Zoho Analytics KPI Dashboard

Заказчик: AI | Опубликовано: 15.10.2025

I want to turn my raw business data data into an actionable KPI hub. The first milestone is a clear, visually appealing KPI that tracks revenue per sales department. In the same workspace I also need monthly drill-down reports that highlight performance for every individual employee. Beyond those two essentials, I’d like you to add an expense report and a “target zone” view so I can see at a glance whether each department and employee is on track. We can refine the exact calculations and thresholds together once you review my current data structure. Here’s how I picture the workflow and deliverables: • Audit my existing Zoho Analytics tables (imports from Zoho CRM, Zoho Books, or CSV) and confirm the fields needed for revenue, expenses, and targets. • Build an interactive dashboard that shows: – Revenue per sales department with month-over-month trends. – A drill-down to employee-level numbers, updated monthly. – Expense breakdowns tied to the same departments and staff. – Target vs. actual gauges or colour-coded zones. • Automate data refreshes and schedule email or PDF snapshots so I don’t have to pull reports manually. • Provide a short hand-off guide or video walk-through so I can tweak filters or add new users later. I already have Zoho Analytics licences; you just need to configure the data model, design the reports, and test everything end-to-end. If you’ve built similar KPI suites in Zoho, please share an example so I can see your style. I’m ready to get started right away and I’m happy to jump on a call to clarify any technical details.