DomoData:

1. Update SalesTracking access file
2. Run CreateDomofile
3. Go to Zoho.com
4. In Zoho Analytics click on DomoData table file
   
1. Click “import data”
2. Choose “import data into this table”
3. Choose “import from Files & Feeds”
   
5. How do you want to import? “Delete existing records and add”
1. File type “excel”
2. Data Location “Local drive”
3. Choose file “(the file you created in access-should be domodata.xlsx on desktop or in documents folder)
4. Click next
5. Click next
6. Click import
   
6. Review data to see if future dates have been imported, if so edit the data file to remove future dates
   

D&E Data:

1. Open Zoho docs file D&E tracking
2. Update from data in sales reps spreadsheets
3. Close
4. File automatically updates each day at 6am
   

Employment Data:

1. Open Zoho docs file Comevo Metrics
2. Click on “turnrate” tab
3. Update throughout the month based on employees that are terminated and hired
4. Ask Leslie at end of the month if there had been any “pips”
5. Close
6. File automatically updates each day at 6am
   

Webinar:

1. Open Zoho docs file InboundAnalytics-2018.xlsx
2. Click on “Webinar” tab
3. Update at the end of the month from Zoho Meetings information
4. close
5. File automatically updates each day at 6am
   

Conferences:

1. Open Zoho docs file InboundAnalytics-2018.xlsx
2. Click on “Conferences” tab
3. Update at the end of the month from Jotmail data
4. Close
5. File automatically updates each day at 6am
   

Comevo Metrics:

1. Open Zoho docs file Comevo Metrics.xlsx
2. Run monthly reports in Quickbooks:
   
1. Reports-Memorized Reports-BI
2. Payroll summary customer care-Make sure you add any new employees in this category in the customize reports-Filters-Name
3. Change the end date to the prior month
4. Memorize the report and replace
5. Change the beginning date to the first day of the prior month
   
3. Review the Emp % chart in the excel file to see how much each person allocated to that department
4. On Cost of Acquisition tab add prior month column
5. Enter information from Payroll summary Customer Care report into proper location
6. Repeat for the sales/marketing payroll summary
7. Run additional report in QB
1. Reports-Memorized Reports-BI-Transaction List by vendor-change date to prior month, use this information on Cost of Acquisition tab for hosting fees (amazon web services) webinar fees (zoom)(Gotomeeting/Log me in) (Zoho)(Zoom)
2. Run Profit and Loss standard report in QB for prior month
   
8. Use it to fill in other information on Cost of Acquisition Tab
9. Carry over information from Cost of Acquisition tab to Metrics Tab
10. close
11. File automatically updates each day at 6am
12. review each report in Zoho to see if the data came in correctly. Look to see if the dates are only thru the prior month