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Also serving Secunderabad
Hyderabad's owners and CFOs have plenty of data and get their numbers a week late; live dashboards on ERPNext put the figures in front of them daily.
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Hyderabad's business leaders are comfortable with data. Many have worked in technology or banking, and they expect a dashboard. What they receive from their own company is a spreadsheet, emailed on the seventh, assembled by an accountant from four different exports, with a formula error somewhere in it. The information technology firm in Madhapur that builds analytics for foreign clients often runs its own business this way.
Our business intelligence offering uses Frappe Insights on top of ERPNext. It provides drag-and-drop charts, role-based dashboards that refresh from live data, KPI tracking, drill-down from a total to the underlying transactions, and reports emailed on a schedule. It can also combine ERPNext data with other databases. No separate BI licence is needed. Where deeper modelling or AI-assisted analysis would help, that is scoped as custom work.
Seeing in the second week that last month's margin dropped leaves no room to respond. A dashboard fed by live transactions shows sales, collections and margin as they move, so that a correction can happen within the month.
Sales reports bookings, finance reports invoices, and review meetings are spent reconciling the two. Dashboards drawn from a single ledger with agreed definitions settle the matter, and meetings move on to decisions.
Skilled finance staff spend days each month copying data between sheets. Scheduled reports and self-service charts give those days back for analysis, which is the work they were hired to do.
Information technology & ITES
Utilisation, project margin, revenue by client and geography, receivables ageing and attrition indicators for services firms, where profit is decided by billable hours and collection discipline.
Hospitality & tourism
Sales by outlet and by day part, food cost against sales, average bill value, banquet pipeline and occupancy trends for restaurant and hotel groups from Secunderabad to Banjara Hills, compared across outlets on the same basis.
Banking & financial services
Disbursement and collection trends, portfolio ageing, branch and officer performance, and early warnings on overdue accounts for lenders, with access limited so that each level sees only its own portfolio.
Dashboard projects for Hyderabad clients are delivered remotely from Kochi and move quickly when ERPNext is already in use, since the data is already structured. We start with a working session with the management team to agree which few numbers really run the business, by video or in person if it forms part of a wider engagement. Dashboards are then built iteratively, with your feedback at each round.
Case studies
Kochi Metro Rail Limited (KMRL)
Kochi Metro (KMRL) — ERPNext Property & Lease Management, Zero Paper
Della Fashions
Della Fashions — ERPNext POS Made Checkout 60% Faster Across Every Outlet
Kerala State Road Transport Corporation (KSRTC)
KSRTC — ERPNext Courier System Delivered ₹1 Crore in Profit
Frappe Insights can connect to other databases, so it is possible when your current system allows access to its data. The effort depends on how clean and accessible that data is. If your system is closed, we will tell you what is realistic before you commit.
The commercial BI tools are capable and carry per-user licences, and they sit apart from the ERP. Insights is open source, runs on the same stack as ERPNext and reads its data directly. For most management dashboards that is sufficient. For heavy analytics we advise accordingly.
Yes. Dashboards respect roles and permissions, so a branch head sees that branch's figures and the directors see everything. Scheduled reports can be filtered per recipient, which means one design serves the whole organisation without creating copies.
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Kochi (Kadavanthra & Infopark) · Thiruvananthapuram · across India & overseas · In business since 2011