Talligence Support
Articles
  • General (8)
  • Partner Program (8)
  • Pre-sales (17)
  • Security & Privacy (8)
  • Talligence Connector (10)
  • Talligence Mobile App (6)
  • Troubleshooting (7)

What kinds of dashboards and reports are available?

  • Talligence boasts a plethora of pre-built dashboards and reports covering various aspects of business operations:
    • Sales & Purchase: Explore sales to date and monthly, quarterly, and yearly KPI and trends. Analyze monthly sales, top customers, and detailed sales register.

    Sales by Period report:

    Sales by Period Report | Talligence

    Purchase by Period report:

    Purchase by Period Report | Talligence

    • Cash & Bank: This section reveals trends and patterns in banking and cash results over time. Users can compare results from previous periods.

    Cash and Bank Scorecard | Talligence
    Cash Flow Scorecard | Talligence

    • Payable & Receivable: Break down payables and receivables by creditors and debtors and by products, services, and components. Look for trends in overdue collections.

    Payable report:

Accounts Payable Report | Talligence

Receivable report:

Accounts Receivable Report | Talligence

  • Inventory: Analyze inventory for shortages and overages. Explore overstock, understock, suppliers, products, and shipping and distribution.

Stock analysis report:

Accounts Receivable Report | Talligence

  • Duties & Taxes: Examine previous taxes and tax due summary, estimate tax obligations, and analyze taxes for future periods.

Duties and Taxes Scorecard | Talligence

  • Cost Center: Analyze cost center balances and movements by cost center groups, cost center accounts, and their association with ledgers.
  • Ledger: Analyze ledger entries and balances in detail with drill-down to individual voucher level.

Sales Dashboard | Talligence

  • CEO & CFO Dashboard: Specially curated with industry-standard KPIs that reflect the performance of the business in a simple one-page dashboard. The dashboards are mission control and a window into understanding their business’s daily operations and growth.

CEO Dashboard:

CEO Dashboard | Talligence

CFO Dashboard:

CFO Dashboard | Talligence

  • Sales Dashboard: This tool enables C-level executives and managers to control and monitor sales KPIs effectively in one central place. It also helps teams reach sales goals through detailed sales performance analyses, cycle lengths, and funnels.

Sales Dashboard:

Sales Dashboard | Talligence

  • Customer Profile: Do you need to know your customer? Do you want to see how much he contributes to your business? Which products do they order, and how frequently? How good are they at clearing their dues? This is the dashboard that you need.
  • Each dashboard provides insightful analytics and business insights, offering a comprehensive understanding of business performance.

 

3/5 - (2 votes)
How do I get started using Talligence?

Business intelligence and analytics.

Start your journey from data to intelligence.

Features
  • Tally Integration
  • Dashboards & Reports
  • AI Virtual Assistant
  • Security
Partner
  • Partner Program
  • Become a Partner
  • Partner FAQ
Plans
  • Plans
  • FAQ
Support
  • Request Support
Subscribe
* indicates required
Corporate & Legal
  • Corporate
  • Terms of Use
  • Refunds and Cancellations
  • Privacy Policy
  • Disclaimer
Contact
  • Contact Us
Social
  • Facebook
  • Twitter
  • LinkedIn
  • YouTube

© 2024 Dev Information Technology Ltd. All rights reserved.

×

    Raise a Ticket

    What is 9 + 1? Refresh iconRefreshing captcha