Available for Freelance & Remote

Business Intelligence Specialist

Rajkumar
Khatua

I turn your Zoho data
into decisions.

Helping service businesses and Zoho-powered teams replace spreadsheet chaos with decision-ready dashboards, ROI visibility, and automated reporting systems.

60%
Reporting Reduced
20h
Saved Per Week
6+
Zoho Tools
Rajkumar Khatua
Open to Opportunities
Kolkata, India · Remote

Services I Offer

Business-focused Zoho Analytics solutions designed to eliminate reporting bottlenecks, connect disconnected systems, and give leadership teams real visibility.

Dashboard Design
Executive-level dashboards in Zoho Analytics that transform complex data into clear, actionable visual insights for leadership teams.
Zoho Ecosystem Integration
Seamlessly connect Zoho CRM, Books, Inventory, Creator, and Projects into one unified analytical layer. No silos. No manual exports.
BI Strategy & Consulting
Design data-driven decision frameworks tailored to your business — from KPI definition to full reporting architecture strategy.
Data Modeling & Automation
SQL-driven pipelines, financial data models, and automated reporting workflows that eliminate manual effort and reporting delays.

Problems I Solve

I help businesses fix reporting friction, blind spots, and disconnected Zoho data before they become management problems.

What usually feels broken

  • Leadership still depends on spreadsheets to understand performance.
  • Zoho CRM, Books, Projects, Inventory, or Creator data lives in silos.
  • Reporting takes hours every week and still arrives too late to act on.
  • No clear visibility into profitability by team, product, customer, or service line.
  • Executives see numbers, but not the operational story behind them.

What I build instead

  • Unified Zoho Analytics dashboards built around business decisions, not vanity charts.
  • Automated reporting systems that cut manual effort and reduce turnaround time.
  • ROI, margin, productivity, and KPI frameworks tailored to how your business actually runs.
  • Cross-functional visibility across sales, finance, operations, and service delivery.
  • Executive-ready insight layers that show what matters, what changed, and what to do next.

ROI Intelligence Framework

I do not build dashboards in isolation. I design decision systems that turn Zoho data into commercial clarity.

How the framework works

Every engagement starts with the business question first, then the data architecture. That means the final dashboard is not just visually clean — it actually answers the questions leadership teams care about.

  • Connect data across Zoho CRM, Books, Projects, Inventory, Creator, and other sources.
  • Define the KPIs, financial logic, and decision rules that matter to the business.
  • Model the data with SQL and automation so reporting stays reliable and scalable.
  • Deliver executive dashboards that highlight ROI, risk, bottlenecks, and growth levers.
Why this matters

Less dashboard theatre. More business clarity.

Pretty charts are easy. Building a BI system that reduces manual reporting, surfaces profitability, and helps leaders make faster decisions — that is the actual job. That is where I focus.

Featured Projects

Proof-of-work projects focused on visibility, profitability, performance tracking, and smarter executive decisions.

 Dashboard 01 — Manufacturing BI
Executive Business Performance Overview
Zoho AnalyticsZoho CRMZoho BooksZoho Inventory
Business Problem

Leadership lacked consolidated visibility into revenue trends, profitability drivers, and regional performance — decisions were reactive and slow.

Key Insights
  • Revenue growth trend visibility
  • Product category contribution analysis
  • Regional performance comparison
  • Customer revenue concentration detection
  • Business-level profitability monitoring
 Dashboard 02 — Manufacturing BI
Product Performance & Profitability Intelligence
Zoho AnalyticsZoho BooksZoho Inventory
Business Problem

Manufacturing firms were optimizing for volume, not margin. Pricing decisions were instinct-based. Cost leakages stayed hidden.

Key Insights
  • Revenue vs cost comparison across products
  • Demand concentration identification
  • Margin variation across product categories
  • Revenue contribution distribution
 Dashboard 03 — Manufacturing BI
Customer & Sales Performance Analytics
Zoho AnalyticsZoho CRMZoho Books
Business Problem

Organizations lacked clarity on customer profitability and revenue dependency risks. Top customers were invisible until they left.

Key Insights
  • Revenue concentration among key customers
  • Sales rep performance comparison
  • Customer segment contribution analysis
  • Sales volume trend with forecast
 System 01 — Financial BI
Employee Billing & Cost Control System
Zoho CreatorZoho AnalyticsZoho Books
Solution Built

Zoho Creator-based Employee Master Control app managing emoluments, dynamic client billing rates, and automated hourly billing calculations.

