Combining data from Zoho Books, Zoho Projects and Zoho CRM
Hi team
is it possible to generate a report with a table that contains:
- From Zoho CRM:
- Client name
- Opportunity name
- Sales stage
- Amount
- From Zoho Projects:
- Project name - regarding client A
- Project stage
- Project actual budget
- Project forecast budget
- From Zoho books
- Sales estimate - regarding client A
- Outstanding invoices - regarding client A
This is just a sample report, but the main question is really HOW to prepare reports and dashboards that combine data from different sources.