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The Advanced Analytics for Sage Accounting includes 75+ prebuilt reports and dashboards over your Sage Accounting data that help you to jump-start your analytics right away.
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 Sage Accounting helps you to analyze your key financial metrics and thereby helping you stay ahead in your financial journey. Analyze KPIs like account transactions, invoices, general ledger, and much more.
Advanced Analytics for Sage Accounting brings in all the capabilities of Zoho Analytics described in the above question.
Users with paid accounts of both Zoho Analytics (at least the Basic plan) and Sage Accounting or Zoho CRM Plus / Zoho One users can avail this connector.
Sage Accounting Analytics is bundled free for all the paid users of Zoho Analytics. The Zoho Analytics paid plans start at ₹1,200 per month. Click to learn more about Zoho Analytics pricing page.
Yes, we do provide a 15-day free trial for this connector from the date of set up.
Anyone to 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 was 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 persons. 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 "Customers", 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.
Initial data import will take from a few minutes to a couple of hours depending on the volume of data in your Sage Accounting account. You will receive an email notification once the import is complete. If you access the Workspace before the initial fetch is complete, it will not display any data (empty tables i.e., tables with zero rows).
You can synchronize the following data from Sage Accounting into Zoho Analytics.
The import/sync process of your Sage Accounting data can fail sometimes, due to a variety of reasons. Hence, you may receive such emails 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 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 any failure during the data synchronization process between Sage Accounting 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 are a Basic plan user, you can synchronize your data once every day.
You can choose to synchronize data at one of the intervals mentioned below.
Yes, you can edit the synchronization setting if you are the administrator who setup the connector. To do so,
Yes, you can view the data synced history. Follow the below steps to view the data synced history.
Yes, you can synchronize your Sage Accounting data instantly when needed.
To synchronize your data instantly:
Yes, you can setup the Sage Accounting Advanced Analytics in any of the existing Workspace or in any of the Advanced Analytics Workspace to analyze data together. You can blend/combine data from Sage Accounting Advanced Analytics with the desired data. To know more about the same, refer to the Cross-Functional Analytics section.
No, you cannot add/modify data in the Sage Accounting data tables. Data from the Sage Accounting 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 Sage Accounting.
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 Sage Accounting 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 Sage Accounting data.
Refer:
You can re-authenticate the setup by following the below steps.
Your account will be successfully authenticated.
Yes, the Sage Accounting connector in your account, can be transferred to another Administrator in the Organization.
An Account Administrator can transfer the connector by transferring the account to an Organization Administrator. An Organization Administrator can transfer the connector setup to another Administrator by unsubscribing from the Organization.
You can remove the connector from the Data Source page.
The data synchronization from Sage Accounting 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 Sage Accounting 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 Sage Accounting 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 Sage Accounting Connector, 75+ default reports & dashboards are automatically created. These hand-picked reports will be pretty useful in analyzing your help data effectively.
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 Adding Formulas in Zoho Analytics to know more.
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 formulas in the Sales Invoice table.
