Membership Dashboard Integration

Xpert Prime successfully integrated Zoho CRM, Zoho Books, and Zoho Subscription for our client, creating a Membership Dashboard. The dashboard features interactive widgets, graphs, and pivot reports, providing a comprehensive view of important system-wide metrics such as new members, active members, renewals, lapsed members, dropped members, and categorized member data.

Client Requirements:

  • Consolidated and intuitive User Interface
  • Monthly/Annually metrics for new, active, renewed, lapsed, and dropped members
  • Categorized member data
  • Category-wise capital/income distribution in a pie chart
  • Monthly progress tracking

Our Solution:

  • Seamless integration of Zoho CRM, Zoho Books, and Zoho Subscription
  • User-friendly and visually appealing Membership Dashboard
  • Interactive widgets, dynamic graphs, and pivot reports
  • Data visualization for easy understanding
  • Robust tracking system for monthly progress monitoring

The Membership Dashboard Integration by Xpert Prime enabled the client to streamline their business processes, gain valuable insights, and make informed decisions based on real-time data. It showcases our expertise in integrating Zoho applications, designing intuitive dashboards, and utilizing data visualization techniques.

November 11, 2018

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