CRM Zen Show – Episode 97 – Margin Mayhem

Zoho News

Implementation of the Week

  • Zoho Books – Estimate Margin Calculation
    • On save of a draft estimate, compare the list price of each line item to its purchase price to calculate margin percent
    • Map margin percent into a custom column in Estimate product table
    • Compare estimate grand total to the total of the product costs from each item
    • Map total estimate margin to a custom field at the Estimate level to capture aggregate margin for the estimate

This Weeks Reads

Vote for the zenmy awards banner
  • Forbes India’s Cover Story and Interview With Zoho CEO Sridhar Vembu
  • Zenatta Blogs

New Resource Guides

New On YouTube

Application / Plug-In 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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