Regardless of your organization's size or the industry you work in, business reports are not just valuable; they're essential. They provide a means to track and analyze the performance and overall health of your business while identifying areas for improvement and opportunities for growth.
This critical analysis gives you a complete overview of how each area of your organization is faring, from marketing campaign success to inventory efficiency. With all that data at your fingertips, you and your teams can make better business decisions and solve problems faster.
Zoho Books helps you generate over 45 reports to handle various aspects of your business. These reports can help you take better business decisions, reports on customers help you find your most valuable customer, reports on salesperson helps you find your best sales person. This can help you run your business better. In this webinar session, we will show you how to master reports in Zoho Books and increase your business efficiency.
What we're covering:
How reports in Zoho Books can help your business
Reports in Zoho Books that can increase your business efficiency
Functions can you perform in the Zoho Books Reports module
A complete, hands-on demo of the Reports module
This was an hour-long session with Q&A at the end.
For those of you who haven't fully explored our Reports module, this will be a great chance to see how it works so you can get the most out of your Zoho Books account.
Timestamps:
00:00 Introduction
00:31 Agenda
01:00 How reports in Zoho Books can help your business
01:08 Advantages of dynamic, up-to-date reports in Zoho Books
02:49 Overview of reports available in Zoho Books and how these can help businesses take better decisions
03:06 Identifying your best customers
06:07 Tracking your vendors and payables
08:58 Monitoring your sales and receivables
10:43 Evaluating your purchases and expenses
13:30 Functions you can perform in Zoho Books
16:45 Walkthrough
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