Advanced Analytics for Zoho SalesIQ | Zoho Analytics Help

Advanced Analytics for Zoho SalesIQ

Advanced Analytics for Zoho SalesIQ helps you to understand your customer actions and their experience by visually analyzing their touchpoints. Analyze KPIs like website traffic sources, visitors' geographic distribution, the average time spent on your website, shared responses, and many more with our prebuilt reports and dashboards. Tracking these KPIs will help you to optimize lead generation, enhance your users' experience, and convert them to customers, thereby helps you to increase your ROI. 

Apart from analyzing data from Zoho SalesIQ, you can blend data from other applications such as Zoho CRM, Zoho Desk, Salesforce CRM, Zendesk , etc., along with Zoho SalesIQ to do end-to-end cross-functional analytics.

The Advanced Analytics for Zoho SalesIQ includes 75+ prebuilt reports and dashboards over your Zoho SalesIQ 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 Zoho SalesIQ Analytics?

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

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

Users with paid accounts of Zoho Analytics (any paid 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 Zoho SalesIQ users, subscribing to this connector brings you immense benefits. You get to look at your data in Zoho SalesIQ 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?

Zoho SalesIQ 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 Zoho SalesIQ 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 Zoho SalesIQ 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 Zoho SalesIQ 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 Zoho SalesIQ that will be synchronized in Zoho Analytics Workspace?

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

  • Apps 
  • Conversations
  • Departments
  • Events
  • Operators
  • Visitors
  • Visits

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

The import process of your Zoho SalesIQ 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?

Zoho Analytics offers flexible sync schedules to ensure that your data is always up-to-date for effective analysis. These schedules allow you to automate the process of updating your data, ensuring that your analyses are based on the latest information.
  1. 1 Hour (Enterprise plan only)
  2. 3 Hours (Standard plan and above)
  3. 6 Hours (Standard plan and above)
  4. 12 Hours (Standard plan and above)
  5. Every day (Basic plan and above) 

10. Can I edit the Zoho SalesIQ Advanced Analytics connector Synchronization setting?

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

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

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

  1. Open the corresponding Zoho SalesIQ 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 . Zoho SalesIQ data will get instantly synchronized.


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

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

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

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

15. Can I add new columns to the Zoho SalesIQ 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 Zoho SalesIQ 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 Zoho SalesIQ data. 

Refer:

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

Yes, the Zoho SalesIQ 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 Zoho SalesIQ 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 Zoho SalesIQ 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 Zoho SalesIQ 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 Zoho SalesIQ 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 Zoho SalesIQ 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 Zoho SalesIQ 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 Zoho SalesIQ can I create reports?

Zoho Analytics will synchronize the data specified in this question  into the Zoho SalesIQ 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 Zoho SalesIQ 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 Zoho SalesIQ 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, 75+ 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  Zoho SalesIQ 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 following are the default formulas in the Conversations table.

Formula Name
Formula Type
Formula
Description
Chat Waiting Time in Seconds
Formula Column
dateandtimediff(second,"Initiated Time","Pickup Time")
Calculates the time difference between Initiated Time and Pickup Time in seconds.
Chat Waiting Time in Minutes
Formula Column
dateandtimediff(second,"Initiated Time","Pickup Time")/60
Calculates the time difference between Initiated Time and Pickup Time in minutes.
Chat Waiting Time Age Tier
Formula Column
if(isempty("Chat Waiting Time in Minutes")=1,'Unknown',if("Chat Waiting Time in Minutes">=0 AND "Chat Waiting Time in Minutes"<=2, '0 to 2 Minutes',if("Chat Waiting Time in Minutes">2 AND "Chat Waiting Time in Minutes"<=5,'2 to 5 Minutes',if("Chat Waiting Time in Minutes">5 AND "Chat Waiting Time in Minutes"<=10,'5 to 10 Minutes',if("Chat Waiting Time in Minutes">10 AND "Chat Waiting Time in Minutes"<=15,'10 to 15 Minutes',if("Chat Waiting Time in Minutes">15 AND "Chat Waiting Time in Minutes"<=30,'15 to 30 Minutes','More than 30 Minutes'))))))
Classifies the time to open a chat, into different time period basket, e.g., 0 to 2 Minutes, 3 to 5 Minutes etc.,
Chat Duration in Seconds
Formula Column
dateandtimediff(second,"Initiated Time","End Time")
Calculates the time difference between Initiated Time and End Time in seconds.
Chat Duration in Minutes
Formula Column
dateandtimediff(second,"Initiated Time","End Time")/60
Calculates the time difference between Initiated Time and End Time in minutes.
Chat Duration Age Tier
Formula Column
if(isempty("Chat Duration in Minutes")=1,'Unknown',if("Chat Duration in Minutes">=0 AND "Chat Duration in Minutes"<=2, '0 to 2 Minutes',if("Chat Duration in Minutes">2 AND "Chat Duration in Minutes"<=5,'2 to 5 Minutes',if("Chat Duration in Minutes">5 AND "Chat Duration in Minutes"<=10,'5 to 10 Minutes',if("Chat Duration in Minutes">10 AND "Chat Duration in Minutes"<=15,'10 to 15 Minutes',if("Chat Duration in Minutes">15 AND "Chat Duration in Minutes"<=30,'15 to 30 Minutes','More than 30 Minutes'))))))
Classifies the time spent on a chat to close it, into different time period basket, e.g., 0 to 2 Minutes, 3 to 5 Minutes etc., 

The following are the default formulas in the  Visitors  table. 

