Zoho Analytics Training Masterclass | Full Tutorial

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0:00 Intro
01:05 How To Get Zoho
04:14 How Zoho Analytics Works
07:48 Quick Insight
09:46 How To Set Up Data Sources
13:20 Tables and Query Tables
16:19 Building Reports
19:18 Dashboards
22:35 Explorer
23:46 How To Best Prepare For Reporting
31:43 Delinquent Deals Report
35:22 Pipeline Combo Report
42:32 Sales Forecast Report
47:09 Journey SQL Query
58:24 Lifecycle Updates Report
1:02:15 Preferable Problem Principle
1:07:46 Funnel Report
1:19:03 Map Chart
1:23:57 Share Dashboards Via Email
1:26:44 Share Dashboards Via Link
1:28:43 Share Dashboards Via HTML Embed

Пікірлер: 4

  • @RobLaidlawArise
    @RobLaidlawArise2 ай бұрын

    Hi Drew - where is your link to the Customer Journey SQL statement and planning spreadsheet you said you'd share? I have signed up to the ZTraining... is it in there somewhere? Thanks

  • @monicahostetler5509
    @monicahostetler55092 ай бұрын

    Thanks! Amazing video and tips here. I tried to create a funnel chart, based on your directions. I have my equivalent to your group table. But when I build my funnel chart, even if I select to "compare with first value", each section of my funnel chart is only comparing to the previous section. Similarly, my conversion rate at the bottom of my chart is only comparing my last stage with. my second to last stage. Finally, I didn't included unconverted deals in my funnel, but I want them to be accounted for when calculating the total conversion rate. Any ideas what I'm doing wrong?

  • @drewbrockbank

    @drewbrockbank

    2 ай бұрын

    Strange. Based on what you’ve said I’m not sure of the issue off the top of my head. I’d have to take a look at your funnel report to pinpoint the issue. Prescription without diagnosis is malpractice as they say.