Zoho Analytics Setup – Track CAC & ROI for Paid Ads

We are a UK-based business running paid ad campaigns (Meta & Google) to generate ceremony booking enquiries.
We use:
Zoho CRM
Zoho Books
Zoho Analytics
Zoho Flow (if required)
We need an experienced Zoho specialist to build a fully automated, campaign-level reporting system inside Zoho Analytics that shows accurate:
Cost Per Lead (CPL)
Cost Per Acquisition (CAC – paying ceremony client)
Revenue per Campaign
ROI per Campaign
Lead → Booking → Paid conversion rates
This must be accurate at campaign level (not just “Facebook vs Google”).
Scope of Work
1. Audit & Attribution Setup
Review current CRM setup
Confirm UTM capture from Meta & Google Ads
Ensure UTMs pass from Lead → Deal
Standardise campaign naming conventions
Ensure no attribution is lost on conversion
Fields required:
UTM Source
UTM Medium
UTM Campaign
UTM Content
Lead Created Date
Deal Stage
Deal Amount
Closed Date
2. Data Integration in Zoho Analytics
Create automated syncs for:
Ad Spend Data (by campaign, date, platform)
Zoho CRM Leads
Zoho CRM Deals
(Optional) Zoho Books for revenue validation
Set up correct lookup relationships between:
Ad Spend Campaign Name ↔ CRM Deal UTM Campaign
No manual CSV uploads long-term.
3. Calculated Metrics Required
Build and document calculated fields for:
CPL
CAC (Closed Won only)
Revenue per Campaign
ROI %
Conversion Rates
ROI formula:
(Revenue – Ad Spend) ÷ Ad Spend × 100
Attribution logic must be clearly explained.
4. Dashboard Build
Executive dashboard showing:
Campaign view: | Campaign | Platform | Spend | Leads | Bookings | Revenue | CAC | ROI |
Platform summary view: | Platform | Spend | Revenue | CAC | ROI |
Conversion funnel view: Leads → Closed Won → Paid
Optional: Gross Profit view if costs provided.
Requirements
Fully automated refresh
Campaign-level granularity
Clean executive dashboard
Documentation explaining data structure & formulas
60-minute handover call