Sign in with your Microsoft account to pull the latest Zoho AR and Salesforce CRM workbooks straight from SharePoint (nothing is stored outside your session). Use ↻ Refresh any time to sign in again or pull the latest data. Opportunity IDs are matched between the two files even when one uses the 15-character form and the other the 18-character form. Unmatched or missing IDs land in two exception rows below Grand Total: Opportunity ID Invalid (an ID is present in Zoho Books but doesn't match any Salesforce opportunity) and Opportunity ID Missing (no ID was captured on the invoice at all). Click the Opp ID to open the drill-down dialog. CRM fields are dark grey; Zoho Books fields are light grey.
BookedInvoicedUnpaid
CRM Filters
CRM filters are applied against Salesforce opportunity fields.
Zoho Books Filter
Zoho filters narrow invoice rows and invoice-based totals.
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Dialog shows business labels only. Source is used only for styling. Invoiced But Unpaid % = Invoiced But Unpaid divided by Invoiced. The orange Opportunity ID Invalid row and the dark red Opportunity ID Missing row are data-quality exception buckets, not real opportunities — drill into either to see which transactions, customers, and (for Invalid) which mistyped Opportunity IDs need to be fixed or matched in Salesforce.
Details
CRM columns are darker grey; Zoho Books columns are lighter grey.