BUSINESS INTELLIGENCE
exactllyBI

Your business data,
turned into decisions.
Live dashboards. Real-time answers.

exactllyBI reads directly from exactllyERP — giving every manager a live view of the numbers that matter. No manual exports. No spreadsheets. No waiting.

Know what is happening in your business — right now.

Request a Demo See How It Works →
1997
Serving Since
ERP
Connected Data
Live
KPI Monitoring
Zero
Manual Exports
exactllyBI — Management Dashboard
Revenue MTD
₹42.8L
▲ 14.3%
Pending Orders
38
₹18.2L value
Dispatch
96%
▲ On target
Purchases
12 POs
✓ On schedule
Revenue Trend — 6 Months
Nov Apr
KPI Alerts
Receivables overdue
Stock below reorder
Dispatch on target
COLLECTIONS
₹28.4L of ₹41.8L
PIPELINE
74% of target
PRODUCTION
88% — On target
AI Copilot

“Which branch had the highest margin last month?”

Branch 2 — 32.4% →
One Unified Platform

Every business number. One live view.
No spreadsheets. No waiting.

exactllyBI is not a standalone BI tool. It is the management visibility layer built on top of exactllyERP — reading every finance, operations, sales, and HR transaction in real time so your management team never has to ask for numbers again.

Live KPI Dashboards

Auto-updated as transactions are posted in ERP. No refresh needed. No exports ever.

Instant KPI Alerts

Set targets on any metric. Get notified the moment a threshold is crossed — before it becomes a crisis.

Role-Based Views

CFO, ops manager, sales head — each role gets a pre-configured view of the numbers that matter to them specifically.

AI-Powered Queries

Ask any business question in plain language. Get answers from your live data — no report-writing, no waiting.

Connected Data

exactllyBI reads from your entire
business system. Automatically.

Finance from exactllyERP. Leads and deals from exactllyCRM. Attendance and payroll from exactllyHRMS. Everything flows into exactllyBI — one live view across all your operations.

exactllyERP
+
exactllyCRM
+
exactllyHRMS
→
exactllyBI — Live Dashboard
From exactllyERP
Finance — revenue, P&L, receivables, GST
Inventory — stock levels, ageing, reorder
Operations — production, dispatch, purchase
Collections — outstanding, ageing, payments
From exactllyCRM
Lead pipeline — stage-wise value, conversion
Sales activity — rep-wise performance
Deal velocity — time to close, overdue
Forecast — pipeline value for month/quarter
From exactllyHRMS
Attendance — daily, dept-wise, absenteeism
Payroll costs — dept-wise, month-wise
Headcount — by dept, location, grade
Leave — balance, utilisation, trends
The Problem

When data lives in spreadsheets,
decisions arrive too late.

Most businesses have the data. It is in the ERP — finance in one module, sales in another, operations in a third. But without a live view across all of it, every decision is made on yesterday’s numbers.

Reports That Come Too Late

Monthly Excel files arrive after the window to act has already closed. By then the stock is gone, the deal is lost, or the month is already over.

Data Scattered Across Systems

Finance in one sheet. Operations in another. Inventory in a third. No one person has the full picture — and assembling it from ERP data takes days every month.

No Alerts When KPIs Miss

Revenue targets are missed. Receivables age past 60 days. Inventory depletes below reorder. Management finds out at the monthly review — weeks later.

Decisions Without Numbers

When there is no live view, management estimates performance instead of reading it. Accurate data should not require a two-day wait and a separate request.

What Makes It Different

Not a generic BI tool bolted on
after the fact. Connected from day one.

Generic BI tools require weeks of integration work, empty dashboard templates, and manual data pipeline setup. exactllyBI works directly on exactllyERP — pre-built dashboards are ready the moment you go live.

Live connection to exactllyERP — no manual data exports ever

Pre-built dashboards for operations, finance, sales, and purchases — ready on day one

KPI alerts configured on your actual business metrics — not generic templates

Live within days — not the months a standalone BI tool takes to configure

Indian business context built in — GST, statutory compliance, and dispatch metrics from the start

Request a Demo
Feature
Generic BI Tool
exactllyBI
ERP integration
✕ Weeks of setup
✓ Native, from day one
Pre-built dashboards
✕ Empty templates
✓ Ready on go-live
Data connection
✕ Manual export/import
✓ Automatic live sync
KPI alerts
✕ Complex configuration
✓ Pre-configured on metrics
Go-live time
✕ Weeks to months
✓ Days
Indian compliance
✕ Not included
✓ GST, TDS, statutory compliance built in
What exactllyBI Reads

One centralised view of your business.
All from exactllyERP. Zero manual work.

exactllyBI reads directly from exactllyERP. Data flows automatically as transactions are posted — no exports, no mappings, no IT setup required.

