Découvrir la Business Intelligence dans Zoho One

Découvrir la Business Intelligence dans Zoho One



Les entreprises utilisent une pléthore d'outils logiciels pour gérer diverses fonctions, telles que les ventes, le marketing, le support, la gestion de projet, la comptabilité et autres, ce qui entraîne une énorme quantité de données au fil du temps. Même si une entreprise utilise un logiciel de gestion d'entreprise (BMS), un progiciel de gestion intégré (ERP) ou d'autres suites, il faut une application robuste de Business Intelligence (BI) pour donner une logique à toutes ces données.

Que signifie la Business Intelligence (BI) ?   

La Business Intelligence (BI) regroupe un ensemble d'outils qui rassemblent et organisent des données de sources multiples dans des formats ergonomiques, fournissant ainsi des informations précieuses sur le comportement des clients, les tendances du marché et l'efficacité opérationnelle. Il s'agit de collecter et d'analyser de grandes quantités de données, d'identifier des modèles et des tendances et de les traduire en informations exploitables qui orientent les processus de prise de décision.
 
La Business Intelligence est un conseiller fiable qui vous guide à travers les complexités de l'analyse de données et vous fournit des informations exploitables. Il est toutefois de plus en plus difficile de se retrouver dans la complexité de l'analyse de données quand les applications ou les logiciels de plusieurs fournisseurs ne s'intègrent pas entre eux, ce qui entrave la fluidité du flux de données et ainsi que les connaissances complètes.
 
Zoho One, une suite intégrée de plus de 45 applications, va au-delà des solutions logicielles traditionnelles en offrant une gamme de capacités de Business Intelligence (BI) à travers de nombreuses fonctions. Ces dernières sont apportées par Zoho Analytics, une application robuste de Business Intelligence et d'analyse qui regroupe les applications Zoho One, afin d'offrir aux entreprises un outil efficace et pratique pour analyser leurs données et en tirer des renseignements.

BI au marketing : exploiter la puissance des données marketing

Imaginons que vous êtes un responsable marketing qui dirige plusieurs campagnes sur différents canaux et que vous avez besoin de comprendre quelles initiatives génèrent plus d'engagement, de conversions et de revenus que d'autres. Zoho Analytics intégrée offre une solution complète d'analyse de données et de rapports. Il suffit de relier les données de votre outil de marketing par e-mail, de vos plateformes de médias sociaux et de votre site web pour créer une vue unifiée de votre performance marketing. Cela vous permet d'identifier des modèles, des tendances et des liens dans les données.


Par exemple, les taux de clics, les taux de conversion, les données démographiques et les clients peuvent tous être analysés afin de déterminer les canaux les plus efficaces pour atteindre les publics cibles. Ainsi, vous pouvez optimiser vos stratégies de campagne, répartir votre budget de manière efficace et obtenir de meilleurs résultats.


BI aux ventes : explorer le parcours de la vente

En tant que chef de service des ventes, vous avez besoin d'une visibilité sur votre pipeline de ventes pour prendre des décisions éclairées. La BI qui est intégrée à Zoho CRM offre une vue d'ensemble de vos processus de vente et de marketing, ce qui vous permet de suivre chaque étape du parcours de vente.
À partir de l'analyse des taux de conversion, des ratios gains/pertes et de la progression des ventes, vous pouvez identifier les agents les plus performants et les points à améliorer. Ces informations vous aident à prendre des décisions afin d'optimiser vos stratégies de vente, de répartir efficacement les ressources et d'atteindre vos objectifs.


BI au service financier et productivité : transformer des données complexes en informations exploitables

Les entreprises se fondent sur des indicateurs de performance clés (KPI) pour surveiller leurs performances et prendre des décisions éclairées. Imaginons que vous êtes un analyste financier chargé de surveiller les KPI dans les différents services de votre entreprise. En connectant les données des systèmes financiers, des outils de gestion des ressources humaines et des outils de gestion de projet, vous pouvez créer des rapports personnalisés qui donnent un aperçu des revenus, des stocks, des dépenses, de la productivité des employés et des échéances de projets.


Les graphiques et diagrammes personnalisables vous permettent de présenter visuellement les KPI d'une manière compréhensible. Pour aller plus loin, imaginons que vous analysez les tendances mensuelles du chiffre d'affaires. Vous pouvez créer un rapport qui présente le chiffre d'affaires par mois et le comparer à la même période de l'année précédente. Cette visualisation vous aide à identifier les tendances saisonnières, à comparer les performances par rapport aux objectifs et à formuler des recommandations fondées sur des données afin d'améliorer l'efficacité opérationnelle.
 


N'hésitez pas à nous raconter dans les commentaires ci-dessous comment Zoho Analytics vous a fait prendre des décisions avisées.
 
L'équipe Zoho France

    • Sticky Posts

    • Collaboration sans faille avec Zoho One

      Bonjour à tous, Dans cet article nous allons voir comment Zoho One permet une collaboration à différents niveaux .       La façon dont nous travaillons évolue. À mesure que les entreprises se mondialisent, la plupart des activités sont menées en équipe.

