Part of Reporting you can trust · delivered in Power BI · Microsoft Fabric · Zoho Analytics
Zoho Analytics dashboards for joined-up decisions
See the path from a sales opportunity to an invoice and a payment. Zoho Analytics can bring those views together across your business. We design the reporting around the questions your sales and finance teams need to answer, with a clear route from each headline to its supporting records.
A shared reporting view gives each team a common basis for the next decision. Keep pipeline, invoicing and cash collection clearly defined, then compare the relevant customers, periods and organisations.
Outcomes
- Choose sales priorities from a defined pipeline view.
- Plan collection follow-up using the agreed finance measures.
- Compare performance across sources on a consistent basis.
- Give leadership a reporting view with documented definitions.
Sales reporting
Compare pipeline by stage, owner and expected close date. Agree the definitions behind conversion and won revenue so sales leaders can prioritise follow-up.
Finance reporting
Follow invoiced amounts, receipts and outstanding balances using agreed dates and statuses. Finance owners approve the reporting basis and reconciliation before sign-off.
Reporting across sources
Combine the agreed CRM, Books and external data through validated relationships. Organisation identifiers and currency rules keep comparisons meaningful.
Reports your team can maintain
Document measures, refresh ownership and sharing settings. Users receive a handover covering the filters, source checks and reporting routines they will use.
What dashboards can you build in Zoho Analytics?
We scope leadership, sales and finance dashboards around your reporting questions and available data. Examples include pipeline by stage, revenue by customer, invoicing and collections. The implementation scope defines the measures, sources, filters and acceptance checks.
When does combining CRM and finance data help?
It helps when a decision spans applications, such as comparing won deals with invoicing or following receipts by customer. We validate identifiers, relationships, dates and currencies so the combined view retains the meaning of each source measure.
How do we decide between Zoho Analytics and Power BI?
Start with your sources, reporting questions, users and existing licences. We compare the modelling, refresh, sharing and running costs required by that scope. A paid reporting review provides written findings and a recommendation for your circumstances.
How do we move from these examples to an implementation?
Our Zoho Analytics implementation page sets out deliverables, published review and build price bands, an interactive fictional reporting example and the context needed for an enquiry. Delivery is UK-based and remote, with international arrangements agreed during scoping.
Are you a Zoho Authorised Partner?
No. Turing BI is not a Zoho Authorised Partner. We provide independent Zoho Analytics consulting, contracted directly with Turing BI. The engagement covers the reporting work and deliverables agreed in your scope.
Zoho Analytics guides
How to Connect Zoho Books to Zoho Analytics
How to connect Zoho Books to Zoho Analytics using the native connector, then build P&L, cash flow and AR/AP ageing dashboards your finance team can trust.
3 Jul 2026 · 5 min read
Zoho Analytics vs Looker Studio for SMEs
A vendor-neutral Zoho Analytics vs Looker Studio comparison for SMEs, covering cost, data sources, modelling, governance and how to pick the right tool.
3 Jul 2026 · 5 min read
Zoho Analytics vs Tableau for SMEs
A practical Zoho Analytics vs Tableau comparison for SMEs, covering cost, ease of use, data fit and which tool gives a small team trusted reporting fastest.
17 Jun 2026 · 4 min read
Zoho Analytics vs Power BI for UK SMEs
Zoho Analytics vs Power BI for UK SMEs: comparing cost, data connectivity and governance, and why your existing stack should decide it.
8 Jun 2026 · 4 min read
Zoho Analytics Setup Guide for UK Teams
A Zoho Analytics setup guide for UK teams: create your organisation, design workspaces, schedule data syncs, model the data and build your first dashboards.
4 Jun 2026 · 4 min read
Zoho Analytics Pricing UK: Plans and Costs
Zoho Analytics pricing UK explained: the plan tiers, what really drives total cost, bundle value in Zoho One, and when the platform is worth it.
30 May 2026 · 4 min read
Connect Zoho CRM to Zoho Analytics
Step-by-step on how to connect Zoho CRM to Zoho Analytics, schedule data sync, blend CRM with other sources and build sales dashboards your team can trust.
24 May 2026 · 4 min read
Zoho Analytics Implementation Cost UK
Zoho Analytics implementation costs in the UK: Turing BI review and build prices, what sets the scope, and the software and support costs to budget separately.
18 May 2026 · 4 min read
Let's talk
Let's scope your zoho analytics project.
A fixed price agreed in writing before we start, and you own everything we hand over.