Finance & Accounting

Revenue, P&L, receivables, payables, GST, and cash position — from ERP ledger entries in real time.

Revenue and gross margin
Receivables and payables ageing
GST filing status
Cash and credit position
Operations & Inventory

Production, dispatch, stock levels, purchase orders, and reorder alerts — updated with every ERP transaction.

Stock levels and reorder alerts
Production and dispatch rates
Purchase order status
Material consumption
Sales & Collections

Invoicing, sales orders, collections, receivables ageing, and customer-wise analysis — from ERP sales data.

Sales order and invoice value
Customer-wise revenue
Collections and overdue tracking
Credit limit utilisation
↓
exactllyBI Dashboards · Reports · Pivots · Drill-Down · AI Copilot
How exactllyBI Works

From raw data to management decision
in one connected flow.

exactllyBI handles every step — from connecting your data sources to delivering the right view to the right manager.

1
Connect
2
Sync
3
Map
4
Dashboard
5
Monitor
6
Alert
7
Drill Down
8
Decide

Data in. Decisions out. Automatically, from your live business systems.

Connect & Sync

exactllyERP business data flows into exactllyBI automatically as transactions are posted. No manual export at any step.

Map & Dashboard

Business metrics are auto-mapped to pre-built dashboard templates. Customise the view for each role in minutes.

Monitor & Alert

Set targets for any KPI. exactllyBI monitors them continuously and notifies the right person the moment a threshold is crossed.

Drill Down & Decide

Click any number to see what is behind it — down to the individual transaction. Make decisions from current data, not guesses.

See a live dashboard built on your actual data.

Every demo is built around your specific systems — not a generic walkthrough with sample numbers.

See all BI features →
Request a Demo
Core Capabilities

Every capability your management team
needs — in one connected system.

From live KPI dashboards to scheduled reports and AI-powered queries — exactllyBI gives management the visibility that spreadsheets never could.

Monitor Business Performance in Real Time

KPI dashboards that update automatically as transactions are posted in your systems. No refresh needed.

  • Revenue and margin dashboards
  • Production and inventory views
  • Sales pipeline tracking
  • Purchase orders and vendor payables
Get the Right Report to the Right Person, Automatically

Build any report, filter by any dimension, and schedule it to land in the right inbox every morning.

  • 80+ pre-built report templates
  • Date, location, product, team filters
  • Scheduled auto-delivery
  • Excel and PDF export
Know When Something Needs Your Attention

Set targets for any KPI. Get notified the moment a threshold is crossed — before it becomes a problem.

  • Revenue and margin alerts
  • Overdue receivables notifications
  • Inventory below reorder level
  • Daily morning KPI briefing
Trace Any Number Back to Its Source Transaction

Click any chart or metric to see exactly what drives it — from summary to individual transaction level.

  • Summary to transaction-level
  • Filter and cross-tab on any dimension
  • Period-over-period comparison
  • Branch, product, team breakdowns
One Live View Across Finance, Operations, and Sales

One centralised dashboard across all your ERP business data — finance, operations, sales, and inventory — without manual stitching or exports.

  • One live view across all ERP business data
  • Role-based access per department
  • Cross-functional analysis on one screen
  • All live from a single data source
AI Copilot

Ask any business question in plain language and get answers from your live data — instantly.

  • No report-writing required
  • Ask about any metric or KPI
  • Instant results from live data
  • Available 24/7, no waiting
Visibility for Decision Makers

The exact view each manager needs.
Pre-built. Live. No setup required.

Management dashboards in exactllyBI reflect the decisions your business actually needs to make. Here is what every manager can see from day one.

Cash Flow Visibility

Today’s cash position, this week’s collections vs payables, and 30-day cash outlook — live from ERP.

Inventory Ageing

Items by age bracket — 0–30, 31–60, 60–90, 90+ days. Dead stock flagged automatically.

Sales Performance

Revenue vs target, rep-wise breakdown, customer-wise revenue, top and bottom performers — current month, always live.

Outstanding Collections

Customer-wise receivables with ageing buckets. Overdue flagged in red. Collection target progress visible at a glance.

Production Bottlenecks

Plant efficiency, pending dispatch, work-in-progress, and material shortages — before they delay a single delivery.

