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.…
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.…
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…
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…
Say good riddance to manually calculating commissions every pay period!
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…
Tables? Really? Yes, we’re here to say that these Analytics elements are very useful and it’s worth it to know how to use them. Charts…
https://vimeo.com/480154322/e07370a02e Using these different chart types in Zoho Analytics, you can: gain valuable insights for your business impress your superiors impress your minions create much…
https://vimeo.com/478695724/e3946f6175 If you do have a working understanding of them (if you can follow along in this video), then let’s jump in and make some…
One cool, but sometimes frustrating, thing about Zoho is there are many different ways to accomplish the same thing. Zoho just gives you so many…
If you haven’t already, add Zoho Survey to your growing list of Zoho One apps. Here is the business use case for this survey: Affluence…