Dear Zoho ,
I am under Zoho one, integrated CRM and Book. We have one situation is that :
We can do record Expense for Potential in Zoho Book and but we are unable to run profit report on particular Deals / Sales
Report by specific Potentials ( Deal ) that shows :
- Sales amount by items
- Cost of good sales by items ( if possible )
- Expense items
- Profit ( total of all above )
and Report by all potentials ( Deal ) : same with above , but summary row instead of iteams, but show all potentials by duration.