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Step 07 - Performance and Budgets

Using Zoho's tools and our exclusive widgets, you can have real time access to job budgets and profitability with powerful dashboards and reports, to create a detailed analysis of your business performance.

Featured Steps

  • Step 07a - Dashboard and Reports in CRM
  • Step 07b - Sales Targets and Team Motivation
  • Step 07c - Job Budget
    Management
  • Step 07d - Using Zoho Analytics for Cashflow Management
  • Step 07e - Staff Timesheet Revenue
  • Step 07f - Creating WIP Reports