Business dashboard development and automated reports
A business dashboard shows your key numbers, such as sales, stock, receivables and leads, on one live screen, pulled from the tools you already use. We build business dashboards and automated reports for owners who now spend hours each week copying figures from different apps into one sheet. The report arrives on its own, and the numbers match the source.
Off your team’s list
ExampleCompile the weekly sales report
The report is built from your billing and CRM data and sent to you by email or WhatsApp on schedule.
Copy figures from Tally into a sheet
Data is pulled from your accounts software on a schedule and loaded into the dashboard without a manual export.
Ask the team for today’s numbers
A live dashboard shows sales, stock and pending payments, so you check a screen instead of sending messages.
Spot late payments and low stock
Rules flag overdue invoices and items running low, and send an alert instead of waiting for a monthly review.
Sales, last 7 days
All stores + online
Report sent to the owner at 8:00 AM
What we build
- Owner dashboard
- Sales, receivables, stock and lead numbers on one page, updated from your real systems. Designed around the questions you ask each morning.
- Automated daily and weekly reports
- Scheduled summaries by email or WhatsApp, in the format you already use. No one has to build them.
- Data pipelines
- Scheduled jobs that collect data from Tally, your store, CRM and sheets into one clean source. Checks flag when a number looks wrong.
- Team and branch views
- Separate views for sales reps, store managers or branches. Each person sees only their own numbers.
- Alerts and thresholds
- A message when stock drops, a payment is overdue or a target is missed. You set the rules.
Systems it commonly connects to
- Tally
- Shopify
- Zoho
- Google Sheets
- Looker Studio
- Power BI
- HubSpot
- QuickBooks
- Xero
- WhatsApp Business API
Buy a tool, or build something?
An honest answer saves you money either way.
When an off-the-shelf tool is enough
If your data sits in one or two tools, the dashboards built into Zoho, Shopify or your accounts software, or a free Looker Studio report on a Google Sheet, may be enough. Try those first. Custom work is not worth it while your numbers live in a single system.
When custom work pays off
Custom dashboards pay off when numbers come from several places that do not agree, such as Tally, your store and a CRM, and someone rebuilds the report by hand each week. They also pay off when you need role-based views, or alerts that trigger actions, not just charts.
How the project runs
You get a written plan, timeline and price after the audit, before any work starts.
- 1
Free automation audit
We map how work moves today and list the chores worth automating, in plain language, with rough effort for each.
- 2
Proposal and plan
You get a written scope, timeline and price for the first build. Nothing starts until you agree to it.
- 3
Build and test
We build in small pieces you can try with real work, and change what doesn’t fit how your team operates.
- 4
Handover and support
Your team is trained, everything is documented, and support continues on the terms agreed in the proposal.
Dashboards & reporting: common questions
Can the dashboard pull data from Tally?
Yes. We connect to Tally and to most accounting, store and CRM tools, and load the data on a schedule. The audit confirms what can be connected in your setup, since Tally versions and set-ups vary.
What does the free automation audit cover?
We list the reports you build by hand, the tools the data lives in and the decisions you make from them. You get a written plan that says what to automate, what dashboard you need and which free tools might do the job. There is no obligation to hire us.
Do we own the dashboards and the data?
Yes. Your data stays in your accounts, and we agree in writing who owns the dashboards and how they are handed over. We use tools you can open and edit yourselves wherever possible.
How secure is our business data?
We connect with read-only access where we can, store credentials securely and limit who sees which dashboard. We explain what data moves where, in plain words, before we start.
How long will it take, and what happens after launch?
It depends on scope: the number of data sources and the reports you need. After the audit you get a written plan and timeline, and ongoing support after launch is agreed in the proposal.
Find out what you can stop doing by hand
Book a free 30–45 minute automation audit. You get a written list of the chores worth automating and what each would take.