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    Home » Archives for Ashton Jensen

    Author: Ashton Jensen

    BYU Econ grad, literature enthusiast and fast on two wheels, feet, and skis

    Automated Invoice Creation via Zoho CRM

    Configure an automation for sending out invoices based on a defined trigger in Zoho CRM.
    Ashton Jensen February 23, 2021

    Advanced Item Tracking in Zoho Analytics

    Using this SQL query table, along with Zoho's summary reports built using it as a base table, track your item-level inventory through every possible t…
    Ashton Jensen February 23, 2021

    Invoice & Commission Record Creation in Zoho CRM

    This post provides a sample CRM function for 'Affluence Financial Planning' to create Commission records and an Invoice.
    Ashton Jensen February 23, 2021

    Build a Sales Funnel SQL Table in Zoho Analytics

    Learn to build a SQL table for easy business analysis in Zoho Analytics. This lesson will illustrate how to build a Sales Funnel Chart.
    Ashton Jensen February 23, 2021

    Link Zoho Analytics Reports to Records in Zoho Apps

    Learn how to link Zoho Apps with Analytics using SQL. Instantly be taken straight to a specific record within another app from Analytics.
    Ashton Jensen February 23, 2021

    Sales Commissions Dashboard in Zoho Analytics

    Create dashboards according to any business' criteria that update regularly in Analytics and avoid the extra monthly or quarterly work of manually cal…
    Ashton Jensen February 23, 2021

    Advanced Inventory Tracking in Zoho Analytics

    If you are an inventory manager, this blog post could change your life. If you are not, it will at least teach you how to build some wicked inventory …
    Ashton Jensen July 27, 2020

    Automate Your Commissions Tracking with Zoho Analytics

    Whether you work primarily out of CRM or the Zoho Finance Suite, you can use Analytics to build commissions dashboards. This involves some fairly simp…
    Ashton Jensen July 27, 2020

    Automated Invoice Creation from Zoho CRM

    How nice would it be if you could, at the press of a button, send clients an email w/a Zoho Books invoice? Replete with “Pay Now” buttons that li…
    Ashton Jensen July 27, 2020

    Create All-You’ll-Ever-Need Inventory Reports with Zoho Analytics

    Learn to create a customized inventory report with Zoho Analytics. This tutorial contains a link to our GitHub page for SQL code that will help with y…
    Ashton Jensen June 25, 2020
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