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Zoho Applications

Management Dashboards Leaders Actually Use

We define the KPIs that matter, connect the data behind them, and build dashboards that answer management's real questions.

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Zoho Analytics
Zoho AnalyticsDelivered by DGPROJX, Zoho Authorized Partner
What you get
The right KPIsKPI definition workshop with management (DGPROJX consulting)
One data sourceConnectors to Zoho apps (standard), plus ERP, databases and spreadsheets (DGPROJX integration work)
Trusted numbersData modeling, joins and calculated metrics
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Business challenges

Sound familiar?

Reports are built manually in Excel every month.

Each department reports different numbers for the same thing.

Leaders get data, not answers.

Data sits in several systems that don't talk to each other.

What we deliver

What we configure and build

Business needWhat DGPROJX configures or builds
The right KPIsKPI definition workshop with management (DGPROJX consulting)
One data sourceConnectors to Zoho apps (standard), plus ERP, databases and spreadsheets (DGPROJX integration work)
Trusted numbersData modeling, joins and calculated metrics
Management dashboardsExecutive, sales, finance, operations and service dashboards
Controlled accessRole-based sharing and scheduled email reports
Ongoing insightAlerts on thresholds and trends
Example workflow

How the work flows

CRM + Books + Inventory + ERP dataZoho Analytics modelKPI calculationsExecutive dashboardWeekly management reviewAction owners

Illustrative workflow, configured to your process.

From our project experience

What we've built

Project example

We typically feed Zoho Analytics from Zoho CRM, so management can track indoor and outdoor sales team performance by region.

Project example

In our own delivery system, live KPI panels show active projects, billed hours this month and deliverables awaiting client approval.

Integrations

Connected to the rest of your business

  • All Zoho apps
  • Odoo and other ERPs
  • SQL databases
  • Excel, Google Sheets and cloud storage
Business benefits

What changes for management

  • Faster, fact-based decisions
  • One version of the truth
  • Less time spent preparing reports
Related services & industries

Explore further

Visual: Executive dashboard mockup with placeholder data, clearly labelled.

FAQ

Questions we hear often

Can Analytics combine Zoho and non-Zoho data?

Yes, through connectors, databases or file imports.

Who defines the KPIs?

We run a workshop with your management team before building anything.

Can dashboards be shared on mobile?

Yes.

Can reports be sent automatically?

Yes. Scheduled emails go to the right people.

Decide on facts, not on last month's spreadsheet.

A free consultation with a senior consultant. No sales pitch, just a clear view of where to start.

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