Calculating Project Margins and Revenue per Hour in Zoho Analytics Using Data from Zoho Projects and Zoho Expense

Calculating Project Margins and Revenue per Hour in Zoho Analytics Using Data from Zoho Projects and Zoho Expense

Hello,

I would like to know if it's possible to use Zoho Analytics to calculate taxes and margins for the projects available in Zoho Projects, while also including the expenses recorded in Zoho Expense.

I’m looking to build a dashboard that calculates the project margin using the following formula:

Margin = Project Budget (varies by project) – Taxes – Costs

Here’s how each element is defined:

  • Taxes are calculated as:
    Project Budget * 0.78 * 0.05 + Project Budget * 0.78 * 0.2607

  • Costs are the expenses linked to the project from Zoho Expense.

Important note: If a cost is split across multiple projects, only the portion of the cost associated with the specific project should be included in the project’s total cost.

Additionally, I’d like to calculate the revenue per hour worked, with the following formula:

Revenue per Hour = (Project Budget – Taxes – Costs) / Total Hours Logged in the Timesheet for the Project

My Questions:

  1. Is it possible to achieve this type of calculation using Zoho Analytics?

  2. If yes, which fields or modules should I use or connect in order to build this dashboard?

Thank you in advance for your support.



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