CFO-Grade Analytics Without the CFO Budget
We build custom Zoho Analytics dashboards that connect your Books, CRM, and Inventory—giving you real-time visibility into profitability, not just revenue. Finance meets analytics.
Powerful Integrations
Connect Your Entire Business Ecosystem
We integrate with 24+ Zoho apps, external platforms, and databases to give you a unified view of your business.
Zoho Inventory
Stock levels & order tracking
Zoho Projects
Project profitability analysis
Zoho Books
Financial accounting & reporting
Zoho CRM
Sales pipeline & customer insights
Zoho Desk
Support ticket analytics
Zoho People
HR metrics & workforce analytics
Zoho Expense
Expense tracking & budgets
Zoho Campaigns
Marketing ROI & engagement
Zoho Commerce
E-commerce sales
Zoho Subscriptions
Recurring revenue tracking
Bigin
Small business CRM
Zoho Sprints
Agile project analytics
Zoho Social
Social media analytics
Salesforce
Enterprise CRM
HubSpot
Marketing automation
Microsoft Dynamics
ERP & CRM data
Shopify
Online store data
WooCommerce
WordPress e-commerce
QuickBooks
Accounting sync
Xero
Cloud accounting
Google Ads
PPC campaigns
Facebook Ads
Social advertising
Google Analytics 4
Web analytics
MySQL
SQL database
PostgreSQL
Advanced SQL
BigQuery
Data warehouse
Excel/CSV
File imports
Stripe
Payment data
YouTube Ads
Connect and Analyze yourData
Zendesk
Customer support
CFO-Level Reports
Executive Dashboards That Drive Decisions
From cash flow forecasting to customer profitability analysis, our CFO-grade dashboards give you the insights you need to make data-driven financial decisions with confidence.
Cash Flow Forecast Dashboard
Predict cash crunches before they happen. Track receivables, payables, and bank balances in real-time with ML-powered forecasting.
- 30/60/90 day cash projection with AI forecasting
- Aging analysis by customer & vendor
- DSO/DPO tracking & optimization alerts
- Working capital ratio monitoring
- Cash runway calculator for startups
Customer Profitability Analysis
Know which customers are truly profitable. Revenue minus actual cost to serve, support costs, and payment delays.
- Customer lifetime value (CLV)
- Cost-to-serve breakdown
- Support ticket cost allocation
- Pareto analysis (80/20 rule)
Dynamic P&L Dashboard
Go beyond static P&L statements. Drill down by product, region, team, or time period with one click.
- Budget vs actual with variance alerts
- Multi-dimensional drill-downs (product/region/team)
- Gross margin & contribution margin by segment
- EBITDA tracking with custom adjustments
- YoY/MoM/QoQ comparison views
Branch/Location Performance
Compare branch profitability with proper overhead allocation to identify top and bottom performers.
- Branch-wise P&L with full cost allocation
- Revenue per square foot analysis
- Inter-branch comparison benchmarking
- Resource utilization & efficiency metrics
- Location-based inventory turnover
Product/Service Margin Analysis
Stop selling products that lose money. See true margins after ALL costs—COGS, shipping, returns, support, and CAC.
- True unit economics with full cost absorption
- Product-level contribution margin tracking
- Price elasticity & optimization insights
- Customer acquisition cost by product
- Cross-sell & upsell opportunity matrix
Working Capital Management
Optimize your cash conversion cycle. Track every rupee from purchase to collection with detailed efficiency metrics.
- Cash Conversion Cycle (CCC) tracking
- Days Sales Outstanding (DSO) trend analysis
- Days Payable Outstanding (DPO) optimization
- Inventory turnover & days on hand
- Working capital requirement forecasting
Sales Performance & Pipeline Analytics
Connect CRM data with actual revenue realization. See which sales efforts translate to profitable business.
- Pipeline velocity & conversion metrics
- Sales team performance vs quota
- Win/loss analysis by deal characteristics
- Revenue realization vs bookings gap
- Customer acquisition cost by channel
Inventory & Stock Optimization
Reduce dead stock and stockouts simultaneously. Get AI-powered reorder recommendations based on sales velocity.
- ABC analysis with automated classification
- Stock aging & obsolescence tracking
- Reorder point optimization by location
- Carrying cost calculation per SKU
- Inventory turnover ratio by category
Budget vs Actual Tracker
Stop budget overruns before they happen. Real-time alerts when departments approach spending limits.
- Department-wise budget utilization
- Variance analysis with explanatory notes
- Forecast vs budget comparison
- Automatic overspend alerts
- Zero-based budgeting support
Powerful Features
Dashboards That Actually Answer Your Questions
MIS Dashboards for Decision-Makers
Get the complete picture in one screen. We integrate Zoho Books, CRM, Inventory, and Projects to show you what's actually happening in your business—not just data, but actionable insights.
