exactllyBI CAPABILITIES

Stop waiting for monthly reports.
Business intelligence that shows what’s happening right now.

exactllyBI connects directly to exactllyERP — delivering live dashboards, visual reports, KPI alerts, and instant analysis across finance, sales, inventory, operations, and collections data, without a single manual export or spreadsheet.

Built for management teams that need real-time visibility across finance, operations, sales, and HR.

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1997
Serving Since
ERP
Connected Data
Live
KPI Monitoring
Zero
Manual Exports

Decisions on month-old data. No single view. Alerts that come too late.

The problem is not that the data does not exist — it is ERP data that still needs to be assembled manually for management review.

Decisions on Month-Old Data

Monthly Excel reports arrive after the window to act has closed. Stock is gone, deals are lost, receivables have aged — and management finds out at the review meeting.

No Single View of the Business

Finance in one sheet. Operations in another. Inventory in a third. No one person has the full ERP data picture without spending two days assembling it manually.

Alerts That Come Too Late

Revenue misses targets. Receivables cross 60 days. Inventory depletes below reorder. Management hears about it at the next review — weeks after it happened.

Reports That Take Days to Build

Someone has to pull numbers manually from the ERP, combine them in Excel, and format them into a presentation — every week, for every meeting, for every manager.

Connected Business Visibility

Bring all your business indicators into one live visibility layer.

Finance, sales, inventory, production, collections, and workforce indicators — connected from exactllyERP and visible to management in one place.

Operational Visibility

Production output, inventory levels, dispatch rates, and purchase order status — live across all branches and departments.

Financial Visibility

Revenue, P&L, cash position, receivables ageing, payables, and GST compliance — current numbers, not last month’s report.

Sales & Collections Visibility

Pipeline performance, collections progress, overdue receivables, and sales vs target — by team, branch, and period.

Workforce Indicators

Headcount, attendance trends, and payroll cost distribution — from the Exactlly ecosystem, alongside operational and financial performance data.

Live Dashboards

KPI dashboards that update the moment a transaction is posted — no manual refresh required.

exactllyBI reads directly from exactllyERP in real time. The moment a sale is invoiced, stock moves, or a production entry is posted — your dashboard reflects it. No export. No delay. No stale numbers.

  • Pre-built dashboards for finance, operations, sales, and HR — ready on day one
  • KPI tiles showing revenue, margin, stock, receivables, and production in one view
  • Role-based views — each manager sees only the dashboards relevant to their function
  • Multi-branch and multi-department data consolidated into a single management view
  • Configurable dashboard layouts to match how each team monitors performance
Business ImpactManagement always knows what is happening. No waiting. No asking. No assembling reports.
Management Dashboard — Live
Revenue MTD
₹42.8L
▲ 14.3% vs last month
Gross Margin
28.4%
▼ 1.2% vs target
Revenue Trend — 6 Months
NovApr
Dispatch Rate
96% — On target
Collection Rate
91% — ₹3.8L pending
Reports — exactllyBI
All Reports Finance Sales Purchases
P&L Summary — April 2026
Finance · Scheduled · Daily 8 AM
Sent
Sales Pipeline — Week 18
Sales · Scheduled · Monday 7 AM
Sent
Inventory Ageing — April
Operations · On demand
Ready
Receivables Ageing — Q1 2026
Finance · Scheduled · Monthly
Sent
80+ report templates available Excel & PDF export
Custom Reports

80+ pre-built report templates — scheduled to land in the right inbox automatically.

Stop asking someone to compile and send reports. exactllyBI delivers the right reports to the right managers on a schedule you set — and any report can be run on-demand for any date range, in seconds.

  • 80+ templates covering finance, operations, sales, inventory, purchases, and GST compliance
  • Schedule any report to run daily, weekly, or monthly and deliver by email
  • Filter by date range, branch, department, product, or salesperson
  • Export any report to Excel or PDF in one click
  • Build custom report layouts without IT involvement or technical configuration
Business ImpactEvery manager gets the right numbers on time — without anyone needing to compile them.
KPI Alerts

Know the moment a KPI crosses a threshold — before it becomes a problem that costs money.

