Advanced Analytics for Exact Online | Zoho Analytics Help

Advanced Analytics for Exact Online

Advanced Analytics for  Exact Online  provides insightful details about your Sales, Finance, HRM, Manufacturing, Inventory, and Projects data. You can slice and dice all your data from Exact Online using the Advanced Analytics connector, and arrive at data-driven business decisions.

The Advanced Analytics for Exact Online includes  75+ prebuilt reports and dashboards  over your Exact Online data that help you to jump-start your analytics right away.

Permission Required

Users with administrative privilege can set up this connector.

  • Basic
  • Standard
  • Premium
  • Enterprise

Check Features Availability and Limits

General

1. What is Zoho Analytics?

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:

  • Complete Online Business Intelligence and analytics service, accessible anytime, anywhere!
  • Easy to adopt 'spreadsheet-like' interface with powerful drag & drop based reporting features for quick report creation.
  • Visual Analysis capability for in-depth analysis and to slice & dice your data.
  • Wide range of reporting capabilities like  Dashboards ,  Charts ,  Pivot Table ,  Summary View ,  Tabular View , and  KPI Widgets .
  • Data import from various sources such as data stored in local drive ( CSV, Excel, JSON, HTML , XML , JSON, Statistical & MS Access files) , Web Feed  and Cloud Drive . Also supports data import from local/hosted Databases and cloud databases. Supports  periodic scheduling of importing data .
  • Integrated with a suite of  15+ Zoho products such as  Zoho CRM ,    Zoho Finance ,  Zoho Desk ,  Zoho Project ,  Zoho People ,  Zoho Campaign , Zoho Survey , etc.
  • Integrated with  45+ popular business applications  like  Google Ads , Facebook Ads ,  Bing Ads , Salesforce CRM , Mailchimp , Zendesk ,  etc.,
  • Integrated with  Zapier  and  Zoho Flow  to power up import from over 500+ apps.
  • Integrates with custom applications using  APIs .
  • Blend/merge data from across different sources to create meaningful business reports and get end-to-end cross-functional analytics.
  • SQL (Structured Query Language) driven querying for powerful data preparation and report creation.
  • An advanced formula engine for deriving key business metrics from your data. 
  • Ability to create reports with ease by simply Ask Zia in natural language. Zoho's Intelligent Assistant will comeup with attractive and relevant visualizations over your data.
  • Derives insights instantly with Zia Insights in the form of digestible narrations. Instead of interpreting the visualization manually.
  • Effectively predicts future data trends with its powerful forecasting algorithms. This analyzes past data deeply and comes up with the best forecast for the future.
  • Data alerts to track vital changes in your key business metrics.
  • Capacity to deliver consumable insights through familiar everyday business workflow by crafting stories with immersive presentations.
  • Provides analytical portals for sharing insights. 
  • Collaborative reporting and analytics with fine-grained permission control over your  Sharing Views  and reports with your colleagues & friends. 
  • Efficiently collaborate with your users by setting up real-time commenting on a shared view.
  • Publish reports for wider consumption.  Embed reports/dashboards  within your websites, web applications, and blogs.
  • Export , Email , and Print reports in a variety of formats.
  • Highly secure as all users login only over HTTPS (SSL connection). All your data and reports are hosted in secure data centers. (Refer to  Security  and  Privacy )
  • Supports  Logo Rebranding .
  • Get the mobile apps (optimized for both IOS and Android platform) and access the reports and dashboards on the go.

2. Why Exact Online Analytics?

Advanced Analytics for Exact Online 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 Exact Online brings in all the capabilities of Zoho Analytics described in the above question .

3. Who can subscribe to the Zoho Analytics - Exact Online connector?

Users with paid accounts of Zoho Analytics (at least the Basic plan) or Zoho CRM Plus / Zoho One users can avail this connector.

4. What do I get when I subscribe to this connector?

As a Exact Online users, subscribing to this connector brings you immense benefits. You get to look at your data in Exact Online 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.

Pricing & Trial

1. How much does this connector cost?

Exact Online 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.

2. Do you provide trial evaluation for this connector?

Yes, we do provide a 15-day free trial for this connector from the date of set up.

3. What do you mean by 'Users' in the (connector) pricing plan?

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).