    • Recent Topics

    • Ugh! - Text Box (Single Line) Not Enough - Text Box (Multi-line) Unavailable in PDF!

      I provide services, I do not sell items. In each estimate I send I provide a customized job description. A two or three sentence summary of the job to be performed. I need to be able to include this job description on each estimate I send as it's a critical

    • Merge Items

      Is there a work around for merging items? We currently have three names for one item, all have had a transaction associated so there is no deleting (just deactivating, which doesn't really help. It still appears so people are continuing to use it). I also can't assign inventory tracking to items used in past transactions, which I don't understand, this is an important feature moving forward.. It would be nice to merge into one item and be able to track inventory. Let me know if this is possible.

    • Supervisor Rules - Zoho Desk

      Hi, I have set up a Supervisor Rule in Zoho Desk to send an email alert when a ticket has been on hold for 48 hours. Is there a way to change it so that the alert only sends once and not on an hourly basis? Thank you Laura

    • ResponseCode 421, 4.7.0 [TSS04] Messages from 136.143.188.51 temporarily deferred due to user complaints

      Had email bounce. Let me know if you can fix this. Thanks. Michael

    • Zoho Canvas - Custom templates for related lists

      Hi, I see that the example pages load always one of our related lists in a custom template, but I dont know how to work with that:  1) How can i make my own custom templates for related lists?  2) Where and how can i check out existing custom templates?

    • Automation #15: Automatically Adding Static Secondary Contacts

      Rockel is a top-tier client of Zylker traders. Marcus handles communications with Rockel and would like to add Terence, the CTO of Zylker traders to the email conversations. In this case, the emails coming from user address rockel.com should have Terence

    • New Zoho triggers Google Dangerous flag due toabnormal charcters

      Just signed up and doing my first email test. I sent it to my google email account but it got flagged as Dangerous" due abnormal characters. My DNS setup looks ok. Page snips attached Help Please Thanks, Rick DC PowerWorld

    • Is there a API to fetch tasks in a Board/Section

      I am writing a scheduled function that retrieves all the tasks and send an reminder on cliq. I cannot seem to find a API to fetch tasks (by user / board / section) What are the way to fetch tasks?

    • Having trouble fetching contents of Zoho Connect Feeds using the API, requesting alternative API documentation.

      I'm trying to retrieve feed/post data from Zoho Connect using the API but facing challenges with the current documentation. What I've tried: OAuth authentication is working correctly (getting 200 OK responses) Tested multiple endpoints: /pulse/nativeapi/v2/feeds,

    • Adding an Account Name to Tasks/Reminders

      Does anyone know how to add the related account name to a task?  When we look at the list of activities and when the reminders pop up, there is no way of quickly seeing who the account is. 

    • Triggering Zoho Flow on Workdrive File Label

      Right now Im trying to have a zoho flow trigger on the labeling/classification of a file in a folder. Looking at the trigger options they arent great for something like this. File event occurred is probably the most applicable, but the events it has arent

    • SendMail to multiple recipients

      Hi, I'm trying to send an email to a list of recipients.  Right now the "to" field is directed to a string variable. (List variables won't work here). In the string variable, how can I make it work? trying "user@app.com;user2@app.com" or "user@app.com; user2@app.com" just failed to send the emails. Ravid

    • Populate drop down field from another form's subform

      Hello, I found how to do that, but not in case of a subform. I have a Product form that has a subform for unit and prices. A product might have more than one unit. For example, the product "Brocoli" can be sold in unit at 3$ or in box of 10 at 25 $. Both

    • Usar o Inventory ou módulo customizado no CRM para Gestão de Estoque ?

      Minha maior dor hoje em usar o zoho é a gestão do meu estoque. Sou uma empresa de varejo e essa gestão é fundamental pra mim. Obviamente preciso que esse estoque seja visível no CRM, Inicialmente fiz através de módulos personalizados no próprio Zoho CRM,

    • Signup forms behaviour : Same email & multiple submissions

      My use case is that I have a signup form (FormA) that I use in several places on my website, with a hidden field so I can see where the contact has been made from. I also have a couple of other signup forms (FormB and FormC) that slight differences. All

    • getting error in project users api

      Hello, I'm getting a "Given URL is wrong" error when trying to use the Zoho Projects V3 API endpoint for adding users to a project. The URL I'm using is https://projectsapi.zoho.com/api/v3/portal/{portalid}/projects/{projectid}/projectusers/ and it's

    • Change total display format in weekly time logs

      Hi! Would it be possible to display the total of the value entered in the weekly time log in the same format that the user input? This could be an option in the general settings -> display daily timesheet total in XX.XX format or XX:XX.

