Every business using Zoho has data scattered across CRM, Books, Payroll and Inventory. Nobody is looking at all of it together. We connect it and build dashboards that tell you what to do next.
For the robotics client we built a gross revenue report showing revenue by Business Model (Direct Sales, Lease/RaaS, Service Subscriptions), Bundle Type, SKU Model and Channel Type. All filterable by invoice date.
Summary Report showing Projected Sale and OPEX side by side by month. Combines forecasted sales from CRM deals with all expense categories from Books. Management sees exactly where cash is going before it goes there.
Every invoice line item showing sale quantity, revenue and cost with profit calculated automatically. Filter by item name, invoice date or salesperson. Know which products and which customers are actually profitable.
Deals expected to close, invoices due, bills due, payroll dates and recurring expenses combined into a rolling 90-day cash position that updates automatically.
Revenue by salesperson, vertical and customer. Collection efficiency. Expense ratios. Gross margin by product. Commission calculation with target tracking.
Serial number tracking with customer and revenue history. Finance lease amortisation reporting. Multi-entity consolidated reporting. Reports the default UI cannot build.