Business Intelligence and Dashboards
This business intelligence software, made for owner-run companies in India, replaces the MIS report someone builds in Excel every week. It draws figures from your ERP, Tally and spreadsheets and shows sales, collections, stock, production and cash on one screen. What it gets right is the drill-down: tap any total and reach the invoice or voucher behind it.
Owners, Directors, CFOs, Sales heads, Plant heads
Web, Android and iOS
Built for the way your trade works.
Replaces the MIS report someone builds in Excel every week. Suits owners who want daily numbers on the phone without calling the accountant.
Combine data from ERP, Tally, Excel and other systems in one place
Show sales, collections, stock, production and cash on one owner screen
Drill down from a total to the invoice or voucher behind it
- Compare actuals with targets, budgets and last year
- Send a daily summary on WhatsApp or email every morning
- Alert when a figure crosses a limit, such as overdue or low stock
- Rank products, customers, salespeople and areas by sales and margin
- Let each user see only their branch, team or area
- View on phone with the same numbers as the office screen
- Ask questions in plain language and get the answer from your data
A day's work, in order.
Data is connected
Your ERP, Tally, Excel files and other systems are linked as sources.
Figures are agreed
Measures such as sales, margin and overdue are defined once, so every report agrees.
Dashboards are built
Screens are laid out for the owner, the sales head, the plant head and the CFO.
Morning summary sent
A daily summary reaches you on WhatsApp or email.
Numbers are questioned
You drill from a total to the voucher, or ask a question in plain language.
Alerts are raised
You are told when overdue, stock or another figure crosses its limit.
6 modules, one set of books.
Each module writes to the same records, so stock, production and accounts never disagree.
BI dashboards
Live charts of sales, collections, stock, production and cash, with drill-down to the entry behind each figure.
About this module Data, AI and integrationTally integration
Posts sales, purchase, receipts, payments and journals to Tally with ledgers and cost centres mapped.
About this module Data, AI and integrationWhatsApp integration
Sends invoices, payment reminders, order status and reports on WhatsApp automatically through the WhatsApp Business API.
About this module Data, AI and integrationMobile app
Android and iOS apps for owners, sales staff, store keepers, technicians and employees: approvals, orders, stock scan,…
About this module Finance and complianceMulti-entity and consolidation
Keeps separate books for each company, firm and branch in one system.
About this module Finance and complianceBudgeting and cost centres
Sets budgets by department, project, branch or product line and compares them with actuals every month.
About this moduleUsed across industries.
Business Intelligence and Dashboards is used by manufacturers, traders, distributors and service businesses alike, and is shaped to the trade it runs in.
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ViewQuestions, answered.
We only use Tally. Can we still get dashboards on the phone?
Yes. Tally data is pulled in and shown as dashboards on web and mobile: sales, outstanding, stock and cash. You do not need an ERP first, though more sources give a fuller picture.
Will the dashboard numbers match our books?
They come from the same entries, and you can check. Any total can be opened down to the invoices and vouchers that make it up, which is how a difference gets found and fixed at the source.
Can a branch manager be stopped from seeing other branches?
Yes. Each user sees only the branch, team or area given to them. The owner and directors see everything, and a group with several companies can view them together or one by one.
What would a dashboard look like for my trade?
It follows what you watch daily. A manufacturer sees production and pending orders, a distributor sees area-wise sales, collections and slow stock, and a retailer sees store-wise sales and margin. The measures are chosen with you, not fixed in advance.
Does Business Intelligence and Dashboards work on mobile?
Yes. It runs on Web, Android and iOS, so people on the floor, in the field or on the road work on the phone while the office works on the full screens.
Can Business Intelligence and Dashboards be changed to fit how my business works?
Yes. Kreon builds and supports it, so screens, reports, approvals and rules are shaped to your process. Tell us what is different about the way you work and we will show you how it fits before anything is built.
See Business Intelligence and Dashboards working.
Book a demo and we will walk you through it with examples from your own trade, then tell you plainly what would need to change for your business.