Setting up the zoho reports advanced analytics add on for zoho crm
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Transcript of Setting up the zoho reports advanced analytics add on for zoho crm
![Page 1: Setting up the zoho reports advanced analytics add on for zoho crm](https://reader033.fdocuments.net/reader033/viewer/2022061120/546c338caf79596b708b489a/html5/thumbnails/1.jpg)
Setting up the Zoho Reports Advanced Analytics Add-on for Zoho CRM
- Zoho Reports Advanced Analytics Add-on for Zoho CRM -
![Page 2: Setting up the zoho reports advanced analytics add on for zoho crm](https://reader033.fdocuments.net/reader033/viewer/2022061120/546c338caf79596b708b489a/html5/thumbnails/2.jpg)
![Page 3: Setting up the zoho reports advanced analytics add on for zoho crm](https://reader033.fdocuments.net/reader033/viewer/2022061120/546c338caf79596b708b489a/html5/thumbnails/3.jpg)
Click 'Setup' -> 'Apps & Add-ons' ->'Zoho Apps'
Setting up the add-on
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Choose the 'Advanced CRM Analytics' app
Setting up the add-on
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Click the 'Configure' button
Setting up the add-on
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Setting up the add-on
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◉ You will get a 'Sync is in progress' dialog, as the initial import happens
◉ Once the import of your Zoho CRM data into Zoho Reports is complete, you'll get an email saying the process is complete.
◉ This might take upto day to complete.
Setting up the add-on
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◉ Once the initial import is complete, your 'Advanced CRM Analytics' setup page will look like the above
◉ It will contain the 'Settings' & 'Deactivate' links. Also, you will see the 'Next Sync Time' updated
Setting up the add-on
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◉ Once the Add-on is setup and initial data import completed, you can access add-on as follows
◉ Click the 'Reports' tab and you will now see the 'Advanced CRM Analytics' (powered by Zoho Reports)' link
Setting up the add-on
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◉ Clicking the 'Advanced CRM Analytics' link will open the 'Zoho CRM Reports' database in a new browser window.
◉ It will have 70+ default reports/dashboards created based on your CRM data. Click to open them
Setting up the add-on
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Pricing & Trial
◉ To use this, you need to purchase the Standard Plan or any plan above it in Zoho Reports (Refer to the Zoho Reports pricing page)
◉ By default when you setup this add-on, your Zoho Reports account will be automatically subscribed to a 15-day trial of the Standard plan
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Support Contact: [email protected]
+1 888 900 9646 (toll free)
Zoho Reports Advanced Analytics Add-on for Zoho CRM
http://zoho.com/reports/crm