Make Use of that CRM Data! (Non-SQL Dashboarding Practice)
In this project, you will be building a series of reports that would be useful to almost any business. None of this requires any SQL.…
Content Type: Course
Advanced Inventory Reporting Using Aggregate Formulas
Hopefully by now you think aggregate formulas are as cool as we do. If not, this course might just convince you. Not into the whole…
Use Deluge to Push CRM Notes into Zoho Analytics (Intro to the Analytics API)
Note: Zoho CRM Notes can now be natively synced to Zoho Analytics However, this lesson is still beneficial in learning about Analytic’s API, so watch…
Understanding Zoho Finance Data in Zoho Analytics
The Zoho Finance suite contains an immense amount of data. Zoho Books itself is a conglomeration of Inventory, Expense, and Invoice. (You can also add…
Commission Reporting in Zoho Analytics (for both Zoho Books and Zoho CRM!)
Say good riddance to manually calculating commissions every pay period!
Build a SQL-Based Customer Summary Report
Now it’s time to dig a little deeper in Zoho Analytics using SQL and Query Tables which allow us to build a wider (and potentially…
Easily Importing CSV Data into Zoho CRM
Skills we’ll cover in this course are: Running mass-updates via data imports (including lookup fields), importing to add records, VLOOKUPS and conditional updates in Excel…
What Even Are Aggregate Formulas?
Aggregate formulas are a little more complex than formula columns, so if you haven’t viewed that course or don’t understand formula columns, please watch that one…
Watch the Zoho Experts in Action! 4 Sample Zoho “Needs Analyses”
Nothing beats real world experience, and that’s exactly what you’ll be getting in this course! Watch these videos where Zoho Architects go through the ‘Zoho…