Formula Name | Formula Type | Formula | Description |
Sales without Tax | Aggregate Formula | Sum("Sales Invoices"."Base Currency Total Amount")-Sum("Sales Invoices Lines"."Tax Amount") | Displays the total sales amount excluding the tax amount |
Cost of Sales | Aggregate Formula | Sum(If("Sales Invoices"."Status Id" not in ('DRAFT','PRO-FORMA','VOID') and "Sales Invoices Lines"."Product Id" is not null ,"Products"."Cost Price"*"Sales Invoices Lines"."Quantity",0)) | Displays the total cost of the goods sold |
Sales value | Aggregate Formula | Sumif("Sales Invoices"."Status Id" not in ('DRAFT','PRO-FORMA','VOID'),"Sales Invoices Lines"."Base Currency Total Amount") | Displays the sales value |
Projected Profit | Aggregate Formula | "Sales Invoices Lines"."Sales value"-"Sales Invoices Lines"."Cost of Sales" | Displays the estimated profit |
Profit % | Aggregate Formula | "Sales Invoices Lines"."Projected Profit"*100/"Sales Invoices Lines"."Sales value" | Displays the percentage of Profit generated |
Avg Sales Per Order | Aggregate Formula | "Sales Invoices Lines"."Sales value"/Countif("Sales Invoices"."Status Id" not in ('DRAFT','PRO-FORMA','VOID')) | Displays the average sales per order value |
Avg Profit Per Order | Aggregate Formula | "Sales Invoices Lines"."Projected Profit"/Countif("Sales Invoices"."Status Id" not in ('DRAFT','PRO-FORMA','VOID')) | Displays the average profit per order |
Median of Unit Price | Aggregate Formula | Percentile("Sales Invoices Lines"."Unit Price",50) | Displays the approximate average of the sales in percentage |
90th Percentile of Unit Price | Aggregate Formula | Percentile("Sales Invoices Lines"."Unit Price",90) | Indicates value below which a given percentage of observation falls |
Age in Days | Formula Column | datediff(now(), "Date") | Number of days since the sales invoice date |
Age Tier | Formula Column | if( "Age in Days" >= 0, if( "Age in Days" <= 30, '1. 0 - 30 days', if( "Age in Days" <= 60, '2. 31 - 60 days', if( "Age in Days" <= 90, '3. 61 - 90 days', if( "Age in Days" <= 180, '4. 91 - 180 days','5. Above 180 days')))), '6. Negative - Not Valid') | Classifies the time spent on a invoice to close it, into different time period baskets, e.g., within 60 days, within 120 days etc., |
The following are the formulas in the Purchase Invoice table.
Formula Name | Formula Type | Formula | Description |
Total Outstanding Amount | Aggregate Formula | Sum("Purchase Invoices"."Outstanding Amount") | Displays the total outstanding to be paid |
Paid Invoice Value | Aggregate Formula | Sumif("Purchase Invoices"."Status Id" = 'PAID',"Purchase Invoices"."Base Currency Total Amount") | Displays the paid amount in the invoice |
Unpaid Invoice Value | Aggregate Formula | Countif("Purchase Invoices"."Status Id" = 'UNPAID') | Displays the remaining amount to be paid in the invoice |
Average Purchase Value | Aggregate Formula | Sumif("Purchase Invoices"."Status Id" in ('PAID','UNPAID'),"Purchase Invoices"."Base Currency Total Amount")/Distinctcount("Purchase Invoices"."Purchase Invoice Id") | Displays the average value of each purchase |
Paid Invoice Count | Aggregate Formula | Countif("Purchase Invoices"."Status Id" = 'PAID') | Displays the count of paid invoices |
Unpaid Purchases Count | Aggregate Formula | Countif("Purchase Invoices"."Status Id" = 'UNPAID') | Displays the count of unpaid invoices |
Median of Age in Days | Aggregate Formula | Percentile("Purchase Invoices"."Age in Days",50) | Displays the average or mean value of the number of days it takes for an Invoice to be closed |
90th Percentile in Age in Days | Aggregate Formula | Percentile("Purchase Invoices"."Age in Days",90) | Indicates a value below which a given percentage of observation falls |
MTD Purchases Order Value | Aggregate Formula | mtd(Sum("Purchase Invoices"."Base Currency Total Amount"),"Purchase Invoices"."Date") | Displays the month to date purchase order value |
YTD Purchase Order Count | Aggregate Formula | ytd(Count("Purchase Invoices"."Purchase Invoice Id"),"Purchase Invoices"."Date") | Displays the year to date purchase order count |
Discount Percentage | Aggregate Formula | Sum("Purchase Invoices"."Payments Allocations Total Discount")/Sum("Purchase Invoices"."Base Currency Total Amount")*100 | Displays the discounted amount |
Age in Days | Formula Column | datediff(now(), "Date") | Number of days since the purchase invoice date |
Age Tier | Formula Column | if( "Age in Days" >= 0, if( "Age in Days" <= 30, '1. 0 - 30 days', if( "Age in Days" <= 60, '2. 31 - 60 days', if( "Age in Days" <= 90, '3. 61 - 90 days', if( "Age in Days" <= 180, '4. 91 - 180 days','5. Above 180 days')))), '6. Negative - Not Valid') | Classifies the time spent on a invoice to close it, into different time period baskets, e.g., within 60 months, within 120 days etc., |
The following are the default formulas in the Ledger Entries table.
