Start with your business
Add a business, bring in your numbers and see what needs attention.
Each business keeps separate figures, targets and actions.Business health, at a glance.
A clear picture. A focused next step.
Performance over time
Revenue and profit before tax · INR
What needs attention
Clear signals from approved figures
Your targets
Monthly progress against your goals
Next best steps
Turn a concern into an action
Indicators describe the available approved figures. Missing data is shown as unavailable. Thresholds: margin 10%; overdue share 10% / 25%; cash coverage 0.5× / 1×. These are general testing indicators, not industry benchmarks.
Small steps. Clear ownership.
One place to track what needs to happen next.
Bring data. Review. See clearly.
Figures reach your dashboard only after you approve them.
Monthly figures
Upload a monthly summary using the CSV template.
Revenue and expenses: month totals, excluding recoverable GST and income tax. Include operating and finance costs in expenses. Cash, receivables, overdue, payables, inventory and loans: month-end balances. Use INR and non-negative amounts.
An approved replacement updates that month; it never adds the same totals twice. PDFs and automated extraction are not enabled in this foundation.
Tally
Tally XML/HTTP · Office, private network or hosted Windows.
Checking connections…
No version-number restriction: the connector checks required XML exports. Automatic export approximately every 60 seconds while Tally is open. Synced figures are reviewed before changing your dashboard. Cloud hosting must allow the connector and XML exports.
Tally sync & reconciliation
Latest snapshots for the reporting month you select
Review your data
Preview, approve or reject each upload