BI & Analytics
Dashboards that turn ERPNext data into decisions.
We build business-intelligence layers on top of ERPNext — consolidated finance, live project and resource views, and field-force performance — so leaders see what's happening as it happens.
All figures below are illustrative sample data, not real client information.Financial Consolidation
Project & Resource
Pharma Field Force
Group Financial Consolidation
Consolidated performance across divisions, with inter-division activity eliminated.
Group Revenue (FY)
₹48.6 Cr
▲ 12.4% vs LY
EBITDA
₹9.2 Cr
▲ 18.9% margin
Net Margin
11.3%
▲ 1.6 pts
Divisions
4
Consolidated monthly
Revenue by division
FY, ₹ Cr — post-elimination
Group revenue trend
Monthly, this year vs last year (₹ Cr)
Division contribution
Share of group revenue
Consolidated P&L
Group summary (₹ Cr)
| Revenue | 48.6 |
| Cost of goods | (27.4) |
| Gross profit | 21.2 |
| Operating expenses | (12.0) |
| EBITDA | 9.2 |
| Inter-division eliminations | (3.1) |
Project & Resource Utilisation
Live view of project health and where the team's capacity is going.
Active projects
32
8 phases avg
On-time delivery
86%
▲ 9 pts YoY
Avg utilisation
78%
Target 75–85%
Overdue tasks
14
▼ from 41
Resource utilisation
By team member (% of capacity)
Project status
Portfolio breakdown
Task completion trend
Planned vs actual, last 8 weeks
Active projects
Selected engagements
| Project | Lead | Progress | Status |
|---|---|---|---|
| Riverside Residences | A. Nair | On track | |
| Meridian Office Fit-out | S. Rao | At risk | |
| Lakeview Clubhouse | K. Iyer | On track | |
| Harbour Retail | A. Nair | On track |
Pharma Field Force Performance
Coverage, geo-verified calls, samples, and target vs achieved across the team.
Coverage
91%
Doctors met vs planned
Calls today
1,284
Geo-verified
Target achieved
88%
▲ on track
Active reps
96
Across 6 territories
Target vs achieved
By territory (₹ Lakh)
Daily calls
Planned vs actual, last 2 weeks
Sample distribution
Units issued by product (this month)
Rep leaderboard
Top representatives
| Rep | Coverage | Calls | Ach. |
|---|---|---|---|
| R. Menon | 98% | 312 | 104% |
| P. Sharma | 95% | 298 | 97% |
| V. Reddy | 93% | 276 | 92% |
| N. Das | 90% | 261 | 89% |
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