Zoho Analytics: KPI/Metric Setup Relay

Track What Matters with KPI and Metric Setup

This Relay sets up and configures key performance indicators (KPIs) or custom metrics in Zoho Analytics, enabling your team to monitor and report on the numbers that matter most.

What’s Included
• Up to three custom KPIs or metrics created in your Zoho Analytics workspace
• Visualizations (widgets, tables, or charts) displaying these metrics
• Simple documentation describing each metric and its calculation
• Dashboard access for specified users

Optional Add-Ons (Not Included by Default)
• More than 3 KPIs or metrics
• Dashboard optimization for mobile/tablet views
• Automated reports (email or scheduled) based on KPIs
• Drill-down functionality for interactive dashboards

Prerequisites
• KPIs or metric definitions must be provided
• Meaningful data already exists in Zoho Analytics (or can be imported)
• Access to Zoho Analytics and modules from which metrics will be pulled

How It Works
KPIs and metrics are defined and configured within Zoho Analytics. Visualizations are created to display these metrics, and access is provided to relevant users along with documentation for understanding calculations and usage.

Best For
• Teams that want to track sales, marketing, finance, or operations performance
• Managers who need high-level summaries and insights
• Businesses ready to make data-driven decisions faster

This solution is built using Zoho Analytics and designed to support structured Analytics-driven operations.

Note: The visuals depicted above are for illustrative purposes only and do not guarantee exact results or interface design.