Exploiting Lookup Relationships in Zoho Analytics

Many of those lookup relationships that are easily seen in Zoho CRM are actually preserved in the sync of data to Zoho Analytics. Thus, the goal is to build reports using data from multiple modules, exploiting those lookup relationships.

We want to create reports like:

• all contacts and their account type
• deals by account type
• expected revenue by account owner
• and more….

Using those lookup relationships, this is all possible without having to join the tables and their data using SQL.

If you’re ready, here’s a course on how to use SQL!