You will get a basic Zoho CRM Reports & Dashboards
Rising Talent
Rising Talent
Project details
We are a team of certified Zoho experts with 10+ years of experience in building and optimizing reporting systems using Zoho Analytics.
In this project, we will help you create structured reports and dashboards to track your business performance and make better decisions.
What we will set up:
• Data integration from Zoho CRM or other Zoho apps
• Data structuring and preparation
• Custom report creation
• KPI tracking setup
• Dashboard creation with key metrics
• Filters and grouping for better analysis
• Clean and user-friendly report views
• Basic data validation and testing
In this project, we will help you create structured reports and dashboards to track your business performance and make better decisions.
What we will set up:
• Data integration from Zoho CRM or other Zoho apps
• Data structuring and preparation
• Custom report creation
• KPI tracking setup
• Dashboard creation with key metrics
• Filters and grouping for better analysis
• Clean and user-friendly report views
• Basic data validation and testing
What's included
| Service Tiers |
Starter
$249
|
Standard
$599
|
Advanced
$949
|
|---|---|---|---|
| Delivery Time | 3 days | 5 days | 8 days |
Number of Revisions | 0 | 1 | 2 |
Design Customization | - | - | - |
Content Upload | - | - | - |
Responsive Design | - | - | - |
Source Code | - | - | - |
About Karthik
Zoho One Development & Consultant
Madurai, India - 7:21 pm local time
🏆Best Zoho Partner of the Year award winner
💡 Expert and skilled development Team of 50+ members
🥇100+ Happy Clients and 300+ projects successfully implemented on Zoho One services and Salesforce across the globe
✔ Experience in Building Vertical CRM Solutions
✔ Deluge script experts and build complex workflows, better look & feel that are not supported directly in Zoho
✔ Build multiple extensions and published in Zoho marketplace
✔ Integrations specialist,
🔸 Zoho CRM + Zapier
🔸Zoho CRM + Zoho Projects
🔸 Zoho CRM + Zoho Booking
🔸 Zoho CRM + Zoho Sign
🔸 Zoho CRM + Zoho Flow
🔸 Zoho CRM + Doc Parser
🔸 Zoho CRM + Mail Parser
🔸 Zoho CRM + MWS
🔸 Zoho CRM + Xero
🔸 Zoho CRM + QuickBooks Online and Desktop
🔸 Zoho CRM + Authorize.net
🔸 Zoho Creator + Stripe
🔸 Zoho Creator + Big-commerce
🔸 Zoho Creator + Shopify
🔸 Zoho Creator + Brain-tree
🔸 Zoho Creator + Zoho Desk
🔸 Zoho Creator + Zoho CRM
🔸 Zoho Creator + Zoho Inventory
🔸 Zoho Creator + Zoho Books
🔸 Zoho Creator + Send-grid
🔸 Zoho Creator + Avalara
🔸 Zoho Creator + Google Maps
🔸 Zoho Inventory + Ship-station
✔ Expertise on Zoho One that includes Zoho Creator, Zoho CRM, Zoho Analytics, Zoho Books, Zoho Desk, Zoho Recruit, Zoho Inventory, Zoho Forms, Zoho Flow
✔ Projects implemented for verticals that include Inventory and Order Management, Subscription Management, Health Care, Leave Tracking, Field Service Management and much more
✔ Experience in Salesforce DX setup and creating Managing Packages
✔ Assisted clients to clear the Salesforce Security Review and publish Managed packages in Salesforce AppExchange
✔ Salesforce Integration with 20+ third party systems across verticals
✔ Implemented Zoho One for 5+ business by Integrating Zoho CRM for Sales team, Zoho Creator for Custom app development, Zoho Inventory for Inventory and Warehouse management, Zoho Books for Accounting, Zoho Salesiq for Website chatbot, Zoho Forms for Customer Services and Requests, Zoho Desk for Ticket Management, etc.
Steps for completing your project
After purchasing the project, send requirements so Karthik can start the project.
Delivery time starts when Karthik receives requirements from you.
Karthik works on your project following the steps below.
Revisions may occur after the delivery date.
You will get Zoho Analytics dashboards with CRM reports & insights
I will build Zoho Analytics reports and dashboards using your Zoho CRM or other app data. Includes KPI tracking, clean visual reports, and structured dashboards to give clear insights into your sales and performance.