Workforce Trends

Daily attendance, leave utilisation, absenteeism trends, and dept-wise headcount — from exactllyHRMS in real time.

Branch Performance

Branch-wise revenue, margin, collections, and KPI comparison — identify your best and worst performers instantly.

Profitability Insights

Product-wise and customer-wise gross margin. Know which lines drive profit and which are quietly eroding it.

See these dashboards built on your actual business data.

We build the demo around your actual business — not a generic walkthrough with sample numbers.

Request a Demo
A Dashboard That Usually Takes Weeks to Build

Pre-built management views. Ready on your first day.

exactllyBI comes with pre-configured dashboards covering operations, finance, sales, and purchases — each designed for how Indian businesses actually run. Your CFO gets the finance view. Sales head gets sales and collections. Ops manager gets production and stock.

Every dashboard is built from real business requirements — not from generic BI templates.

CFO view — P&L, receivables, payables, GST summary, and cash position

Operations view — production status, dispatch rate, stock levels, and pending orders

Sales view — invoicing, customer-wise revenue, collections, and receivables ageing

Purchases view — vendor-wise spend, purchase order status, landed costs, and payment due

MD/Owner view — all four departments in one executive summary with KPI status

Role-based access ensures every manager sees only the dashboards relevant to their function.

exactllyBI — CFO Dashboard
Finance Operations Sales Purchases
Revenue MTD
₹42.8L
▲ 14.3% vs last month
Gross Margin
28.4%
▼ 1.2% vs target
Receivables Ageing
0–30
₹18.2L
31–60
₹6.4L
61–90
₹2.8L
90+
₹1.1L
GST Filing — May 2026 ✓ Filed
From Data to Decisions

How management teams use exactllyBI
every single day.

exactllyBI doesn’t just show dashboards. It triggers the right action at the right time — across operations, sales, and people management.

Operations
1
ERP Transaction Posted

Production batch completed, dispatch raised, or stock receipt entered in exactllyERP.

2
Live Dashboard Updates

Operations dashboard reflects the change immediately. No manual entry. No wait.

3
KPI Alert Triggered

Stock drops below reorder level — ops manager gets an instant notification.

4
Decision Made Same Day

Purchase order raised before stock runs out. No production delay.

Sales
1
Invoice Posted in ERP

Sales order confirmed and invoice raised for customer in exactllyERP.

2
Sales Dashboard Updates

Revenue vs target updates live. Collections outstanding reflects the new invoice.

3
Overdue Alert at 30 Days

Sales manager gets notified when the invoice crosses 30 days unpaid.

4
Collections Follow-Up

Team follows up before the invoice ages to 60 days. Cash flow stays healthy.

Workforce
1
Attendance Marked in HRMS

Employee attendance and leave recorded in exactllyHRMS each morning.

2
HR Dashboard Updates

Dept-wise attendance rate visible in exactllyBI before the working day starts.

3
Absenteeism Alert

HR head notified when a dept’s attendance drops below threshold — same day.

4
Workforce Action Taken

Overtime or temporary cover arranged before production is impacted.

Why Businesses Choose exactllyBI

Management visibility without the months of BI setup.

Connected, Not Bolted On

Reads directly from exactllyERP. No data migration. No exports. No third-party connectors. Business data is always current.

Fast to Go Live

Pre-built dashboard templates cover most business needs on day one. Customisation is configuration — no IT project, no months of setup.

Built for Management

Designed for CFOs, directors, and department heads who need answers — not data engineers who build pipelines. No coding required.

Indian Business Context

GST filings, statutory compliance, dispatch tracking, and credit monitoring are part of the default views — not add-ons to configure.

30+ years building software around real business operations

exactllyBI is built by the same team behind exactllyERP — with the same understanding of how Indian businesses actually run.

ERP
Connected Data
Live
KPI Monitoring
Zero
Manual Exports

See how exactllyBI fits your management team.

Trusted by businesses since 1997. Built for how Indian companies actually operate.

Request a Demo
For Every Decision Maker

Every manager gets the dashboard
they need. No configuration required.

exactllyBI comes with pre-built views for every management role. Each person logs in and sees exactly the numbers that matter to their function — live from your ERP data.

Founders & Directors

Executive Business Summary

Revenue, gross margin, cash position, overdue receivables, and branch KPIs — across the entire business on a single screen. exactlly has been building this view for Indian businesses since 1997.

