Welcome to Portal
Zoho Analytics offers the following important capabilities:
Users in any paid plan of Odoo along with a paid plan of Zoho Analytics, Zoho CRM Plus or Zoho One can subscribe to this connector. Users with the Administrator roles can configure this connector.
Odoo 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.
Any individual with whom you 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 that has the same structure.
For example, In the Tickets table, each row would represent a single tickets' record such as created at, resolved at, due date, resolution time etc. 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.
Initial data import will take a few minutes to a couple of hours, depending on the volume of data in your Odoo account. You will receive an email notification once the import is complete. If you access the Workspace before the initial fetch is completed, you may find some data missing.
Modules
|
Fields |
Account
|
ID, Internal Group, Account Name, Account Type
|
Account Type |
ID, Account Type |
Companies | ID, Company Name, Phone, Email, Website Link |
Contacts | ID, Name, Phone, Email, Country |
Country | ID, Country Name |
CRM Stages | ID, Stage Name |
Department | ID, Department Name, Company, Manager |
Employee | ID, Employee Name, Company, Department, Manager, Gender, Job Title, Workphone, Work Email, Work Location, Date of Birth, Created On |
Journal Entry | ID, Invoice/Bill Date, Due Date, Untaxed Amount, Tax, Total, Payment Status, Type Name |
Journal Item
|
ID, Account, Journal, Sub Total, Total
|
Leads
|
ID, Name, Salesperson, Customer,
Expected Revenue, Assignment Date, Expected Closing
|
Link Tracker
|
ID, Campaign, Target URL, Clicks
|
Products
|
ID, Name, Sales Price, Purchased
|
Projects
|
ID, Name, Customer, Projects ManagerPurchase Order
|
Purchase Order
|
ID, Vendor, Purchase Representative
Confirmation Date, Order Deadline, Untaxed Amount, Taxes, Total
|
Purchase Order Line items
|
ID, Order Reference, Product, Quantity
Subtotal, Tax, Total
|
Sales Order
|
ID, Order Reference, Campaign,
Source, Medium, Order Date
Expiration, Salesperson, Customer, Untaxed Amount, Taxes, Total, Opportunity
|
Sales Order Line items
|
ID, Reference, Product, Quantity, Total Tax
Sub Total, Total
|
Task
|
ID, Title, Project, Assigned Date, Deadline,
Assigned to
|
Users
|
ID, Name, Email, Company
|
UTM Campaigns
|
ID, Campaign Name
|
UTM Medium
|
ID, Medium Name
|
UTM Source
|
ID, Source Name
|
The import process of your Odoo data can sometimes fail for a variety of reasons. Hence, you may receive such emails occasionally.
You will receive the 'Integration Setup Failed' mail when there is a failure during the initial fetch. In this case, we request you to:
Yes, you can edit the Odoo connector synchronization setting. The Account Administrator and the Organization Administrators can edit this setup. To do so,
Note: The credentials of the Administrator who set up the connector will be used for establishing any connections with source application by other administrators.
Yes, the Account Administrator and the Organization Administrator can view the data sync history. Follow the below steps to view the data sync history.
Yes, you can synchronize your Odoo data instantly when needed.
To synchronize your data instantly:
Yes, you can setup Odoo Advanced Analytics in any of the existing Workspaces or in any of the Advanced Analytics Workspaces to analyze data together. This allows you to blend diverse data sets and analyze them together.
Refer to the Cross-Functional Analytics section for more details on this.
No, you cannot add/modify data in the Odoo data tables. Data from Odoo 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 import data into there. You can then create reports combining data in those tables with the data from Odoo.
No, you cannot add new columns. But, you can add Formula and Aggregate Formulas columns (i.e., calculated fields) to these tables to help you create powerful reports. Refer to
Formula Column
to know more about this.
Yes, you can add new data tables. Click
New
>
New Table
to add a new table in the existing Odoo 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 Odoo data.
Refer:
Yes, the Odoo connector in your account can be transferred to another Administrator in the Organization.
Yes, only the Administrator who created the connector setup can re-authenticate. Follow the below steps to re-authenticate,
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 Odoo in 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 Odoo 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 odoo 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 Odoo Connector, set of default reports & dashboards are automatically created. These hand-picked reports will be pretty useful in analyzing your help data effectively.
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
Formula Column
in Zoho Analytics to know more.
The below table lists all the default formulas that will be created in the
Journal Entry
table.
Formula Name | Formula Type | Formula | Description |
Paid Invoices | Aggregate Formula | sum_if("Journal Entry"."Payment Status" = 'Paid' AND "Journal Entry"."Type Name" = 'Invoice',"Journal Entry"."Total",0) | Calculates the total sum (amount) of paid invoices. |
Unpaid Invoices | Aggregate Formula | sum_if("Journal Entry"."Payment Status" = 'NotPaid' AND "Journal Entry"."Type Name" = 'Invoice',"Journal Entry"."Total",0) | Calculates the total sum (amount) of unpaid invoices. |
Paid Bills
|
Aggregate Formula | sum_if("Journal Entry"."Payment Status" = 'Paid' AND "Journal Entry"."Type Name" = 'Vendor Bill',"Journal Entry"."Total",0) | Calculates the total sum (amount) of paid bills. |
Unpaid Bills | Aggregate Formula |
sum_if("Journal Entry"."Payment Status" = 'NotPaid' AND "Journal Entry"."Type Name" = 'Vendor Bill',"Journal Entry"."Total", 0) |
Calculates the total sum (amount) of unpaid bills. |
The below table lists all the default formulas that will be created in the Tickets table.
