Zoho Analytics consulting for your sales and finance
See which sales become revenue and where to focus next. Bring your Zoho CRM pipeline and Books invoices into Zoho Analytics, so sales and finance can plan from the same reporting view.
Independent Zoho Analytics consulting and implementation from a UK-based team. Bring Zoho CRM and Books data into Analytics, with source connections, validated measures, dashboards and handover.
UK-based remote delivery.
Bring pipeline, invoices and receipts into one reporting view, with each measure clearly defined. You can prioritise sales follow-up, track collections and compare performance by customer or region using figures your team has checked against the source records.
What you get
- Prioritise sales activity using a consistent pipeline view.
- Discuss invoicing and collections with the supporting records in reach.
- Compare periods and regions using agreed currency and date rules.
- Give report owners the definitions and checks to maintain the next reporting cycle.
Source connections with a clear scope
You get an agreed source list, workspace structure and refresh schedule. We check connector access, required fields, available history and plan limits before committing to delivery.
Sales and finance measures that reconcile
We map customers and organisations, document date and currency rules, and keep deals, invoices and receipts distinct. Your team can see what each total includes and use it for the right decision.
Dashboards built around the next action
Leadership, sales and finance views show the agreed measures and filters. You can compare periods, inspect the customers behind a total and decide where to focus the next follow-up.
Acceptance checks and ownership
You receive source reconciliation results, tested refresh and sharing settings, documented definitions and a handover session. Your team knows how to use the reports and who owns each update.
Zoho Analytics consulting: review price and build scope
The Trusted Numbers Review is £2,000–£4,000 ex-VAT for a two-week assessment. You keep the written findings, prioritised plan and separate build proposal. Our published typical dashboard build band is £8,000–£14,000 ex-VAT; the agreed sources, measures, users and handover set your fixed quote. The review fee is credited to the build if you proceed within 90 days. Software licences and ongoing support are scoped separately. Prices and invoices are in GBP.
Trace £2,800 of invoices to £1,300 still to collect.
Compare an open CRM pipeline with Books invoices and allocated payments. Follow the customer rows below, then inspect the inputs and SQL to see how each total is kept separate.
One fictional organisation in GBP. Pipeline is an unweighted snapshot on 30 September 2026. Invoices are the selected September cohort, gross including VAT; payments are allocations to those invoices by the same cutoff.
- Open pipeline
- £7,000
Open deals at the snapshot; separate from invoices.
- Invoiced
- £2,800
Three posted September invoices; not recognised revenue.
- Allocated payments
- £1,500
Payments against those invoices by 30 September.
- Still to collect
- £1,300
Outstanding on this cohort; not a full aged-debt balance.
| Books customer | Invoiced | Allocated | Outstanding |
|---|---|---|---|
| BOOKS-208 | £1,800 | £1,500 | £300 |
| BOOKS-209 | £1,000 | £0 | £1,000 |
Count an invoice once
INV-2048 is £1,200 with two payment allocations: £600 and £300. Joining the invoice directly to both rows repeats £1,200 as £2,400. Total the allocations per invoice first; the outstanding amount is £300.
Keep the cutoff visible
The £400 payment for BOOKS-209 is dated 2 October. It stays outside this September view, leaving £1,000 outstanding. Void and August invoices are also outside the selected invoice cohort.
Compare pipeline with invoicing
The £7,000 open pipeline is a CRM snapshot. A separate £1,200 Won deal is excluded from it. Customer matching lets you compare pipeline and invoices; it does not establish which deal produced an invoice.
Created by Turing BI with fictional, normalised records. The SQL and totals are checked in SQLite. This is a reporting design example, not a native export, client result or tested Zoho Analytics workspace. Credit notes, refunds, write-offs and currency conversion are outside the fixture.
For a larger reporting exercise: 21 months of fictional sales, margin, pipeline and invoice-payment data, with prepared CSVs and expected totals. Native report execution is recorded separately.
Download the shared Power BI and Zoho demo datasetHow this maps to a Zoho Analytics implementation
Zoho documents adding Finance data to an existing CRM Analytics workspace and customising the generated lookups. Start with the authorised CRM and Books sources, check the customer relationships and sync history, then agree the definitions and source totals for each report.
Zoho currently documents direct CRM–Finance blending for one Finance organisation. A multi-organisation design needs a separate assessment. The example above covers one organisation.
Follow the figures from CSV to report.
One fictional UK wholesaler. The same sales inputs imported into both platforms, with totals checked against the source calculations on 25 October 2026.
January 2025 to September 2026, in GBP. Synthetic demonstration data, separate from client work or customer results.
