(No more Excel gymnastics)
3 Questions Every Business Asks Monthly:
• Are we over budget?
• Which departments?
• By how much?
Traditional way: Export → Excel → Pivot → Format → Share
(And repeat next month...)
Smart way in Zoho Books:
• Variances calculate automatically
• Alerts for significant deviations
• Department heads get notified
• Historical trends show patterns
Best part? Reports refresh daily, not monthly.
Pro tip: We set thresholds by department
Marketing: 10% variance → Alert
Operations: 5% variance → Alert
Admin: 15% variance → Alert
Because catching budget issues early saves money.
Book a meeting - https://zurl.co/XeSu4
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