Advanced Analytics for Salesforce CRM | Zoho Analytics Help

Advanced Analytics for Salesforce CRM

The Zoho Analytics Advanced Analytics Connector for Salesforce CRM allows you to easily analyze your CRM data in detail and derive useful insights on your sales data. Its intuitive drag-and-drop interface allows you to easily create reports and dashboards. Sales and Marketing personnel can 'slice and dice' their CRM data and take informed business decisions.

The Advanced Analytics for Salesforece includes 100+ prebuilt reports and dashboards   over your Salesforece 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 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 , Mailchimp , Zendesk ,  etc.,
  • Integrated with  Zapier   and  Zoho Flow  to power up import from over 500+ apps.
    • < li>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 Salesforece Analytics?

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

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

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

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

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

Salesforece Analytics is bundled free for all the paid users of Zoho Analytics. The Zoho Analytics paid plans start at $24 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 Salesforece and 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 Salesforece 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 Salesforece 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 Salesforece 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 Salesforece that will be synchronized in Zoho Analytics Workspace?

You can synchronize the following data from Salesforece into Zoho Analytics.

  • Standard Modules
    • Account Clean Info
    • Account Contact Roles
    • Account Feed
    • Accounts
    • Additional Directory Numbers
    • Asset Feed
    • Asset Relationship Feed
    • Asset Relationships
    • Assets
    • Attachments
    • Announcements
    • Background Operations
    • Case Comments
    • Case Contact Role
    • Case Feed
    • Case Solution
    • Cases
    • Campaign Feed
    • Campaign Member Statuses
    • Campaigns
    • Campaign Members
    • Category Data
    • Contact Clean Info
    • Contact Feed
    • Contact Requests
    • Contacts
    • Content Folders
    • ContentDocument Feed
    • Contract Contact Role
    • Contract Feed
    • Contracts
    • Custom S-Controls
    • Dashboard Component Feed
    • Dashboard Feed
    • Data Assessment Field Metrics
    • Data Assessment Field Value Metrics
    • Data Assessment Metrics
    • Data.com Owned Entity
    • Data.com Usage
    • D&B Companies
    • Documents
    • Duplicate Record Items
    • Duplicate Record Sets
    • Email Message Relations
    • Email Messages
    • Event Feed
    • Event Relations
    • Events
    • Feed Comments
    • Feed Items
    • Feed Revisions
    • File Search Activity
    • Flow Interview Stage Relations
    • Flow Interviews
    • Flow Record Relations
    • Forecasting Owner Adjustments
    • Goals
    • Group Feed
    • Group Records
    • Idea Comments
    • Ideas
    • Images
    • Installed Mobile Apps
    • Knowledge Search Activity
    • Last Used App
    • Lead Clean Info
    • Lead Feed
    • Leads
    • List Email Individual Recipients
    • List Email Recipient Sources
    • List Emails
    • Macro Instructions
    • Macros
    • Mail Merge Template
    • Notes
    • Order Feed
    • Order Product Feed
    • Order Products
    • Orders
    • Org Delete Requests
    • Opportunity Contact Role
    • Opportunity : Competitor
    • Opportunity History
    • Opportunity Feed
    • Opportunity Product
    • Opportunities
    • Partner 
    • Price Book Entries
    • Price Books
    • Process Instance Node
    • Product Feed
    • Products
    • Promoted Search Terms
    • Quick TextTask Feed
    • Quote Line Items
    • Quote Template Rich Text Data
    • Quotes
    • Recommendations
    • RecordActions
    • Report Feed
    • Rollup Helper Settings
    • Site 
    • Solution Feed
    • Solutions 
    • Streaming Channels
    • Task Feed
    • Tasks
    • Topic Assignments
    • Topic Feed
    • UserAppMenuCustomizations 
    • User Feed
    • User Provisioning Accounts
    • User Provisioning Account Stagings
    • User Provisioning Logs
    • User Provisioning Mock Targets
    • User Provisioning Requests
    • Users
    • Work Orders
    • Work Order Feed
    • Work Order Line Item Feed
    • Work Order Line Items
    • Custom (Can sync upto five tabs)
  • Subforms
  • Linking Module
  • Picklist History Tracker

5. What are the default fields that will be synchronized from Zoho CRM into Zoho Analytics Workspace?

Saleasforce CRM data from the following fields will be synchronized by default into Zoho Analytics.