    • Different Company Name for billing & shipping address

      We are using Zoho Books & Inventory for our Logistics and started to realize soon, that Zoho is not offering a dedicated field for a shipping address company name .. when we are creating carrier shipping labels, the Billing Address company name gets always

    • How to display historical ticket information of the total time spent in each status

      Hi All, Hoping someone can help me, as I am new to Zoho Analytics, and I am a little stuck. I am looking to create a bar chart that looks back over tickets raised in the previous month and displays how much time was spent in each status (With Customer,

    • Zoho Projects iOS app update: Global Web Tabs support

      Hello everyone! In the latest version(v3.10.10) of the Zoho Projects app update, we have brought in support for Global Web Tabs. You can now access the web tabs across all the projects from the Home module of the app. Please update the app to the latest

    • Zoho Community Weekend Maintenance: 13–15 Sep 2025

      Hi everyone, We wanted to give you a heads-up that Zoho Community will undergo scheduled maintenance this weekend. During this period, some community features will be temporarily unavailable, while others will be in read-only mode. Maintenance Window:

    • Agent Performance Report

      From data to decisions: A deep dive into ticketing system reports An agent performance report in a ticketing system provides a comprehensive view of how support agents manage customer tickets. It measures efficiency and quality by tracking key performance

    • Show both Vendor and Customers in contact statement

      Dear Sir, some companies like us working with companies as Vendor and Customers too !!! it mean we send invoice and also receive bill from them , so we need our all amount in one place , but in contact statement , is separate it as Vendor and Customer, 

    • URL validation

      We use an internal intranet site which has a short DNS name which Zoho CRM will not accept.   When attempting to update the field it says "Please enter a valid URL". The URL I am trying to set is http://intranet/pm/ Our intranet is not currently setup with a full DNS name and given the amount of links using the shortname probably isn't a feasible change for us.

    • Pourquoi dans zohobooks version gratuite on ne peut ajouter notre stock d'ouverture??

      Pourquoi dans zohobooks version gratuite on ne peut ajouter notre stock d'ouverture ??

    • How can I adjust column width in Zoho Books?

      One issue I keep running into is as I show or hide columns in reports, the column widths get weird. Some columns have text cut off while others can take a fourth of the page for just a few characters. I checked report layout guides and my settings, but

    • Invalid value passed for file_name

      System generated file name does not send file anymore - what is the problem?

    • Custom Function for Estimates

      Hey everyone, I was wondering if there was a way to automate the Subject of an estimate whenever one is created or edited: * the green box using following infos: * Customer Name and Estimate Date. My Goal is to change the Subject to have this format "<MyFirm>-Estimate

    • This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

      I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the

    • Search in module lists has detiorated

      Every module has a problem with the search function :-/

    • YouTube Live #1: AI-powered agreement management with Zia and Zoho Sign

      Hi there! We're excited to announce Zoho Sign’s first YouTube live series, where you can catch the latest updates and interact with our Zoho Sign experts, pose questions, and discover lesser-known features. We're starting off by riding the AI wave in

    • Search in module lists has detiorated

      Every module has a problem with the search function :-/

    • Sales Receipts Duplicating when I run reports why and how do we rectify this and any other report if this happens

      find attached extract of my report

    • Add Zoho Forms to Zoho CRM Plus bundle

      Great Zoho apps like CRM and Desk have very limited form builders when it comes to form and field rules, design, integration and deployment options. Many of my clients who use Zoho CRM Plus often hit limitations with the built in forms in CRM or Desk and are then disappointed to hear that they have to additionally pay for Zoho Forms to get all these great forms functionalities. Please consider adding Zoho Forms in the Zoho CRM Plus bundle. Best regards, Mladen Svraka Zoho Certified Consultant and

    • Bigin: filter Contacts by Company fields

      Hello, I was wondering if there's a way to filter the contacts based on a field belonging to their company. I.e.: - filter contacts by Company Annual Revenue field - filter contacts by Company Employee No. field In case this is not possibile, what workaround

    • Has Zoho changed the way it searches Items?

      Right now all of our searches have broken and we can no longer search using the SKU or alias. It was fine last night and we came in this morning to broken.....this is impacting our operations now.

    • Refunds do not export from Shopify, Amazon and Esty to Zoho. And then do not go from Zoho inventory to Quickbooks.

      I have a huge hole in my accounts from refunds and the lack of synchronisation between shopify , Amazon and Etsy to Zoho ( i.e when I process a refund on shopify/ Amazon or Etsy it does not come through to Zoho) and then if I process a manual credit note/

    • CRM->INVENTORY, sync products as composite items

      We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,

    • Zoho Calendar not working since a few days

      Hey there, first off a minor thing, since I just tried to enable the Calendar after reading this in another topic (there was no setting for this though) : For some reason my current session is showing me based in New York - I'm in Germany, not using a

    • Monthly timesheet, consolidation of time by project

      I have time logs for various jobs for project. Is it possible to consolidate the time spent for each job, when I am generating a timesheet for a month? I am getting the entries of jobs done on each day when I generate a timesheet for a month For example

    • Next Page