Get Smart Business Insights with Zoho Analytics + OpenAI

10.07.25 09:58 AM

Your Business Data Can Talk Now: Here’s How

You thought Zoho Analytics was just dashboards and pie charts?

Add OpenAI to the mix, and now your data doesn’t just sit there—it talks back. And it’s actually helpful.

If you’re a business owner trying to make sense of messy reports, confusing spreadsheets, or “what-is-even-happening” dashboards, this combo is about to change your life. Here’s a rapid-fire rundown of what Zoho Analytics + OpenAI can do together:

Watch How ChatGPT Can Improve Zoho Analytics

1. Natural Language Summaries

Got a giant report and no time? Just ask,

“What changed this month?”

OpenAI gives you a plain-English breakdown of the highs, lows, and surprises—so you can skip straight to action.

2. Smart Column Naming

Uploading messy spreadsheets with headers like Sales_Region_Q2_Final_v3?

Let OpenAI clean it up to something readable—like “Q2 Sales by Region.” You’ll actually know what you're looking at.

3. Formula Generation

Can’t remember that one weird SUMIFS formula?

Ask: “Show me total revenue per product minus returns.”

Done. Formula written. No syntax errors. No Google search rabbit holes.

4. Data Cleaning Help

Got columns with MN, Minnesota, and Min.?

OpenAI can suggest how to standardize values, fix duplicates, and make your reports actually usable.

5. Insight Generation

Not sure what to even look for?

Try: “What are 3 unusual trends in this report?”


OpenAI will play detective and highlight patterns you probably missed.

6. KPI Recommendations

Need to look smart in front of a client or investor?
Ask: “What KPIs should I track for a subscription-based business?”

You’ll get a list that makes you sound like you’ve been doing this for year

7. Explain Your Own Charts

Looking at your dashboard and thinking, “What is this even showing me?”

OpenAI can explain your own visuals back to you—in non-jargon, human language. Yes, really.

It’s Like Hiring a Data Analyst (That Doesn’t Need Coffee)

Zoho Analytics was already powerful—but now, with OpenAI baked in, it’s like having a smart assistant who knows your business, understands your data, and doesn’t require a salary. You don’t need to be a spreadsheet wizard. You just need to know what to ask.

Want help setting this up or knowing what to ask first? Drop a comment or message me—I’ve got prompts, templates, and quick wins ready to go.

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Jozette writes about making Zoho work smarter for businesses—think CRM tips, project fixes, and clever ways to simplify your systems. She’s here to cut the tech-speak and give you clear, practical advice your team will actually use, and enjoy reading.