4. What do you mean by 'Rows'/'Records' and how is it calculated in the pricing plan?

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.

Setup

1. Who can set up the Advanced Analytics Connector?

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.

2. How do I setup the Exact Online Advanced Analytics connector?

The below presentation shows you how to set up the connector from Zoho Analytics interface.


3. How long should I wait for my Exact Online data to initially appear in Zoho Analytics?

Initial data import will take from a few minutes to a couple of hours depending on the volume of data in your Exact Online 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. 

4. What are the modules in Exact Online that will be synchronized in Zoho Analytics Workspace?

You can synchronize the following data from Exact Online into Zoho Analytics.

  • CRM
    • Accounts
    • Bank Accounts
    • Contacts
    • Quotations
    • Quotation Lines
    • Account Classes
    • Account Classification Names
    • Account Classifications
    • Addresses
    • Hosting Opportunities
    • Opportunities
    • Opportunity Contacts
  • Cash Flow
    • Payments
    • Receivables
    • Banks
  • Financial
    • GL Accounts
    • GL Classifications
    • Aging Overview
    • Aging Payables List
    • Aging Receivables List
    • Exchange Rates
    • Journals
    • Journal Status List
    • Official Returns
    • Outstanding Invoices Overview
    • Payables List
    • Profit Loss Overview
    • Receivables List
    • Reporting Balance
    • Returns
    • Revenue List
    • Budgets
    • General Journal Entries
    • General Journal Entry Lines
    • Currencies
  • Financial Transaction
    • Bank Entries
    • Bank Entry Lines
    • Cash Entries
    • Cash Entry Lines
  • Logistics
    • Items
    • Sales Item Prices
    • Item Groups
    • Supplier Item
    • Units
  • Inventory
    • Batch Numbers
    • Item Warehouses
    • Item Warehouse Storage Locations
    • Stock Batch Numbers
    • Stock Count Lines
    • Stock Counts
    • Stock Serial Numbers
    • Warehouses
    • Warehouse Transfer Lines
    • Warehouse Transfers
  • Purchase
    • Purchase Invoice Lines
    • Purchase Invoices
    • Purchase Order Lines
    • Purchase Orders
  • Sales
    • Price Lists
    • Shipping Methods
    • Sales Invoice Lines
    • Sales Invoices
    • Goods Deliveries
    • Goods Delivery Lines
    • Planned Sales Return Lines
    • Planned Sales Returns
    • Sales Order Lines
    • Sales Orders
  • Projects
    • Projects
    • Cost Transactions
    • Project Budget Types
    • Project Hour Budgets
    • Project Planning
  • Payroll
    • Employees
    • Employment Contract Flex Phases
    • Employment Contracts
    • Employments
    • Employment Salaries
  • Users
    • Users
    • User Roles
  • Accountancy
    • Account Involved Accounts
    • Account Owners
    • Involved User Roles
    • Involved Users
  • HRM

    • Absence Registrations
    • Departments
    • Divisions
    • Job Groups
    • Job Titles
    • Leave Registrations
    • Schedules
  • Opening Balance
    • Current Year/After Entry
    • Current Year/Processed
    • Previous Year/After Entry
    • Previous Year/Processed
  • Subscription
    • Subscription Lines
    • Subscription Line Types
    • Subscriptions
    • Subscription Types
  • VAT
    • VAT Codes
    • Vat Percentages

7. I got this email which said 'Integration Setup Failed'. What should I do?

The import process of your Exact Online 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:

  • Open the Workspace in which you have set up the connector.
  • Click the Data Sources button in the Explorer tab.
  • In the Data Sources page that opens, click the Retry Now link.
  • If the issue persists, please do write to support@zohoanalytics.com . We will look into it and get back to you immediately.
Note : The Account Administrator and the Organization Administrators can use the Retry Now link to resume the integration process.

8. My data sync has failed. How do I resolve it?

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 solutions .

Note : This import schedule will get suspended if there are successive failures for five consecutive days.

9. How frequently can I synchronize my data with Zoho Analytics?You can choose to synchronize data at one of the intervals mentioned below.