Formula Name | Formula Type | Formula | Description |
Equity | Aggregate Formula | Sumif("Ledger Accounts"."Ledger Account Type" = 'EQUITY',"Ledger Entries"."Credit - Debit",0) | Displays the value of the shares issued by the company. |
Cash Flow | Aggregate Formula | Sumif("Ledger Accounts"."Ledger Account Type" = 'BANK',"Ledger Entries"."Debit - Credit",0) | Displays the total amount of money being transferred into and out of a business, especially as affecting liquidity. |
Cash Flow Margin | Aggregate Formula | "Ledger Entries"."Cash Flow"/"Ledger Entries"."Revenue" | The money a company generates from its core operations per dollar of sales |
Debt To Equity | Aggregate Formula | "Ledger Entries"."Liability"/"Ledger Entries"."Equity" | A financial ratio indicating the relative proportion of shareholders' equity and debt used to finance a company's assets |
Debt To Asset | Aggregate Formula | "Ledger Entries"."Liability"/"Ledger Entries"."Asset" | The proportion of a company's assets that are financed by debt |
Current Ratio | Aggregate Formula | "Ledger Entries"."Current Asset"/"Ledger Entries"."Current Liabilities" | Displays company's ability to pay short-term and long-term obligations |
Accounts Receivable | Aggregate Formula | Sumif("Ledger Accounts"."Control Name" = 'TRADE_DEBTORS',"Ledger Entries"."Debit - Credit",0) | It is the money owed to a company by its debtors |
Cash Ratio | Aggregate Formula | ("Ledger Entries"."Cash and Equivalent")/"Ledger Entries"."Liability" | Displays the total cash available |
EBIT | Aggregate Formula | "Ledger Entries"."Revenue"-"Ledger Entries"."Cost of Goods Sold"-"Ledger Entries"."Operating Expense" | Displays earnings before Interest and tax |
Avg Accounts Receivable | Aggregate Formula | Avgif("Ledger Accounts"."Control Name" = 'TRADE_DEBTORS',"Ledger Entries"."Debit - Credit",NULL) | It is the money owed by customers to another entity in exchange for goods or services that have been delivered or used, but not yet paid for |
Accounts Payable | Aggregate Formula | Sumif("Ledger Accounts"."Control Name" = 'TRADE_CREDITORS',"Ledger Entries"."Credit - Debit",0) | Displays the short-term debt that a company owes to its suppliers and creditors |
Assets Turnover Ratio | Aggregate Formula | "Ledger Entries"."Cost of Goods Sold"/"Ledger Entries"."Asset" | Displays the assets turnover ratio |
ROI | Aggregate Formula | (100*("Ledger Entries"."Revenue")/("Ledger Entries"."Assets") | ROI measures the amount of return on an investment relative to the investment’s cost |
EBIT Margin | Aggregate Formula | "Ledger Entries"."EBIT"*100/"Ledger Entries"."Revenue" | EBIT Margin is the ratio of Earnings before Interest and Taxes to net revenue earned. |
Balance | Aggregate Formula | Sum("Ledger Entries"."Debit")-Sum("Ledger Entries"."Credit") | Displays the balance in the account |
Revenue | Aggregate Formula | Sumif("Ledger Accounts"."Ledger Account Group Id" in ('INCOME'),"Ledger Entries"."Credit - Debit") | Displays the revenue generated |
Expense | Aggregate Formula | Sumif("Ledger Accounts"."Ledger Account Group Id" = 'EXPENSE',"Ledger Entries"."Debit - Credit") | Displays the expenses incurred |
Profit | Aggregate Formula | "Ledger Entries"."Revenue"-"Ledger Entries"."Expense" | Displays the total profit |
Gross Profit Margin | Aggregate Formula | "Ledger Entries"."Profit"*100/"Ledger Entries"."Revenue" | Displays the profit margin. ie. the amount by which revenue from sales exceeds costs in a business. |
Operating Expense | Aggregate Formula | Sumif("Ledger Accounts"."Ledger Account Type" = 'DIRECT_EXPENSES',"Ledger Entries"."Debit - Credit") | Displays the Total Expenses minus Cost of goods sold |
Operating Income | Aggregate Formula | "Ledger Entries"."Revenue"-"Ledger Entries"."Operating Expense" | Displays the earnings before interest and taxes |
