Zoho Analytics Sales Reports
Budget: $30 – $250 AUD
I have data from Zoho CRM. I need it turned into clear, easy-to-read pie-chart reports that management can slice by month, quarter, or year without extra help from IT.
Here’s what I’m expecting from you:
• Build one or more chart reports that summarise total sales and any key breakdowns we discuss
• Configure interactive date filters so users can flip between monthly, quarterly, and yearly views on the same dashboard.
• Optimise the dashboard layout so the charts resize nicely and load quickly in Zoho Analytics.
• Walk me through the setup in a short hand-off call or screen-share so I can tweak filters or duplicate the report later.
Our current focus is on pie charts, but if you believe a bar or line view will clarify something, feel free to propose it during the build.
Here’s what I’m expecting from you:
• Build one or more chart reports that summarise total sales and any key breakdowns we discuss
• Configure interactive date filters so users can flip between monthly, quarterly, and yearly views on the same dashboard.
• Optimise the dashboard layout so the charts resize nicely and load quickly in Zoho Analytics.
• Walk me through the setup in a short hand-off call or screen-share so I can tweak filters or duplicate the report later.
Our current focus is on pie charts, but if you believe a bar or line view will clarify something, feel free to propose it during the build.
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Zoho CRM