  • 1 Hour (Enterprise plan Only)
  • 3 Hours
  • 6 Hours
  • 12 Hours
  • Every day
Note:
  • Users in Enterprise plan alone can choose to synchronize data at every 1 hour.
  • Users in Basic plan can synchronize their data only once everyday.

10. Can I edit the Exact Online Advanced Analytics connector Synchronization setting?

Yes, you can edit the Exact Online connector synchronization setting. The Account Administrator and the Organization Administrators can edit this setup. To do so,

  1. Open the corresponding Exact Online Advanced Analytics Workspace in Zoho Analytics.
  2. Click Data Sources on the left panel. 
  3. In the Data Sources page that opens, click the Edit Setup link.
  4. The Edit Setup - Exact Online dialog will open. Modify the settings as needed. 

  5. Click Save . The synchronization setting will be modified and data will be synced in the next synchronization interval.

Note :
  • The credentials of the Administrator who set up the connector will be used for establishing any connections with source application by other administrators.
  • You can track all activities performed in the Connector-configured workspaces by all users, using Audit History

11. Can I view the data synced history?

Yes, the Account Administrator and the Organization Administrators can view the Sync History . Follow the below steps to view the data synced history.

  1. Open the corresponding Exact Online Analytics Workspace in Zoho Analytics.
  2. Click Data Sources on the left panel. All the data source of the workspace will be listed. 
  3. Click Exact Online . The Data Sources page for Exact Online will open.
  4. In the Data Sources page that opens, click the Sync History link.
  5. A calendar with the Sync History of the last 45 days will open. The date when the data sync has happened will be highlighted. Hover to view the number of times the data had got synced on a specific date.

  6. Click the date to view more details. 

12. Can I synchronize my Exact Online data instantly?

Yes, you can synchronize your Exact Online data instantly when needed.
To synchronize your data instantly:

  1. Open the corresponding Exact Online Advanced Analytics Workspace in Zoho Analytics.
  2. Click Data Sources on the left panel. 
  3. In the Data Sources page that opens, click the Sync Now . Exact Online data will get instantly synchronized.

Note: This option can be used up to five times between the schedules.

13. Can I setup the Exact Online Advanced Analytics in any other existing Workspace or in any other Advanced Analytics Workspace?

Yes, you can setup the Exact Online 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. 

14. Can I add/modify data in the Exact Online Analytics data tables within Zoho Analytics?

No, you cannot add/modify data in the Exact Online data tables. Data from Exact Online 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 Exact Online.

15. Can I add new columns to the Exact Online data tables within Zoho Analytics?

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.

16. Can I add new data tables in this Workspace to create reports & dashboards?

Yes, you can add new data tables. Click New > New Table to add a new table in the existing Exact Online 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 Exact Online data. 

Refer:

17. Can I transfer my Zoho Analytics connector to another admin account?

Yes, the Exact Online connector in your account can be transferred to another Administrator in the Organization.

  • Account Transfer:  An Account Administrator can transfer the connector by transferring the account to an Organization Administrator. Click here to know more about Managing Organizations .
  • Leaving the Organization:  An Organization Administrator can transfer the connector setup to another Administrator by unsubscribing from the Organization.
  • Transfer connector : Write to  support@zohoanalytics.com , if the organization administrator continues to be part of the organization but wishes to transfer the Alchmer connector to another user(Organization Administrator).

18. Can I re-authenticate my Exact Online account in Zoho Analytics?

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.

  1. Open the corresponding Exact Online Advanced Analytics Workspace in Zoho Analytics.
  2. Click Data Sources on the left panel. 
  3. In the Data Sources page that opens, click Re-Authenticate .
  4. Click Re-authenticate Exact Online button.  Your account will be successfully authenticated.

19. Can I track the action by all users in the connector workspace?

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.

  • Open the corresponding Exact Online Advanced Analytics Workspace in Zoho Analytics.
  • Click Data Sources on the left panel. 
  • The Data Sources page will open. Click Audit History.  
  • A dialog with audit history for the last 180 days will open with the following information. 
    • Date & Time of the action
    • Action done
    • User who performed the action

The following are the actions that are logged in Zoho Analytics.

