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The CRM Zen Show Episode 239 – Club Z Comes Full Circle

Zoho News

New Features
Zoho CRM Updates
Other App Updates

Implementation of the Week

  • ZAnalytics/ZInventory For Composite/Component Item Sales Reporting
    • In ZInventory, we can use Composite items to create sellable SKUs that are made up of a combination of other SKUs
    • That being said, the ability to report on these items natively through ZInventory is relatively limited
    • In this implementation, we leveraged ZAnalytics to “unbundle” the sales and purchase data from the Composite level to the Component level
    • This allows us to provide reports that distribute sales and cost values down to the Component level, even if sales/purchases were recorded for the Composite item

Code Share of the Week

  • Creating A Date Reference Table In Zoho Analytics 
    • Sometimes you need to represent every day over a time period if you are combining data sets that use different dates, or if you are trying to create a dashboard with a filter to show you a snapshot of what metrics looked like on a particular day/week/month.
    • Here is a process for creating such a table to whatever your specifications may be.

This Week’s Read

New On Zenatta

Tips and Tricks

Billy Bates

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


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.