We are a small consulting firm looking to implement Zoho and need a someone to help us integrate Zoho with our QuickBooks, Tracking Time, and HubSpot applications. We will most likely use Zoho CRM, Zoho Creator, Zoho Contracts, and Zoho Analytics. We would also like to build custom dashboards within Zoho from these sources. The following is a list of key calculations and metrics we would like to be able to see as an output: KEY METRICS AND FORMULAS **Actual Calculations** - Actual Labor Cost** = Σ (Hours Worked × Internal Cost Rate) - Actual Billable Value** = Σ (Hours Worked × Project-Specific Billable Rate) - Total Expenses** = Σ (Expense Amounts) - Actual Revenue** = Σ (Invoices Paid) - Profit** = Actual Revenue − (Labor Cost + Expenses) - Margin %** = Profit / Actual Revenue - Forecasted Labor Cost** = Σ (Forecasted Hours × Internal Rate) - Forecasted Revenue** = Σ (Forecasted Hours × Billable Rate) - Forecasted Margin %** = (Revenue − Cost) / Revenue --- DASHBOARDS **Project Overview Dashboard** - Contract vs Actual Revenue - Labor Cost vs Forecast - Margin % - Invoicing Progress - Burn rate **Forecast Dashboard** - Pipeline Revenue Forecast (Zoho CRM + HubSpot) - Resource Plan vs Capacity - Monthly Forecasted Margins - Weighted Deal Forecast (HubSpot stage x revenue) **Staffing & Utilization Dashboard** - Hours Logged by Staff - Billable vs Non-billable Hours - Effective Billable Rate - Top Performers **AI Insights (Zoho Analytics Zia?)** - Cost Overrun Alerts - Margin Deterioration Trends - Staff Utilization vs Billability - Project Risk Score (optional)
Keyword: Software Development
Price: $47.0
API Development Automation Zoho Creator Zoho CRM Analytics Zoho Analytics Zapier API Integration Data Extraction API Data Cleaning Data Modeling
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