Marvel David

Zoho Analytics & Dashboard Developer

Logitech • Freelance

Sep 2022 - Present • 3 yrs 8 mos

Designed and developed Zoho Analytics dashboards, KPI reports, and data visualization systems for a logistics and supply chain company seeking better visibility into operations, financial performance, and delivery efficiency. The goal was to transform scattered data across multiple Zoho applications into a centralized reporting system that provides clear, actionable insights for decision-making. Built and optimized data models by connecting Zoho CRM, Zoho Books, Zoho Projects, and other operational tools into Zoho Analytics using data imports, syncs, and integration logic. Created data tables, joins, formulas, filters, and calculated metrics to support accurate reporting across departments. Developed dashboards to track key metrics such as delivery timelines, operational costs, profit margins, order volume, client activity, and team performance. Implemented KPI tracking systems with real-time updates, enabling management to monitor performance and identify bottlenecks quickly. Improved dashboard layout, usability, and performance by optimizing queries, refining data structure, and ensuring fast load times. Focused on making reports easy to understand while maintaining depth and accuracy. Worked closely with stakeholders to align reporting with business goals, ensuring dashboards reflect real operational workflows and decision needs. Also improved data accuracy through cleanup, validation, and restructuring of CRM and financial data sources. Delivered a robust Zoho Analytics system that replaced manual reporting, improved data visibility, and enabled faster, data-driven decisions across the organization.

Zoho Automation & Integration Consultant

SaaS • Freelance

Jul 2021 - Present • 4 yrs 10 mos

Designed and implemented advanced automation and integration systems across Zoho CRM and Zoho One for a SaaS technology company managing complex sales pipelines, onboarding flows, and customer lifecycle processes. The objective was to eliminate manual work, improve system efficiency, and create a fully connected environment where data flows seamlessly across all business tools. Built and optimized automation workflows using Zoho Flow, custom functions, webhooks, and API integrations to connect Zoho CRM with Zoho Campaigns, Zoho Books, Zoho Forms, Zoho Creator, and external SaaS platforms. Automated key processes including lead capture, lead scoring, onboarding sequences, subscription management, follow-ups, internal task assignment, and customer communication. Ensured real-time data synchronization across systems by designing reliable data flow architecture and integration logic. Improved existing workflows by identifying inefficiencies, fixing broken automation triggers, and refining process logic to increase performance and reliability. Worked on system scalability by designing automation that could handle increasing data volume and operational complexity without breaking. Also collaborated with internal teams to align CRM automation with actual business workflows, ensuring usability and adoption across departments. Delivered a fully automated Zoho ecosystem that reduced manual intervention, improved data accuracy, and enhanced operational speed. The result was a more efficient system capable of supporting growth, improving customer experience, and providing better visibility into sales and performance metrics through structured automation and integration.

Zoho One System Implementation Specialist

HealthCare.gov • Freelance

Jan 2023 - Dec 2023 • 11 mos

Implemented a complete Zoho One system for a health and wellness business focused on client management, appointment scheduling, service delivery, and recurring revenue tracking. The goal was to build a centralized, structured, and easy-to-use system that connects all operations across CRM, marketing, finance, and reporting. Set up and customized Zoho CRM, Zoho Books, Zoho Campaigns, Zoho Forms, Zoho Flow, and Zoho Analytics to work as a unified ecosystem. Built pipelines, modules, fields, layouts, and validation rules to manage client intake, consultations, appointments, memberships, and service tracking. Designed workflows, blueprints, and automation for lead capture, appointment confirmation, reminders, follow-ups, and post-service engagement, reducing manual coordination and improving customer experience. Integrated Zoho CRM with payment systems, email marketing tools, and internal applications using Zoho Flow and API integration to ensure seamless data flow across platforms. Structured financial tracking through Zoho Books for invoicing, payment reconciliation, and revenue reporting. Built dashboards and KPI reports using Zoho Analytics to monitor client retention, service performance, revenue growth, and operational efficiency. Improved data organization through cleanup, mapping, and structuring to ensure accurate reporting and system performance. Focused heavily on usability by simplifying layouts, reducing complexity, and ensuring the team could easily navigate and use the system daily. Delivered a fully connected Zoho One environment that streamlined operations, improved visibility, and supported business growth through automation, reporting, and optimized workflows.