- Real-time P&L tracking across all departments
- Outstanding payments & receivables aging analysis
- Revenue leakage identification & prevention
- Custom KPIs tailored to your industry vertical
- Executive summary reports with drill-down capability
SQL-Level Custom Queries
Standard reports can't answer your unique questions. We write custom SQL queries and use Zoho Analytics' query tables to extract exactly what you need—no limitations.
- Complex multi-table joins across Zoho apps & databases
- Custom calculated metrics unique to your business model
- Automated data transformation & aggregations
- Historical trend analysis with custom time periods
- Advanced filtering & segmentation logic
Real-Time Data Sync & Automation
Stop looking at yesterday's data. Our dashboards sync automatically with scheduled refreshes so you're always making decisions based on current, accurate information.
- Automatic data refresh every 1-24 hours (configurable)
- Instant updates from all connected apps via API
- Live cash position & inventory levels
- Automated email reports sent to stakeholders
- Threshold-based alerts for critical metrics
Why Choose Us
Finance Expert + Analytics Geek = Your Advantage
🎯 Finance + Analytics Combo
CA background meets data science. We understand both your P&L and your database schema.
💻 SQL-Level Customization
We write custom SQL queries to answer YOUR unique questions. No limitations.
🔗 Multi-App Integration
Connect Books, CRM, Inventory, Projects, Desk—see your whole business, not just fragments.
💰 Focus on Profitability
We track what matters: profit, cash flow, and unit economics—not vanity metrics.
Real Results
Built for Finance, Ops & Leadership
From cash flow forecasting to customer profitability analysis, we build dashboards that answer the questions that matter to your business.
Manufacturing Company
Built multi-branch P&L dashboard integrating Books, Inventory, and Projects. Identified one branch losing ₹80K/month due to material wastage and inefficient resource allocation.
SaaS Business
Created cohort analysis and customer profitability dashboard combining CRM, Subscriptions, and Desk data. Discovered 20% of customers generated 75% of support costs but only 15% of revenue.
E-commerce Retailer
Built inventory optimization dashboard with ABC classification, dead stock analysis, and reorder point calculations. Integrated Commerce, Inventory, and Books for complete visibility.
Professional Services Firm
Created project profitability tracking with real-time budget burn rate, resource utilization, and time-to-revenue analysis. Integrated Projects, People, and Books for complete project P&L.
Platform Capabilities
Enterprise-Grade Analytics, Simplified
Zoho Analytics combines AI, machine learning, and visual data pipelines with enterprise security—all in one unified platform. We customize it to solve your specific business problems.
Conversational AI Agent
Ask Zia understands natural language. Build reports, create metrics, and get insights by simply chatting with your AI copilot.
- Natural language queries
- Automated report generation
- Diagnostic insights & recommendations
- Embedded in Microsoft Teams
Visual ETL Pipelines
Build end-to-end data pipelines with drag-and-drop. Transform, clean, and blend data from multiple sources without writing code.
- 250+ transformation functions
- Custom Python transformations
- Scheduled & real-time syncs
- Data profiling & quality checks
Embedded Analytics
White-label dashboards in your app or portal. Embed interactive reports with SSO, custom branding, and user-level data filtering.
- iFrame & JavaScript embedding
- Custom domain & branding
- Row-level security
- API-driven customization
AutoML & Predictions
Build machine learning models with zero code. Forecast revenue, predict churn, classify data, and detect anomalies automatically.
- Automated model selection
- Time-series forecasting
- Anomaly detection
- What-if scenario analysis
Universal Data Connector
Connect to 500+ data sources including databases, cloud apps, files, APIs, and real-time streams. One unified view of all your data.
- SQL databases (MySQL, PostgreSQL, etc.)
- Cloud warehouses (BigQuery, Snowflake)
- REST APIs & webhooks
- Excel, CSV, Google Sheets
50+ Visualization Types
From basic charts to advanced Sankey diagrams, funnel analysis, cohort grids, and geographic heat maps with multiple data layers.
- Interactive dashboards
- Drill-down & drill-through
- Custom KPI widgets
- Mobile-optimized views
Enterprise Security
Role-based access control, row-level security, data encryption, audit logs, and compliance with GDPR, HIPAA, SOC 2.
- Fine-grained permissions
- Row & column-level security
- SSO & MFA authentication
- Complete audit trails
Real-Time Analytics
Live data streaming from webhooks, APIs, and message queues. Monitor KPIs as they happen with auto-refresh dashboards.
- Streaming data ingestion
- Event-driven triggers
- Alert notifications (email, SMS, Slack)
- Live KPI monitoring
Advanced SQL Studio
Write custom SQL queries with autocomplete, syntax highlighting, and performance optimization. Join data across multiple sources.
- Cross-database joins
- Query performance analyzer
- Parameterized queries
- Version control & collaboration
Stop Guessing. Start Knowing.
Get a sample dashboard built with YOUR Zoho data. See what's possible in 30 minutes.
📧 Email: contact@zolytics.com