Advanced Analytics for WooCommerce helps you to analyze your e-commerce metrics, such as orders, products, shipping rates, and many such KPIs. Using this connector, you can analyze and track the health of your e-commerce business and sell smarter with in-depth WooCommerce Analytics.
This connector comes with 75+ pre-built reports and dashboards helping you jump-start your store analysis right away. You can also create your own reports and dashboards over the imported data.
Zoho Analytics is a self-service BI and data analytics software that lets you analyze your data, create stunning data visualizations, and discover hidden insights in minutes.
Zoho Analytics offers the following important capabilities:
Advanced Analytics for WooCommerce enables you to effectively analyse your store data. It helps to track key business metrics like user traffic, product mapping, cart conversions etc.,
Advanced Analytics for WooCommerce brings in all the capabilities of Zoho Analytics described in the above question.
Users with paid accounts of Zoho Analytics (at least the Basic plan) or Zoho CRM Plus / Zoho One users can avail this connector.
As a WooCommerce users, subscribing to this connector brings you immense benefits. You get to look at your data in WooCommerce in ways you haven't looked at before. This Zoho Analytics connector enables you to do powerful analysis on your CRM data and create insightful reports & dashboards.
Zoho Analytics' drag-and-drop based reporting is so easy to use that you could create any report or dashboard on your CRM data with no IT help or technical knowledge and share them to your colleagues.
WooCommerce Analytics is bundled free for all the paid users of Zoho Analytics. The Zoho Analytics paid plans start at $25 per month . Click to learn more about Zoho Analytics pricing.
Yes, we do provide a 15-day free trial for this connector from the date of set up.
Anyone with whom you privately share your Workspace, tables (data), reports and dashboards, created in Zoho Analytics, for collaboration is considered a 'User' in Zoho Analytics. A user is identified by his/her unique email address, with which their Zoho Analytics account is registered.
Suppose you subscribe to the Zoho Analytics Standard plan, you can privately share the data/reports in your account and collaborate with 4 other people. Now your Zoho Analytics account is said to have 5 users (including yourself).
In Zoho Analytics, a row or record is defined in the same context as in a database (or spreadsheet). In simple terms, a table consists of rows (records) and columns (fields). Each row in a table represents a set of related data and has the same structure.
For example, in a table that represents "Conversations", each row would represent a single record. The number of rows calculated for pricing is the sum of all rows/records stored across all your Workspace tables in your Zoho Analytics account.
Administrators in Zoho Analytics can set up the Advanced Analytics connector.
The credentials of the Administrator who set up the connector, will be used for establishing any connections with source application by other administrators.
The below presentation shows you how to set up the connector from Zoho Analytics interface.
Initial data import will take from a few minutes to a couple of hours depending on the volume of data in your WooCommerce account. You will receive an email notification once the import is complete. If you access the Workspace before the initial fetch is complete, ou may find some data missing.
You can synchronize the following data from WooCommerce into Zoho Analytics.
The import process of your WooCommerce data can sometimes fail, for various reasons. You will receive the 'Integration Setup Failed' mail, when there is a failure during the initial fetch. In this case, we request you to:
Data sync may sometimes fail due to various reasons such as Authentication Failure, your business app service is down etc. In that case, you will receive the "Data Synchronization Failure" mail with the reason for the failure, and its solution. Click here to learn more about Synchronization Error Failures and their solution.
Yes, you can edit the WooCommerce connector synchronization setting. The Account Administrator and the Organization Administrators can edit this setup. To do so,
Click Save . The synchronization setting will be modified and data will be synced in the next synchronization interval.
Yes, the Account Administrator and the Organization Administrators can view the Sync History . Follow the below steps to view the data synced history.
Yes, you can synchronize your WooCommerce data instantly when needed.
To synchronize your data instantly:
Note:
This option can be used up to five times between the schedules.
Yes, you can setup the WooCommerce Advanced Analytics in any of the existing Workspace or in any of the Advanced Analytics Workspace to analyze data together. You can do this by creating a new table by importing data.
Refer to the
Cross-Functional Analytics
section for more details on this.
No, you cannot add/modify data in the WooCommerce data tables. Data from WooCommerce application will automatically get synced into Zoho Analytics in the 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 WooCommerce.
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 to
Adding Formulas
to know more about this.
Yes, you can add new data tables. Click
New > New Table
to add a new table in the existing WooCommerce Advanced Analytics 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 WooCommerce data.
