Overcoming Multicurrency Report Limitations in Zoho CRM with Zoho Analytics

Problem

Managing sales in multiple currencies with Zoho CRM can be tricky. Normally, reports are generated in just the main currency set up in CRM. This makes it tough to see how different regions or currencies are performing.

Solution:

To overcome this limitation, we propose a solution that leverages Zoho Analytics to create more comprehensive and insightful reports.

By pushing relevant data from Zoho CRM to Zoho Analytics, including the exchange rate configured in CRM, we build custom reports that analyze business performance based on specific currencies and regions.This approach not only overcomes the inherent limitations of Zoho CRM’s multicurrency reporting but also provides our client with a more accurate and detailed view of their financial performance across different markets.

Key Steps:

• Data Synchronization: Set up a process to sync data between Zoho CRM and Zoho Analytics, including currency fields and exchange rates.

• Data Cleaning and Transformation: Ensure data quality and consistency by cleaning and transforming it before syncing.

• Custom Report Creation: Create tailored reports in Zoho Analytics using the synced data and incorporate exchange rate calculations to assess performance across different currencies.

• Visualization: Design interactive dashboards and visualizations to make the data easy to understand and analyze.