Tabs/Modules Fields
Account ID
Account Name
Account Owner
Account Type
Industry
Website
Account Owner Id
Tasks Involved
Events Involved
Activities Involved
Cases Id 
Case Owner
Case Owner Id 
Case Status 
Case Origin 
Created Date 
Last Modified Date 
Days to Closed  
Age in Days 
Age Tier 
Type 
Subject 
Email
Contacts ID
Account ID
Contact Owner
Email
Full Name
Lead Source
Mobile
Contact Owner ID
Created Time
Tasks Involved
Events Involved
Activities Involved
Account Name
Events ID
LEADID
CONTACTID
OPPORTUNITYID
Event Owner
Event Owner ID
Subject
Start Date Time
End Date Time
Created Time
Modified Time
ACCOUNTID
Who Id
WhatId
Leads ID
Company
Email
Full Name
Mobile
Website
Industry
Lead Owner
Lead Source
Lead Status
Lead Owner ID
Created Time
Converted 
Converted Opportunity ID
Tasks Involved
Events Involved 
Events Involved
Activities Involved
Tasks ID
LEADID
CONTACTID
OPPORTUNITYID
Task Owner
Task Owner Id
Subject
Created Time
Due Date
Status
Modified Time
Who Id
What Id
ACCOUNTID
Call Type
Call Duration (in Seconds)
Call Duration (in minutes)
Users ID
First Name
Last Name
Alias
User Name
Full Name
Opportunities ID
Account ID
Amount
Closing Date
Expected Revenue
Lead Source
Opportunity Name
Opportunity Owner
Stage
Created Time
Opportunity Owner ID
Age in Days
Age Tier
Amount Tier
Probability
Type
Tasks Involved
Events Involved
Activities Involved
Tasks Only
Events Only
Account Name

6. Can I add custom fields or new fields?

Yes, you can add custom columns or new fields. Follow the steps given below to synchronize your custom columns into the Advanced Analytics  Connector for Salesforce:

Follow the steps given below to add new fields.
  1. Open the corresponding Salesforce Workspace in Zoho Analytics.
  2. In the Explorer tab, click Salesforce CRM> Edit Setup. The Edit Salesforce CRM Setup dialog will open.
  3. Select/unselect the check box adjacent to the required fields. You cannot unselect the check box for default fields.
  4. Click Save . New fields will be added in the next import.
  5. Data will be synced and the new fields will be imported into Zoho Analytics during the subsequent scheduled synchronization. In case you have already set up the Zoho Analytics Connector in your Salesforce account, then you can edit the Zoho Analytics Configuration setup as given in the following question to add the custom fields.

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

The import process of your Salesforece 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 Salesforece Advanced Analytics connector Synchronization setting?

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

  1. Open the corresponding Salesforece 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 - Salesforece 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 Salesforece 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 Salesforece . The Data Sources page for Salesforece 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 Salesforece data instantly?

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

  1. Open the corresponding Salesforece 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 . Salesforece data will get instantly synchronized.

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

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

Yes, you can setup the Salesforece 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 Salesforece Analytics data tables within Zoho Analytics?

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

15. Can I add new columns to the Salesforece 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 Salesforece 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 Salesforece data. 

Refer:

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

Yes, the Salesforece 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 Salesforece 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 Salesforece 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 Salesforece 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 Salesforece 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 Salesforece 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 Salesforece 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 Salesforece can I create reports?

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

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

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 Salesforece 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, 100+ 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  Salesforece 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  below table lists all the default formulas that will be created  in the  'Salesforce Analytics' workspace by default. You will find these  formulas  pretty useful, in creating reports & dashboards in Zoho Analytics.  Also these formulas are used in the reports created by default  in your workspace.

