders"."Status Reason"='Delivered',"Products"."Current Cost(Base)"*"Order Products"."Quantity",NULL)) | Provides the cost of the goods sold. |
Sales Value | Aggregate | sum(if("Orders"."Status Reason"='Delivered',"Order Products"."Amount(Base)",NULL)) | Provides the sales value amount based on the products ordered |
Projected Profit | Aggregate | ("Order Products"."Sales Value"-"Order Products". "COGS (Cost Of Goods Sold)") |
Provides the projected profit. |
Profit Margin | Aggregate | ("Order Products"."Projected Profit"/"Order Products". "Sales Value")*100 |
Provides the profit margin percentage. |
Avg. Sales Value | Aggregate | sum (if ("Orders"."Status Reason"='Delivered',"Order Products"." Amount (Base)", NULL)) / count("Order Products"."Order") |
Provides the average sales value. |
The following are the formulas from the Orders table:
Formula Name | Formula | Formula Type | Description |
Order fulfiilment Rate | Aggregate | (countif("Orders"."Status Reason"in('Delivered'))/count("Orders"."Order"))*100 | Provides percentage of order fulfillment rate in percentage. |
Cancellation Rate | Aggregate | (countif("Orders"."Status Reason"in('Cancelled'))/ |
Provides the cancellation rate in percentage. |
The following are the formulas from the Opportunities table:
Formula Name | Formula | Formula Type | Description |
Age in Days | Custom | datediff (ifnull ("Actual Close Date", now()),"Created On") |
Number of days it took for a opportunity to be closed. If the Closing Date is not available (null), we calculate the days till today from the opportunity created time. |
Age Tier | Custom | if("Age in Days">=0, if("Age in Days"'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') |
Classifies the time spent on a opportunity to close it, into different time period baskets, e.g., within 60 months, within 120 days etc., |
Amount Tier | Custom | if ("Total Amount(Base)"> = 0, if("Total Amount(Base)" < = 10000,'1.0-$10K', if("Total Amount(Base)" if("Total Amount(Base)"< = 30000, '3. $20,001-$30K', if("Total Amount(Base)" < = 40000,'4. $30,001-$40K', '5.Above 40K')))), '6. Negative-Not Valid') |
Classifying sales based on $ value (amount of sale made), e.g., upto 10,000, 10,001 to 20,000, 20,001 to 30,000 etc |
Won Amount | Aggregate | (sumif("Opportunities"."Status Reason"='Won',"Opportunities"."Total Amount(Base)")) | Provides the won amount. |
Won Deals Count | Aggregate | (countif("Opportunities"."Status Reason"='Won')) | Provides the count of the deals won. |
Win Rate% | Aggregate | (Countif("Opportunities"."Status Reason"='Won')*100/count(if("Opportunities". "Status Reason" in ('Won', 'Lost'), "Opportunities"."Opportunity",NULL))) |
Provides the percentage of win rate. |
Avg Deal Size Won | Aggregate | (avgif("Opportunities". "Status Reason"='Won', |
Provides the average deal won. |
Won vs Expected Revenue % | Aggregate | (sumif("Opportunities"."Status Reason"='Won',"Opportunities"."Total Amount (Base)")*100 / sum("Opportunities". "Est.Revenue (Base)")) |
Ratio of sum of sales won and sum of revenue expected |
Lost Deals Count | Aggregate | (count(if("Opportunities"."Status Reason"='lost',"Opportunities"."Opportunity",NULL))) | Total number of deals lost |
Avg Sales Cycle | Aggregate | (avgif("Opportunities"."Status Reason"IN('Won','Lost'),"Opportunities"."Age in Days")) | The average number of days it takes to close an opportunity (the sale can either be won or lost, but the opportunity shouldn't be in an open state). |
Lost Amount | Aggregate | (sumif("Opportunities"."Status Reason"='lost',"Opportunities"."Total Amount(Base)")) | Total amount of sales lost |
Open Deals Count | Aggregate | (count(if("Opportunities"."Status Reason"='Open',"Opportunities"."Opportunity",NULL))) | Total number of deals open |
Won Deals Count Last 365 Days | Aggregate | (count(if("Opportunities"."Status Reason"='Won' AND "Opportunities"."Actual Close Date">subdate (currentdate(),'365'),1,NULL))) | Provides the count of deals won in last 365 days. |
Open Deals Count Next 90 Days | Aggregate | (count(if("Opportunities"."StatusReason"='Open' AND "Opportunities"."Actual Close Date"> = currentdate()AND "Opportunities"."Actual Close Date" < adddate(currentdate(),90),1,NULL))) |
whose closing date lies within next 90 days. |
Lost Deals Count Last 365 Days | Aggregate | (count(if("Opportunities"."Status Reason"='Lost' AND "Opportunities"."Actual Close Date" > subdate(currentdate(),'365'),1,NULL))) |
Provides the count of deals lost in last 365 days. |
Win Rate Percentage Last 365 Days | Aggregate | ("Opportunities"."WonDealsCountLast365Days"*100) / ("Opportunities"."Won Deals Count Last 365 Days"+"Opportunities"."Lost Deals Count Last 365Days") | Provides the percentage of deals won in last 365 days. |
Predicted New Deals Count Next 90 Days | Aggregate | (("Opportunities"."Win Rate Percentage Last 365 Days"/100)*"Opportunities"."Open Deals Count Next 90 Days") | Predicts the count of Deals expected to be Won in the next 90 days. It is calculated based on Deals Won in the past 365 days. |
