Some businesses meet and beat their targets year after year. Often the difference is how quickly the owner sees what is happening. Here are seven insights from your Tally data that help you decide how to grow.
- CEO dashboard
- Cash flow (CFO) dashboard
- Sales performance
- Expenses analysis
- Outstanding analysis
- Profit and loss insights
- Invoice performance
1. CEO dashboard
The CEO dashboard makes it easy for a CEO or manager to check business performance regularly and stay on top of high-level sales results.
2. Cash flow (CFO) dashboard
Smart CFOs need to know cash balances over specific periods. The CFO dashboard shows the key financial metrics in an easy visual format.
3. Sales dashboard
See your TallyPrime or Tally ERP 9 sales as graphs. Quick access to accurate numbers means better sales and marketing decisions.
4. Expenses analysis
Regular tracking shows where your money goes. The expenses dashboard shows how spending is allocated and where you can reduce it.
5. Outstanding analysis
Track outstanding balances and reduce payment delays. The outstanding dashboard shows managers exactly where collections stand.
6. Profit and loss insights
Profit and loss summarises your income statement from revenue to net profit, with the costs and expenses for a month or a year.
7. Invoice performance
Track every invoice automatically and get paid faster. See who paid on time, who paid late and what is overdue, without logging in to Tally to check open invoices.
Summary
Businesses everywhere are learning that looking at their data regularly is essential. Use these seven insights as your baseline when you explore Tally reports and analytics.
TallyGraphs 3.0 runs on your own computer, so your Tally data stays in your office. It opens in any browser on your phone, laptop or tablet, and costs ₹12,000 a year for your whole company, with unlimited users. Try it on your own Tally.