Consultant's Analytics FAQs

• Related Articles

• Accessing Consultant Tools via Connect

  Browser Instructions 1. Log into Zoho Connect 2. Click on Consultant Tools in the left menu. 3. If you do not see a left menu bar, click the expand icon in the left bottom corner. App Instructions 1. Click on more. 2. Click on Consultant Tools.

• Exporting data from an Analytics Graph

  1. Hover your mouse over the graph you would like to export. 2. Click the dot dot dot that appears in the right corner of the graph 3. Click on "Export" 4. Click the desired file type. Most typically, Excel is needed by the user. 5. Click Export 5. ...

• Drill down and Review Data from Analytics

  1. Left click on the graph. 2. Click View Underlying Data. A pop up with the data table will appear. You can then: 3. Apply any filters on the columb header. The below example is showing all Invoices dated after 12/10/2023. 4. You can also export the ...

• Product Managment Sales Report

  If the Product Managment team needs a new product included on New Product Reports throughout Analytics, the product must be included in the Product Managment Sales document. Add the new product with the full product school as a new line entry Each ...

• Submitting a Sample

  Order Header You have an option to send the sample direct to the customer or to yourself.  To send to the customer, find and locate the account's contact, and trigger a quote as normal.  Then assign the account type to Existing Account.  To send to ...