Insight First. Action Next.

Unify CRM, finance, marketing, support, and success data into real-time dashboards for strategic decision-making.

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Centralize Data

Connect data from Zoho CRM, Books, Desk, Campaigns, and more into one analytics workspace.

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Deliver Insights

Create role-specific dashboards for executives, managers, and reps—live, visual, and actionable.

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Drive Action

Embed dashboards in Zoho CRM homepages or schedule them via email for always-on visibility.

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Why Integrated Reporting Is Non-Negotiable

When data lives in silos, decision-making slows and performance suffers. Integrated dashboards align everyone around facts—not assumptions.

Common Challenges Our Revenue Operations Solution Solves

Data Lives in Too Many Places

Each department uses different tools, and reporting across them is manual and inconsistent.

We unify your Zoho ecosystem (and beyond) into a single Zoho Analytics reporting layer.

Reporting Is Manual and Late

Leaders rely on outdated spreadsheets and weekly roundups to understand what’s happening.

We automate real-time dashboards and scheduled reports that update as data changes.

No Team-Level Views

Your teams lack clear performance visibility—what to track, how they’re doing, or where to improve.

We create team- and role-based dashboards that surface KPIs tailored to each audience.

Metrics Aren’t Trustworthy

Different definitions of success lead to different numbers depending on who you ask.

We standardize KPI definitions and embed logic into shared dashboards everyone can trust.

No Link Between Metrics and Action

Even if metrics are right, they don’t lead to behavior change or accountability.

We tie insights to workflows, alerts, and visual flags inside Zoho so action naturally follows.

What You Get with Gloo’s Reporting & Dashboards

  • Unified, real-time dashboards
  • Custom views by role or department
  • Automated reporting cadence
  • Embedded metrics inside CRM
  • KPIs that drive action and clarity
Let’s Make Your Data Work for You →