Zoho Analytics Features
Reports (8)
Reports Interface
Based on 178 Zoho Analytics reviews and verified by the G2 Product R&D team. Reports interface for standard and self-service reports is intuitive and easy to use.
Steps to Answer
Based on 164 Zoho Analytics reviews and verified by the G2 Product R&D team. Requires a minimal number of steps/clicks to answer business question.
Graphs and Charts
Based on 176 Zoho Analytics reviews and verified by the G2 Product R&D team. Offers a variety of attractive graph and chart formats.
Score Cards
As reported in 116 Zoho Analytics reviews. Score cards visually track KPI's.
Dashboards
Based on 174 Zoho Analytics reviews and verified by the G2 Product R&D team. Provides business users an interface to easily design, refine and collaborate on their dashboards
Reports Interface
Reports interface for standard and self-service reports is intuitive and easy to use.
Share Reports
Receive email reports and notifications regarding metrics.
Steps to Answer
Requires a minimal number of steps/clicks to answer business question.
Self Service (6)
Calculated Fields
Based on 165 Zoho Analytics reviews and verified by the G2 Product R&D team. Using formulas based on existing data elements, users can create and calculate new field values.
Data Column Filtering
Based on 170 Zoho Analytics reviews and verified by the G2 Product R&D team. Business users have the ability to filter data in a report based on predefined or automodeled parameters.
Data Discovery
Based on 157 Zoho Analytics reviews and verified by the G2 Product R&D team. Users can drill down and explore data to discover new insights.
Search
Based on 156 Zoho Analytics reviews and verified by the G2 Product R&D team. Ability to search global data set to find and discover data.
Collaboration / Workflow
Based on 146 Zoho Analytics reviews and verified by the G2 Product R&D team. Ability for users to share data and reports they have built within the BI tool and outside the tool through other collaboration platforms.
Automodeling
Based on 122 Zoho Analytics reviews and verified by the G2 Product R&D team. Tool automatically suggests data types, schemas and hierarchies.
Advanced Analytics (3)
Predictive Analytics
As reported in 92 Zoho Analytics reviews. Analyze current and historical trends to make predictions about future events.
Data Visualization
Communicate complex information clearly and effectively through advanced graphical techniques. This feature was mentioned in 163 Zoho Analytics reviews.
Big Data Services
Ability to handle large, complex, and/or siloed data sets. This feature was mentioned in 131 Zoho Analytics reviews.
Building Reports (4)
Data Transformation
Based on 134 Zoho Analytics reviews and verified by the G2 Product R&D team. Converts data formats of source data into the format required for the reporting system without mistakes.
Data Modeling
Based on 127 Zoho Analytics reviews and verified by the G2 Product R&D team. Ability to (re)structure data in a manner that allows extracting insights fast and accurate.
WYSIWYG Report Design
Based on 121 Zoho Analytics reviews and verified by the G2 Product R&D team. Provides business users an interface to easily design and refine their dashboards and reports. (What You See Is What You Get)
Integration APIs
Based on 112 Zoho Analytics reviews and verified by the G2 Product R&D team. Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc with other software applications.
Data Sourcing (5)
Data Sourcing
Based on 54 Zoho Analytics reviews. Compiles data from a breadth of either internal or external sources.
Exporting & Sharing Data
Enables user to communicate data by securely exporting and sharing it. This feature was mentioned in 57 Zoho Analytics reviews.
Multi-Device Data Visualization
As reported in 50 Zoho Analytics reviews. Allows users to view data visualizations on several devices.
Interactive Dashboards
Dashboards which are customizable and interactive so that the user can view sales information in a way that fits his or her needs. 56 reviewers of Zoho Analytics have provided feedback on this feature.
Data Segmentation
Enables user to segment customer or prospect data in meaningful ways such as by industry or region. 52 reviewers of Zoho Analytics have provided feedback on this feature.
Predictive Analytics (4)
Lead Scoring
Provides scores or rankings of each prospect based on the data provided. This feature was mentioned in 48 Zoho Analytics reviews.
Opportunity Scoring
As reported in 46 Zoho Analytics reviews. Provides insights to determine which deals already in the pipeline have the best chance of closing.
Risk Analysis
Warns sales teams of accounts that may be at risk of being lost. This feature was mentioned in 48 Zoho Analytics reviews.
Live Forecasting
Provides live customer data so that sales organizations forecasts stay current. This feature was mentioned in 48 Zoho Analytics reviews.
Sales Management (3)
Live Pipeline Management
Updates every time a change is made enabling users to trace a deal through the pipeline. This feature was mentioned in 48 Zoho Analytics reviews.
Account-Based Analytics
As reported in 54 Zoho Analytics reviews. Provides insightful data at the account level to arm salespeople with the most relevant information possible.
