Project Delivery Insights
Streamline your Processes
Integrate your Systems
Unlock the Value of your Data
Keep your eye on project profitability
HOW WILL THIS HELP ME?
Estimating the resources necessary to deliver a project is not an exact science. If you’re a business that provides services for a fixed cost, it’s critical that you gather a defined brief and agree on a scope of work. However, as projects unfold and new information is uncovered or your client is swept along with what’s possible and requests variations, more often than not, scope creep sets in. This can very quickly impact your forecasted project profitability which may not be identified until it’s too late.
What’s key is being able to easily monitor and flag when a project is at risk and take the necessary actions to pull it back on course. In addition, having detailed data that allows you to debrief and analyse where the gaps were, what needs to be accommodated in future estimates or where you made significant wins is liberating. Better insights deliver better outcomes.
Overview
Zoho Analytics is a powerful business insights and data analytics software that lets you analyse your data and create stunning data visualisations. We sync data from your Zoho Projects and Zoho CRM systems and use it build out a set of reports and dashboards to deliver the insights your need.
Choose from a selection of reports that might include labour utilisation, billable vs non-billable time spent, estimated vs actual costs and overall profitability. Whatever measures you use, we will work with you to provide easy to interpret and timely insights.
Key Features
Project KPI tracking
Set and measure key performance indicators by person, department or at company level
Labour utilisation insights
Analyse time spent on all work types by person, group or at company level
Choice of field mapping
View in real time how your projects are tracking against set budget via simple traffic light system
Tools for your team
Provide your team the information they need to make better decisions
Web tab CRM dashboards
Choose your key reports and display on a dashboard in your CRM for quick reference
Scheduled reports
Have your key data insights delivered directly to your inbox whenever you need them