CRM Zen Show Episode 156 – 3 Years of Zen

Three Year Anniversary Special

  • This episode of the CRM Zen Show marks 3 years of the show.  Thank you for all of your continued support and be sure to watch this week’s episode as we recap our wish lists over the last 3 years.  Also, Tyler and I picked our favorite new application over the last 3 years.

Zoho News

Implementation of the Week

  • Projected cash flow reporting on Recurring Invoices, Partially Payable Invoices, and Subscription Renewals via Zoho Analytics
    • Based on the start date, and due/end date of a specific record, we can calculate how many expected future payments should occur
    • Based on the number of payments, we can calculate the expected amount per payment for future payments
    • Using a SQL Query, you can break this data out into a series of expected future payments 
    • Using this data, we can display expected future payments via a chart, or pivot table for forecasting purposes

This Weeks Read

New On Zenatta

Pick of the Week

Tips and Tricks

Billy

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Senior Developer

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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