Most management problems are not discovered — they are noticed late. exactllyBI monitors every KPI you care about continuously and sends an alert the moment something moves outside the acceptable range.

  • Set alert thresholds on any KPI — revenue, margin, stock levels, receivables, production output
  • Alerts sent to the right person — not a generic notification everyone ignores
  • Daily morning KPI briefing delivered automatically — key numbers before the workday starts
  • Receivable overdue alerts — flagged by ageing bucket before the balance grows further
  • Stock below reorder level alerts — procurement gets visibility before stockouts happen
Business ImpactProblems caught when there is still time to act — not after the month-end review.
KPI Alerts — Today
Critical
Receivables overdue > 90 days
₹1.1L outstanding — 3 parties
Warning
Stock below reorder level
2 items — Raw material A, Packing material
Warning
Gross margin below target
28.4% vs 29.6% target this month
On Target
Revenue MTD — ₹42.8L
14.3% ahead of last month
Business Data — exactllyBI
Finance & Accounting
Revenue, P&L, receivables, payables, GST
Operations & Inventory
Production, dispatch, stock, purchase orders
Sales & Collections
Invoicing, sales orders, collections, ageing
All ERP data connected — zero manual export
Connected Business Data

All your business data. One centralised view. No manual export required.

exactllyBI is built natively on exactllyERP — giving you live visibility across finance, sales, inventory, production, and operations from day one. No integration project, no data pipeline, no manual exports. Designed to extend across the Exactlly ecosystem as your business visibility needs grow.

  • Finance and accounting data — revenue, P&L, receivables, payables, GST, and cash position
  • Operations and inventory data — production, dispatch, stock levels, and purchase orders
  • Sales and collections data — invoicing, sales orders, collections, and customer-wise analysis
  • Data updates automatically as ERP transactions are posted — no scheduled sync, no manual step
  • Cross-functional analysis — compare revenue, inventory, operations, and purchases in one view
Business ImpactCentralised business visibility across finance, sales, inventory, and operations — live from exactllyERP, ready from day one.
Drill-Down Analysis

Click any number to see what is behind it — from summary to individual transaction.

A dashboard number is only useful when you can verify it. exactllyBI lets you click any metric to see the data behind it — which products, which customers, which branches drove that number — down to the individual transaction.

  • Click any chart or KPI to drill into the data behind it
  • Go from management summary to branch, team, product, and transaction level
  • Filter on any dimension — date range, location, product category, or individual customer
  • Period-over-period comparison — month vs month, quarter vs quarter, year vs year
  • Export any drill-down view to Excel for further analysis or audit
Business ImpactEvery number is explainable. Decisions are made on verified data, not estimates.
Revenue Drill-Down — April 2026
Total Revenue ₹42.8L → Branch breakdown
By Branch
Pune (Br. 2)
₹18.4L
Mumbai (Br. 1)
₹16.2L
Ahmedabad
₹8.2L
Pune → By Product Category
Chemical A₹9.2L
Packing Materials₹5.4L
Raw Material B₹3.8L
Mobile View — exactllyBI
₹42.8L
Revenue MTD
38
Pending Orders
Today’s Alerts
Receivables overdue >90 days — ₹1.1L
Stock below reorder — 2 items
Revenue on target — ▲ 14.3%
GST Filing — May 2026 ✓ Filed
Mobile BI Access

Business visibility on any device — management dashboards accessible from wherever decisions happen.

Business decisions do not wait for office hours. exactllyBI is fully accessible from any mobile browser — live KPI dashboards, alerts, and reports available to management on the move without a separate app or login.

  • Full dashboard access from any smartphone browser — no separate app required
  • KPI alerts delivered to mobile — critical thresholds reach you immediately
  • Morning KPI briefings viewable on mobile before reaching the office
  • Role-based access — each manager sees only their relevant dashboards
  • Drill into any metric from mobile — same depth of data as the desktop view
Business ImpactDecisions happen faster because visibility is not tied to a desk or a time of day.
How exactllyBI Works

From raw data to management decision — one connected flow

exactllyBI handles every step from connecting your systems to delivering live dashboards to the right manager — with no manual work at any stage.

