Reflect Deals Financial Stats in Associated Project

Reflect Deals Financial Stats in Associated Project

I am learning Zoho so please excuse if I misunderstand something.

I set up a project, marketing campaign. Besides regular task management I see that projects can be associated with deals. My assumption was that if I do, I can then see the stats from those deals in the Dashboard or Finance tab of the project.

I closed some deals during this campaign and associated them (had to create accounts for each contact just for that). When I look for any financial data, I do not see the amounts of the won deals. The only place where I can see numbers reflected is Users > Client Users > Account Name > CRM Potential Information (first tab on the slide out screen). I see the amount, close date, and few more). So those numbers get to projects somehow but can they be used in any reports within a project itself, preferably in the Dashboard?


      • Sticky Posts

      • Time Log Reminder

        Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keep

      • Enhanced Collaboration and Global Web Tabs

        Hello Users, We are rolling out two key enhancements in Zoho Projects that will be part of our November release. Here’s what to expect: 1. Collaboration Section in the Left Navigation Panel What’s new? All communication and interactive tools will be grouped

      • Tip 37: Time Log Restriction in Zoho Projects

        Timesheet in Zoho Projects helps you big time in entering log hours for the tasks and issues and approving them. Now, with the new Time Log Restriction option, you can set daily and weekly log hour limits. You can restrict users from entering extra log hours than the permissible limit. The limits are restricted to 24 hours per day and 168 hours per week by default based on business hours. To customize, navigate to Task & Timesheet settings under Portal Configuration in Zoho Projects setup and enable

      • Rename Task Module To Suit Your Project

        Task Module in Zoho Projects gives a comprehensive view of all the action items, known as Tasks, across all projects. However, different industries may use alternative terminology for similar processes, which might not always be recognised when labelled

      • Project Billing with the Staff Hours Method in Zoho Projects

        The Staff Hours Billing Method in Zoho Projects allows you to bill your clients based on the actual time spent by each team member on a project, at the rate set for each user. This is useful for projects where different skill sets are needed and service