Intro to Advanced Analytics for Zoho Books

Last week we had the pleasure of working with the Zoho CPA and finance divisions on putting together this webinar. If you are a CPA, accountant, or bookkeeper, be sure to check out the zoho.com/cpa division for partner opportunities. Regardless of whether you are a CPA, this session is extremely valuable for getting the most […]
How To Create a Dashboard Inside Zoho Analytics – 2021 Tutorial

This tutorial walks you through creating a dashboard inside Zoho Analytics. Dashboards are a great way to display all your reports in one place. This is the last video in this tutorial series, in case you missed the previous video, check out How To Create Reports. Key Takeaways Creating a Zoho Analytics dashboard will provide […]
Zoho Connect Full Product Tutorial – 2020

This webinar on Zoho Connect is presented by Brett Martin & Tyler Colt from Zenatta Consulting. We hope you find this information useful and we included all of the Q&A from this webinar below. 0:00 Intro 1:00 Agenda 1:25 What is Zoho Connect 2:27 Zoho Connect – Overview 9:17 Settings 12:40 Setting up a group […]
CRM Activity Scoring Dashboard in Zoho Analytics

In this quick implementation, we talk through a dashboard that we created in Zoho Analytics where you can do some scoring of different CRM activities. This dashboard gives an overall view of how your CRM users are interacting with the system. For a deeper look into creating Zoho Analytics dashboards, check out our How To […]