Formula Name | Formula Type | Formula | Description |
Revenue | Aggregate Formula | sum_if("Account"."Internal Group" = 'income',"Journal Item"."Total", 0) | Gives the total revenue. |
Expense | Aggregate Formula | sum_if("Account"."Internal Group" = 'expense',"Journal Item"."Total", 0) | Gives the total expense. |
Profit
|
Aggregate Formula | "Journal Item"."Revenue"-"Journal Item"."Expense" | Calculates the total profit earned. |
Gross Profit Margin | Aggregate Formula |
"Journal Item"."Profit"/"Journal Item"."Revenue*100 |
Calculates the gross profit margin. |
Expense to revenue ratio | Aggregate Formula | "Journal Item"."Expense"/"Journal Item"."Revenue"*100 | Calculates the expense to revenue ratio. |
Asset | Aggregate Formula |
sum_if("Account"."Internal Group" = 'asset',"Journal Item"."Total", 0) |
Calculates the total sum of assets. |
Liability | Aggregate Formula |
sum_if("Account"."Internal Group" = 'liability', "Journal Item"."Total") |
Calculates the total sum of liabilities. |
Equity | Aggregate Formula |
sum_if("Account"."Internal Group" = 'equity', "Journal Item"."Total", 0) |
Calculates the total sum of equity. |
Debt to Equity | Aggregate Formula |
"Journal Item"."Liability"/"Journal Item"."Equity" |
Calculates the debt -equity ratio. |
Debt to Asset | Aggregate Formula | "Journal Item"."Liability"/"Journal Item"."Asset" | Calculates the debt -asset ratio. |
Current Asset | Aggregate Formula | "Journal Item"."Asset"-sum_if("Account"."Account Name" in ('Fixed Asset', 'Non-Current Asset'), "Journal Item"."Total") | Calculates the current asset. |
Current Ratio | Aggregate Formula |
"Journal Item"."Current Asset"/"Journal Item"."Current Liability" |
Calculates the current ratio. |
Accounts Receivable | Aggregate Formula |
sum_if("Account"."Account Name" = 'Cash', "Journal Item"."Total", 0) + sum_if("Account"."Account Name" = 'Account Receivable', "Journal Item"."Total", 0)/"Journal Item"."Current Liability" |
Calculates the quick ratio. |
Quick Ratio | Aggregate Formula |
"Journal Item"."Expense"/"Journal Item"."Revenue"*100 |
Calculates the expense to revenue ratio. |
Asset Turn over Ratio | Aggregate Formula | Sumif("Account"."Internal Group" in ('Asset','Expense'), "Journal Item"."Total") | Calculates the asset turnover ratio. |
Balance Sheet Total | Aggregate Formula | "Journal Item"."Revenue"/"Journal Item"."Asset"*100 | Calculates the percentage of ROI. |
Assets |
Aggregate Formula | sum_if("Account"."Type" in (1,3,5,7,8), "Journal Item"."Total") | Calculates the total sum of assets. |
Formula Name | Formula Type | Formula | Description |
Paid Invoices | Aggregate Formula | sum_if("Journal Entry"."Payment Status" = 'Paid' AND "Journal Entry"."Type Name" = 'Invoice',"Journal Entry"."Total",0) | Calculates the total sum (amount) of paid invoices. |
Unpaid Invoices | Aggregate Formula | sum_if("Journal Entry"."Payment Status" = 'NotPaid' AND "Journal Entry"."Type Name" = 'Invoice',"Journal Entry"."Total",0) | Calculates the total sum (amount) of unpaid invoices. |
Paid Bills
|
Aggregate Formula | sum_if("Journal Entry"."Payment Status" = 'Paid' AND "Journal Entry"."Type Name" = 'Vendor Bill',"Journal Entry"."Total",0) | Calculates the total sum (amount) of paid bills. |
Unpaid Bills | Aggregate Formula |
sum_if("Journal Entry"."Payment Status" = 'NotPaid' AND "Journal Entry"."Type Name" = 'Vendor Bill',"Journal Entry"."Total", 0) |
Calculates the total sum (amount) of unpaid bills. |
Yes, you can create your own custom formulas in Zoho Analytics. To know how to create your own formulas, refer to the Adding Formulas in Zoho Analytics help page.
Yes, you can combine data from other sources with your Odoo data for analysis.
To do this, you need to add/import a new data table into the Odoo Advanced Analytics Workspace as explained in the previous question and then define a look-up to join it with the table from Odoo.
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 Odoo along with the data from any other source.
.Click to learn more about Lookup Column
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 how to create Query Tables in Zoho Analytics.
You can integrate and perform cross-functional analytics with most business applications / other data sources that Zoho Analytics integrates with.
To import data from business apps,
A lookup relationship will not be created automatically between the Odoo 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.. Click here to learn more about
Joining Tables.
You can easily share the reports that you create with the other users in your organization. Refer to the
Sharing and Collaboration
help page for more details on this.
Once you privately share a report with your colleagues they will be able to access the reports as you do.
Accessing Shared Views
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,
click here.
Yes, you can. Refer to 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 .
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 or a 'Workspace Administrator', you can schedule reports and dashboards to be emailed automatically. Refer to theEmailing 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.
Yes, Zoho Analytics supports various rebranding options such as
Portal rebranding/white labeling
and
Logo Rebranding
.
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 .
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