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You should have taken all the courses in the Analytics/BI learning path (except for perhaps the SQL and Aggregate Formula ones). Understanding how a relational database works is definitely key and feeling comfortable with how the data syncs from Zoho CRM to Analytics.

Your CRM data needs to be synced to Zoho Analytics. Of course, this means that you probably need data in the CRM, if you do not already. Other than that, we can get started!

You should already know your way around Analytics a bit. You don’t need to understand SQL and aggregate formulas and URL filter criteria and all that, but you shouldn’t be attempting this project if you haven’t watched our courses or done any prior work in Analytics.