Formula Name
Formula Type
Formula
Description
Visitor Type
Formula Column
If(date("Last Accessed Time" )=date("First Accessed Time"), 'New Visitor', 'Existing Visitor')
Classifies a visitor as New Visitor or Existing Visitor based on the First Accessed Time and Last Accessed Time.
Average Visits per Visitor
Aggregate
sum("Visitors"."Visit Count")/count("Visitors"."Visitor ID")
Determines the average visits per visitor.

The following are the default formulas in the  Events table. 

Formula Name
Formula Type
Formula
Description
Time Spent in Minutes
Formula Column
"Time Spent"/60000
Converts the time spent in milliseconds to minutes.
Chat Count
Aggregate
Countif("Events"."Event" = 'CHAT')
Counts the number of chat events.
Page Access Count
Aggregate
Countif("Events"."Event" = 'PAGE_ACCESS')
Counts the number of times the page is accessed. 


The following are the default formulas in the Visits  table.

Formula Name
Formula Type
Formula
Description
Time Spent (Formatted)
Formula Column
Sec_To_Time(round("Time Spent"/1000))
Formats the time spent as mm:ss.
Time Spent in Minutes
Formula Column
("Time Spent")/(1000*60)
Converts the time spent in seconds to minutes.
Avg Number of Pages Visited
Aggregate
sum("Visits"."Number Of Pages")/count("Visits"."Visit ID")
Determines the average no of pages visited per visit.
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 Zoho SalesIQ to create reports and dashboards?

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

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

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 Zoho SalesIQ 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.

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 Zoho SalesIQ?

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 Zoho SalesIQ Advanced Analytics workspace. 

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

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

4. How do I blend/combine Zoho SalesIQ and Zoho CRM data?

To blend Zoho SalesIQ and Zoho CRM data, you need to setup as described. Once you setup the connectors, it will automatically blend/combine data by appropriately creating a lookup between the Zoho SalesIQ modules and Zoho CRM modules.

  1. Open your Zoho CRM Advanced Analytics workspace.
  2. Click Create > New Table/Import Data.
  3. From the  Import Your Data  page, select  Zoho SalesIQ .
  4. Input the necessary details in the Import From Zoho SalesIQ  dialog and click Next .
  5. You can easily blend data between Zoho CRM and Zoho SalesIQ organization data tables for easy cross-functional analysis. Zoho Analytics will automatically identify columns and setup joins (lookups). You can customize the lookup columns if required.
  6. To customize the lookups, click the  Customize link next to the  Data Blending: Zoho CRM is automatically connected with Zoho SalesIQ checkbox.
      
  7. The Blend Data - Customize Lookups page will list all the possible lookup relations available. You can add a lookup relation by selecting the corresponding checkbox.
  8. Click  Create  to setup the connector. 

Once the setup is completed, the Zoho SalesIQ data will be imported into your Zoho CRM Advanced Analytics workspace. A set of reports and dashboards will be created automatically in Zoho Analytics by default. You can also manually create reports combining the modules of both Zoho CRM and Zoho SalesIQ as desired.

Notes Note : To blend Zoho SalesIQ and Zoho CRM data, you need to setup the Zoho SalesIQ connector in the same workspace where Zoho CRM connector is setup. If you have already setup the Zoho SalesIQ connector in a separate workspace, you need to delete it.

5. How do I blend/combine Zoho SalesIQ and Zoho Desk data?

You can easily blend/combine Zoho SalesIQ and Zoho Desk data. Follow the same steps as question 4 from your Zoho Desk workspace. 

6. How do I blend/combine Zoho SalesIQ and Salesforce CRM data?

You can easily blend/combine Zoho SalesIQ and Salesforce CRM data. Follow the same steps as question 4 from your Salesforce CRM workspace.

7. How do I blend/combine Zoho SalesIQ and Zendesk data?

You can easily blend/combine Zoho SalesIQ and Zendesk  data. Follow the same steps as question 4 from your Zendesk workspace.

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 Zoho SalesIQ for cross-functional analytics?

Zoho users can integrate Zoho SalesIQ 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 Zoho SalesIQ 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 Zoho SalesIQ?

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

To import data from the Zoho Apps,

  1. Open the Zoho SalesIQ 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 Zoho SalesIQ 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 Zoho SalesIQ?

To import data from the third party business apps,

  1. Open the Zoho SalesIQ 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 Zoho SalesIQ modules and the modules of the application that you are trying to import automatically. 

To manually create a lookup relationship refer this help link. 

Solutions

1. How can I create Zoho SalesIQ Visitors to Zoho CRM Deal Conversion funnel chart?


2. Does Zoho Analytics offer Embedded Analytics or rebranding?

Yes, Zoho Analytics supports various rebranding options such as  Portal rebranding/white labeling and  Logo Rebranding.

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.