Refer:
Yes, you can re-authenticate the connector setup. Only the Administrator who created the connector setup can re-authenticate it. Follow the below steps to re-authenticate the connector.
Yes, you can track all activities performed in Connector-configured workspaces by all users, using Audit History . The Account Administrator and the Organization Administrators can view the audit history.
Follow the below steps to do so.
The following are the actions that are logged in Zoho Analytics.
The Account Administrator and the Organization Administrators can remove the connector integration from the Data Source page. To remove the integration,
The data synchronization from WooCommerce into this Workspace will be removed. However, you will still be able to access this Workspace with existing data.
Zoho Analytics will synchronize the data specified
in this question
into the WooCommerce Analytics workspace. You can create reports using this data.
Yes, you can create reports using the columns from different tables. All the modules (tables) from WooCommerce will be linked by default. You can create reports by simply dragging and dropping the required columns into the reports designer.
Zoho Analytics supports a wide variety of reports.
When you setup/configure the Zoho Analytics connector,
60+ default reports/dashboards
are automatically created. These hand-picked reports will be pretty useful in analyzing your sales performance effectively. For example, sales pipeline report, Top 5 / Bottom 5 sales persons report, Win/Loss % report, sales prediction report etc.
You can quickly review the default reports from the WooCommerce Advanced Analytics Sample workspace.
Zia is Zoho's Intelligent Assistant.
Ask Zia understands your questions asked in plain English and gets you powerful insights as answers in the form of attractive and relevant visualizations.
You can simply Ask Zia questions and it will interpret these questions, fetch data from the relevant tables, and generate the most appropriate reports immediately.
Formulas, as the name indicates, are calculations that help you derive key business metrics that can be used for reporting and analysis. Zoho Analytics provides a powerful formula engine to create any type of calculations required, to enable creating the required reports.
Refer to
Formulas (Calculations) in Zoho Analytics to know more.
Zoho Analytics provides a set of pre-built formula along with the connector. You can view these formulas by opening the corresponding table and selecting Add > Edit.
The following are the formulas in the Customers table.
| Formula Name | Formula Type | Formula | Description |
| Paying Customers Count | Aggregate Formula | countif ("Customers"."Is Paying Customer" = 1) | Displays the number of paying customers. |
| Customer Full Name | Formula Column | concat ( "First Name",' ',"Last Name") | Displays the full customer name. |
| Customer Type | Formula Column | if ("Customers"."Is Paying Customer"=1,'Paying Customer','Non-paying Customer') | Categorizes the customers as paying and non-paying customers. |
The following are the formulas in the Order Line Items table.
| Formula Name | Formula Type | Formula | Description |
| Profit | Formula Column | "Total Amount"-"Product Price" | Displays the Profit generated |
| Profit % | Formula Column | "Profit"/"Product Price"*100 | Displays the percentage of Profit generated |
The following are the formulas in the Orders table.
| Formula Name | Formula Type | Formula | Description |
| Completed Orders Count | Aggregate Formula | count_if ("Orders"."Status" = 'completed') | Displays the count of completed orders. |
| Average Order Value | Aggregate Formula | sumif ("Orders"."Status" = 'completed',"Orders"."Total Amount")/ countif ("Orders"."Status" = 'completed') | Displays the average order value. |
| Completed Order Amount | Aggregate Formula | sum_if ("Orders"."Status" = 'completed',"Orders"."Total Amount") | Displays the total amount gained from completed orders. |
| Average Order Value per Customer | Aggregate Formula | sum ("Orders"."Total Amount")/count("Customers"."Customer ID") | Displays the average order value per customer. |
The following are the formulas in the Events table.
| Formula Name | Formula Type | Formula | Description |
| Duration of Event | Formula Column | datetime_diff (hour, "From", "To") | Provides the total duration of an event. |
The following are the formulas in the Tasks table.
| Formula Name | Formula Type | Formula | Description |
| Planned Hours | Formula Column | datetime_diff (hour, "Created Time", "Due Date") | Provides the time estimated to complete a task. |
| Actual Hours | Formula Column | if ("Closed Time"!=NULL, datetime_diff (hour, "Created Time", "Closed Time"), datetime_diff (hour, "Created Time", today())) | Provides the actual time taken to complete a task. |
| Overdue Tasks | Aggregate Formula | countif ("Tasks"."Due Date" < now() and "Tasks"."Status" != 'Completed') | Provides the count of Tasks which are not completed. |
| Overdue Days | Aggregate Formula | sumif (("Tasks"."Due Date" < now() and "Tasks"."Status" != 'Completed'), datediff (now(),"Tasks"."Due Date"),0) | Provides the number of overdue days of the overdue tasks. |
| Avg Overdue Days | Aggregate Formula | avgif (("Tasks"."Due Date" < now() and "Tasks"."Status" != 'Completed'), datediff (now(),"Tasks"."Due Date"),0) | Provides the average overdue days. |
| Overdue % | Aggregate Formula | ("Tasks"."Overdue Tasks"/ count ("Tasks"."Id"))*100 | Provides the percentage of Overdue Tasks. |
| Completed Tasks | Aggregate Formula | countif ("Tasks"."Status" = 'Completed') | Provides the count of Tasks which are completed. |
The following are the formulas in the Events table.
