Training on Zoho Analytics
Course Overview
Zoho Analytics is a powerful self-service business intelligence and data analytics tool that allows professionals to transform raw data into meaningful insights. This course provides participants with the knowledge and hands-on skills to create reports, build dashboards, and automate analytics processes. It emphasizes connecting to various data sources, applying data preparation techniques, and using AI-powered insights to improve decision-making. By the end of the training, participants will be able to leverage Zoho Analytics to drive efficiency, monitor performance, and support strategic goals.
Duration
5 Days
Who Should Attend
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Business analysts and reporting professionals
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Finance, operations, sales, and marketing managers
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IT professionals supporting analytics functions
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Executives seeking real-time insights for decision-making
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Anyone responsible for data reporting and visualization within their organization
Course Impact
Organisation Impact
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Improved decision-making through real-time, data-driven insights
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Enhanced reporting efficiency with automated dashboards and workflows
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Stronger data governance and accessibility across departments
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Reduced dependency on manual reporting processes
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Better alignment of analytics with organizational strategy
Individual Impact
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Ability to independently create and customize dashboards and reports
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Improved data literacy and analytical thinking
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Enhanced career opportunities in business intelligence and analytics
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Increased productivity by automating reporting tasks
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Confidence in using AI-driven insights for better decisions
Course Objectives
By the end of this course, participants will be able to:
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Connect and import data from multiple sources into Zoho Analytics.
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Apply data preparation techniques for cleaning and transforming data.
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Create and customize reports, pivot tables, and interactive dashboards.
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Use AI-powered analytics for predictive insights.
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Automate reporting processes and share insights across teams.
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Implement role-based access for secure data sharing.
Course Outline
Module 1: Introduction to Zoho Analytics
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Overview of features and capabilities
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Navigating the interface and workspace setup
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Connecting to different data sources
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Case study: Importing and visualizing sales performance data
Module 2: Data Preparation and Management
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Data cleaning, formatting, and transformation
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Creating relationships between datasets
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Using formulas and custom fields
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Case study: Preparing HR data for workforce analytics
Module 3: Creating Reports and Dashboards
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Building charts, pivot tables, and summary views
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Designing interactive dashboards with filters and widgets
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Best practices for data visualization and storytelling
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Case study: Designing a financial performance dashboard
Module 4: Advanced Analytics and Automation
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Applying predictive analytics and AI-driven insights
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Automating report generation and scheduling
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Integrating Zoho Analytics with other Zoho apps and third-party tools
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Case study: Automating weekly marketing campaign reports
Module 5: Collaboration, Sharing, and Security
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Sharing reports and dashboards with teams and clients
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Role-based access and permissions
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Embedding reports into websites or applications
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Case study: Implementing analytics sharing for a cross-departmental project
Prerequisites
Course Administration and Investment
Whether you join us in a physical boardroom or through our virtual campus, we’ve designed every administrative detail for a seamless, professional experience.
Our fees are all inclusive during course hours.
- Covered: High level tuition, comprehensive materials (digital + physical), mid morning and afternoon refreshments, a full executive lunch, and any scheduled study visits or site tours.
- Not covered: Travel, visa fees, medical/travel insurance, personal expenses, and accommodation.
From registration to the classroom, we keep things clear and efficient.
- Registration: Find your preferred schedule, click “Register,” complete the form, and submit. Need help? Talk to us directly.
- Pre Course Assessment: After registering, you’ll receive a diagnostic survey to help facilitators tailor content to your needs.
- Joining Instructions: Once fees are paid, you’ll receive a Delegate Welcome Pack at least 7 days before the start date (venue maps, virtual access links, and pre reading materials).
We provide premium environments optimized for adult learning and networking.
- Physical Venues: Premium 4 star and 5 star executive boardrooms across our global host cities, with high tier catering.
- Virtual Instructor Led Training (VILT): High definition, interactive platforms featuring breakout rooms, digital whiteboards, and live technical support.
- NITA and Regulatory Compliance: Administrative processes align with national training authorities.
You’ll leave with tools that extend the course value far beyond the final day.
- ForElite Learner Kit: A physical or digital course manual, proprietary templates, and a curated toolkit of industry standard SOPs.
- On Site / In App Support: Dedicated course coordinators handle technical, dietary, or logistical inquiries in real time.
We validate your commitment to excellence with internationally recognized credentials.
- Attendance Tracking: Rigorous daily logging to meet corporate and regulatory accreditation requirements.
- Verifiable Credentials: Upon successful completion, you receive a certificate of course completion.
Our relationship with you doesn’t end when the course closes.
- Feedback & ROI Reporting: Detailed post course evaluations to give sponsors clear insight into training impact.
- Alumni Network Access: Every delegate joins the ForElite Alumni Network for ongoing peer to peer learning and exclusive webinars.
When is the next intake?
UpdatedWe offer customized training solutions tailored to your organization's specific needs (location, dates, content and team size).
Talk to us and we’ll guide you on the best schedule and format for your team.
Training Methodology
We turn knowledge into results. Using our P.E.A.K. Framework (Prepare, Engage, Apply, Know), every participant leaves with practical skills they can use immediately.
Proven Impact
In the last 12 months, over 1,200 professionals have applied the P.E.A.K. Framework to reduce onboarding time by an average of 30% and accelerate project delivery across 14 industries.
The outcome: Participants don’t just learn. They gain the tools, confidence, and strategy to drive measurable impact.
Tailor-Made Training and Customization
Off-the-shelf solutions rarely fit perfectly. At ForElite Training Institute, we built our Tailor-Made Training (TMT) service to embed our expertise directly into your unique strategy, culture, and operations.
We replace generic examples with scenarios from your sector (e.g., public sector, NGOs, financial services, or logistics).
Choose a format that fits your operations: intensive 3 day bootcamps or weekly sessions that minimize work disruption.
We teach directly from your actual templates, brand guidelines, or financial reports.
Host your bespoke training in any of our 21+ global cities, or we'll send facilitators to your office anywhere in the world.
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ForElite Training Institute is a global institutional capacity-building and EdTech partner that empowers organizations and professionals with transformative, high-impact learning.
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