Living SWOT Board from Your Reports
What you get
Strengths, weaknesses, opportunities and threats from your reports become a board on each record, which your customer can read and add to.
- SWOT tab on the record page, laid out in four quadrants
- Load from report: points taken word for word from the report's text, with paste-in as a fallback
- Customers add their own points and edit only those; your points stay read-only for them
- A new report replaces your earlier points and archives the old ones, while customer points stay
- Admin page showing reports ready to load, customer additions and coverage
- Email to you when a customer adds a point
Who it suits
A consultancy or agency that delivers written assessments and wants them to stay in use after delivery.
What we need from you
Admin access to your Zoho Creator app with a customer portal, and two sample reports in the format you deliver. No account yet? Sign up for Zoho Creator.
How it starts
1. Use Add to Cart above and check out, or write to us first to confirm fit.
2. We contact you to schedule a kickoff call.
3. We confirm scope and access with you, then start the work.
Billing questions
Who bills me?
Creator Scripts invoices you in MXN.
What does the price cover?
The scope listed above for one app, one record type and one report format, in MXN before IVA. Anything outside the scope is quoted before we start.