- Net sales
- £506,990
- Matches in Power BI and Zoho Analytics. Excludes VAT.
- Illustrative gross profit
- £194,406.02
- Matches in both tools. Sales less the dataset's illustrative product costs.
- Included invoices
- 520
- Matches in both tools. The 534 source invoices include 14 void invoices.
Monthly sales and illustrative gross profit
Power BI
63 monthly sales rows imported through Power Query. Native report sums match net sales, product costs, gross profit and the 520 included invoices.
Zoho Analytics
The same 63 sales rows and 18 customer-collection rows imported. A saved Query Table also checks £140,385.60 outstanding and £116,863.20 overdue at 30 September 2026.
Reconciliation
Raw records are checked independently in Python and SQLite. Separate table totals are aggregated before they are combined. Gross margin uses total gross profit divided by total net sales.
This exercise tests prepared CSV imports and native aggregation. Live connectors, scheduled refresh and recipient permissions are separate implementation checks. Outstanding and overdue refer to this fictional invoice cohort at the stated cutoff.
One invoice. Two payments. One balance.
Follow invoice INV-0001: £912 invoiced, with £547.20 and £364.80 allocated. The walkthrough shows how a direct join doubles the invoice and how aggregating payments first preserves the £0 balance. The accompanying raw-source SQL is checked independently in SQLite.
Follow the reconciliation walkthrough
Agree the decision and scope
We confirm the reporting questions, source access, measures, users and acceptance checks. You receive the deliverables, dependencies, timetable and fixed price in writing.
Connect, model and validate
We configure the agreed imports and relationships, build the dashboards and compare totals with approved source extracts. Finance and sales owners review their definitions and exceptions.
Sign off and hand over
Your nominated users test filters, sharing and exports. We record acceptance, document refresh ownership and train the team; any ongoing support is agreed separately.
What does your Zoho Analytics implementation include?
We agree the sources and reporting questions, configure imports, model the data, build dashboards and test totals, refresh and user access. You receive documented measures, acceptance evidence and a handover. Configuring Zoho CRM or Books business workflows is a separate source-application project.
How much does Zoho Analytics consulting cost?
Our Trusted Numbers Review is £2,000–£4,000 ex-VAT for a two-week assessment. Typical dashboard builds are £8,000–£14,000 ex-VAT, with a fixed quote based on sources, measures, users and handover. The review fee is credited to a build agreed within 90 days. Software licences and ongoing support are scoped separately; prices and invoices are in GBP.
Can you combine Zoho CRM and Books reporting?
Yes. Zoho documents adding Finance data to a CRM Analytics workspace with configurable lookups. Its direct cross-application blending is documented for one Finance organisation. Multiple organisations need a separately assessed design. Pipeline, invoices and allocated payments retain separate definitions and source checks.
How quickly will the dashboards update and be delivered?
We agree a delivery timetable after checking access, sources, history and the reviews your team needs to complete. Reporting freshness depends on the connector, plan and configured sync schedule. Your scope records the expected refresh frequency and how users can check the latest successful update.
Are you a Zoho Authorised Partner?
No. Turing BI is not a Zoho Authorised Partner. We provide independent Zoho Analytics consulting, contracted directly with Turing BI. The engagement covers the reporting work and deliverables agreed in your scope.
Can you deliver a Zoho Analytics project outside the UK?
Yes. We offer remote delivery to the US, Australia and Benelux, and welcome enquiries from other countries. Share your country, timezone, delivery language and data-location requirements. We agree meeting overlap, access, support coverage and the delivery arrangements before committing to the project.
Can you review an existing setup or help us choose a BI tool?
Yes. A Trusted Numbers Review can assess your existing Zoho Analytics reports or compare a proposed setup with alternatives such as Power BI. We assess sources, measures, users, refresh, access and running costs, then provide written findings and a prioritised plan with any build priced separately.
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Give us the context to scope your Zoho Analytics project
Include these points in the contact form or your attached brief. We use them to agree the reporting need, delivery fit and next step.
- Reporting need
- The decision, dashboard or reporting review you need, who will use it and what a useful result looks like.
- Existing systems
- Your Zoho apps and organisations, other sources, existing Analytics reports, available history, currencies and expected users.
- Budget and currency
- Your intended range, or whether you want the review priced first. Published prices and invoices are in GBP.
- Timing
- Your target start, reporting deadline and availability to review the work.
- Country and timezone
- Where the team works, meeting overlap, delivery language and any data-location requirements.
UK-based remote delivery.
Discuss your Zoho Analytics projectLet's talk
Let's scope your project.
A fixed price agreed in writing before we start, and you own everything we hand over.