Zoho & MS BI Analytics Setup
Budget: ₹37,500 – ₹75,000 INR
My Cratio CRM already captures all of our sales activity, yet none of that intelligence reaches our reporting tools. I want the data flowing into either Zoho Analytics or Microsoft Power BI or Google Analytics in near real-time through the Cratio API, then modelled so the business can slice it every way we need.
Scope
• Connect to the Cratio REST API and configure scheduled, incremental refreshes.
• Build an analytical model of roughly 25–30 well-structured tables (formats will be provided) that houses monthly sales figures, product performance metrics, sales-team KPIs and the service data we log in Cratio.
• Design about 60 visually consistent widgets—charts, pivot views, scorecards and similar—and organise them into interactive dashboards with filters for date, product, territory and salesperson.
• Apply best-practice naming conventions, row-level security and clear documentation so future maintenance is simple.
Acceptance criteria
• Dashboards in either Zoho Analytics or Power BI or Google Analytics show identical results after a refresh.
• Data latency from Cratio to the reports does not exceed the refresh frequency we agree upon.
• All measures and dimensions are validated against Cratio exports for accuracy.
• Source files, connection details and a short hand-over video are delivered at the end.
Once complete I should be able to open either platform and get live insight into how each product, rep and service line is performing without manual exports or spreadsheets.
Scope
• Connect to the Cratio REST API and configure scheduled, incremental refreshes.
• Build an analytical model of roughly 25–30 well-structured tables (formats will be provided) that houses monthly sales figures, product performance metrics, sales-team KPIs and the service data we log in Cratio.
• Design about 60 visually consistent widgets—charts, pivot views, scorecards and similar—and organise them into interactive dashboards with filters for date, product, territory and salesperson.
• Apply best-practice naming conventions, row-level security and clear documentation so future maintenance is simple.
Acceptance criteria
• Dashboards in either Zoho Analytics or Power BI or Google Analytics show identical results after a refresh.
• Data latency from Cratio to the reports does not exceed the refresh frequency we agree upon.
• All measures and dimensions are validated against Cratio exports for accuracy.
• Source files, connection details and a short hand-over video are delivered at the end.
Once complete I should be able to open either platform and get live insight into how each product, rep and service line is performing without manual exports or spreadsheets.