Case Studies
Tally dashboard for the director
A read-only management dashboard built on Tally data, giving the director a clear view of sales, purchases, invoices and outstanding amounts without asking for reports.
Business problem
The director has to ask the accounts team for reports to see how the business is doing, and the answers arrive late and in different formats.
Solution
A secure dashboard fed from the Tally data. It opens on a one-page summary for the director and lets them drill into invoices, parties and months, with filters and export. Access is read-only and limited to the people who need it.
Features
- Director summary cards: sales, purchases, receivables and payables
- Invoice register with filters by date, party and status
- Outstanding receivables and payables, party-wise
- Month-wise and party-wise views
- Export to spreadsheets for further analysis
- Read-only, role-based access
- Data refreshed from the Tally data on a schedule you choose