75 Tally reports and dashboards, on any screen.

Dashboards 13

• CEO dashboardSales, purchases, receipts, payments and outstanding on one screen.
• CFO dashboardCash in, cash out and balances over any period.
• Finance dashboardProfitability, monthly profit and loss, and expenses by group.
• Sales dashboardSales by day, month and year, compared with last year.
• Accounting dashboardKey accounting balances at a glance.
• Outstanding dashboardReceivables and payables, by party and by age.
• Expenses dashboardMonthly expenses with the split-ups.
• Inventory dashboardInward and outward stock, by quantity and value.
• Profit and loss dashboardMonthly P&L from revenue to net profit.
• Cost centre dashboardSpending against each cost centre.
• Customer dashboardCustomer performance and buying patterns.
• Invoice performanceInvoices paid on time, paid late, overdue and not yet due.
• Know your businessA one-page summary of how the business is doing.

Sales and customers 9

• Sales registerEvery sales voucher, by day, month or party.
• Sales by regionSales by state or region.
• Consolidated salesSales from all your companies together.
• Monthly sales analysisSales month by month, with trends.
• Salesperson performanceSales and revenue by salesperson.
• Product performanceProducts ranked by revenue, with active and inactive products.
• Sales order bookOpen sales orders and what is still to be delivered.
• Sales bills pendingSales bills not yet settled.
• Credit note registerEvery credit note issued.

Purchases and suppliers 5

• Purchase registerEvery purchase voucher, by day, month or party.
• Purchase analysisWhat you buy, from whom, and how it is changing.
• Purchase order bookOpen purchase orders and what is still to be received.
• Purchase bills pendingPurchase bills not yet settled.
• Debit note registerEvery debit note raised.

Receivables and payables 9

• Bills receivableEvery unpaid customer bill.
• Bills payableEvery unpaid supplier bill.
• Overdue receivablesCustomer bills past their due date.
• Overdue payablesSupplier bills past their due date.
• Party-wise outstandingOutstanding for each party, bill by bill.
• Debtors group-wise outstandingReceivables by customer group.
• Creditors group-wise outstandingPayables by supplier group.
• Customer agingHow long customer dues have been outstanding.
• Supplier agingHow long you have owed each supplier.

Stock 11

• Stock summaryStock in hand on any date, with item-wise rate, quantity and value.
• Stock summary with gross profitItem-wise gross profit from landing cost and sales price.
• Stock category summaryStock by category.
• Godowns summaryStock in each godown or location.
• Stock queryEverything about one item: stock by godown, rates and recent movement.
• Item movement analysisInward and outward movement of each item, by party.
• Purchase PendingPurchase bills pending for accounting, so you can identify bills yet to be recorded.
• Reorder statusItems below reorder level, and how much to order.
• Negative stockItems showing a negative quantity, to correct.
• Stock journal registerStock transfers and manufacturing journals.
• Physical stock registerPhysical stock verification entries.

Accounts and finance 21

• Balance sheetAssets and liabilities on any date.
• Vertical balance sheetThe balance sheet in vertical format.
• Profit and loss statementIncome and expenses for the period.
• Trial balanceClosing balances of all ledgers.
• Cash flow statementWhere cash came from and where it went.
• Fund flow statementSources and uses of funds between two dates.
• Receipts and paymentsSummary of cash and bank receipts and payments.
• Income and expenditureThe income statement for non-profit organisations.
• Cash and bank summaryBalances across every cash and bank account.
• Bank bookEvery transaction in each bank account.
• Day bookEvery voucher entered on a day.
• LedgerTransactions of any account, with running balance.
• Ledger-wise balanceBalances of every ledger.
• Group summaryBalances of all ledgers in a group.
• Group vouchersEvery voucher posted to ledgers in a group.
• Journal registerEvery journal voucher.
• Memorandum vouchersMemo vouchers that don’t affect your books.
• Post-dated vouchersVouchers dated in the future, such as post-dated cheques.
• Negative ledgersLedgers with an unexpected balance, to check.
• Cost category summaryCosts by category and cost centre.
• Ratio analysisKey financial ratios, such as working capital and receivable turnover.

Former custom apps 8

These were custom apps for specific customers.

• Sales team BISales team performance.
• CRMFor full CRM, Helpdesk and Live Chat, see TallyGraphs with Odoo.
• Dealer portalOdoo Dealer Portal
• PayrollSalary and pay-head details from Tally payroll.
• Payroll portalOdoo Payroll Portal
• AttendanceEmployee attendance from Tally payroll.
• Employee profileEmployee details from Tally payroll.
• Repair and maintenanceOdoo Repair and Maintenance