Erphub

Analytics for client monetization and enhanced client operations with Zoho!

By - Bilal
January 22, 2025 02:24 PM

Project management takes a lot of time to plan, organize, and track your work to ensure that you meet deadlines and stay on target. Zoho Projects is an online project management tool that makes it easy to create custom reports so that you can keep track of different tasks and their progress. This article will go over everything from what a project report and custom report is, and how to create one in Zoho Projects.

Role of Zoho Analytics in Driving Business Outcomes


Analytics acts as a powerful enabler for businesses to identify, engage, and retain high-value clients. By examining data trends and customer behaviors, businesses can uncover opportunities for up-selling, cross-selling, and client retention. Zoho Analytics provides robust tools that allow businesses to map the customer journey, enabling personalized engagement strategies tailored to maximize revenue.


Key Benefits of Analytics for Monetization:

  • Behavioral Insights: Understand client purchasing patterns to predict future needs.
  • Segmentation: Use data to group clients by profitability, engagement, and preferences.
  • Revenue Forecasting: Zoho Analytics enables precise forecasting based on historical data and trends.

What is a Project Report?

project report is a document providing detail on the project's overall status or specific aspects of its performance. They can give you a visual representation of how your projects are shaping up to understand where the status of your project. Whether it's for an stakeholder, client, or an employee, project reports can help anyone catch up on what's happening on your projects. Reports and dashboards often use graphs, images, and charts to visually present useful information such as project status, length of activity, and time spent doing each task. These reports are easy to interpret, making them an ideal way of communicating the latest updates to all your project stakeholders.

Monetizing Clients with Zoho Analytics: Unlocking Revenue Streams

Monetization starts with understanding the client journey in granular detail. Zoho Analytics, with its powerful data visualization and reporting tools, helps businesses identify where they can maximize revenue opportunities. Whether it’s discovering untapped cross-sell and upsell opportunities, tracking revenue leakage points, or enhancing pricing strategies, Zoho Analytics provides a robust foundation for revenue optimization. Its customizable dashboards allow organizations to analyze sales trends, client purchasing behaviors, and profitability metrics with unparalleled precision.

For instance, consider an e-commerce business that uses Zoho Analytics to study buying patterns. By analyzing peak purchase times, product preferences, and client demographics, the business can design personalized campaigns that yield higher conversions. Similarly, subscription-based businesses can utilize churn analysis to proactively address attrition risks and maintain a healthy recurring revenue stream.

Enhancing Operational Efficiency with Zoho Desk and Beyond

Efficient operations are the backbone of any client-centric strategy. Zoho Desk, combined with other Zoho tools like Zoho Projects and Zoho Inventory, allows businesses to streamline their workflows while maintaining client satisfaction. Zoho Desk’s ticketing system ensures that every client inquiry is tracked, prioritized, and resolved efficiently. When paired with Zoho Analytics, businesses can measure the effectiveness of their support teams and identify areas needing improvement.


Imagine a service-based company using Zoho Desk to manage thousands of client interactions monthly. With data insights from Zoho Analytics, the company identifies bottlenecks in response times, enabling it to deploy automation for recurring queries and dedicate human resources to complex issues. Additionally, integrating Zoho Projects ensures that interdepartmental handoffs are seamless, fostering collaboration and ensuring timely delivery of client projects.

A Holistic Approach to Client Relationship Management

Client relationships are the lifeline of any business. Zoho CRM transforms the way businesses engage with clients by offering a centralized platform to manage interactions, track leads, and nurture relationships. Beyond basic CRM functionalities, Zoho CRM integrates seamlessly with other Zoho tools, creating a unified ecosystem where client data flows freely, enabling data-driven decisions at every touchpoint.