01
Connect
exactllyBI connects directly to exactllyERP — no integration project, no data pipeline setup, no IT involvement.
02
Sync
Data flows automatically as ERP transactions are posted. No manual export. No scheduled batch. Always live.
03
Map
Business metrics are auto-mapped to pre-built dashboard templates. KPIs, dimensions, and filters configured for your context.
04
Visualise
Each manager sees their role-specific dashboard — finance, operations, sales, or inventory — in a single live view with no manual assembly.
05
Monitor
exactllyBI watches every KPI continuously against the thresholds you set. No human checking required. The system does the monitoring.
06
Alert
When a KPI crosses a threshold, the right person is notified immediately — before the issue compounds into a larger problem.
07
Analyse
Drill into any number from summary to transaction level. Filter by branch, team, product, or date. Use AI Copilot for instant answers.
08
Decide & Act
Decide and act on current data, not last month’s report. Monitor outcomes through live dashboards so the next decision is just as well-informed.
Advanced Capabilities

Beyond dashboards — the infrastructure your reporting needs

exactllyBI includes the operational capabilities that make management reporting reliable, auditable, and appropriate for every level of the organisation.

Report Scheduling

Set any report to run automatically and deliver to specific managers by email — daily, weekly, or monthly. No one needs to remember to send it.

Multi-Branch Reporting

Consolidate data across all branches into a single management view, or drill into a specific location. Useful for owners monitoring multiple geographies.

Role-Based Access

Each manager sees only the dashboards and reports relevant to their function. Finance sees finance. Sales sees sales. Operations manager sees inventory and production. Nothing more.

Audit & History

Track every report accessed, every dashboard viewed, and every alert triggered. Full audit trail for compliance and governance requirements.

From Data to Decisions

Live data that drives specific business actions.

exactllyBI connects the insight to the action — so management knows not just what happened, but what to do next.

Collections Flow
1Receivables Ageing
2Cash Flow Risk
3Collection Action
Inventory Flow
1Stock Below Reorder
2Purchase Planning
3Avoid Stockout
Revenue Flow
1Sales Trend
2Forecast Visibility
3Revenue Planning
AI Copilot

Ask your business data anything. Get answers instantly.

Instead of waiting for a report or calling someone in finance, ask exactllyBI directly — in plain language. Get answers from your live ERP data in seconds.

  • Ask questions in plain language — no query language or report building required
  • Answers drawn from live data — not last night’s export or last week’s report
  • Ask about revenue, receivables, stock, purchases, production, inventory — any metric
  • Instant results with breakdown by branch, product, team, or date range
Which product had the highest margin last month?
Chemical A had the highest gross margin in April 2026 at 34.8% — contributing ₹3.2L of gross profit. It was 2.1 percentage points above the next highest product, Packing Material B at 32.7%.
Which receivables are overdue more than 60 days?
3 parties have receivables overdue by more than 60 days totalling ₹3.9L: Mehta Industries — ₹1.8L (81 days), ABC Corp — ₹1.1L (94 days), and Sharma Traders — ₹1.0L (67 days). Want me to send this to the accounts team?
Why exactllyBI

Connected BI built for Indian businesses — not a generic tool bolted on after the fact

Generic BI tools require weeks of integration and empty dashboard templates. exactllyBI comes pre-connected and pre-built — live dashboards from day one.

30+
Years of Business Software Experience

Built by the same team behind exactllyERP — with three decades of understanding how Indian businesses actually run.

ERP
Connected Data Natively

exactllyERP data connected without integration projects, data pipelines, or third-party connectors. One source, one version of truth.

Live
KPI Monitoring on Every Transaction

Data updates as transactions are posted — not in nightly batches or scheduled syncs. Management always sees current numbers.

Zero
Manual Exports or Spreadsheet Assembly

No one needs to export data, paste it into Excel, or format it before a meeting. The dashboard is always ready — no preparation required.