Activity Tracking
Enables sales managers to stay on top of their team activities by providing visibility into customer communication. This feature was mentioned in 55 Zoho Analytics reviews.
Statistical Tool (3)
Scripting
Supports a variety of scripting environments
Data Mining
Mines data from databases and prepares data for analysis
Algorithms
Applies statistical algorithms to selected data
Data Analysis (2)
Analysis
Analyzes both structured and unstructured data
Data Interaction
Interacts with data to prepare it for visualizations and models
Decision Making (4)
Modeling
Offers modeling capabilities
Data Visualizations
Creates data visualizations or graphs
Report Generation
Generates reports of data performance
Data Unification
Unifies information on a singular platform
Data Updates (5)
Historical Snapshots
Ability to track historical data.
Real-Time Updating
Track metrics in real time with consistent and frequent updates.
Email Reports
Receive email reports and notifications regarding metric.
Historical Snapshots
Ability to track historical data.
Real-Time Updating
Track metrics in real time with consistent and frequent updates.
Data Preparation (1)
Connectors
Ability to connect the analytics platform with a wide range of connector options for common data sources, including popular enterprise applications. This feature was mentioned in 81 Zoho Analytics reviews.
Data Modeling and Blending (3)
Data Querying
Using formulas based on existing data elements, users can create and calculate new field values This feature was mentioned in 83 Zoho Analytics reviews.
Data Filtering
As reported in 90 Zoho Analytics reviews. Business users have the ability to filter data in a report based on predefined or automodeled parameters.
Data Blending
Based on 82 Zoho Analytics reviews. Allows the user to combine data from multiple sources into a functioning dataset.
Visualization (4)
Graphs and Charts
Offers a variety of attractive graph and chart formats.
Score Cards
Score cards visually track KPI's.
Dashboards
Provides business users an interface to easily design, refine and collaborate on their dashboards
Formats
Allows one to create and export visualization into various formats (PNG, JPEG, etc.)
Collaboration (3)
Sharing
Provides the ability to easily share visualizations.
Co-Editing
Allows multiple users to edit and create visualizations together.
Devices
Has the ability to edit visualization across devices and device types (e.g. computer and phone).
Generative AI (6)
AI Text Generation
Based on 13 Zoho Analytics reviews. Allows users to generate text based on a text prompt.
AI Text Summarization
Based on 13 Zoho Analytics reviews. Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.
Agentic AI - Analytics Platforms (7)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Multi-step Planning
Ability to break down and plan multi-step processes
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Decision Making
Makes informed choices based on available data and objectives
Agentic AI - Sales Analytics (5)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Cross-system Integration
Works across multiple software systems or databases
Adaptive Learning
Improves performance based on feedback and experience
Natural Language Interaction
Engages in human-like conversation for task delegation
Proactive Assistance
Anticipates needs and offers suggestions without prompting
Deployment & Integration - Analytics Platforms (4)
No-code Dashboard Builder
Enables non-technical users to build dashboards through intuitive, drag-and-drop interfaces
Report Scheduling and Automation
Enables automated report generation and scheduled delivery to stakeholders
Embedded Analytics and White-labeling
Allows dashboards and analytics to be embedded into external apps with branding flexibility
Data Source Connectivity
Supports integration with major data sources like cloud data warehouses, SQL/NoSQL databases, and SaaS applications
Performance & Scalability - Analytics Platforms (2)
Large data handling and Query Speed
Efficiently processes large datasets with minimal lag and ensures high performance under load
Concurrent User Support
Maintains performance and uptime during high traffic from multiple users or teams
Advanced Analytics & Modeling - Analytics Platforms (3)
Data Modeling and Governance
Supports semantic data layers, role-based access controls, and metadata governance
Notebook and Script Integration
Integrates with Jupyter, Python, or R for custom analytics and modeling
Built-in Predictive and Statistical Models
Provides native tools for statistical analysis, forecasting, and trend prediction
Agentic AI Capabilities - Analytics Platforms (4)
Auto-generated Insights and Narratives
Uses AI to generate textual summaries, key takeaways, and data stories from dashboards
Natural Language Queries
Allows users to query data and build reports using conversational or plain language
Proactive KPI Monitoring and Alerts
Detects and notifies users about KPI anomalies or significant metric changes in real time
AI Agents for Analytical Follow-ups
Recommends next questions, analyses, or exploration paths using autonomous AI agents
Personalized Intelligence - Analytics Platforms (3)
Behavioral Learning for Contextual Query Refinement
Learns from historical user interactions to improve and personalize query results over time
Role-based Insight Personalization
Tailors dashboard views and suggestions based on user roles, access levels, and past behavior
Conversational and Prompt-based Analytics
Supports AI-driven exploration via prompts or multi-turn conversations for iterative querying