As an extension to that, Zoho One stands out as an integrated solution, offering over 50 apps that cover every aspect of business operations. For growing organizations, scalability is not an option but a necessity, and Zoho One is designed to scale alongside the business. Its comprehensive nature eliminates the need for disparate tools, reducing costs and complexity. Sales teams can rely on Zoho CRM’s real-time insights to identify high-value opportunities and close deals faster. The platform’s automation capabilities, such as scheduled follow-ups and lead scoring, remove guesswork and improve conversion rates. When integrated with Zoho Analytics, 

Zoho’s holistic ecosystem of analytics-driven solutions empowers businesses to rethink how they approach client monetization and operational excellence. By offering a suite of interconnected tools, Zoho helps organizations uncover new revenue streams, improve client relationships, and streamline their processes—all while staying agile and scalable. The Zoho CRM allows businesses to segment their clients based on profitability and design tailored strategies for retention, cross-selling, and upselling.

Cross-Functional Insights: Breaking Silos with Zoho Solutions

Data silos are one of the biggest barriers to effective decision-making. Zoho Analytics, as part of the Zoho ecosystem, enables businesses to integrate data from multiple departments, creating a single source of truth. This cross-functional approach ensures that all teams are aligned and working towards common objectives.



Consider a retail chain using Zoho Analytics to unify data from its sales, inventory, and marketing departments. By correlating promotional activities with sales performance and stock levels, the business gains a holistic view of its operations. This integrated approach prevents overstocking, minimizes waste, and maximizes campaign ROI.

Benefits of Project Management Reports

  • Allows you to allocate the resources needed to complete your project and meet your organizations' goals
  • Reporting software monitors project schedules and determines whether project will be completed on time or not
  • Offers insight on how your team is progressing with your goals to identify areas of improvement in project management process
  • Quickly generates useful reports using your business data

Industry Applications of Zoho Analytics for Businesses


Zoho Analytics caters to various industries, offering tailored insights that drive success. For example:

  • Retail: Track sales by region and identify top-performing products.
  • Healthcare: Analyze patient data to improve service delivery.
  • Finance: Monitor cash flow and forecast revenue.

How to Create a Custom Report in Zoho Projects

As mentioned above, custom reports are reports that you create specifically for your company. Custom project reports lets users create reports by comparing two criteria. 


To create a custom project report:

  1. Click Reports in the left navigation panel
  2. Click on the drop-down panel and select Project Reports
  3. Click Custom Project Report
  4. Select the criteria and then click Apply



Use a Template for Your New Report at Zoho Analytics

If you’re completely new to creating custom reports in Zoho Projects, you may want to try using a template. A template is essentially a base report that includes a lot of the elements you’d typically find in a standard report, such as a table and a graph. You can then customize the template to add your own elements or update the template to fit your needs. You can find a lot of templates on Zoho's website or in the Community section. Once you find a template that you like, you can add it to a professional template library.  You can even create your own template library to save common templates, to make it simple to access when you use it again later

Add your Data to Reports using Zoho

Once you’ve created your new report in Zoho Projects, you can then go in and add your data. This data can be from any type of system that Zoho Records can use. This includes Google Sheets, CSV files, or even Zoho desk and finance. You can add data from as many sources as you like, and you can also set up conditional rules so that data is only added to certain reports.  You can also add calculations and filters to your report, and create custom sheets. These will allow you to add custom elements in rows and columns, or create a new sheet that combines data from multiple sources.

Conclusion

Zoho’s holistic ecosystem of analytics-driven solutions empowers businesses to rethink how they approach client monetization and operational excellence. By offering a suite of interconnected tools, Zoho helps organizations uncover new revenue streams, improve client relationships, and streamline their processes—all while staying agile and scalable. Businesses looking to stay competitive in the digital age must adopt Zoho’s integrated approach to data and analytics, turning insights into action and challenges into opportunities.


With Zoho as a partner, businesses can confidently embrace a future where data not only informs but transforms every aspect of their operations. By choosing Erphub and Zoho, you are investing in a suite of solutions that ensures your business is prepared for tomorrow’s challenges and opportunities today.

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