Management Dashboard Suite

Your business,
fully visible.

Upload your CA's Excel file once. Every dashboard — revenue, expenses, receivables, payables, profit, financial health — populates instantly.

7 Dashboards
30+ KPI Cards
25+ Interactive Charts
AI-style Insight Cards
Indian FY · Tally Ready
Business Snapshot · FY 2025 (Sample Data)
Total Revenue
—
—
EBITDA
—
—
Net Profit
—
—
Receivables
—
—
Payables
—
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Dashboard Packages
Three tiers. One system.
Start with what you need. Upgrade as your business grows. All packages use the same Excel file.
Basic Package
Sales & Collections
Clear visibility on where sales come from and how collections perform.
📈
Revenue Dashboard
🧾
Receivables Dashboard
2
Dashboards
9
KPI Cards
8
Charts
Growth Package
Revenue, Costs & Profit
Better control over revenue, costs, and profitability with detailed expense visibility.
📈
Revenue Dashboard
💸
Expense Dashboard
📊
Profitability Dashboard
🧾
Receivables
4
Dashboards
17
KPI Cards
16
Charts
Virtual CFO Package
Complete Management Suite
Full monthly management intelligence — payables, financial health and executive snapshot.
🏠
Executive Dashboard
🏦
Payables Dashboard
❤️
Financial Health
⬆
Upload / Manage Data
7
Dashboards
30+
KPI Cards
25+
Charts
Feature 01 / 07
Executive Dashboard

The owner's morning view. Every critical number in one scroll — revenue, profit, EBITDA margins, receivables, payables, working capital — with trend charts and a month-by-month table.

7 KPI cards: Revenue · EBITDA · Net Profit · EBITDA% · Receivables · Payables · Working Capital
Auto-generated Top Highlights, Risks & Red Flags cards
Revenue vs Expenses trend · Profit trend (GP/EBITDA/NP) · Rec vs Pay comparison
Full monthly summary table — filter by FY, Quarter, or any month
Executive Dashboard · FY 2025
View All FY 25-26
Latest
Revenue
₹1.99 Cr
Dec-25
EBITDA
₹77.78 L
40.3%
Net Profit
₹75.11 L
38.9%
Working Capital
₹4.88 L
CR 1.5x
Highlight ↗
Dec revenue ₹1.93 Cr — strongest month of FY 25
Risk ↗
₹1.13 L receivables overdue — Nexa, Online Consumer
Watch ↗
Variable costs up 12% — review COGS trend
Revenue vs Total Expenses · Monthly
Feature 02 / 07
Revenue Dashboard

Where sales are coming from and how they trend. Filter by customer or product. See concentration risk, invoice velocity, and growth vs prior period — all in one view.

Total Revenue · Growth vs Prior · Avg Invoice Value · Active Customers · Top Customer %
Revenue by Customer (bar) · Revenue by Product/Service · Monthly trend · B2B vs B2C split
Customer concentration risk highlighted — flags over-reliance on one account
Filter by any customer or product — charts and KPIs update instantly
Revenue Dashboard
All Customers All Products
Total Revenue
₹18.68 Cr
FY 2025
Growth vs Prior
+14.2%
vs FY 24
Top Customer %
17.8%
Nexa Hospitals
Revenue by Customer
Feature 03 / 07
Expense Dashboard

Cost structure, escalation areas, and fixed vs variable split — visible in seconds. Know which cost heads are growing faster than revenue before it becomes a problem.

Total Expenses · Fixed Costs · Variable Costs · Expense-to-Revenue Ratio
Monthly trend · Fixed vs Variable stack · Category breakdown · Category share
AI-style insight cards flag cost escalation and fixed cost leverage automatically
Filter by cost type (Fixed/Variable) or category
Expense Dashboard
Total Expenses
₹13.71 Cr
Fixed Costs
₹30.9%
Expense Ratio
73.4%
Warning ↗
Marketing spend up 18% MoM — exceeds revenue growth
Action ↗
Employee cost fixed — leverage improves as revenue scales
Expense by Category · FY 2025
Feature 04 / 07
Insight Drill-Down

Every dashboard has clickable insight cards — tap any card to open a full breakdown panel on the right. Deep analysis, specific numbers, and recommended actions — without leaving the page.

