Enhance Sales Insights with Zoho Analytics Interactive Dashboard

Enhance Sales Insights with Zoho Analytics Interactive DashboardEnhance Sales Insights with Zoho Analytics Interactive Dashboard

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Ali Haider

pro

• 1d

Zoho Analytics — Sales & Revenue Overview Dashboard Built a comprehensive executive-level analytics dashboard in Zoho Analytics for a US-based business. Dashboard includes real-time KPI cards tracking Revenue ($93M), Expenses ($17M), Profit ($4.77M), and ROI (27.4%) with trend sparklines. Features an interactive geo-map showing Sales by Region across all US states, and a heatmap chart analyzing Open Deals by Age and Amount — giving the sales team full visibility into their pipeline health. Fully custom-built with live data connections to Zoho CRM.

Data Analysis Data Visualization Business Workflow Automation Zoho Cloud Zoho CRM Zoho One

Ganesh Singh

• Mar 23

Profit Intelligence Dashboard | Power BI

Built an end-to-end Power BI dashboard focused on identifying profit leakage and margin inefficiencies at a product level.

This dashboard goes beyond tracking revenue and highlights where high-performing products are actually underperforming in terms of profitability.

Key Highlights:

Clear visibility into Total Sales, Profit, and Profit Margin

Identification of loss-making and underperforming products

“Revenue vs Profit” analysis to uncover hidden opportunities

Breakdown of top and lowest margin products

Actionable insights like:

High revenue ≠ high profit

Pricing and cost inefficiencies

Products driving losses despite strong sales

Impact: Helps businesses shift focus from just revenue to profit-driven decision making, enabling better pricing, cost control, and product strategy.

Microsoft Power BI Business Analysis Data Analysis Microsoft Excel SQL

Geethasree Naguboina

pro

• Mar 24

The Revenue vs Profit quadrant chart is the standout feature here — separating hidden opportunities from underperformers and profit drivers in one visual makes margin analysis instantly actionable. The insight that -275% margin exists despite strong sales volume is exactly the...