A Zoho Analytics setup ties the numbers management looks at to a single data model. We connect Zoho CRM, Zoho Books and your spreadsheets, write down the definition of every metric, and share dashboards with role-based permissions and scheduled emails so each figure reaches the right person.
20 business days
Delivered with sources connected, numbers reconciled and dashboards shared; the count starts after scope approval and the date is written into the scope document.
Written metric definitions
The formula of every metric and the table it comes from are part of the handover document.
Base support after setup
No separate fee; we stay with you on sync and sharing settings over the WhatsApp channel and phone.
Business day
- 1Day 1Decision and metric list
The first business day after scope approval. With your team we confirm the list from discovery: which decisions management makes on which numbers, and which file or system each number lives in.
- 2Days 2-4Data model and metric definitions
The sources to connect, the relationships between tables and the formula of every metric are set out in writing for your approval; terms like revenue or active customer are tied to a single definition.
- 3Days 5-12Connection, sync, joins
Zoho CRM, Zoho Books and other sources are connected and the sync schedule is set; tables are related through lookup columns, and SQL-based query tables and formula columns are written where needed.
- 4Days 13-17Reconciling the numbers
Dashboard totals are compared one by one with the reports in the source system; a metric that does not match goes to approval only after the cause is found and fixed.
- 5Days 18-20Sharing, email schedule, training
Dashboards are shared with role-based permissions and scheduled emails are set up; handover comes with department-based live training, video recordings and a Turkish user guide.
The sources and dashboards to build are listed one by one in the proposal after discovery.
- 01
Sync schedule
Automatic updates for each connection at the frequency your Zoho Analytics edition allows; a separate schedule for tables that change often.
- 02
Sharing and email
Sharing by user and group; read, export and drill-down permissions; row-level filters applied when sharing; scheduled PDF email of dashboards.
- 03
Metrics and alerts
Written metric definitions, KPI widgets, charts and pivot reports, separate dashboards per team; data alerts that notify when a threshold is crossed (Standard plan and above).
- 04
Data model
Lookup relationships over a shared column; query tables that combine different sources; calculated formula columns.
- 05
Data sources
Ready connectors such as Zoho CRM, Zoho Books and Zoho Desk; Excel and CSV files; cloud databases and on-premise databases through Zoho Databridge.
- 06
Training and guide
Department-based live training for the teams that will use the dashboards; video recordings and a Turkish user guide.
1
Live training
At the same table as your team in Istanbul, remotely in other cities and abroad; with real data.
2
Full documentation
Every structure we build is in your hands, in writing.
3
How-to videos
Watch-and-apply recordings for every screen.
4
Fast support
Quick answers to anything left unclear after training.
5
Adoption report
Is the team actually using the system? We measure it.
Every company whose setup we did gets base support through three channels after go-live; it is part of our responsibility and is not priced separately. The WhatsApp channel and phone stay open for as long as we are your partner; feature and customization requests by email in the first 6 months are part of the setup, while new modules and integrations are priced separately.
01 · Email
Feature and customization requests
First 6 months after go-live, for your existing setup. Write to us; the request is logged and planned.
02 · WhatsApp channel
Team questions and instant fixes
A channel set up for your company, open for as long as we are your partner. Your team asks, small fixes happen on the spot.
03 · Phone
Urgent issues and management questions
Open for as long as we are your partner. When something stops work or management needs an answer, call us directly.
Coverage
WhatsApp channel and phone
Email · features and customization
After go-live, for every company whose setup we did. None of the three channels is priced separately; the 6-month scope covers feature and customization requests.
We build it, improve it, keep it alive.
No system stays standing without someone behind it. We stay with every structure we build after delivery: monitoring, fine-tuning, and making sure your team truly adopts it.
More questions? Write to us · we reply within 24 hours.
The 20 business day schedule starts after scope approval; the go-live date is written into the scope document. The prerequisites on your side, such as access to the source systems and the manager who will approve the metric definitions, are listed together on day one. If we still need to define the metrics together, this work happens before scope approval and is not counted in the 20 business days; we tell you clearly at the end of discovery how long it will take. The proposal counts the sources and dashboards one by one at a fixed fee, set in EUR and invoiced in Turkish lira at the Central Bank of the Republic of Türkiye euro selling rate on the invoice date.
30+
projects
99%
client satisfaction
3 channels
post-implementation support
We prepare a concrete proposal and a live demo based on your current system, your goals, and your timeline. No commitment before the contract.