CFO-Grade Analytics Without the CFO Budget
We build custom Zoho Analytics dashboards that connect your Books, CRM, and Inventory—giving you real-time visibility into profitability, not just revenue. Finance meets analytics.
We build custom Zoho Analytics dashboards that connect your Books, CRM, and Inventory—giving you real-time visibility into profitability, not just revenue. Finance meets analytics.
Powerful Integrations
We integrate with 24+ Zoho apps, external platforms, and databases to give you a unified view of your business.
Stock levels & order tracking
Project profitability analysis
Financial accounting & reporting
Sales pipeline & customer insights
Support ticket analytics
HR metrics & workforce analytics
Expense tracking & budgets
Marketing ROI & engagement
E-commerce sales
Recurring revenue tracking
Small business CRM
Agile project analytics
Social media analytics
Enterprise CRM
Marketing automation
ERP & CRM data
Online store data
WordPress e-commerce
Accounting sync
Cloud accounting
PPC campaigns
Social advertising
Web analytics
SQL database
Advanced SQL
Data warehouse
File imports
Payment data
Connect and Analyze yourData
Customer support
CFO-Level Reports
From cash flow forecasting to customer profitability analysis, our CFO-grade dashboards give you the insights you need to make data-driven financial decisions with confidence.
Predict cash crunches before they happen. Track receivables, payables, and bank balances in real-time with ML-powered forecasting.
Know which customers are truly profitable. Revenue minus actual cost to serve, support costs, and payment delays.
Go beyond static P&L statements. Drill down by product, region, team, or time period with one click.
Compare branch profitability with proper overhead allocation to identify top and bottom performers.
Stop selling products that lose money. See true margins after ALL costs—COGS, shipping, returns, support, and CAC.
Optimize your cash conversion cycle. Track every rupee from purchase to collection with detailed efficiency metrics.
Connect CRM data with actual revenue realization. See which sales efforts translate to profitable business.
Reduce dead stock and stockouts simultaneously. Get AI-powered reorder recommendations based on sales velocity.
Stop budget overruns before they happen. Real-time alerts when departments approach spending limits.
Powerful Features
Get the complete picture in one screen. We integrate Zoho Books, CRM, Inventory, and Projects to show you what's actually happening in your business—not just data, but actionable insights.
Standard reports can't answer your unique questions. We write custom SQL queries and use Zoho Analytics' query tables to extract exactly what you need—no limitations.
Stop looking at yesterday's data. Our dashboards sync automatically with scheduled refreshes so you're always making decisions based on current, accurate information.
Why Choose Us
CA background meets data science. We understand both your P&L and your database schema.
We write custom SQL queries to answer YOUR unique questions. No limitations.
Connect Books, CRM, Inventory, Projects, Desk—see your whole business, not just fragments.
We track what matters: profit, cash flow, and unit economics—not vanity metrics.
Real Results
From cash flow forecasting to customer profitability analysis, we build dashboards that answer the questions that matter to your business.
Built multi-branch P&L dashboard integrating Books, Inventory, and Projects. Identified one branch losing ₹80K/month due to material wastage and inefficient resource allocation.
Created cohort analysis and customer profitability dashboard combining CRM, Subscriptions, and Desk data. Discovered 20% of customers generated 75% of support costs but only 15% of revenue.
Built inventory optimization dashboard with ABC classification, dead stock analysis, and reorder point calculations. Integrated Commerce, Inventory, and Books for complete visibility.
Created project profitability tracking with real-time budget burn rate, resource utilization, and time-to-revenue analysis. Integrated Projects, People, and Books for complete project P&L.
Platform Capabilities
Zoho Analytics combines AI, machine learning, and visual data pipelines with enterprise security—all in one unified platform. We customize it to solve your specific business problems.
Ask Zia understands natural language. Build reports, create metrics, and get insights by simply chatting with your AI copilot.
Build end-to-end data pipelines with drag-and-drop. Transform, clean, and blend data from multiple sources without writing code.
White-label dashboards in your app or portal. Embed interactive reports with SSO, custom branding, and user-level data filtering.
Build machine learning models with zero code. Forecast revenue, predict churn, classify data, and detect anomalies automatically.
Connect to 500+ data sources including databases, cloud apps, files, APIs, and real-time streams. One unified view of all your data.
From basic charts to advanced Sankey diagrams, funnel analysis, cohort grids, and geographic heat maps with multiple data layers.
Role-based access control, row-level security, data encryption, audit logs, and compliance with GDPR, HIPAA, SOC 2.
Live data streaming from webhooks, APIs, and message queues. Monitor KPIs as they happen with auto-refresh dashboards.
Write custom SQL queries with autocomplete, syntax highlighting, and performance optimization. Join data across multiple sources.
Get a sample dashboard built with YOUR Zoho data. See what's possible in 30 minutes.
📧 Email: contact@zolytics.com