I have zoho books linked with zoho crm.
In the zoho crm analytics, I made a KPI
- KPI Metric: Invoices
- Sum of Balance
- Due date this year
This KPI works Fine
BUT when I try to add Criteria Filter: Status is Overdue
nothing comes up even though zoho books shows several overdue invoices.
Is there no way to have a KPI to show me balance or count of specific invoice status?
It would be really helpful to be able to see this is how much is overdue, this is how much is draft, this is how much is open from the zoho crm