Zoho Products Used

• Identifying valuable insights from data.
• To assign their key performance indicators (KPIs) such as:
• Conversion rate
• Cost of client acquisition (CPA / CPS)
• Customer retention rate
• Number of active users
• Revenue / revenue per user
• Percent of new / returning users
• To ascertain their reports such as
• TDS Reports
• Duty Drawback reports
• Customer retention rate
• Exchange Gain and Loss Report
• IGST Report
• Export Sale Reports

• Different systems speak different languages! Incompatible data structures such as masters, transactions to be proper and formats can make it hard to translate and transfer information smoothly.

• Missing values, inconsistencies, and duplicate entries created confusion but where rectified and rectifications of errors such as improper taxes and inappropriate classifications of entries which were not as per Accounting Principles and Standards.

• Optimize data transfer processes, test with smaller batches, and schedule migrations to minimize downtime.

• Financial Reports such as Trial Balance, Balance where with a 100% match.

Solutions:

Insights at Your Fingertips: We built interactive dashboards and reports, giving everyone real-time insights into clients, services, and the market.

Executive Dashboard: We created a visually appealing dashboard for management to track key performance indicators (KPIs) at a glance and make informed decisions.

Sales Performance Reports: We made reports to analyze sales by different metrics like region, product category, channel, and salesperson to identify areas for improvement.

Results:

• Improved production efficiency
• Enhanced inventory management
• Data-driven sales and marketing