Zoho Analytics Query Table project
Budget: $10 – $30 USD
TASK 1
I have revenue contracts with customers which we invoice every month. In Zoho Analytics, I have synced with Zoho Books and created a data table with a list of “recurring invoices”. I then created a new query table to show the customer ID, contract start date (“Start Date”) and invoice amount (“Total (BCY)”). Using this query table, I want to create a list of all monthly invoices (showing customer ID, invoice date and invoice amount, including future invoices) from the contract start date through the end of year 2025 (assuming all the contracts are active until then) for each customer.
TASK 2
I have revenue contracts with customers which we invoice at a certain payment frequency (1 month / 3 months / 6 months / 1 year) over a 36 month contract period. In Zoho Analytics, I have synced with Zoho Books and created a data table with a list of “recurring invoices”. I then created a new query table to show the customer ID, contract start date (“Start Date”), invoice amount (“Total (BCY)”) and Recurrence Frequency. Using this query table, I want to create a list of all invoices (showing customer ID, invoice date and invoice amount, including future invoices) from the contract start date through the end of each 36 month contract for each customer.
I have revenue contracts with customers which we invoice every month. In Zoho Analytics, I have synced with Zoho Books and created a data table with a list of “recurring invoices”. I then created a new query table to show the customer ID, contract start date (“Start Date”) and invoice amount (“Total (BCY)”). Using this query table, I want to create a list of all monthly invoices (showing customer ID, invoice date and invoice amount, including future invoices) from the contract start date through the end of year 2025 (assuming all the contracts are active until then) for each customer.
TASK 2
I have revenue contracts with customers which we invoice at a certain payment frequency (1 month / 3 months / 6 months / 1 year) over a 36 month contract period. In Zoho Analytics, I have synced with Zoho Books and created a data table with a list of “recurring invoices”. I then created a new query table to show the customer ID, contract start date (“Start Date”), invoice amount (“Total (BCY)”) and Recurrence Frequency. Using this query table, I want to create a list of all invoices (showing customer ID, invoice date and invoice amount, including future invoices) from the contract start date through the end of each 36 month contract for each customer.