  • All-department executive view
  • KPI status across finance, ops, sales, HR
  • Branch-wise comparison and performance
Finance Teams

Live CFO Dashboard

P&L, receivables ageing, payables, GST filing status, and cash position — no manual report compilation, ever. Built for Indian statutory compliance from the ground up.

  • P&L and cash position live
  • Receivables and payables ageing buckets
  • GST filing status and TDS tracking
Sales Leadership

Revenue & Collections View

Revenue vs target, rep-wise performance, customer-wise analysis, outstanding collections, and CRM pipeline value — all in one place.

  • Revenue vs target, month-to-date
  • CRM pipeline value and deal stage
  • Outstanding collections and overdue alerts
Operations

Production & Inventory View

Production status, dispatch rate, stock levels, reorder alerts, and purchase order pipeline — live from every ERP transaction as it happens.

  • Production and dispatch rate live
  • Stock levels with reorder alerts
  • Purchase order status and vendor tracking
HR Leadership

Workforce Intelligence View

Attendance, leave, headcount by department, and payroll cost trends — from exactllyHRMS, without any manual data pulling or compilation.

  • Daily attendance rate by department
  • Leave utilisation and absenteeism trend
  • Payroll cost trend and headcount analysis
Branch Managers

Branch KPI View

Branch-specific revenue, collections, dispatch, and stock — filtered to just their location. Benchmark against other branches and targets at a glance.

  • Branch-wise revenue and collections
  • KPI performance vs target
  • Comparison across locations
AI
AI Copilot — exactllyBI
Ask anything about your business data
Live
AI
Good morning. What would you like to know about your business today?
What is our cash position today and which receivables are overdue past 45 days?
AI

Cash position today: ₹12.4L available. Payables due this week: ₹4.8L.

Receivables overdue 45+ days:

Customer Overdue Days
Mehta Industries₹3.2L68 days
Apex Traders₹1.8L52 days
+3 more₹2.6L total
AI Copilot

Ask your data anything.
Get answers instantly.

Ask your business questions in plain language. No report-writing. No waiting for finance to pull numbers. Your live data, on demand.

No waiting for reports

Ask and get data immediately — no waiting for finance or IT to pull numbers manually.

Answers from live data

Every answer comes from your live ERP data — not last night’s export or last week’s report.

Faster decisions

Management gets answers in seconds. Decisions happen on the day they need to happen — not after the reporting cycle.

Ask your business questions. Get answers instantly.

exactllyBI’s AI Copilot answers any question about your live ERP data — no waiting, no report-writing.

Request a Demo
Frequently Asked Questions

Common questions about exactllyBI.

Does exactllyBI work without exactllyERP?

exactllyBI is designed to work within the exactlly ecosystem. It reads natively from exactllyERP and optionally from exactllyCRM and exactllyHRMS. It is not a standalone BI tool and does not require third-party data pipeline configuration.

How long does it take to go live with exactllyBI?

Days — not weeks or months. exactllyBI comes with pre-built dashboard templates for finance, operations, sales, and purchases. Since it connects directly to exactllyERP, there is no data migration or pipeline setup required. Most businesses are live within a few days of onboarding.

Can managers access dashboards from their phone or tablet?

Yes. exactllyBI dashboards are fully mobile-responsive. Management can check KPIs, run queries, and view alerts from any device — phone, tablet, or desktop — without a separate mobile app.

Does exactllyBI support multi-branch or multi-location businesses?

Yes. Branch-wise filtering and cross-location comparison are built into exactllyBI from day one. Each branch manager can see their own location’s data, while directors get a consolidated view across all branches simultaneously.

What kinds of KPI alerts can be configured in exactllyBI?

Alerts can be configured on any KPI tracked in exactllyERP — including revenue vs target, receivables overdue past a threshold, stock below reorder level, dispatch delays, and GST filing deadlines. Alerts are sent to the relevant manager the moment a threshold is crossed.

Can we build custom dashboards specific to our business?

Yes. While exactllyBI comes with pre-built views for standard roles, any metric available in your ERP data can be added to custom dashboards. You can configure views by product, customer, location, team, or time period — without writing any code or involving IT.

Built from real business understanding.
Not from generic data templates.

exactllyBI is built by the same team that built exactllyERP. The data it reads, the metrics it tracks, and the dashboards it delivers reflect how Indian businesses actually operate — not how generic BI vendors assume they do.

Request a 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.

No spam. No hard sell. We'll contact you within one business day.

exactllyERP → • exactllyHRMS → • exactllyCRM →