Owner Dashboards & Analytics
Answers without asking someone to prepare a report.
Every important question in an MSME — how are sales, who hasn't paid, what's stuck — usually becomes a request to someone to prepare an Excel. Dashboards built on your live data remove that step.
What you'll see every day
Demo dataRevenue vs. last month
Gross margin by product group
Branch performance
Cash position
Sound familiar?
What this fixes
- Reports are prepared manually and are out of date when they arrive.
- Numbers from Tally, the sales sheet and the stock register never match.
- The owner calls three people to understand one problem.
- Branch-wise and product-wise performance is only visible at year-end.
Monday review, without the prep
- Data synced overnight from Tally, CRM and inventory
- Weekly summary sent to owner at 8 AM
- Owner asks: “Which branches missed target?”
- Branch heads get follow-up tasks automatically
Capabilities
How it works
The 9 AM owner view
Revenue, collections, outstanding, orders, stock alerts, approvals and attendance on one screen and one phone.
Drill-down, not dead-ends
Tap any number to see the customers, invoices or SKUs behind it.
Ask your business
Type a question such as “Which customers are overdue by more than 30 days?” and get the list, not a chatbot essay.
Scheduled summaries
A short daily or weekly summary on WhatsApp or email for owners and department heads.
Related
Works with
- TallyKeep Tally as your book of accounts. Connect it to sales, collections, inventory and dashboards.
- Excel & Google SheetsTurn the spreadsheets your business depends on into connected, reliable data — without banning Excel.
- SAPExtend SAP Business One or S/4HANA with mobile approvals, WhatsApp workflows and owner dashboards.
- SalesforceConnect Salesforce opportunities to Tally invoices, stock and collections so sales sees the whole picture.
- ZohoConnect Zoho CRM, Books or Inventory with Tally, WhatsApp and the rest of your operations.
Used by
- ManufacturersConnect orders, raw material, job work, production and dispatch to the Tally books your CA already trusts.
- DistributorsDealer orders, credit limits, schemes and collections in one place — so growth doesn't mean more outstanding.
- TradersFast quotations, margin per deal, stock across godowns and tight credit control for high-volume trading.
- ExportersTrack buyer enquiries, proforma invoices, shipments and foreign-currency realisation in one flow.
- Service businessesProjects, milestones, timesheets and billing connected — so work done becomes money collected, faster.
FAQ
Owner Dashboards & Analytics FAQs
Is this just Power BI on top of Tally?
No. Dashboards are part of a system that also runs workflows — so when a number looks wrong, you can act on it (assign a task, send a reminder, approve a purchase) from the same place.
How accurate are the AI answers?
Answers are generated from queries on your synced business data, and show the underlying records so they can be checked. If a question can't be answered from available data, the system should say so rather than guess.
Can each branch head see only their branch?
Yes. Dashboards respect role and location permissions.
Find out where your business is losing time and money.
We'll map your current systems, identify manual bottlenecks and show what can be automated.
Free, no obligation. 45–60 minutes with someone who understands Tally, GST and how MSMEs actually run. Prefer WhatsApp? Message us.