Owner’s weekly view
Sales, collections, top products and cash position on one page, refreshed on a schedule. Readable on a phone.
Grow online
One page of numbers you trust, every Monday.
We pull the sales, marketing and operations data you already have from Tally, Zoho, Shopify, marketplace reports, ads accounts and spreadsheets into dashboards your team will open. Built in 2 to 4 weeks, in your accounts, with each number traced back to its source.
- Typical length
- 2 to 4 weeks
- Indicative price
- ₹1 lakh to ₹3 lakh, excluding GST
- Built for
- Small and growing businesses
Sound familiar?
Typical situations, not quotes from clients.
- Someone spends Monday morning copying numbers from five portals into one Excel sheet, and the owner sees it on Wednesday.
- Sales look good on Amazon and Flipkart, yet the bank balance does not agree once fees, returns and ad spend come out.
- Money goes into Google and Meta ads every month, but nobody can say which source brings the enquiries that turn into bookings.
Most small businesses do not lack data. It sits in Tally, seller portals, the ads manager and WhatsApp, each with its own version of the truth. A dashboard helps only if its numbers match your books and answer a question you act on. So we start with the questions.
What we build
Marketing to revenue
Enquiries by source, from Google, Meta, your website form, WhatsApp and walk-ins, followed through to bookings, orders or site visits. Cost per enquiry and cost per sale, side by side.
Channel margin for online sellers
Shopify, Amazon and Flipkart sales after platform fees, shipping, returns and ad spend, so you see what each channel really leaves you.
Store and branch comparison
Store-by-store or branch-by-branch sales, stock and staff numbers for retail chains, clinics and multi-site businesses, with the same definitions everywhere.
Funnels for your sector
Clinic enquiries to appointments by source. School enquiries to admissions by stage and counsellor. Real estate project enquiries to site visits to bookings.
A plain weekly summary
An AI model drafts a short note on what moved this week. A person checks it against the numbers before it goes out. The dashboard itself is plain arithmetic, not AI.
How it fits together
Packages
Analytics dashboard setup
Sales, marketing and operations dashboards from your existing data: data connections, agreed metric definitions, the dashboards agreed in writing, scheduled refresh, handover and training.
₹1 lakh to ₹3 lakh · one time
Next step: Analytics Agents
When leaders want to ask new questions of the data in plain language, English or Hindi, and see the query behind every answer.
₹8 lakh to ₹30 lakh · from pilot to production
Where it fits
- Tally Prime
- Zoho Books and Zoho CRM
- Shopify
- Amazon and Flipkart seller reports
- Google Analytics
- Google Ads and Meta Ads
- CRM exports
- POS systems
- Google Sheets and Excel
- Hospital and school software exports
- Looker Studio
- Power BI
- Zoho Analytics
Where a system has no connector, we use scheduled exports and say how fresh the numbers will be.
How the engagement runs
Typical length: 2 to 4 weeks.
Discover
2 to 4 daysWe list the ten questions you want answered every week, see where each number lives, and agree the metric definitions in writing.
Build
1 to 3 weeksWe connect the sources, clean the data, build the dashboards in your chosen tool, and check every headline number against your books or portal reports.
Launch
1 weekYou and your team use it for a week. We fix what is unclear, set the refresh schedule and train the people who will maintain it.
Run
your choiceYou run it yourselves with the runbook, or ask us for changes later as separate, quoted work.
How we measure it
Before we start, we agree with you in writing:
Numbers that match
Headline figures agree with Tally, your bank or the portal report for a test month, within a tolerance we agree.
Freshness
How often each source refreshes, and the latest time the Monday view is ready.
Questions answered
Each of the agreed weekly questions has a clear tile or chart.
Use
Whether the people named at the start actually open it in the first month.
Summary accuracy
Every figure in the AI-drafted weekly note matches the dashboard.
What you get
- Dashboards for the agreed sales, marketing and operations questions
- Data connections or scheduled imports from your sources
- A written metric glossary: what each number means and where it comes from
- A reconciliation sheet showing the test month checked against your books
- Scheduled refresh and an optional weekly email or WhatsApp-friendly summary
- Access set by role, so staff see only what they should
- Everything built in your own Google, Microsoft or Zoho account
- A short runbook and a training session for your team
What we need from you
- One owner or manager who decides what the weekly questions are
- Read access to the source systems, or exports for the last three to six months
- Your chosen dashboard tool, or a short call so we can recommend one
- An hour with your accountant or CA to confirm how revenue and costs are counted
- Feedback during the launch week
Indicative price
₹1 lakh to ₹3 lakh
excluding GST, one time.
The range depends on the number of data sources, how clean they are, and the number of dashboards. We quote a fixed price after Discover. 40% advance, the rest on milestones, due within 15 days of invoice.
Tool licences are paid by you directly: Looker Studio is free, while Power BI and Zoho Analytics have paid plans. Any AI model costs for the weekly summary are passed through at cost plus a 10% handling margin when we hold the account, with no margin if you pay the provider directly. We estimate these before you sign.
Frequently asked questions
Which tool should we use: Looker Studio, Power BI or Zoho Analytics?
Looker Studio is free and suits Google Ads and Analytics data. Power BI suits Excel-heavy finance teams. Zoho Analytics suits businesses already on Zoho. We recommend one after Discover and explain why.
Who owns the dashboards and the data?
You do. Everything is built in your accounts, with your login as owner. If we stop working together, nothing goes with us.
Can it pull data straight from Tally?
Usually, yes, through a connector or scheduled exports. We confirm what your Tally version and setup allow before quoting.
Will this increase our sales?
We do not promise results. A dashboard shows where money and enquiries go. What you change after that is your call.
Can it check GST rates on our sales?
It can flag sales lines where the rate charged differs from the rate in your item master. That helps when GST rates change. This is guidance only. Your CA must confirm the correct rate for each item.
We are a small business. Is this too much for us?
Sometimes, yes. If your numbers fit in one Tally report you already read, we will tell you so. Dashboards help most when data sits in three or more places.
Tell us the three numbers you check every week.
A 30-minute call with a founder. We will tell you where those numbers live, whether a dashboard is worth it, and what it would take.