  • User Actions 
    • Create - Connector setup created
    • Edit Setup - Edit connector setup to do the following changes. 
      • Modules Added
      • Modules Removed
      • Fields Added
      • Fields Removed
      • Schedule Change and
      • Entities (Campaigns, Org, Handles) Modified
    • Delete - Remove integration
    • Take Ownership - Transferred connector to other admin. 
    • Re-authenticate - Re-authenticate business app 
    • Sync Now - Sync data instantly
    • Retry Now - Retry to import data after initial setup failure
    • Connector Activated (when you upgrade from Basic plan to Standard plan)
    • Connector Disabled (when you downgrade from Standard plan to Basic plan)
  • System Event - Any action done by Zoho Analytics
    • The Connector is automatically deleted when you downgrade to free plan. 
    • The Connector is automatically restored when you upgrade from free plan to a higher plan. 
    • The Connector is automatically deactivated when you downgrade your plan. 
    • The Connector is automatically activated when you upgrade to a higher plan. 
    • The Connector is manually restored by the Zoho Analytics support.
    • Data synchronization schedule automatically changed to interval supported to your new pricing plan.

20. How can I remove the Integration?

The Account Administrator and the Organization Administrators can remove the connector integration from the Data Source page. To remove the integration,

  1. Open the corresponding Exact Online Advanced Analytics Workspace in Zoho Analytics.
  2. Click Data Sources on the left panel. 
  3. Hover the mouse over the Data Source name in the left corner. A Settings icon will appear. 
  4. Click the Settings icon.
  5. Select Remove Data Source.

The data synchronization from Exact Online into this Workspace will be removed. However, you will still be able to access this Workspace with existing data.

Reporting Features

1. In which modules of Exact Online can I create reports?

Zoho Analytics will synchronize the data specified in this question  into the Exact Online Analytics workspace. You can create reports using this data.

2. How do I create my own reports with this connector?

Note:  To create exclusive reports and dashboards from Exact Online data, it is mandatory to set Sales Channel Filter and select zstore .

3. Can I create reports using the columns from different tables?

Yes, you can create reports using the columns from different tables. All the modules (tables) from Exact Online will be linked by default. You can create reports by simply dragging and dropping the required columns into the reports designer.

4. What are the report types supported by Zoho Analytics?

Zoho Analytics supports a wide variety of reports.

  • Charts
    • Pie
    • Bubble
    • Packed Bubble
    • Bubble Pie
    • Bar
    • Stacked Bar
    • Histogram
    • Butterfly
    • Line
    • Smooth Line
    • Scatter
    • Combination
    • Geo Map Chart
    • Area
    • Stacked Area
    • Web
    • Funnel
    • Doughnut
    • Word Cloud
    • Table View
  • Pivot tables (Matrix Views)
  • Summary view
  • Tabular view
  • KPI Widgets
    • Single Numeric Widget
    • Dial Chart Widget
    • Bullet Chart Widget
  • Dashboards (multiple reports arranged in the same page)

5. What are the default reports & dashboards created by Zoho Analytics, on setting up this connector?

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  Exact Online Advanced Analytics Sample workspace.

6. What is Ask Zia? How can I create reports using Zia?

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.

7. What are Formulas in Zoho Analytics?

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.

8. What are the default formulas that gets added by Zoho Analytics on setting up this connector?

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 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.

Note : The formulas provided is based on the general accounting standards.

The following are the formulas in the  Items  table.

Formula Name Formula Type Formula Description
Sales Item Count Aggregate Formula if ("Items"."Is Sales Item" = 1) Displays the average value of each purchase

The following are the formulas in the  Sales Invoice  table.

Formula Name Formula Type Formula Description
Cancelled Invoice Aggregate Formula Countif ("Sales Invoices"."Status Description" = 'Cancelled') Displays the count of cancelled invoices
Completed Invoices Aggregate Formula Countif ("Sales Invoices"."Status Description" = 'Completed') Displays the count of completed invoices
Partial Invoices Aggregate Formula Countif ("Sales Invoices"."Status Description" = 'Partial') Displays the count of invoices that are partially complete
Open Invoices Aggregate Formula Countif ("Sales Invoices"."Status Description" = 'Open') Displays the count of open invoices
Invoice Count Aggregate Formula Count ("Sales Invoices"."Invoice ID") Displays the total invoice count
Avg Sales Value Aggregate Formula sum ("Sales Invoices"."Amount DC")/count(DISTINCT(((("Sales Invoices"."Invoice ID"))))) Displays the average sales per order value
Age in Days Formula Column datediff (now(), "Invoice 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
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
Purchase Status Formula Column 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 formulas in the  Sales Invoice Lines  table.

