CEO Dashboard in Tally

The CEO dashboard or Owner Dashboard is an add-on which gives the company fundamental data in one glance. This add-on ensures that below company data pointers are available in single screen. Data has a lot of power and it up to us that we extract the best information from it.

If a slow moving item is bundled with top selling item, one can get clearance of dead stock. If a constant follow up is done with top over due party, the outstanding can be reduced by up to 20%. Get this Tally add-on now.

Overview of CEO - Owner Dashboard

• Cash & Bank Balances           
• Cash Flow
• Outstanding
• Capital & Fixed Assets
• Loans
• Profit & Loss
• Purchase & Sales
• Stock - Value
• Top 5 Customers
• Top 5 Suppliers
• Top 5 Receivables

• Top 5 Payable
• Top 5 Items - By Volume
• Top 5 Items - By Value
• Top 5 Items - Purchase Volume
• Top 5 Items - Value
• Top 3 Slow-Moving Items
• Top 3 Non-Moving Items
• Top 3 Over Due Bills (Cr)
• Top 3 Over Due Bills (Dr)
• Orders

How to Install CEO Dashboard Add-On in Tally ?

Step 1. Download & Install the TCP
Step 2. Activate the Add-on from within Tally
Step 3. The report is visible under Gateway of Tally >> Display More Reports >> CEO Dashboard will be activated

Features of CEO Dashboard in Tally

Get company data fundamental in one go using this add-on:

• Slow Moving Item
• Top Selling Item

If we learn to extract the value out of data, we can bundle the slow/non-moving item with top selling item to get rid of dead stock. Stock clearance sale can be done.

• Top 5 Items - Purchase Value
• Top 5 Items - Purchase  Volume

If we understand our high volume products, we can bundle it with high profit making item and increase our profits

How/Where can Dashboard Data be Used ?

• Design Scheme of fast moving item with non-moving item, reducing dead-stock
• Pair up Slow moving item with non-moving item, reducing dead-stock
• Special Incentive for Top 3 customers, for high engagement
• Pair up high value item with high volume item for fast stock movement
• Follow up with Outstanding parties to increase the cash flow
• High Cash balance should be revisited for better investment
  
• Study cash flow to design investment plan

Benefits of Dashboard in Tally

Tally Dashboard can be used to get a quick glance of top moving items

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