Data connections
All your data in one place
Bring in data from files, cloud drives, databases and business apps, including Zoho apps. Data from business apps keeps syncing on a schedule.
Zoho app · setup by a Zoho Advanced Partner
Zoho Analytics Partner in India – Dashboards That Show Your Business at a Glance
Stop waiting for reports. See sales, stock and cash on one screen, updated on its own.
Infobyd is a Zoho Analytics partner in India and a Zoho Advanced Partner, founded in 2016, with 1240+ clients served. We connect data from Zoho CRM, Zoho Books, Zoho Inventory, Excel and other software into Zoho Analytics, and build clear dashboards and scheduled reports for owners and managers.
- 4.3 on Google (74 reviews)
- 4.8 on Zoho Partner Directory
Free plan
Free forever for 2 users
- 10,000 rows
- 5 workspaces
- Unlimited reports and dashboards
As listed on Zoho's pricing page. Zoho may change plans and limits.
Start free
Sign up through Infobyd, your Zoho partner, and get free setup advice.
Why Infobyd
Why choose Infobyd as your Zoho Analytics partner
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Zoho Advanced Partner an official Zoho partner.
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1240+ clients served since 2016, in India and abroad.
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Since 2012 our CEO has worked with Zoho since 2012.
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4.3 Google rating from 74 reviews in Indore.
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Indore and Patna offices, with online support across India and abroad.
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24x7 support for clients after go-live.
Sound familiar?
Are you running your business on late reports?
Most owners have data — it is just stuck in different places. Common signs:
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The MIS report takes days and is out of date when it arrives.
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Sales is in CRM, money is in accounts, stock is somewhere else. Nobody sees the full picture.
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Every manager has a different number for the same thing.
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Excel reports break when one formula goes wrong.
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You find problems too late after the target is missed or the stock is gone.
Quick answer
Set up by a Zoho Advanced Partner
What is Zoho Analytics?
Zoho Analytics is Zoho's business intelligence (BI) tool — software that pulls data from many sources and turns it into charts and dashboards.
- It connects to many data sources, including Zoho apps, spreadsheets and databases.
- It also has Ask Zia, an AI assistant.
- You can type a question like "sales by region this month" and get a chart.
- If you are looking for business dashboard software in India that works with the Zoho apps and Excel files you already use, Zoho Analytics is a good fit.
What the software does
Key features of Zoho Analytics
These are the main things the Zoho Analytics software does. Next, we show what we set up for you.
Data preparation
Clean data first
Zoho DataPrep helps clean, reshape and fill gaps in data before reports are made.
Reports and dashboards
See it visually
Build charts, pivot tables and dashboards with drag and drop. Click a chart to see the details behind it.
AI analysis
Let Zia find the story
Zia finds trends, answers questions and forecasts numbers. You can also test "what-if" changes.
Sharing
The right report for the right person
Control who sees what, comment on reports and email reports on a schedule.
Embedding and portals
Share outside your team
Put dashboards inside your website or app, or make a portal with your own brand.
See the full feature list on Zoho's official Analytics features page.
Built-in AI
AI in Zoho Analytics (Zia)
Zia is the AI assistant built into Zoho Analytics. It reads your data and tells you what is changing.
Zia features may depend on your plan. We check which ones your plan includes before we set them up.
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Ask Zia Type a question, like "sales by region this month", and get numbers and a chart.
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Zia Insights Short, plain-language notes on the main trends in a report.
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Forecasts Predicts future numbers from past data.
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Auto analysis Finds hidden patterns in one click.
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Unusual change alerts Zia flags numbers that move away from the normal trend.
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What-if analysis See how results change when one number changes.
Industries
Who uses Zoho Analytics dashboards?
Business owners and directors
who want one view of the company
01
Sales heads
tracking targets across teams and regions
02
What we set up
What we set up in Zoho Analytics
Zoho CRM
Zoho Books
Zoho Inventory
Excel file
DB
Company data
Zoho Analytics workspace
Synced
- Deals
- From Zoho CRM
- Invoices
- From Zoho Books
- Stock
- From Zoho Inventory
- Targets
- From Excel
- Last sync
- Today, 9:00 am
- 1 Connect each app once
- 2 Data syncs on a schedule
- 3 All data in one place
Feature 1 of 5
Data connections
Zoho CRM, Books, Inventory, Creator, Desk, Projects and other Zoho apps; Excel and Google Sheets files; Other software through available connectors or APIs. See connect your other software.; Tally — Zoho has announced a Tally Prime connection (we set this up for your business)
| Customer | Deal value | Invoiced | Margin |
|---|---|---|---|
| Sample Traders | ₹2.0L | ₹1.8L | 22% |
| Metro Works | ₹3.5L | ₹3.5L | 18% |
| City Clinic | ₹0.9L | ₹0.4L | 25% |
City Clinic: only part of the deal is invoiced
- 1 Match names across apps
- 2 Join deals with invoices
- 3 One formula for margin
Feature 2 of 5
Data cleaning and joining
Join data from different apps, like CRM deals with Books invoices; Fix names and codes so numbers match across apps; Build common formulas (margin, conversion rate, ageing) once for all reports
Sales this month
₹42.6L
Collections
₹31.2L
Outstanding
₹18.9L
- 1 Pick the key numbers
- 2 Charts update on their own
- 3 Owner sees all in one screen
Feature 3 of 5
Dashboards
Owner dashboard: sales, collections, outstanding, key numbers; Sales dashboard: pipeline, conversion, salesperson performance; Finance dashboard: receivables, payables, cash flow trend; Operations dashboard: stock, dispatch, production or service numbers
Daily 9 am
Sales summary emailed to owner
Scheduled
Monday 10 am
Weekly MIS to managers
Scheduled
Now
Overdue payments above ₹5 lakh
Alert
- 1 Set who gets which report
- 2 Reports go out on time
- 3 Alerts when limits cross
Feature 4 of 5
Alerts and scheduled reports
Reports emailed daily or weekly to the right people (MIS reports automation, so nobody builds them by hand); Alerts when a number crosses a limit, like overdue payments
| User | Sees | Access |
|---|---|---|
| Owner | All regions | Full |
| Indore manager | Indore only | View |
| Bhopal manager | Bhopal only | View |
Same dashboard, filtered for each person
- 1 Share the dashboard once
- 2 Each person sees own data
- 3 Works on mobile too
Feature 5 of 5
Sharing and access
Each person sees only their own region, branch or team data; Dashboards on mobile for owners on the move
Works with your tools
What does Zoho Analytics connect with?
