Skip to content
Code Colonies

Solutions / Data and governance

BI and dashboards business intelligence and management dashboards

Most management reports in growing companies are built by hand in Excel every Monday. We connect the source systems, clean and model the data once, and build dashboards that answer the questions your leadership asks. The hard part is agreeing what a number means; we spend time on that first.

An open laptop showing financial charts next to printed documents

Modules

Modules we build into your BI and dashboards

Start with the modules that matter most and add the rest in later releases.

Data connectors
Pipelines from Tally, ERP, CRM, e-commerce, ad platforms and spreadsheets, scheduled and monitored.
Data warehouse
A tidy warehouse in PostgreSQL, ClickHouse, Snowflake or BigQuery with full history kept.
Metric definitions
Agreed definitions for revenue, margin, stock days and similar, written down and used everywhere.
Management dashboards
Board, sales, finance and operations views in Power BI, Metabase or a custom web app.
Drill down and filters
From a company number to a branch, product or customer in a few clicks, with the underlying records.
Alerts and scheduled reports
Email or WhatsApp digests each morning, and alerts when a number crosses a limit.
Access control
Row level security so a regional manager sees their region and nothing else.

AI built in

Where AI saves time in this system

  • Ask in plain language

    Type a question such as 'top 10 distributors by overdue amount' and get a table built on the agreed metrics.

  • Variance commentary

    Writes a short explanation of why a number moved, pointing to the products or regions that drove it.

  • Anomaly detection

    Flags unusual drops or spikes in sales, returns or expenses that a monthly review would miss.

  • Forecasts

    Simple, explainable forecasts for sales and cash, shown with a range.

Management summary
Illustrative
Revenue MTD
₹6.4 Cr
Gross margin
31.5%
Receivables > 60 days
₹82 L
Stock days
47

Monthly revenue (₹ Cr)

Monthly revenue (₹ Cr), point 1: 5.1Monthly revenue (₹ Cr), point 2: 5.4Monthly revenue (₹ Cr), point 3: 5.2Monthly revenue (₹ Cr), point 4: 5.8Monthly revenue (₹ Cr), point 5: 6Monthly revenue (₹ Cr), point 6: 5.7Monthly revenue (₹ Cr), point 7: 6.2Monthly revenue (₹ Cr), point 8: 6.6Monthly revenue (₹ Cr), point 9: 6.1Monthly revenue (₹ Cr), point 10: 6.4Monthly revenue (₹ Cr), point 11: 6.9Monthly revenue (₹ Cr), point 12: 7.1

Revenue by channel

  • Distributors44
  • Modern trade21
  • Online18
  • Exports11
  • Direct6

Effort and cost

USD 400 to 900

INR 39,800 to 89,550, plus taxes, for a typical first release

Effort
200 to 450 hours
Timeline
First dashboards in 2 to 4 weeks

At the 2good.dev rate of USD 2 or INR 199 per hour, billed against outputs you accept. Your own estimate depends on modules, integrations and data migration.

Build, buy or both

Power BI, Metabase and Zoho Analytics are all capable tools, and we use them for charts. If your data sits in one clean system, a few weeks of dashboard work in one of them is enough. The work that pays off is the plumbing and the definitions: getting Tally, ERP and online sales into one model that everyone trusts. A custom web dashboard makes sense when you want to share numbers with customers or partners, or embed them in your own product.

Connects with

  • Tally
  • SAP, Oracle or Odoo
  • Zoho or Salesforce
  • Shopify or WooCommerce
  • Google and Meta ads
  • Google Sheets and Excel
  • Power BI
  • Metabase

Questions

BI and dashboards: common questions

Can you pull data from Tally?

Yes. We use Tally's XML or ODBC interfaces, or a connector, to bring vouchers and masters into the warehouse on a schedule.

Our data is messy. Should we fix it first?

We find the problems while building and show them to you. Some we fix in the pipeline; others need a change in how data is entered.

Power BI or Metabase?

Power BI suits teams already on Microsoft 365. Metabase is open source and cheaper at scale. We recommend after seeing your users.

Talk to us

Planning your BI and dashboards?

Tell us what you use today and what is not working. We will say whether to extend it or build.

Timeline

Start a conversation

Tell us what you are trying to build.

Share the problem in a short call. You leave with a clear view of the approach, the team and the cost.

Or get a ballpark proposal in two minutes

A specialist replies within one working day. The first conversation is free.

Chat with the Code Colonies team on WhatsApp