Operations overview
One dashboard across every solution, for owners and stakeholders.
- Every solution you use, on one screen
- What needs attention comes first
- Only the people you choose can see it
Monday, 8:05 am
This week
- Enquiries38₹14.6 lakh quoted
- Expo leads12641 marked hot
- Below reorder level62 awaiting approval
- Payments due₹8.2 lakh3 licence renewals
- Open service calls91 waiting over a day
- Monthly target72%8 days to go
6 things need you today
Needs attention
- Kaveri Pumps, ₹3.4 lakhAhmedabad, 12 days overdue, reminded 3 times
- Service request #214Pune, waiting 26 hours for an engineer
- Ball valve, 2 inchPune, 6 days of stock left, order drafted
- PO/26-27/0219 not dispatchedChennai, due Friday, packed on Wednesday
- Factory licence renewalChennai, due in 9 days, papers ready
Payment overdue, Ahmedabad
Kaveri Pumps
₹3,40,000
12 days late
Reminders on WhatsApp
- 8 OctRead
- 13 OctRead
- 18 OctDelivered
Handled by Ritu, accounts
Orders booked
October against September, ₹ lakh
Ahmedabad+9%
42.6 this month, 39.1 last
Pune+18%
38.4 this month, 32.5 last
Chennai-12%
21.2 this month, 24 last
October September
Share a snapshot
Sharda Engineering, week 43
38Enquiries₹8.2LDue72%Target
Send to
- Anil ShahDirector, view only
- Meera IyerChennai branch head
- Team performance
- Operations overview
Every solution you use feeds the overview.
आपका डैशबोर्ड
Try the owner’s screen.
Pick the period, the branch, and the solutions you use.
Which solutions do you use?
This week, all branchesLive
- Enquiries38₹14.6 lakh quotedSmart catalogue
- Expo leads12641 marked hotExhibitions Assist
- Below reorder level62 awaiting approvalStock & purchasing
- Payments due₹8.2 lakh3 licence renewalsDues & renewal notifications
- Open service calls91 waiting over a dayAfter-sales service
- Monthly target72%8 days to goTeam performance
Needs attention6
- Kaveri Pumps, ₹3.4 lakhAhmedabad, 12 days overdue, reminded 3 times
- Service request #214Pune, waiting 26 hours for an engineer
- Ball valve, 2 inchPune, 6 days of stock left, order drafted
- PO/26-27/0219 not dispatchedChennai, due Friday, packed on Wednesday
- Factory licence renewalChennai, due in 9 days, papers ready
- 28 expo leads not called yetAhmedabad, from the Ahmedabad trade fair
Start with one solution. Its tile appears; add another and the overview grows with it.
एक नज़र में सब
Everything that matters, nothing to chase.
- Every solution, side by sideEnquiries, stock, dues and service in one view, each in its own colour.
- Enquiries38
- Expo leads126
- Below reorder level6
- Payments due₹8.2 lakh
- What needs you, firstOverdue payments, low stock, waiting service calls and stuck orders, most urgent on top.
- Kaveri Pumps, ₹3.4 lakhAhmedabad
- Service request #214Pune
- Ball valve, 2 inchPune
- This month against lastBy branch, team or product, without asking for a report.
Pune, orders booked, ₹ lakh
October is up 18% on September.
- You choose who sees itDirectors can be view-only; a branch head sees just their branch.
- YYouOwnerEverything
- AAnil ShahDirectorView only
- MMeera IyerBranch headChennai only
आँकड़ों से फ़ैसले तक
From the day’s work to a decision.
Your teams keep working in their own solutions. You see the result.
- 1
Use any solution
One or all six
- 2
Data comes together
No re-typing, no reports to send
- 3
Open one screen
On a phone or a laptop
- 4
See what needs you
Most urgent first
- 5
Decide
Call, remind or approve from there
- 6
Share with the board
A snapshot on WhatsApp or email
Only people you choose can open it.Directors can be view-only.
Also included
- Month-on-month trends
- Branch and team filters
- Snapshots on WhatsApp and email
- A morning summary at 8 am
- Export to Excel or PDF
- View-only access for directors
- Works on any phone
- Grows as you add solutions
पहले और अब
Monday’s questions, already answered.
Drag the handle across.
Monday review, 20 Oct
Calls to make
- 1. Call Pune: has PO 219 gone out???
- 2. Kaveri Pumps payment, ask Rituagain!
- 3. Ball valve stock? Check with store?
- 4. Expo leads: who followed up???
- 5. Factory licence, when is it due?find file
- 6. Sales targets: ask each person14 calls
Answers by Thursday, maybe.14 calls
Sharda Engineering
Live, 8:05 am
- PO/26-27/0219Packed, dispatch due FridaySmart catalogue
- Kaveri Pumps₹3.4 lakh, 12 days late, reminded 3 timesDues & renewal notifications
- Ball valve, 2 inch6 days left, order draftedStock & purchasing
- Expo leads126 in, 98 called, 41 hotExhibitions Assist
- Factory licenceDue in 9 days, papers readyDues & renewal notifications
- Team target72% done, 8 days to goTeam performance
Nobody had to be called.Shared with Anil Shah
How it works
- 1
Use any of the solutions
- 2
Their data comes together
- 3
Owners open one dashboard
- 4
Decide with the full picture
Questions?
Which solutions does it need?
Any. It shows whatever you use, and grows as you add more.
Who can see it?
Only the people you choose: owners, directors or managers.
See your whole business on one screen.
Message us. We’ll set it up across the solutions you use.