Operating Profit Margin | Aggregate Formula | "Ledger Entries"."Operating Income"*100/"Ledger Entries"."Revenue" | Provides the company's profit margin in percentage |
Expense To Revenue Ratio | Aggregate Formula | "Ledger Entries"."Expense"/"Ledger Entries"."Revenue" | Displays the company's operating expenses divided by its revenues. |
Asset | Aggregate Formula | Sumif("Ledger Accounts"."Ledger Account Group Id" = 'ASSET',"Ledger Entries"."Debit - Credit",0) | It is an item of property owned by the company with the mortgage value |
Liability | Aggregate Formula | Sumif("Ledger Accounts"."Ledger Account Group Id" in ('LIABILITY'),"Ledger Entries"."Credit - Debit",0) | Displays company's legal debt or obligation |
Cost of Goods Sold | Aggregate Formula | Sumif("Ledger Accounts"."Ledger Account Type" = 'DIRECT_EXPENSES',"Ledger Entries"."Debit - Credit",0) | The direct costs attributable to the production of the goods sold by a company |
Cash and Equivalent | Aggregate Formula | Sumif("Ledger Accounts"."Ledger Account Type" = 'BANK',"Ledger Entries"."Debit - Credit",0) | Displays the total cash available |
Current Asset | Aggregate Formula | Sumif("Ledger Accounts"."Ledger Account Type" in ('CURRENT_ASSETS'),"Ledger Entries"."Debit - Credit",0) | It is an item of property owned by the company with the mortgage value |
Current Liabilities | Aggregate Formula | Sumif("Ledger Accounts"."Ledger Account Type" in ('CURRENT_LIABILITY'),"Ledger Entries"."Credit - Debit",0) | Displays company's legal debt or obligation |
Quick Ratio | Aggregate Formula | ("Ledger Entries"."Cash and Equivalent"+"Ledger Entries"."Accounts Receivable")/"Ledger Entries"."Current Liabilities" | It is the measure of how well a company can meet its short-term financial liabilities |
Balance Sheet Total | Aggregate Formula | Sumif("Ledger Accounts"."Ledger Account Group Id" in ('ASSET','EXPENSE'),"Ledger Entries"."Debit - Credit","Ledger Entries"."Credit - Debit") | Displays the company's financial position at a given date |
Profit and Loss Balance | Aggregate Formula | Sumif("Ledger Accounts"."Ledger Account Group Id" in ('INCOME'),"Ledger Entries"."Credit - Debit",0)-Sumif("Ledger Accounts"."Ledger Account Group Id" in ('EXPENSE'),"Ledger Entries"."Debit - Credit",0) | Displays the company's financial statement in terms of profit or loss |
YTD Balance Sheet Total | Aggregate Formula | ytd("Ledger Entries"."Balance Sheet Total","Ledger Entries"."Date") | Displays the year to date balance sheet total |
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 your other sources with your Sage Accounting data for analysis.
To do this, you need to add/import a new data table into the Sage Accounting Advanced Analytics Workspace as explained in the previous question and then define a look-up to join it with the table from Sage Accounting.
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 Sage Accounting along with the data from any other source.
Yes, you can create reports using columns from multiple tables. 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,
The automatic lookup relation is not available for this connector. However, you can manually create lookup relationships.
To manually create a lookup relationship, refer to this help link - Click here.
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 Organization Model and User Roles.
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 roles 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 the email schedule section in this help documentation.
Yes, you can embed/create permalink for reports & dashboards. You can also create a slideshow of views. Refer to the Publishing Option section to learn how to do this.
Yes, Zoho Analytics supports various rebranding options such as Portal rebranding/white labeling and Logo Rebranding.
Read about the various pricing plans that we offer from the Pricing section.
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.
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