Zoho Analytics Sales Spend Dashboard
Budget: ₹1,500 – ₹12,500 INR
I need a polished Zoho Analytics dashboard that lets me monitor sales performance alongside every dollar spent. The board must surface three core metrics in real time:
• Revenue vs Expenses – a clear month-to-date and year-to-date comparison, ideally with drill-downs to product or region.
• Customer Acquisition Cost – pulled from the same underlying tables so I can see how marketing spend translates into new customers.
• Sales Conversion Rates – a funnel view that shows lead-to-deal movement and highlights any bottlenecks.
Please structure the workspace so I can filter by date ranges, product lines, and territories. Interactive charts, summary KPI widgets, and a printable executive snapshot are all part of the deliverable.
Once the visuals are in place, set up scheduled email exports and the correct sharing permissions so my team can access the data without extra clicks. Hand-off isn’t complete until every widget refreshes automatically from its data source and you walk me through adding a new field or segment on my own.
• Revenue vs Expenses – a clear month-to-date and year-to-date comparison, ideally with drill-downs to product or region.
• Customer Acquisition Cost – pulled from the same underlying tables so I can see how marketing spend translates into new customers.
• Sales Conversion Rates – a funnel view that shows lead-to-deal movement and highlights any bottlenecks.
Please structure the workspace so I can filter by date ranges, product lines, and territories. Interactive charts, summary KPI widgets, and a printable executive snapshot are all part of the deliverable.
Once the visuals are in place, set up scheduled email exports and the correct sharing permissions so my team can access the data without extra clicks. Hand-off isn’t complete until every widget refreshes automatically from its data source and you walk me through adding a new field or segment on my own.