The below table lists all the default formulas that will be created in the Leads table:

Formula Name
Formula Type
Formula
Description
Activities count
Aggregate Formula
countif(("Lead"."Activities Involved"=1))
Provides the count of Leads which have one or more Activities involved.
Converted Lead Count
Aggregate Formula
count(if(("Lead"."Converted"=1),'1',NULL))
Provides the count of Leads converted into Potentials.

The below table lists all the default formulas that will be created in the Cases table:

Formula Name
Formula Type
Formula
Description
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 potential/opportunity to close it, into different time period baskets, e.g., within 60 months, within 120 days etc.,
Age in Days       
Formula Column datediff(if("Case Status" = 'Closed',"Last Modified Date",now()),"Created Date")
  Number of days it took for a potential to be closed. If the Closing Date is not available (null), we calculate the days till today from the potential created time. Used for calculating 'Age Tier' and 'Sales Cycle'.
Days to Closed
Formula Column if("Case Status" = 'Closed',datediff("Last Modified Date","Created Date"),null)
 Displays the days taken to close a case.
No. of Closed Cases
Aggregate Formula countif("Case"."Case Status"='Closed')
 Displays the number of closed cases.
% of Closed Cases
Aggregate Formula ("No. of Closed Cases"/count("Case"."Id"))*100
 displays the percentage of closed cases.

The below table lists all the default formulas that will be created in the Tasks table:

Formula Name
Formula Type
Formula
Description
Call Duration  (in minutes)
Formula Column round(("CallDurationInSeconds"/60))
Provides the duration of the calls in seconds.
Overdue Tasks
Aggregate Formula countif(("Task"."Due Date"<now()) and ("Task"."Status"!='Completed'))
Provides the count of Tasks which are not completed.
Overdue Days
Aggregate Formula  sumif(("Task"."Due Date"<now() and "Task"."Status"!='Completed'),datediff(now(),"Task"."Due Date"),0)
Provides the number of overdue days of the overdue tasks.
Avg Overdue Days
Aggregate Formula avgif(("Task"."Due Date"<now() and "Task"."Status"!='Completed'),datediff(now(),"Task"."Due Date"),0)
Provides the average overdue days.
Overdue % 
Aggregate Formula ("Overdue Tasks"/count("Task"."Id"))*100
Provides the percentage of Overdue Tasks.
Completed Tasks
Aggregate Formula countif("Task"."Status"='Completed')
Provides the count of Tasks which are completed.

The below table lists all the default formulas that will be created in the Opportunities table:

