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Zoho Analytics Features: 10 Ways to Maximise Business Intelligence

Zoho Analytics features: top 10 for BI (Connectors, AI, dashboards and more)

Short answer

Zoho Analytics is a self-service business intelligence platform. Its top features are 250+ data connectors, data blending, drag-and-drop reports and dashboards, the AI assistant Zia for natural-language questions, automated insights and forecasting, KPI widgets, sharing and collaboration, embedding in apps and portals, scheduled data sync, and strong security controls.

Key takeaways

  • Bring data from CRM, finance, marketing and databases into one place.
  • Ask questions in plain English with Zia.
  • Share or embed dashboards securely.
  • Works for small teams and scales to large organisations.

Top 10 Zoho Analytics features

#FeatureWhy it matters
1Data connectorsImport from hundreds of business apps, databases, cloud storage and files
2Data blending and modellingJoin data from different sources with query tables and lookups
3Drag-and-drop reportsCharts, pivots, tables and summaries without code
4Dashboards and KPI widgetsOne-screen view of performance with targets
5Zia AI assistantAsk questions in natural language and get instant charts
6Automated insights and forecastingSpot trends, anomalies and future performance
7Scheduled sync and alertsKeep data fresh and get notified when KPIs change
8Collaboration and sharingShare with permissions, comment and schedule emailed reports
9EmbeddingPut dashboards inside Zoho Creator, websites and portals
10Security and governanceRole-based access, row-level permissions and audit logs

Popular dashboards we build for UK businesses

  • Sales pipeline, win rate and forecast
  • Cash flow, aged debt and profitability
  • Customer service performance
  • Marketing cost per lead and return on spend
  • Contract renewals and commissions, as for Inenergy

Getting the most from Zoho Analytics

  1. Agree the decisions and KPIs you need first
  2. Clean and connect the source systems
  3. Model the data once and reuse it across reports
  4. Train owners for each dashboard

See also why Zoho Analytics suits SMEs.

Frequently asked questions

What is Zoho Analytics?

It is Zoho’s self-service BI and analytics platform for building reports and dashboards from many data sources.

Can Zoho Analytics use AI?

Yes. Zia, Zoho’s AI assistant, answers natural-language questions and generates insights and forecasts.

Does Zoho Analytics work with Xero or QuickBooks?

Yes. Connectors are available for many finance tools as well as Zoho Books.

Can I embed Zoho Analytics dashboards?

Yes. Dashboards can be embedded in Zoho Creator apps, websites and portals with access controls.

Want dashboards that drive decisions? ThoughtLogik sets up Zoho Analytics for UK businesses. Book a free consultation or explore our Zoho solutions.

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