Formula Name Formula Type Formula Description
Cost of Sales Aggregate Formula sum ( if ("Sales Invoices"."Status Description" = 'Completed',"Items"."Cost Price Standard"*"Sales Invoice Lines"."Quantity",0)) Displays the total cost of the goods sold
Sales Value Aggregate Formula sumif ("Sales Invoices"."Status Description" = 'Completed',"Sales Invoice Lines"."Amount DC") Displays the sum of sales
Projected Profit Aggregate Formula "Sales Invoice Lines"."Sales Value"-"Sales Invoice Lines"."Cost of Sales" Displays the estimated profit
Project % Aggregate Formula "Sales Invoice Lines"."Projected Profit"*100/"Sales Invoice Lines"."Sales Value" Displays the percentage of profit generated
Avg Sales per order Aggregate Formula "Sales Invoice Lines"."Sales Value"/ count ("Sales Invoice Lines"."Invoice ID") Displays the average sales per order value
Avg Profit Per Order Aggregate Formula "Sales Invoice Lines"."Projected Profit"/ count ("Sales Invoice Lines"."Invoice ID") Displays the average profit per order

The following are the formulas in the  Employment Contracts  table.

Formula Name Formula Type Formula Description
Lost Deals Count Aggregate Formula count ( if ("Opportunities"."Forecast Type" = 'Closed Lost',"Opportunities"."ID",NULL)) Total number of deals lost
Won Deals Count Aggregate Formula count ( if ("Opportunities"."Forecast Type" = 'Closed Won',"Opportunities"."ID",NULL)) Total number of deals won
Won Amount Aggregate Formula sumif ("Opportunities"."Forecast Type" = 'Closed Won',"Opportunities"."Amount DC") Total amount of sales won (made)
Avg Deal Size Won Aggregate Formula avgif ("Opportunities"."Forecast Type" = 'Closed Won',"Opportunities"."Amount DC",NULL) Average size of sales made
Avg Sales Cycle Aggregate Formula avgif ("Opportunities"."Forecast Type" in ('Closed Won','Closed Lost'),"Opportunities"."Age in Days") The average number of days it takes to close a potential sale (the sale can either be won or lost, but the potential sale shouldn't be in an open state).
Lost Amount Aggregate Formula sumif ("Opportunities"."Forecast Type" = 'Closed Lost',"Opportunities"."Amount DC") Total amount of sales lost
Open Deals Count Aggregate Formula count ( if ("Opportunities"."Forecast Type" = 'Open',"Opportunities"."ID",NULL)) Provides the count of open deals
Win Rate % Aggregate Formula count ( if ("Opportunities"."Forecast Type" = 'Closed Won',"Opportunities"."ID",NULL))*100/ count ( if ("Opportunities"."Forecast Type" in ('Closed Won','Closed Lost'),"Opportunities"."ID",NULL)) 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
Loss Rate % Aggregate Formula count ( if ("Opportunities"."Forecast Type" = 'Closed Lost',"Opportunities"."ID",NULL))*100/ count ( if ("Opportunities"."Forecast Type" IN ('Closed Won','Closed Lost'),"Opportunities"."ID",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
Forecast Type Formula Column if ("Opportunity Status"=1,'Open',if("Opportunity Status"=2, 'Closed Won',  if ("Opportunity Status"=3, 'Closed Lost', 'Status Unknown'))) Forecasts the sales trend.
Age in Days Formula Column datediff ( ifnull ("Close Date",now()),"Created") Provides the difference between order created time and current date, if the order is delayed.
Age Tier Formula Column 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') Classifies the time spent on a sales order to close it, into different time period baskets, e.g., within 60 days months, within 120 days etc.
Amount Tier Formula Column if ( "Amount DC" >= 0, if( "Amount DC" <= 10000, '1. 0 - $10K', if( "Amount DC" <= 20000, '2. $10,001 - $20K', if( "Amount DC" <= 30000, '3. $20,001 - $30K', if( "Amount DC" <= 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, 10,001to 20,000, 20,001-30,000 etc
You can add your own formulas to derive your own calculations. Do refer to  Formulas (Calculations)  help page.