Data comes in from
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Zoho apps CRM, Books, Inventory, Creator, Desk, Projects and more
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Files and cloud drives Excel and other files, from your computer or cloud storage
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Databases Your own databases, on the cloud or on your server
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Other software Through ready connectors or APIs
Zoho Analytics
Connected by Infobyd
Data goes out to
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Email Reports and dashboards sent on a schedule
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Your website or app Dashboards embedded where your team or clients work
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Zoho Show and Zoho Sites Reports inside presentations and web portals
Anywhere, safely
Zoho Analytics mobile app and security
Mobile app
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Dashboards on the phone See charts, KPI widgets and dashboards, and tap to see details.
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Ask Zia by voice Ask a question by voice or text and get a chart.
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Alerts Get told when an important number changes.
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Comments and sharing Comment on reports and share them with your team.
Security and privacy
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Certified security Zoho holds internationally recognised security certifications, like ISO/IEC 27001.
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Audited controls A SOC 2 audit, and GDPR compliance.
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Your data stays yours You control who sees what with roles and permissions in Zoho Analytics.
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India data centres Your data can stay in India.
Your road to Zoho
How we build your dashboards
Every Zoho Analytics implementation we do follows these steps:
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1
Free consultation. We ask which decisions you want to make faster.
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2
KPI list. We agree on the key numbers and where each comes from. You approve it.
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3
Connect and clean data. We connect sources and fix data issues.
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4
Build dashboards. We share a first version, take your feedback and improve it.
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5
Training and handover. We show your team how to read, filter and create simple reports.
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6
Support. We add new reports as your needs grow.
Good to know
Time depends on scope — number of sources and dashboards. We share a clear plan after the free consultation.
Pricing
What does Zoho Analytics cost?
Paid to Zoho
Zoho licence
Zoho licence: paid to Zoho, based on plan, users and data size. See Zoho Analytics official pricing. Zoho Analytics is also part of Zoho One.
Paid to Infobyd
Our setup and support
Our dashboard service: depends on your scope. Get a Quote
The free trial opens on Zoho's website. When you sign up with this link, your Zoho account is linked to Infobyd as your Zoho partner.
Our work, in our clients' words
Real case studies, client reviews and guides linked to this page.
Case studies
All case studies
Education publishing
Mikky Publication Services
Challenge: Lead data sat in many systems and follow-ups were manual.
30% less manual work and 20% more lead conversions.
Read case study Manufacturing · Madhya Pradesh, IndiaBuild Block Company
Challenge: Enquiries, quotes and follow-ups lived in spreadsheets, paper and phone calls.
One sales system with reminders and live pipeline reports.
Read case study Asset management · Karnataka, IndiaCurefit
Challenge: Assets and staff of four entities were managed in Excel sheets.
One Creator app tracks every asset from stock to scrap.
Read case study
“
What our clients say
Copied as written on infobyd.com. See all clients
Highly recommended for future projects.
They are highly responsive, skilled at their jobs and very flexible in order to meet at the client's requirement.
Team is very responsive and they have implemented CRM solutions very smoothly
The team clearly understood our requirements, delivered everything on time, and provided excellent support
From our blog
All posts
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integrations, training and support, and when you need one.
FAQ
Frequently asked questions
What is Zoho Analytics used for?
It is used to combine data from different software and show it as dashboards, charts and scheduled reports, so managers can make faster decisions.
What is the difference between Zoho CRM reports and Zoho Analytics?
CRM reports show data inside CRM only. Zoho Analytics can join CRM with accounts, stock and other data, and do deeper analysis like trends and comparisons.
Can Zoho Analytics connect with Tally?
Zoho has announced a connection with Tally Prime. Before any Zoho Analytics Tally integration, we check your Tally version and setup.
Can I see dashboards on mobile?
Yes. Zoho Analytics has mobile apps for viewing reports and dashboards.
Do I need a data expert to use it?
No. We build the dashboards. Your team only needs to open, filter and read them. Ask Zia lets users ask simple questions in plain English.
Is Zoho Analytics data stored in India?
Zoho runs data centres in India. Accounts on Zoho's India data centre keep their data in India. We check your account's data centre during setup.
Can Zoho Analytics send reports by email?
Yes. Reports and dashboards can be emailed on a schedule, like daily or weekly. We set up who gets which report.
Free consultation
See your business clearly
Tell us which numbers matter most. We'll show you how they can look on one dashboard.
- Free first call with a Zoho consultant
- Clear plan and quote – no hidden surprises
- Zoho Advanced Partner · 1240+ clients served