Who this is for
- Owners who get their numbers from a weekly Excel built by hand, and sometimes not even that.
- Multi-branch retail and distribution firms that cannot compare branches or reps without a day of work.
- Manufacturers and contractors who learn a job lost money only after it is finished.
- Finance heads who want receivables ageing and cash position without opening Tally every morning.
- Owners with a Kerala office and a UAE branch who need both in one view, in rupees and dirhams.
What we build
- An owner's daily view: cash in bank, receivables by age, sales by branch, rep and product, gross margin, and stock that is not moving.
- An operations view: orders by stage from enquiry to dispatch, jobs behind schedule, pending approvals, vehicle or machine use.
- A people view: attendance, overtime, open positions and payroll cost, with WPS files for UAE staff where needed.
- A data pipeline that reads Tally (via its export or ODBC connection), POS systems, Zoho, Google Sheets or your ERP on a schedule into one clean store.
- A morning summary on WhatsApp or email with the five numbers you care about and anything that crossed a limit overnight.
- Alerts when a number crosses a line you set: a customer over credit limit, a branch below target, stock below reorder level.
- Drill-down so a manager can click from the total to the invoice, without asking accounts.
Typical scope
A pilot usually starts with the owner's daily view for one business or one branch, pulling from Tally plus one other system such as POS or Sheets. We agree the ten or so numbers that matter, build the pipeline, check every figure against Tally with your accountant, then add the morning summary. This is not a data-warehouse project and not a replacement for Tally's own reports; Tally stays the source, and the dashboard reads from it. If all you need is Tally's standard reports emailed on a schedule, Tally can do that itself and you do not need us. A dashboard earns its cost when numbers from more than one system must sit together, or when you want to see the position daily instead of after month-end.
What you receive
- A live dashboard on Looker Studio, Metabase or Power BI, chosen for your budget and the tools you already pay for.
- The data pipeline and a clean, documented data store that belongs to you.
- A definitions sheet: how every number is calculated, so two people never argue about “sales” again.
- The daily WhatsApp or email summary, set up and running.
- Access for your team with the right views for owner, manager and accountant.
- A short guide for keeping it running and adding a new number yourself.