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Zoho Analytics Query Table project

$10-30 USD

Closed
Posted about 1 year ago

$10-30 USD

Paid on delivery
TASK 1 I have revenue contracts with customers which we invoice every month. In Zoho Analytics, I have synced with Zoho Books and created a data table with a list of “recurring invoices”. I then created a new query table to show the customer ID, contract start date (“Start Date”) and invoice amount (“Total (BCY)”). Using this query table, I want to create a list of all monthly invoices (showing customer ID, invoice date and invoice amount, including future invoices) from the contract start date through the end of year 2025 (assuming all the contracts are active until then) for each customer. TASK 2 I have revenue contracts with customers which we invoice at a certain payment frequency (1 month / 3 months / 6 months / 1 year) over a 36 month contract period. In Zoho Analytics, I have synced with Zoho Books and created a data table with a list of “recurring invoices”. I then created a new query table to show the customer ID, contract start date (“Start Date”), invoice amount (“Total (BCY)”) and Recurrence Frequency. Using this query table, I want to create a list of all invoices (showing customer ID, invoice date and invoice amount, including future invoices) from the contract start date through the end of each 36 month contract for each customer.
Project ID: 36477532

About the project

10 proposals
Remote project
Active 11 mos ago

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10 freelancers are bidding on average $118 USD for this job
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Dear Hiring Manager, I am writing to express my interest in the role of a Data Analyst in your organization. As a highly skilled and experienced analyst, I am confident that my abilities and experience make me a perfect fit for the position. With my proficiency in Zoho Analytics, I can efficiently extract data and manipulate it to suit business needs. Specifically, I have experience working on revenue contracts with customers and syncing data from Zoho Books. Using Zoho Analytics, I have created data tables and query tables to extract critical information needed to track monthly and recurring invoices. For Task 1, I can create a list of monthly invoices from contract start date to the end of 2025 for each customer. And for Task 2, I can generate a list of invoices, including future ones, from the contract start date to the end of each 36-month contract period. I am highly organized, detail-oriented, and a team player, making me efficient in meeting project deadlines and producing quality work. With my excellent communication skills, I can explain technical concepts and analyses to both technical and non-technical team members. I am excited about the opportunity to bring my skills and experience to your organization. Thank you for considering my application. Sincerely, Diana Jane
$500 USD in 7 days
4.9 (2 reviews)
4.8
4.8
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Hi, We went through your project description and it seems like our team is a great fit for this job. We are an expert team which have many years of experience on Zoho Please come over chat and discuss your requirement in a detailed way. Thank You
$14 USD in 2 days
5.0 (3 reviews)
3.7
3.7
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Hi there, I have checked your job description and it is matching with my skills. I am interested to do the work with you. I'm a Zoho expert, having 6 years of experience in the web and all Zoho Products. My Expertise is mentioned below: Integration : SAAS:-Zoho CRM with Zoho Creator, Zoho Books, Zoho Invoices, Zoho Analytics, Zoho Campaign, and vice versa. CMS:- WordPress, Mailchimp Integration, Custom Theme, Plugin, Quickbooks. Payment Gateway:- PayPal and Stripe. Telephony:- RingCentral, Twilio, and other phone-based integrations. Email Suit:-Zoho Mail with Gmail, MS Office 365, Automation: Workflow rules, Autoresponders, Email Templates Creation,and Custom functions Automatic Rules, Reminder Setup, and Notification via Email and SMS. Dashboard and Report Creation. Webhooks calls. I will give support for any kind of bugs/fixes. This states that I will be more attentive during the project and post-production support. Thank you and I look forward to the opportunity to work with you
$80 USD in 4 days
0.0 (0 reviews)
0.0
0.0
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After reading your request. I wanted to let you know a few things. Zoho Analytics only works with predefined data fields in the other zoho modules and only data that's currently in the system. It can't project. I can make up a custom deluge script in books(customer button) that could calculate and create a report that is emailed to you. It can not give invoice numbers though as that is a system generated realtime. it can give everything else that you want(invoice date, amount, freq.). I would also recommend setting up your clients with recurring invoices as then the system can send out billing per your requested times automatically no matter what the frequency is. This project will take a couple of days to setup, build, and test. Can we talk on friday to discuss more about your project. All the Best, Gabriel
$200 USD in 7 days
0.0 (0 reviews)
0.0
0.0

About the client

Flag of UNITED STATES
Nishinomiya, United States
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Member since Apr 28, 2023

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