Dashboard Reports required to analyse Zoho CRM data & Xero
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- Proposals: 6
- Remote
- #2227237
- OPPORTUNITY
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Spreadsheets|Excel macros and VBA|Google sheets |Google app scripts|Presentations - Tableau, PowerPoint, Prezi|Google data studio
Bay Minette
114576416424922478892248519324887922503567
Description
Experience Level: Expert
We use Zoho CRM and are looking for a number of dashboard reports to be produced that would be updated live with some of those displayed on a screen in the office for the team to see business performance.
There are a number of different fields within Zoho that we would want to be able to report on and carry out some further analysis of. We would also want some of those would be compared to targets / KPI's that the business has set.
We would also like to be able to pull data into the dashboard report from Xero too so that could also be analysed.
We would want advise on the most suitable data analytics platform to use too.
Thank you
There are a number of different fields within Zoho that we would want to be able to report on and carry out some further analysis of. We would also want some of those would be compared to targets / KPI's that the business has set.
We would also like to be able to pull data into the dashboard report from Xero too so that could also be analysed.
We would want advise on the most suitable data analytics platform to use too.
Thank you
Anshul K.
100% (24)Projects Completed
37
Freelancers worked with
34
Projects awarded
30%
Last project
12 Apr 2024
United Kingdom
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