01 — The problem
Three numbers for the same thing.
Sales, finance and operations each report revenue differently because each pulls from a different system with different filters.
Tools then get blamed. In practice the work is joining sources on a shared key and writing down definitions once.
02 — What we build
What the engagement delivers.
Tool comparison
Zoho Analytics suits Zoho-centred stacks with native connectors to every Zoho app. Power BI suits Microsoft organisations and complex models with DAX. Looker Studio suits Google-centred teams wanting free, shareable reports, with fewer modelling features.
Metric definitions
A written glossary of metrics and filters signed off by department heads.
Data model
Sources joined on shared keys, with calculated tables or a small warehouse where needed.
Dashboards
Management, sales, finance and operations views with drill-down to records.
Security and delivery
Row-level security matching CRM roles, scheduled email reports and embedded views.
03 — Configuration vs custom
What is set up, and what is written.
Configuration
- Native connectors and refresh schedules
- Workspaces and sharing
- Standard visuals
Custom development
- SQL and DAX models
- Data warehouse or staging database
- Custom connectors
- Embedded dashboards in portals
04 — Typical effort
What it usually takes.
Ranges from comparable projects. You get a fixed-scope quote after a 30-minute call.
05 — What you own
Yours at handover.
- Dashboards and data models in your account
- Metric glossary
- SQL and DAX code
- Refresh and failure alerts
FAQ
Questions about dashboards.
Which tool is best?
The one that fits your stack and licences. Zoho Analytics for Zoho, Power BI for Microsoft, Looker Studio for Google and low budgets.
Can one dashboard combine CRM and accounting?
Yes, by joining them on customer or invoice keys in the data model.
How often does data refresh?
From near-real-time to daily, depending on tool, licence and source limits.
Can each rep see only their own data?
Yes, with row-level security mapped to CRM roles.
Next step
Start with a 30-minute call.
Tell us what you run today and where it breaks. You get a fixed-scope quote afterwards. We don’t publish rates, because the honest price depends on scope.
Enquire
Talk to us about Zoho Analytics, Power BI & Looker Studio.
We have started the message for you. Add what you run today and we will reply within one business day.