ZOHO CRM PHP Reporting Dashboard - snssystem

ZOHO CRM PHP Reporting Dashboard

SNS developed a reporting tool in php in which it gets the data from Zoho CRM to generate detailed customized reports.

One of the SNS clients was using Zoho CRM to maintain complete sales flow such as lead, deal, appointment and contract etc. Client wanted to see customized report at individual role level while in Zoho can see consolidated report so SNS suggested to develop a separate report module in php

How php reporting tool works:

  1. Created a workflow in zoho crm side when create a lead or deal in crm its automatic create in php portal database through php REST API
  2. Same when we edit in lead or deals its automatic updated in php database through php REST API
  3. We are syncing only lead / deal data through php REST API while getting appointment / contract data through sql filter criteria from php mysqldb for various reports
  4. Following detailed reports are generating:
  • Expected Weekly Leads
  • Expected Weekly Contracts
  • Expected Weekly Deals
  • Leads by Owner
  • Appointments by Owner
  • Contracts by Owner
  • Deals by Owner

 

Below is data flow diagram from Zoho crm to php mysql database

 

 

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