Formula Name
Formula Type
Formula
Description
Age in Days
Formula Column datediff(ifnull("Closing Date",now()),"Created Time")
Number of days it took for a potential to be closed. If the Closing Date is not available (null), we calculate the days till today from the potential created time. Used for calculating 'Age Tier' and 'Sales Cycle'.
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 potential/opportunity to close it, into different time period baskets, e.g., within 60 months, within 120 days etc.,
Amount Tier
Formula Column
if( "Amount" >= 0, if( "Amount" <= 10000, '1. 0 - $10K',
if( "Amount" <= 20000, '2. $10,001 - $20K', i
f( "Amount" <= 30000, '3. $20,001 - $30K',
if( "Amount" <= 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.,
Tasks Only 
Formula Column if(("Tasks Involved"=1) & ("Events Involved"=0) ,1,0)
Provides the list of Potentials which has only associated Tasks and does not contain any Events or Calls.
Events Only
Formula Column if(("Tasks Involved"=0) & ("Events Involved"=1) ,1,0)
Provides the list of Potentials which has only associated Events and does not contain any Tasks or Calls.
Forecast Type
Formula Column
if("Stage" in ('Closed Won'),'Won',i
f("Stage" in ('Closed Lost'),'Lost','Open'))
Provides the forecast of the potential.
Won Vs Expected Revenue %
Aggregate Formula
sumif("Opportunity"."Forecast Type"='Won',"Opportunity"."Amount")*100/sum
("Opportunity"."Expected Revenue")
Ratio of sum of sales won and sum of revenue expected.
Lost Deals Count
Aggregate Formula count(if("Opportunity"."Forecast Type"='Lost',"Opportunity"."Id",NULL))
  Total number of deals lost
Won Deals Count
Aggregate Formula count(if("Opportunity"."Forecast Type"='Won',"Opportunity"."Id",NULL))
Total number of deals won
Win Rate %
Aggregate Formula
count(if("Opportunity"."Forecast Type"='Won',"Opportunity"."Id",NULL))*100
/count(if("Opportunity"."Forecast Type" in ('Won','Lost'),"Opportunity"."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
Won Amount
Aggregate Formula sumif("Opportunity"."Forecast Type"='Won',"Opportunity"."Amount")
Total amount of sales won (made)
Avg Deal Size Won
Aggregate Formula avgif("Opportunity"."Forecast Type"='Won',"Opportunity"."Amount",NULL)
Average size of sales made
Avg Sales Cycle
Aggregate Formula avgif("Opportunity"."Forecast Type" IN('Won','Lost'),"Opportunity"."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("Opportunity"."Forecast Type"='Lost',"Opportunity"."Amount")
Predicts the amount lost
Open Deals Count
Aggregate Formula count(if("Opportunity"."Forecast Type"='Open',"Opportunity"."Id",NULL))
gives the count of open deals
Predicted Pipeline Revenue
Aggregate Formula "Predicted New Deals Count Next 90 Days"*"Avg Deal Size Last 365 Days"
Predicts the Sales expected in future, based on current pipeline and past trends.
Predicted New Business - Next 3 Months
Aggregate Formula  ("Win Rate Percentage Last 365 Days"/100)*("Avg Deal Size Last 365 Days")*(("Opportunities Created Last 365 Days"*90)/365)
Predicts the sales that could come from new business (new pipeline), calculated based on past trends.
Loss Rate %
Aggregate Formula count(if("Opportunity"."Forecast Type"='Lost',1,NULL))*100/count(if("Opportunity"."Forecast Type" in ('Won','Lost'),1,NULL))
provides the percentage of loss
Won Deals Count Last 365 Days
Aggregate Formula count(if("Opportunity"."Forecast Type"='Won' AND "Opportunity"."Closing Date">subdate(currentdate(),'365'),1,NULL))
Provides the count of deals won in last 365 days.
Lost Deals Count Last 365 Days 
Aggregate Formula count(if("Opportunity"."Forecast Type"='Lost' AND "Opportunity"."Closing Date">subdate(currentdate(),'365'),1,NULL))
Provides the count of deals lost in last 365 days.
Open Deals Count Next 90 Days
Aggregate Formula count(if("Opportunity"."Forecast Type"='Open' AND "Opportunity"."Closing Date">=currentdate() AND "Opportunity"."Closing Date"<adddate(currentdate(),90),1,NULL))
Provides the count of open deals (not closed) whose closing date lies within next 90 days.
Win Rate Percentage Last 365 Days
Aggregate Formula ("Won Deals Count Last 365 Days"*100)/("Won Deals Count Last 365 Days"+"Lost Deals Count Last 365 Days")
Provides the percentage of deals won in last 365 days.
Avg Deal Size Last 365 Days 
Aggregate Formula avgif("Opportunity"."Forecast Type"='Won' AND "Opportunity"."Closing Date">subdate(currentdate(),'365'),"Opportunity"."Amount")
Provides the average of deals won in last 365 days.
Predicted New Deals Count Next 90 Days
Aggregate Formula ("Win Rate Percentage Last 365 Days"/100)*"Open Deals Count Next 90 Days"
Predicts the count of Deals expected to be Won in the next 90 days. It is calculated based on Deals Won in the past 365 days.
Opportunities Created Last 365 Days
Aggregate Formula count(if("Created Time">subdate(currentdate(),365),1,NULL)) 
Provides the count of opportunities created in the last 365 days.
Activities count
Aggregate Formula countif(("Opportunity"."Activities Involved"=1))
Provides the count of Leads with any Activity involved.
Activities done % for Opportunities
Aggregate Formula (countif(("Opportunity"."Activities Involved"=1))/count("Opportunity"."Id"))*100
Provides the percentage of Opportunities which has some activity associated with it.
Opportunities without Activities 
Aggregate Formula countif(("Opportunity"."Activities Involved"=0),"Opportunity"."Id",0)
Provides the count of Potentials without any Activities involved.
Tasks Only %
Aggregate Formula (countif(("Opportunity"."Tasks Only"=1)&("Opportunity"."Forecast Type"='Won'))/countif("Opportunity"."Tasks Only"=1))*100
Provides the percentage of Won Deals which has only Tasks involved/associated.
Events Only % 
Aggregate Formula (countif(("Opportunity"."Events Only"=1)&("Opportunity"."Forecast Type"='Won'))/countif(("Opportunity"."Events Only"=1)))*100
Provides the percentage of Won Deals which are only associated Events.
Combined Activities % 
Aggregate Formula (countif(("Opportunity"."Activities Involved"=1)&("Opportunity"."Tasks Only"=0)&("Opportunity"."Events Only"=0)&("Opportunity"."Forecast Type"='Won'))/countif(("Opportunity"."Activities Involved"=1)&("Opportunity"."Tasks Only"=0)&("Opportunity"."Events Only"=0)))*100
Provides the percentage of Won Deals which have one or more associated Activities.
No Activities %
Aggregate Formula ((countif(("Opportunity"."Activities Involved"=0)&("Opportunity"."Forecast Type"='Won'))/countif(("Opportunity"."Activities Involved"=0)))*100
Provides the percentage of Won Deals which does not have any activities involved.

