Sales Intelligence Dashboard
A listed lubricants manufacturer
Nineteen hand-built Excel reports replaced by one live dashboard that refreshes from a single ERP upload.
Validated · 48,210 invoice lines
Overview
The management team built monthly sales reports by hand from about 19 Excel workbooks. Now someone uploads one ERP export and every report rebuilds in seconds. Managers see sales by team, salesman, state, product and distributor, spot distributors slipping away and track overdue payments, while the 31 report formats they already trusted stay available.
Before and after
- Reporting lived in about 19 separate Excel workbooks, refreshed by hand every month.
- Different sheets disagreed with each other.
- Management saw totals, but not which distributors were buying less.
- Teams, targets and product categories were re-keyed across sheets.
- An upload page that validates the ERP export in a safe copy before touching live data.
- Support for three file layouts, detected automatically.
- All 31 legacy reports regenerated live, exportable to Excel and CSV.
- New analysis: distributor health, India state map, receivables ageing and concentration risk.
How it works
- 1
Upload
Drop in the monthly sales export from the ERP.
- 2
Validate
The file is checked in a throwaway copy and the old one backed up.
- 3
Rebuild
Every KPI, chart and report is recalculated.
- 4
Spot
Slipping distributors and overdue accounts are flagged.
- 5
Export
Any report goes out to Excel or CSV.
What it does
Spot problem distributors early
Health scores from Champion to Lost, based on how recently and how much they buy.
The whole country at a glance
An India map with volume, growth and premium mix per state.
Who is hitting target
Team and salesman scorecards, productivity charts and heatmaps.
Concentration risk
See how much volume depends on the top few distributors.
Chase money faster
Outstanding, overdue and ageing buckets per debtor.
Keeps trusted reports
A library of the 31 reports management already used.
Under the hood
- Three input layouts converted into one shape, verified to give identical totals.
- Uploads validated in a throwaway store, with automatic rollback on failure.
- Product reclassifications kept per invoice row so history isn’t rewritten.
- A synthetic two-year dataset with planted lost distributors to prove the analytics.
Outcome
Related work
Tally Analytics & AI Chat
Tally books turned into live dashboards, early-warning alerts and plain-English answers.
Sales & Collections System
Live sales, payments and dues for every flat, pulled straight from Tally.
Want this for your business?
Tell me how your team works today. I’ll tell you how much of it a system like Sales Intelligence Dashboard could take over.