Zoho Analytics

Zoho Analytics That
Reports the Truth.

I build and rescue Zoho Analytics setups for US and EU businesses: custom dashboards, GP%/OP% and target reporting, query tables and SQL, and fixes for the Books-to-Analytics sync gaps that quietly leave dashboards stale. You get reports that match your real numbers, with the underlying logic documented and owned by you.
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7+Years across Zoho & data engineering
SQLQuery tables & aggregate formulas, done right
US·EUClients served remotely

What a Zoho Analytics Engagement Covers

From a broken native dashboard to a reporting layer you can trust — built on clean, correctly-synced data with the calculations done properly.

Custom Dashboards

Revenue, margin, target-vs-actual and KPI dashboards built on your real Zoho data — not the default template that never quite fits.

Zoho AnalyticsQuery TablesDashboards

Books & CRM Sync Repair

Diagnose and rebuild stalled Zoho Books → Analytics data syncs so your dashboards reflect live numbers instead of a frozen snapshot.

Zoho BooksDelugeRESTData Sync

Reports & Formulas

GP%/OP%, cohort and aggregate-formula reporting with the maths done correctly — so the numbers survive scrutiny.

SQLAggregate FormulasPivots

AI-Assisted Insights

Optional natural-language querying and automated narrative summaries layered on top of your Analytics workspace.

OpenAI APIZoho Analytics

How It Works

  1. Audit your data & dashboardsI review what you have, what's broken, and where the numbers diverge from reality — delivered as a short written findings note.
  2. Fix the data foundationRepair the Books/CRM-to-Analytics sync so reporting runs on complete, current data instead of a stale partial set.
  3. Build dashboards & reportsDashboards, query tables and formulas built on the clean foundation, matched to the metrics you actually run the business on.
  4. Document & hand overEvery query, formula and dashboard documented and owned by you, with a walkthrough so your team can extend it.

Recent Work

For a US stone-and-aggregate supplier whose Zoho Books → Analytics sync had silently stalled, I diagnosed the gap and delivered a working revenue dashboard with GP% and OP% versus target, built on the real, reconciled data rather than the frozen feed the native dashboard was showing.

FAQ

Zoho Analytics — Questions Worth Asking

Yes — it's one of the most common problems I'm called for. I diagnose the stalled sync, rebuild the data flow via Deluge and REST where needed, and verify dashboards reflect live numbers again.

Yes. Revenue, margin and target dashboards, query tables, and SQL-driven reports tailored to the metrics your business actually tracks.

Yes. I build gross-profit and operating-profit reporting from your Books and Invoices data, with the calculations defined correctly so the numbers hold up.

Yes. Engagements are fully remote and fixed-price, scheduled around your timezone for handover and review calls.

Yes. Full ownership of every dashboard, query table and formula transfers to you, with documentation so your team can maintain and extend it.

Get Reporting You Can Actually Trust

Send me a screenshot of your current dashboard or describe what's off. I'll tell you what's fixable and what it costs — fixed-price.

Describe Your Project