Zoho Sales Dashboard with Microsoft Fabric
How Iqra Technology used Microsoft Fabric to build a real-time Sales and Collections dashboard in Power BI, giving a multi-company group full visibility into sales orders, invoices, payments, outstanding dues, and aging — all in one place.
Client Overview
A multi-entity Information Technology group made up of four business units, working in software development, managed IT services, and international staff augmentation. All four companies record their sales orders, invoices, payments, and customer data in Zoho Books. As the group grew, sales and finance teams needed one clear view of sales performance, cash collection, and outstanding customer dues across all four companies — instead of checking each Zoho Books account separately. The client wanted a single, automated Power BI dashboard, built on Microsoft Fabric, that shows sales orders, invoices, payments, customer-wise sales, cash flow, outstanding receivables, and aging — all updated automatically every day.
Industry Details
Project Overview
The client needed one clear, real-time view of the full sales cycle — from sales order to invoice to payment — across four separate companies. The project used Microsoft Fabric to build a complete sales data pipeline, and Power BI to turn that data into an easy-to-read Sales Dashboard.
Iqra Technology built a Microsoft Fabric ETL pipeline that pulls Sales Order, Invoice, Payment, and Customer data from the Zoho Books API for each of the four companies. The raw data is saved in a Bronze Delta layer, cleaned and standardized in a Silver layer using PySpark, and turned into ready-to-use sales, cash flow, and aging tables in a Gold layer using Fabric Data Warehouse T-SQL. This Gold layer powers a Power BI dashboard that gives sales and finance teams instant visibility into revenue, collections, and outstanding customer balances.
The dashboard also includes automatic aging analysis (0-30, 31-60, 61-90, 90+ days), a full cash flow view, and daily automated refresh through a scheduled Fabric Data Pipeline — so sales and finance teams always see the latest numbers without any manual work.
Client Requirements
- Build one central sales data pipeline combining Sales Orders, Invoices, Payments, and Customer data from four Zoho Books companies.
- Automatically pull sales and payment data from the Zoho Books API instead of manual exports.
- Track the full order-to-cash cycle — sales order, invoice, and payment — in one place.
- Calculate outstanding customer dues and aging buckets (0-30, 31-60, 61-90, 90+ days) automatically.
- Build a clear cash flow view showing money coming in from customer payments.
- Show customer-wise and company-wise sales performance in one dashboard.
- Automate daily data refresh with a scheduled Fabric Data Pipeline — no manual steps needed.
- Make sure Power BI sales numbers match the figures in Zoho Books.
Technologies Used
Challenges & Solutions
Measurable Results
Implementation Highlights
- Built a Python-based Zoho Books API integration pulling Sales Orders, Invoices, Payments, and Customer data from four companies.
- Designed a Microsoft Fabric Lakehouse with Bronze, Silver, and Gold Delta table layers using Medallion architecture.
- Built invoice-to-payment matching logic to calculate accurate outstanding balances and aging (0-30, 31-60, 61-90, 90+ days).
- Built a cash flow model separating sales (invoice date) from actual cash collection (payment date).
- Built the Gold layer using Fabric Data Warehouse T-SQL for fast, ready-to-use sales reporting tables.
- Delivered a Power BI Sales Dashboard covering Sales Orders, Invoices, Payments, Customers, Cash Flow, Outstanding, and Aging.
- Automated the full pipeline using a Fabric Data Pipeline with daily scheduled runs.
- Validated all sales and outstanding figures against Zoho Books reports to ensure full accuracy.
What Our Clients Say
Verified reviews from Clutch.co — rated 4.7/5 across 8 client engagements.
"What stood out most about Iqra Technology was their genuine commitment to delivering quality work and their proactive approach throughout the project. It felt like working with a partner rather than just a vendor."
"Working with Iqra Technology was an excellent experience. They understood our requirements clearly, built the website, and completed the API integration smoothly. The end result has streamlined our operations."
"Iqra Technology played a key role in enhancing our internal digital workplace. The portal is now easy to navigate, visually clean, and aligned with our business needs."
"They performed as promised, communicated regularly, and completed the project on time. All requested data was properly and securely migrated."
"They're flexible and professional. If the company has a tight budget, they're the best company to work with. The team provides good value for money."
"The developer integrated seamlessly into our project, delivering high-quality dashboards that improved decision-making for our clients."
FAQs
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Our Microsoft Fabric and Power BI experts can build your multi-company sales and collections dashboard — giving your teams one real-time view of orders, invoices, payments, and outstanding dues.
