Zoho Analytics for management: the dashboards that actually get used

Start with questions, not charts

• What did we sell, and what is in the pipeline?
• Which customers owe us money, and how late are they?
• What stock is slow or about to run out?
• Which products, customers or projects make money?
• Are teams on track against targets?

Connect the right data

Zoho Analytics connects to Zoho CRM, Books, Inventory, People and Projects, and to files and databases. Combining sales and finance data is where the most useful views come from, such as pipeline against invoiced revenue.

Keep each dashboard small

One dashboard per role, six to eight tiles, with drill-down for detail. Add scheduled email versions for people who will not log in.

Common mistakes

• Building reports before agreeing definitions, for example what counts as a won deal
• Not cleaning data at source, so reports are unreliable
• Too many filters and charts on one page
• No owner for the dashboard after launch

Frequently asked questions