The whole business on one screen, every morning.
Owner Dashboard puts sales, margins, receivables, payables, stock value and cash position in one view, updated live from every desk. Tap any number to see the records behind it.
| Customer | Sales QTD | Margin | Avg days to pay | Outstanding | Status |
|---|---|---|---|---|---|
| Arvind Auto Components | ₹ 38.4 L | 27.1% | 29 | ₹ 4.13 L | Healthy |
| Kaveri Foods | ₹ 21.7 L | 23.8% | 33 | ₹ 2.10 L | Healthy |
| Shree Packaging | ₹ 19.2 L | 15.2% | 47 | ₹ 5.62 L | Watch |
| Nova Appliances | ₹ 12.6 L | 11.4% | 61 | ₹ 2.80 L | At risk |
From the first entry to the last, in order.
Live figures from all desks.
Against target and last year.
What needs the owner today.
From total to the single invoice.
Approve, call or assign.
Built for the way a small factory or trading desk actually works.
Sales and margin
Today, month and year to date, by customer, item, salesperson and branch, against last year.
Cash position
Bank and cash balances, receivables due this week, payables due and a 30-day cash forecast.
Receivables
Who owes what, for how long, and who has paid late more than twice this year.
Stock value
Raw material, work in progress and finished goods value, with slow-moving stock highlighted.
Production health
Output, rejection and machine utilisation for the week, with the worst items listed first.
Morning summary
A short WhatsApp or email summary every morning with yesterday's sales, collections and flags.
The parts that save the most time.
Numbers that tie out
- Same database as accounts and stock
- No end-of-month spreadsheet consolidation
- Branch and company-wise views
- Targets set by month and by salesperson
Cash first
- Bank balances from reconciled entries
- Receivable and payable due calendar
- 30-day cash forecast from open orders
- Stock and WIP shown as cash locked
On the phone
- Full dashboard on mobile
- Approve POs and credit holds from the same app
- Morning WhatsApp summary
- Alerts only for things that need you
Owner Dashboard, answered.
Can partners see different views?
Yes. Dashboards are role-based. A partner can see sales and cash without seeing salaries, for example.
Can I get the summary on WhatsApp?
Yes. A morning summary can go to WhatsApp or email, at a time you choose.
Does it work across branches?
Yes. On the Factory plan you can view each branch or company, or all of them together.
Can we add our own KPIs?
Yes. Choose from the standard KPI list or ask us to configure a custom one during onboarding.
Tomorrow's first order can run through one handle.
Data import help included. Your team keeps working while we set it up.