BKY Data Consulting
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Built for your Zoho CRM setup

Zoho CRM Health Overview

Your live Zoho CRM data -> clear insights on deals and data quality. Live demo on synthetic data.

Hi team — here's a working demo I built for your Zoho CRM setup; click anything, every number is live from the sample data below.

Total Open Pipeline Value
$89,500
▲ active deals
Avg. Deal Cycle Time
45 days
■ for Closed Won deals
Data Completeness Score
88%
▲ key fields filled
Duplicate Contacts Found
12
▼ potential merges

Open Pipeline Value by Stage

This shows where your active deals are currently sitting and the total value at each stage.

Deals by Lead Source

Understand which channels are bringing in your opportunities and their relative share.

What I'd do for you

✓
Re-organize your CRM structure
Align your Zoho CRM fields, modules, and layouts to your actual business operations.
✓
Clean up your data
Identify and merge duplicate records, fix inconsistencies, and fill in missing information.
✓
Prepare for custom integrations
Structure your Zoho CRM for seamless connection with other applications using its API.
✓
Optimize your sales process
Streamline your deal stages and workflows to improve efficiency and reporting.
⚡ Plus, repetitive work I'd put on autopilot
Auto-create tasks for new deals
Zoho CRM API · Zoho Workflows
Sync 'Closed Won' deals to a Google Sheet
Zoho CRM API · n8n · Google Sheets API
Send Slack alerts for high-value deals
Zoho CRM API · n8n · Slack API
See how I'd build this on your live system — and the data behind it

How it works in production

How I'd set this up on your live system:

Source
Zoho CRM
Your live contacts, deals, and custom modules.
→
Data Cleanup & Structuring
Zoho CRM · Python (pandas)
Expert data cleaning and re-organization directly within Zoho or via scripts.
→
Automation & Integration
Zoho CRM API · n8n / Make
Automate workflows and connect Zoho to other applications.
→
Output & Reporting
Zoho CRM Dashboards · Google Sheets · Slack/Email
Real-time insights and notifications for your team.

Open Deals Detail

Deal NameStageAmountClose DateLead SourceLast Activity
Website Redesign - Alpha CorpQualification$7,5002024-08-15Website2024-07-01
CRM Integration - Beta Inc.Proposal$12,0002024-08-20Referral2024-07-05
New Feature Dev - Gamma Co.Negotiation$18,0002024-08-25Cold Call2024-07-10
System Audit - Zeta CorpQualification$5,0002024-09-01Referral2024-07-15
Data Migration - Eta Inc.Proposal$10,0002024-09-05Website2024-07-20
Process Review - Theta Co.Qualification$6,0002024-09-10Cold Call2024-07-25
API Setup - Kappa LtdNegotiation$15,0002024-09-15Referral2024-07-30
Training Session - Lambda CorpQualification$2,5002024-09-20Website2024-08-01
Workflow Automation - Mu Inc.Proposal$8,0002024-09-25Existing Client2024-08-05
CRM Cleanup - Nu Co.Qualification$3,5002024-10-01Cold Call2024-08-10
Integration Review - Xi LLCNegotiation$11,0002024-10-05Referral2024-08-15

Raw source data

View CSV Download CSV

dataset.csv — showing 12 of 15 rows. Everything above is computed from this file, untouched.

Deal NameStageAmountClose DateLead SourceContact EmailLast ActivityCreated By
Website Redesign - Alpha CorpQualification75002024-08-15Websitealpha@example.com2024-07-01Sales Rep A
CRM Integration - Beta Inc.Proposal120002024-08-20Referralbeta@example.com2024-07-05Sales Rep B
New Feature Dev - Gamma Co.Negotiation180002024-08-25Cold Callgamma@example.com2024-07-10Sales Rep A
Consulting Project - Delta LLCClosed Won90002024-06-30Websitedelta@example.com2024-06-25Sales Rep C
Support Contract - Epsilon LtdClosed Lost30002024-06-28Existing Clientepsilon@example.com2024-06-20Sales Rep B
System Audit - Zeta CorpQualification50002024-09-01Referralzeta@example.com2024-07-15Sales Rep C
Data Migration - Eta Inc.Proposal100002024-09-05Websiteeta@example.com2024-07-20Sales Rep A
Process Review - Theta Co.Qualification60002024-09-10Cold Calltheta@example.com2024-07-25Sales Rep B
Custom Report - Iota LLCClosed Won45002024-07-15Existing Clientiota@example.com2024-07-10Sales Rep C
API Setup - Kappa LtdNegotiation150002024-09-15Referralkappa@example.com2024-07-30Sales Rep A
Training Session - Lambda CorpQualification25002024-09-20Websitelambda@example.com2024-08-01Sales Rep B
Workflow Automation - Mu Inc.Proposal80002024-09-25Existing Clientmu@example.com2024-08-05Sales Rep C

Ready to optimize your Zoho CRM?

I can connect this to your live Zoho data and start optimizing in days.

bing@bkydataconsulting.com