Avg Deal Size Last 365 Days | Aggregate | (avgif("Opportunities"."Status Reason"='Won'AND "Opportunities"."Actual Close Date">subdate(current date(),'365'),"Opportunities"."Total Amount(Base)")) | Provides the average of deals won in last 365 days. |
Predicted Pipeline Revenue | Aggregate | ("Opportunities"."Predicted New Deals Count Next 90 Days"*"Opportunities"."Avg Deal Size Last 365 Days") | Predicts the Sales expected in future, based on current pipeline and past trends. |
Opportunities Created Last 365 Days | Aggregate | (count(if("Opportunities"."Created On" > subdate(currentdate(), 365), 1,NULL))) | Provides the opportunities created in last 365 days. |
Predicted New Business - Next 3 Months | Aggregate | ("Opportunities"."Win Rate Percentage Last 365 Days"/100)*("Opportunities". "Avg Deal Size Last 365 Days")*(("Opportunities"."Opportunities Created Last 365 Days"*90)/365) |
Predicts the new business expected in the next 3 months. |
Loss Rate% | Aggregate | (count(if("Opportunities"."Status Reason"='Lost',1,NULL))*100/count (if("Opportunities"."Status Reason" in('Won','Lost'),1,NULL))) |
Provides the rate at which sales are lost (in %). This calculated as a Ratio between number of deals lost and total number (won + lost) of deals |
Converted Lead Count | Aggregate | count("Leads"."Qualifying Opportunity") | Provides the count of Leads converted into Potentials. |
Refer to the Adding Formulas in Zoho Analytics help page.
No, you cannot add modify data in Dynamics CRM data tables. Data from Dynamics CRM modules gets automatically synched into Zoho Analytics in the different tables (one table for one module). 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 Dynamics CRM.
No, you cannot add new columns. But, you can add Formula Columns 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 New > New Table to add a new table in the existing Dynamics 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 Dynamics CRM data. You can also import data from other business applications like Google Analytics etc.
Refer:
Yes, you can combine data from your other sources with your Dynamics CRM data for analysis.
To do this, you need to add/import a new data table into the Dynamics CRMworkspace and then define a look-up to join it with the synchronized table from Dynamics 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 Dynamics CRM along with the data from any other source.
Please do note that you can create Lookup only to columns in the tables that are not from the same data source.
Yes, you can join data from multiple tables to create the reports. Refer to Joining Tables in Zoho Analytics for detailed help on this.
Zoho Analytics allows you to pull the data required by writing standard SQL SELECT Queries. This is called Query Tables. With Query Tables you can also combine data from different tables and create reports over the same. Refer this documentation to know more.
You can share the default reports provided in the Dynamics CRM connector and the reports you have created, with other users in your portal. Refer to 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 as you do. Refer here to know how to access the reports.
When a Dynamics CRM Administrator configures the Dynamics CRM - Zoho Analytics connector, the tables and reports will be available only to him/her, by default. The Administrator has to share the 'Dynamics CRM Advanced Analytics' workspace with other members of the organization. Only then will the default reports be accessible by those members.
To know more, refer to Sharing and Collaboration help page.
The Dynamics CRM Administrator who has setup the connector should share the tables present in 'Dynamics CRM Advanced Analytics' workspace with other members of the organization. Once this is done, the shared users can create reports based on those tables.
To know more, refer to Sharing and Collaboration help page.
Yes, you can do this by creating Variables. This allows you to share the report to several users, with associated filter criteria so that each user can access only the data specific to them. To learn more, refer this documentation.
This is the expected behavior. Only when the users being shared is set as a workspace owner, they can edit the reports. If a normal user wants to edit the report, he/she will have to save the report with a new name using the Save As option toolbar. The User can edit this report.
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.
If you are the Administrator of the Zoho Analytics connector or a Workspace Admin, 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.
We offer 24x5 technical support (Monday to Friday). In case if you need our assistance kindly do mail us your questions to onprem-support@zohoanalytics.com.
You can also reach us on our toll-free numbers:
Yes, certainly. Register for a demo in this page.
Solution Catalog
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