How We Compare

A live, connected BI layer is not the same as a spreadsheet or a generic tool

Feature
Excel / Manual
Generic BI Tool
exactllyBI
Live data without manual export
Partial
Pre-built dashboards ready on go-live
Built directly on exactllyERP data
KPI alerts on threshold breach
Partial
Drill-down to transaction level
GST and statutory compliance built in
AI Copilot for plain language queries
Implementation and support included
Partial
Goes live in days not months
For Every Decision Maker

Every manager sees the data that drives their decisions

exactllyBI provides role-specific visibility — each manager sees the data that drives their decisions, without noise from unrelated functions.

Founders & Directors

Full business health at a glance — revenue, margins, cash position, collections, and workforce cost. One dashboard, everything that matters.

Finance Teams

P&L, receivables ageing, payables, cash flow, and GST compliance — updated with every posted transaction, not at month-end.

Sales Leadership

Sales vs target, collections progress, pipeline health, and territory performance — visible by team, branch, and salesperson.

Operations Teams

Inventory levels, production progress, dispatch rates, and purchase order status — all live, without waiting for manual status updates.

HR Leadership

Headcount trends, attendance, payroll cost distribution, and workforce metrics — connected alongside business performance data.

Branch Managers

Branch-wise revenue, stock position, collection performance, and operations output — filtered to their location and team.

See these dashboards live on your actual business data.

Request a Personalized BI Demo
FAQ

Common Questions

Questions business owners and management teams ask before their first demo of exactllyBI.

How does exactllyBI connect to exactllyERP data?

exactllyBI connects natively to exactllyERP. The connection is built into the product — no integration project, no API configuration, and no IT involvement is needed. Data flows automatically from the moment exactllyBI is set up alongside exactllyERP.

Do we need to migrate or duplicate our data into exactllyBI?

No. exactllyBI reads directly from your source systems in real time. There is no data migration, no duplicate store, and no manual export required at any stage. The dashboards and reports are always reading from current live data — finance, sales, inventory, operations, and collections — directly from exactllyERP.

How quickly can we go live with dashboards after setup?

exactllyBI includes pre-built dashboard templates for finance, operations, sales, inventory, and collections. Because the connection to your data is native, most businesses have working dashboards within days of setup. Customisation to your specific KPIs and layout preferences is configuration — not development — and can be completed quickly during onboarding.

Can different managers see different dashboards?

Yes. exactllyBI supports role-based access — each manager is assigned access to the dashboards and reports relevant to their function. The CFO sees finance data. The sales head sees sales and collections. The operations manager sees inventory and production. Access is controlled centrally and can be adjusted as roles change.

How do KPI alerts work and who receives them?

You define the threshold for any KPI — for example, receivables overdue past 60 days, or stock below reorder level — and assign which manager should be notified when that threshold is crossed. exactllyBI monitors these continuously and sends the alert to the right person immediately, without waiting for a scheduled report or a review meeting.

Can we schedule reports to be delivered automatically by email?

Yes. Any report in exactllyBI can be scheduled to run automatically and deliver to specific recipients by email on a daily, weekly, or monthly basis. No one needs to remember to run or send it. The report is generated from live data at the scheduled time and arrives in the right inbox without any manual step.

Does exactllyBI work across multiple branches or locations?

Yes. exactllyBI consolidates data across all branches into a single management view and allows you to filter or drill into a specific branch at any time. This is particularly useful for business owners who oversee multiple locations and need to compare performance across geography, product line, or team without assembling separate reports.

Is exactllyBI accessible on mobile for management who travel?

Yes. exactllyBI is fully accessible from any mobile browser. Managers can view their dashboards, check KPI alerts, and run reports on the move without a separate app. The same live data and drill-down capabilities available on desktop are accessible on mobile — so decisions are not delayed because a manager is away from their desk.

Request a Personalized BI Demo

See a live dashboard built on your actual business data.

A focused walkthrough of dashboards built on your exactllyERP data — not a generic demo with sample numbers.

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