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Kottayam's owners and boards are good with numbers, but they see them late; dashboards put today's position in front of them while it can still be acted on.
Trusted by 200+ organisations across India & overseas — including
The managing committee of a cooperative bank meets monthly and reviews figures prepared the week before. A rubber dealer judges his position by feel until the accountant produces a statement. A hospital director learns department-wise income when the quarter closes. In each case the data exists somewhere in Tally, Excel, a lending program or a hospital package. What is missing is a place where it comes together, current and comparable.
Business intelligence in ERPNext starts with built-in reports and dashboards: charts, number cards and drill-down from a total to the transaction behind it. For deeper analysis we build data pipelines that combine ERPNext with other sources, and design dashboards for owners, boards and department heads. Scheduled reports arrive by email, and alerts fire when a figure crosses a limit. Users filter and explore for themselves instead of asking for another spreadsheet.
A month-end statement describes a situation that has already passed. Live dashboards show stock value, receivables, cash and sales as of this morning, so a purchase or credit decision is made with current facts.
Sales says one figure, accounts another, because each works from its own file. When everyone reads from one database with agreed definitions, meetings move from arguing about numbers to deciding what to do.
A group with branches in Kottayam, Pala and Vaikom, or several institutions under one trust, sees each unit separately. A consolidated dashboard ranks them side by side and shows where attention is needed.
Banking and cooperative finance
Dashboards for deposits, advances, overdue and NPA movement by branch and product, collection efficiency by officer, and board-ready monthly packs produced without manual compilation.
Natural rubber and latex products
Daily position of stock by grade with holding cost and market value, purchase and sales rate trends, buyer-wise exposure, and margin by lot, giving a trader his open position at a glance.
Education and healthcare
Admission funnels and fee collection against target for colleges, and for hospitals department-wise revenue, bed occupancy and pharmacy margins, with drill-down to the underlying records.
Dashboards fail when they answer questions nobody asked. So we start by interviewing the people who will read them, in person in Kottayam: which decisions they make, how often, and what they look at today. Data work and design are done in Kochi. We release a first version early, watch how it is used, and refine it over the following weeks.
Case studies
Biotech Research Society, India (BRSI)
BRSI — Association Management Software for a National Scientific Society
Adventure Sports Cover 360 (ASC360)
ASC360 — ERPNext + Mobile App Cut Policy Issuance Time 70%
Muthoot Securities Limited
Muthoot Securities — MScan, the Flutter App That Cut Document Search Time by 70%
No. We can build dashboards over Tally exports, Excel files, lending or hospital software and other databases. That said, consistent data makes consistent reports, and clients who later move operations to ERPNext find that their dashboards become simpler and more reliable.
Yes. Dashboards are web-based and adjust to phone screens, with login and role-based access so each person sees only what they should. A committee member in Kottayam can check the position before a meeting without waiting for printed statements.
Every dashboard number is reconciled with your books during build, and drill-down lets any user trace a total to its transactions. Where source data is poor, we show that openly and help fix it at the source, not in the chart.
Get a clear plan, an honest timeline, and a fixed scope. Talk to a real expert today — whether or not you work with us.
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Kochi (Kadavanthra & Infopark) · Thiruvananthapuram · across India & overseas · In business since 2011