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
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
Featured Videos
DASHBOARD AND REPORTS IN ZOHO
Using our in-depth knowledge of your business objectives and database structure, we will create a range of reports that help you to track performance and
analyse data to make informed decisions.
We will create dashboards that are meaningful and relevant for individual users, ensuring access to reports and information does not compromise business confidentiality and data security.
SALES TARGETS AND TEAM MOTIVATION
The Sales Target module automatically takes a snap shot of your Sales Figures every week to support historical reporting on team performance.
Even if data in the system changes, the Sales Target record keeps an audit history of data reported on at a given point in time.
JOB BUDGET MANAGEMENT
Our exclusive functions and widgets will support your budget management requirements associated with estimated and actual costs.
Giving you the ability to see the estimated costs and mark ups at a job level and also drill down to individual line items.
USING ZOHO ANALYTICS FOR CASHFLOW MANAGEMENT
Zoho Analytics is an advanced business intelligence tool provided by Zoho under your Zoho One Account. SOS Consulting will ensure the data is sync'd
from your various applications to support your reporting needs and build the table structures and dashboards to provide advance reports with filters and drill down functionality.