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I will setup zoho analytics dashboards and zoho projects automation
7x Certified SF Developer Zoho CRM Creator One Expert
7x Certified Salesforce Developer with 9+ years of experience in Custom Development, Automation, Integrations, and Consulting, focused on maximizing CRM ROI across both Salesforce and Zoho platforms.
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About this Gig
Managing projects in Zoho Projects is easy. Getting clear, actionable reporting from your project data is where things usually become difficult.
I will help you set up, customize, integrate, and optimize Zoho Analytics and Zoho Projects so your team can track projects, workload, performance, budgets, timelines, and business KPIs from one clear reporting system.
With hands-on CRM and Zoho ecosystem experience, I can work with your existing Zoho setup or build the reporting structure from scratch.
What I can help you with
Zoho Analytics
- Custom dashboards and KPI reports
- Zoho Projects analytics
- Project performance dashboards
- Team productivity reports
- Time tracking and utilization reports
- Budget vs actual reports
- Revenue and profitability reporting
- Management dashboards
- Scheduled reports and automated reporting
- Data import and data synchronization
- Custom formulas and calculated metrics
- Data cleanup and reporting optimization
Zoho Projects
- Project setup and configuration
- Project templates
- Milestones, task lists and tasks
- Task dependencies and workflows
- User roles and permissions
- Timesheets and time tracking
- Project dashboards
- Custom fields and layouts
- Project automation
Device:
Desktop
•
Laptop
•
Mobile
Operating system:
Windows
•
IOS
•
Android
My Portfolio
FAQ
Are you really a Zoho Partner?
Yes. I am a verified Zoho Authorized Partner. My Partner Code is provided upon request, and you can verify with Zoho directly.
What's the difference between consultation and support?
If something is broken or you need help using Zoho day‑to‑day, that's support. If you're making strategic decisions about how Zoho fits your business, what to add, how to scale, that's consultation.
Do you also offer ongoing support packages?
Yes. After the initial consultation, I can offer ongoing support on a pay‑as‑you‑go basis or a monthly retainer. Contact me to discuss.
Can you help with Zoho Creator custom apps or Deluge scripting?
Yes, I can help with custom functions, workflows, and Deluge scripting within the scope of the consultation session.
Do I need to have Zoho licenses already?
Not necessarily. If you are evaluating Zoho, I can provide strategic advice on which apps and plans fit your business best.
Can you help if I'm not in the US?
Yes, I work with clients globally via Zoom. Session times are flexible.
