Zoho Books is cloud-based accounting software that lets you manage your accounts, stay GST compliant, automate company procedures, and collaborate across departments.
Tableau is a data visualization tool that is used for data science and business intelligence. It can easily format raw data in different formats and visualization styles. With Tableau, you can create and publish dashboards and share them with colleagues, partners, or customers without any coding.Tableau Integrations
Zoho Books + TableauUpdate Data Source in Tableau when New Item is created in Zoho Books Read More...
Zoho Books + TableauUpdate Data Source in Tableau when New Contact is created in Zoho Books Read More...
Zoho Books + TableauUpdate Data Source in Tableau when New Sales Invoice is created in Zoho Books Read More...
Zoho Books + TableauUpdate Data Source in Tableau when New Estimate is created in Zoho Books Read More...
Tableau + Zoho BooksCreate Contact to Zoho Books from New Data Source in Tableau Read More...
It's easy to connect Zoho Books + Tableau without coding knowledge. Start creating your own business flow.
Triggers when a new contact is created.
Triggers every time a new credit note is created.
Triggers every time a new estimate is created.
Triggers every time a new item is created.
Triggers every time a new purchase order is created.
Triggers on a new sales invoice in Zoho Books.
Triggers every time a new sales order is created.
Triggers when a new data source occurred.
Triggers when a new project occurred.
Triggers when an existing data source is updated
Creates a new bill.
Creates a new contact.
Creates a new item.
Creates a new sales invoice in Zoho Books.
Updates an existing contact.
Updates an existing invoice in Zoho Books.
Updates an existing data source in tableau.
In the business world today, companies are constantly looking for ways to maximize their business potential. A call-to-action is always needed to get more customers and to increase sales of products and services. The need to drive sales through analytics and optimization has become a necessity. Marketing managers need data in order to determine where they can allocate resources to bring in more revenue. Zoho Books and Tableau integration helps with improving decision-making and tracking performance. Using this kind of integration, companies can adjust according to whatever changes that will occur.
Zoho Books is an online accounting platform that helps small businesses manage and track their financial information. This software is integrated with other software like Zoho Invoice, which is a cloud-based invoicing spution that allows companies to create professional looking invoices within minutes.
Tableau is a visualization top that transforms raw data into insights. It allows users to analyze large datasets and discover new patterns and trends. It also allows users to create interactive dashboards in order to share insights with others.
Tableau’s integration with Zoho Books enables users to connect data from Zoho Books accounts and perform analysis on it. Once the accounts have been connected, users can use Tableau to build custom views, charts, and graphs, and then download their data sets or publish them directly to their dashboards (Zoho Docs. Users can then share these dashboards with other people in the organization or with clients.
Using an integration between Zoho Books and Tableau has many benefits. First of all, it can streamline processes by integrating data from Zoho Books as well as real-time data from other sources. Some of the benefits include:
Allows users to view their data in different formats
Users can look at their reports in various ways using Tableau. They can compare their data with other competitors’ data, they can apply different filters on the data set as well as manipulate the data based on certain criteria. This way, users can get a greater understanding of their company’s performance over time based on different metrics.
It allows users to obtain valuable insights based on their data
Through Tableau, users can predict future performance based on current performance. For example, if a company’s revenue is decreasing every month, Tableau would allow you to predict whether or not it would continue decreasing based on past performance. This would help the company make decisions regarding what course of action should be taken in the upcoming months.
It allows users to make better decisions based on the data that they are analyzing
When a company is able to understand their numbers better, they are able to use that information for better decision-making. For example, if a company knows that their revenue has decreased every month over the past six months, they would know that they need to address the issue immediately in order to avoid further losses in sales. In this case, Tableau would give them the opportunity to analyze their numbers in order to find out why their revenue dropped over time. This way, they can understand where they made mistakes and how they can fix it in the future.
It allows users to improve performance
With an integration between Zoho Books and Tableau, a company can gain insight into how they are performing compared to other competitors in their industry. This allows them to identify where they are excelling and where they need improvements in order to stay competitive in the market. With this kind of information, companies are able to develop strategies that will help them grow and increase sales over time.
It allows organizations to save time and money by avoiding hiring additional employees or spending time on training them before they could start working for them
By using an integration between Zoho Books and Tableau, employees do not need to spend time learning how to use complex software like Tableau because all the necessary information is already available in Zoho Books. They only need to know how to access it by connecting their accounts. Once connected, they can easily run reports and access any information that would normally take them hours or days just by entering a few pieces of information into a search bar or dashboard. This saves time for employees as well as the company because no additional employees are needed for running reports and data analysis. Additional employees also mean additional costs for the company since salaries must be paid on top of training costs for each employee hired. With this kind of integration employees can use existing software without having to learn new ones, saving time as well as money for the company.
The process to integrate Zoho Books and Tableau may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.