| Formula Name | Formula Type | Formula | Description |
| Users | Formula Column | concat ("Users"."First Name", ' ', "Users"."Last Name") | Displays the users name. |
Yes, you can create your own custom formulas in Zoho Analytics. To know how to create your own formulas, refer to the Formulas (Calculations) in Zoho Analytics help page.
Yes, you can combine data from your other sources with your WooCommerce data for analysis.
To do this, you need to add/import a new data table into the WooCommerce Advanced Analytics Workspace as explained in
the previous question and then define a look-up to join it with the table from WooCommerce.
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 WooCommerce along with the data from any other 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 drive the data required by writing standard SQL SELECT Queries. This feature is called Query Tables. With Query Tables, you can also combine data from different tables and create reports from the same. Click here to know
Query Tables.
You can integrate and perform cross-functional analytics with
most business application
/
other data sources
that Zoho Analytics integrates with.
To import data from business apps,
A lookup relationship will be created automatically between the WooCommerce modules and the modules of WooCommerce, Zoho Desk, Salesforce CRM, and Zendesk. If you wish to blend WooCommerce modules with applications other than the ones mentioned, you will have to manually link the related modules from WooCommerce and the other application using a lookup relationship.
To manually create a lookup relationship, refer the
Joining Tables section.
You can easily share the reports that you create with the other users in your organization. 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.
Zoho Analytics offers four user roles - Account Administrator, Organization Administrator, Workspace Administrator, and User. Click to know more about the Zoho Analytics
Managing Organizations
and
Manage Users.
This is the expected behavior. Only when the users to whom the reports are being shared is set as a Workspace Administrator, they will be able to 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. To know more about user role,
Manage Users.
Yes, you can. Refer to the topic
Sharing Views to a User.
Yes, you can export the report/dashboard in various file formats such as CSV, EXCEL, PDF, HTML, and Image.
Click to know more.
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 by the Administrator to the report, only then you will be able to print the report.
If you are the Administrator of the Zoho Analytics or a 'Workspace Administrator', you can schedule reports and dashboards to be emailed automatically. Refer to the
Emailing Views
section,
Yes, you can embed/create permalink for reports & dashboards. You can also create a slideshow of views. Refer to the
Publishing Options
section to learn how to do this.
Zoho users can integrate WooCommerce with other useful Zoho applications such as Zoho Finance apps, Zoho Desk, Zoho Creator, Zoho Projects, Zoho BugTracker and Zoho Recruit. If you are a ManageEngine user then you can perform cross-functional analytics on the data from ManageEngine ServiceDesk Plus and ManageEngine SupportCenter Plus. This means users who are using WooCommerce with other products can import all their data into a single workspace and perform cross-functional analytics.
You can import the data from the Zoho applications into the WooCommerce workspace to analyze the data together.
To import data from the Zoho Apps,
A lookup relationship between the modules of WooCommerce and the modules of Zoho Finance or Zoho Desk will be created automatically.We are yet to come up with this modal for other Zoho applications. Until then, you can manually create a lookup relationship. Refer to this
help link
.
You can integrate and perform cross-functional analytics with most business applications that Zoho Analytics integrates with. Refer here to see the list of
Business Analytics supported
in Zoho Analytics.
To import data from the third party business apps,
No, a lookup relationship will not be created between the WooCommerce modules and the modules of the application that you are trying to import automatically.
To manually create a lookup relationship refer this
help link
.
We offer 24x5 technical support (Monday to Friday). In case if you need our assistance kindly do mail us your questions to support@zohoanalytics.com .
You can also reach out to us on our toll-free numbers.
United States
: +1 (888) 900 9646
United Kingdom
: +44 (20) 35647890
Australia
: +61-2-80662898
India
: +91-44-6965 6060
Yes, certainly. Register for a demo
in this page
.