Tally Business Intelligence Tool


Seamless Data Export From Tally to Any RDBMS

Get visibility. Move business forward.

With a foundation of real-time business visibility, actionable insight is put into the hands of sales, marketing and service managers and executives. Solve problems, seize opportunities and refine everyday processes for more effective use of people, budget and time.

Faster, more quantifiable decision-making

With high-level, real-time snapshots of departmental and company performance, executives and managers gain the chance to adjust tactics, resources or follow-up for best-chance success. Pre-defined key performance indicators (KPIs) in the executive dashboard make insight highly visual and easily interpreted. Recognise trends and performance patterns across all customer-facing teams by continuously monitoring KPIs such as value & status of forecasted sales, daily service incidents, and campaign response. Personalise the dashboard to display the metrics most relevant to individual managers. Identify outstanding issues that need attention by automatically alerting executives when a metric reaches a critical high or low.

Get the right information with on-the-fly reports that enable you to sort and display data and results in charts or lists. Instantly export reports to Microsoft® Excel® for further analysis and data manipulation. Share reports with colleagues in various formats including PDF, Word, HTML and XML.

Customise metrics to your business processes

Create and edit your own reports to gain further insight into customer behaviors, new business opportunities and operational inefficiencies. Use the Built-in Reports compliant with Microsoft Report Definition Language (RDL) in an Office-like environment. Quickly and easily produce visual summary and drill-down reports with calculations and conditional formatting. Automatically send updated reports directly to decision makers on a regular basisii . Uncover potential issues (recurrent service problems or poor sales performance), by setting up automatic alerts whenever metrics meet certain criteriaiii. Compare and analyse with data in other applications such as accounting systems to get a complete view of relationship health and customer value.


Sales, Order, and Account Management Reports 
Pipeline report - Probability of Closing
Win-Loss-Abandon analysis
Sales Alert report (opportunities not closed)
History (activities per opportunity)
Forecast analysis Executive report (summary & details of sales by month/quarter)
Opportunity column & detailed reports
Account history/notes report Territory reports

Overdue cases by queue, product
Unassigned cases by queue or product
Case analysis by product, queue, origin, priority
Case resolution analysis
Case billing, assignments, monitor
Knowledge Base summary & detailed reports
   

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