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 Salesforece to create reports and dashboards?

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

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

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 Salesforece 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 .

11. 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.

12. 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 .

Cross-Functional Analytics with Popular Business Applications/Other Data Sources

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 Salesforece?

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 Salesforece Advanced Analytics workspace. 

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

10. Can I embed reports/dashboards as a Web Tab in Salesforce CRM? If yes how?


Yes, you can embed reports or dashboards as Web Tab in Salesforce CRM using the URL/Permalink for this view option available in Zoho Analytics. 

  1. Login to Salesforce CRM using your Salesforce credentials.
  2. Click Setup option in the top right corner.
  3. Select Create > Tabs from the left pane.
  4. In the Custom Tabs window, click New in the Web Tabs box.
  5. In the New Web Tab , choose the tab layout and click Next .
  6. In the Display Properties box, fill in the information and click Next.
  7. In the Button or Link URL box, copy/paste the URL of the associated report/dashboard from the URL/Permalink for this view dialog.
  8. In the Add to Profiles window, you can either set a default visibility to all profiles or apply a different tab visibility to each profile. Click Next.
  9. In the Add to Custom Apps window, you can customize the apps for which the new custom tab will be available. Also you can examine or alter the visibility of these tabs.
  10. Click Save.
Now, this Web Tab name would be listed as one of the modules in your Salesforce CRM as shown in the snapshot below



Note:
  1. In order to get the URL of the associated report/dashboard , Login to Zoho Analytics and open the Salesforce CRM Workspace
  2. Open the report/dashboard that you wish to embed
  3. Click the Publish icon in the top right corner of the report/dashboard and select URL/Permalink for this view
  4. You can select the Access Permissions and also Specify the Filter Criteria in this Access URL dialog (to know more, refer URL/Permalink for this view)
  5. Copy this code and paste it in the Button or Link URL box as discussed above 

Cross-Functional Analytics with Zoho Applications

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

Zoho users can integrate Salesforece 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 Salesforece 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 Salesforece?

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

To import data from the Zoho Apps,

  1. Open the Salesforece 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 Salesforece 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 Salesforece?

To import data from the third party business apps,

  1. Open the Salesforece 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 Salesforece 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 .