9. Can I create my own custom formulas in Zoho Analytics? If yes, how do I create?

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.

10. Can I combine/blend data from other sources with the data from Exact Online to create reports and dashboards?

Yes, you can combine data from your other sources with your Exact Online data for analysis.

To do this, you need to add/import a new data table into the Exact Online Advanced Analytics Workspace as explained in the previous question  and then define a look-up to join it with the table from Exact Online.

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 Exact Online along with the data from any other source.

  1. Open the corresponding table, right-click the column header, and select Change to Lookup Column .
  2. In the Change to Lookup Column dialog that opens, select the column to look up.
  3. Click OK .

Click to learn more .

12. Can I join data from multiple tables to create reports?

Yes, you can join data from multiple tables to create the reports. Refer to Joining Tables in Zoho Analytics for detailed help on this.

13. What are Query Tables?

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.

2. How can I analyze the data from the third-party business applications/other data sources along with Exact Online?

To import data from business apps,

  1. Open the Workspace in which you have setup the connector.
  2. Click the Import Data button.
  3. In the Create New Table tab that opens, select the application or data source that you wish to import.
  4. Provide the necessary authentication.
  5. Select the necessary Modules and Fields .
  6. Select the Schedule Import Option.
  7. Click Create . Data from the selected application will be imported into a new table in the Exact Online Advanced Analytics workspace. 

A lookup relationship will be created automatically between the Exact Online modules and the modules of Exact Online, Zoho Desk, Salesforce CRM, and Zendesk. If you wish to blend Exact Online modules with applications other than the ones mentioned, you will have to manually link the related modules from Exact Online and the other application using a lookup relationship.

To manually create a lookup relationship, refer the  Joining Tables  section.

Users, Sharing & Collaboration

1. How do I share the reports in Zoho Analytics with my colleagues?

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.

2. What are the user roles available in Zoho Analytics?

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 .

3. Why can't other users edit the reports that I have shared with them?

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 .

4. Can I share the same report created, to multiple users with different criteria associated so that they see different data?

Yes, you can. Refer to the topic Sharing Views to a User .

5. Can I export a report/dashboard?

Yes, you can export the report/dashboard in various file formats such as CSV, EXCEL, PDF, HTML, and Image. Click to know more.  

6. How can I print the reports & dashboards created in Zoho Analytics?

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.

7. How can I email reports & dashboards created in Zoho Analytics in a scheduled manner?

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,

8. Can I embed/create permalink for reports & dashboards created in Zoho Analytics?

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.

Cross-Functional Analytics with Zoho Applications

1. What are the Zoho applications that I can combine with Exact Online for cross-functional analytics?

Zoho users can integrate Exact Online 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 Exact Online with other products can import all their data into a single workspace and perform cross-functional analytics.

2. How can I analyze the data from other Zoho apps along with Exact Online?

You can import the data from the Zoho applications into the Exact Online workspace to analyze the data together.

To import data from the Zoho Apps,

  1. Open the Exact Online workspace
  2. Click the Import Data button
  3. In the Create New Table tab that opens, select the application that you wish to import.
  4. Select the necessary modules and fields
  5. Click Create .

A lookup relationship between the modules of Exact Online 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 .

Cross-Functional Analytics with Popular Third Party Business Applications

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.

2. How can I analyze the data from the third party business applications along with Exact Online?

To import data from the third party business apps,

  1. Open the Exact Online workspace
  2. Click the  Import Data  button
  3. In the  Create New Table  tab that opens, select the application that you wish to import.
  4. Provide the necessary authentications
  5. Select the necessary modules and fields
  6. Select the schedule import options
  7. Click Create

No, a lookup relationship will not be created between the Exact Online modules and the modules of the application that you are trying to import automatically. 

To manually create a lookup relationship refer this help link . 

Help & Support

1. How do I get technical support on Zoho Analytics?

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

2. Can I have someone from Zoho do a demo for me?

Yes, certainly. Register for a demo in this page .