Impact
  • Automated client-wise billing computation
  • Financial performance reporting across engagements
  • Eliminated manual billing processes entirely
 System 02 — Financial BI
ROI & Profitability Intelligence Platform
Zoho AnalyticsZoho CRMSQL
Solution Built

Financial analytics dashboards tracking revenue streams, cost allocation, team-level ROI, and profitability trends for executive visibility.

Impact
  • Real-time ROI visibility for leadership
  • Team-level profitability breakdown
  • Investment efficiency monitoring
 System 03 — Operational BI
Operational Performance Analytics System
Zoho AnalyticsZoho ProjectsZoho CRM
Solution Built

Productivity intelligence dashboards integrating project and CRM datasets to evaluate efficiency, SLA compliance, and KPI achievement.

Impact
  • SLA compliance tracking in real time
  • Cross-functional KPI achievement monitoring
  • Operational efficiency benchmarking

Skills & Expertise

Deep expertise across the full Zoho ecosystem combined with strong data engineering and BI foundations.

Core Competencies
Zoho Analytics95%
Dashboard Design92%
Zoho Creator & Deluge90%
SQL & Data Modeling88%
Financial Analytics85%
Power BI70%
Zoho Ecosystem & Tools
Zoho Analytics
Zoho CRM
Zoho Books
Zoho Inventory
Zoho Creator
Zoho Projects
Zoho DataPrep
Deluge Scripting
SQL
Power BI
Advanced Excel
Workflow Automation
ROI Modeling
KPI Framework Design

Professional Experience

Building BI solutions that drive real decisions across global organizations.

Current Role
Business Intelligence Specialist
 Duratuf Products Private Limited
March 2026 — Present  ·  India
Specialized in Zoho ecosystem-based BI solutions for manufacturing operations. Building integrated dashboards connecting Zoho CRM, Books, and Inventory to support executive decision-making across sales, product performance, and customer intelligence.
Manufacturing BI Zoho Ecosystem Executive Dashboards
Previous Role
BI Analyst — Acting BI Lead
 Bickert Management Inc.
May 2024 — April 2026  ·  Remote, Canada
Designed executive-level BI systems tracking revenue, profitability, and operational KPIs. Architected SQL-driven data pipelines integrating Zoho CRM, Books, and Projects. Automated reporting workflows reducing manual effort by 60% (~20 hours/week).
60% Reporting Reduction ~20hrs/week Saved Acting BI Lead

The Person Behind the Data

Rajkumar Khatua
Google Data Analytics Certificate — 2025
Google BI Professional Certificate — 2026
BCA — Swami Vivekanand University, 2023

"If your CEO needs a spreadsheet to understand the business — something is broken."

I build Business Intelligence systems that turn scattered Zoho data into clear, confident decisions for leadership teams.

I work at the intersection of data architecture and business strategy — designing analytical frameworks that don't just report numbers, but tell leaders exactly what to do next. From financial intelligence to operational performance, I build systems that run quietly in the background and speak loudly in the boardroom.

Based in Kolkata, India — working with organizations across North America, Asia, and beyond. Open to global remote engagements.

60%
Manual reporting reduced
6+
Zoho tools mastered
2+
Years BI experience
Growth mindset

Trusted by Leaders & Teams

Feedback from supervisors, founders, and teammates who have seen my work translate technical complexity into business clarity.

"

I had the opportunity to directly supervise Raj at BMI, and I can say with confidence that he is one of the most dependable and capable people I worked with. He combines strong analytical ability with a thoughtful, steady approach to his work. What impressed me most was that he consistently looked beyond the immediate task to understand the broader business need. Raj improved clarity, supported better decisions, and contributed in a meaningful way.

EC
Eric Carey
Revenue Operations & Business Systems Leader · Supervisor
"

I had the pleasure of working with Rajkumar for about two years at BMI, and he consistently stood out as a highly capable and dependable team member. He has a strong technical skill set, particularly in SQL tables, analytics engines, and Deluge scripting. He approaches complex problems with a thoughtful, methodical mindset and translates business needs into clean, effective technical solutions. Beyond his technical abilities, what really sets him apart is his attitude — polite, humble, collaborative, and always open to learning.

ZD
Zachary Dugan
Founder · Northforge Solutions
"

Rajkumar is a very talented IT professional, especially in developing complex dashboards in analytics tools such as Zoho Analytics. He orchestrated the development of several dashboards for management and multiple departments to support decision-making. Raj is dedicated, trustworthy, proactive, and knows how to solve problems.

GR
German Rivera Medina
Financial Analyst · Worked on the same team

Get Your Free Zoho Audit

Need executive dashboards, reporting automation, or a stronger Zoho data strategy? Tell me where your visibility is breaking down, and I will review your setup to identify the biggest reporting, profitability, and decision-making gaps.

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