How can automation improve decision-making using Zoho Analytics?

How can automation improve decision-making using Zoho Analytics?


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While Zoho Analytics is primarily for reporting, it also supports smart automation to turn insights into action. Use-cases include:

  1. KPI Alert Notifications: Automatically send alerts when key performance metrics cross set thresholds (e.g., revenue drops below 80% target).

  2. Auto-Scheduled Reports: Deliver performance dashboards to managers daily, weekly, or monthly.

  3. Goal Tracking: Set up automated dashboards that track progress toward sales, marketing, or financial goals.

  4. Trigger Action from Reports: Link Zoho Analytics with Zoho Flow or CRM to initiate follow-ups if, say, lead conversion rates drop below average.

  5. Forecasting Alerts: Use predictive models to alert decision-makers about future dips in performance based on trends.

These automations convert raw data into timely decisions, ensuring your team acts based on real-time intelligence.