BrokerSumo is integrated with Zoho Reports giving you deeper analytics, dashboards and the ability to build your own custom reports.
Zoho Reports is a report is a business intelligence and analytics solution that allows you to create insightful reports and dashboards. It assists you to visually analyze your business data, and to make informed decisions.
By utilizing a free Zoho Reports account, BrokerSumo will sync your transaction data in real time to Zoho Reports, we will provide you a pre-built set of reports and a dashboard that we'll embed on your BrokerSumo dashboard page so you can see your dashboard each time you log in. You'll also be able to build out your own additional reports, customize our reports and customize your dashboard per your preferences. Your BrokerSumo data will sync every time you make any changes to a transaction, so upon adding a new transaction, editing a transaction, creating a disbursement, paying agents, etc... the data will always be updated in Zoho Reports so your analytics will be real time and current.
Click here to see the dashboard that you'll get pre-built when you add the integration. This is exactly the same dashboard you'll receive but it will have your data.
Below is an instructional video which will walk you through how to add and activate the integration.
For help building reports in Zoho Reports, click here to visit their resources section.