Clickable insight cards on every dashboard — Warning, Action, Highlight, Info
Slide-in panel with metric grid, data rows with bar visualization, and "What to do" actions
Colour-coded urgency: 🔴 Urgent · 🟡 Watch · 🟢 Good
No navigation — everything in context of the current dashboard
Insight Panel — Customer Concentration Risk
Customer Concentration Risk ✕
Top Customer Share
17.8%
Top 3 Combined
46.6%
Active Customers
8
CustomerRevenueShare
Nexa Hospitals₹33.23 L17.8%
Metro Retail₹26.91 L14.4%
Sunrise Traders₹26.15 L14.0%
🔴 If Nexa Hospitals reduces orders by 50%, revenue impact = ₹16.6 L
Feature 05 / 07
Receivables Dashboard

Who owes you, how much, and for how long. Aging buckets, overdue flags, and a full outstanding register — so collections follow-up becomes systematic instead of reactive.

Total outstanding · Overdue amount · Average collection days · Overdue count
Aging buckets: Current · 1–30 · 31–60 · 61–90 · 90+ days overdue
Monthly receivables trend — total vs overdue
Full outstanding register with due date, aging status, and overdue flags
Receivables Dashboard
Outstanding
₹4.17 L
Overdue
₹1.13 L
Avg Collection
38 days
PartyAmountDue DateAging
Online Consumer₹1.13 L20 Dec11 days OD
Retail Walk-in₹74.2 K17 FebCurrent
Sunrise Traders₹55.3 K01 FebCurrent
Nexa Hospitals₹49.3 K22 JanCurrent
Feature 06 / 07
Payables & Financial Health

Never miss a vendor payment — with MSME compliance tracking built in. Paired with the Financial Health dashboard for liquidity ratios, balance sheet structure, and working capital trends.

Payables aging · MSME overdue flagged separately (45-day compliance rule)
Financial Health: Current Ratio · Debt-to-Equity · Working Capital · Cash & Bank
Balance sheet structure — Assets vs Capital vs Liabilities
Ratio benchmarks shown alongside actual values
Financial Health Dashboard
Current Ratio
1.50x
Benchmark ≥ 2.0x
Debt-to-Equity
0.33x
Benchmark ≤ 1.0x
Cash & Bank
₹6.05 L
Working Capital Trend · Monthly
🟢 MSME Payables: ₹1.19 L overdue — exceeds 45-day compliance window
Feature 07 / 07
One Upload. Everything Populates.

Export your data from Tally, Busy, or any ERP. Upload the Excel file once. Every dashboard — all 7 — populates instantly. No manual entry. No IT setup. No recurring uploads unless data changes.

Reads standard Tally/ERP exports — no custom format required
Indian FY aware — April-March, Q1–Q4, partial year support
Supports 5+ years of data — full trend analysis across FYs
Data stored locally in browser — never leaves the device
Multiple snapshots supported — compare current vs prior period
Upload & Manage Data
⬆
Drop your Excel file here
Supports Tally / Busy / ERP exports · .xlsx · .xls
✓ Last Upload — Dec-2025
5
Years of Data
60
Months
8
Customers
7
Dashboards live
How It Works
From Excel to insights in minutes
No IT setup. No cloud account. No recurring uploads unless your data changes.
01
📊
Export from Tally or ERP

Your CA exports the standard P&L, Sales Register, Receivables, Payables, and Balance Sheet tabs into one Excel file using our template.

02
⬆
Upload Once

Drop the file on the Upload page. The engine parses all sheets — P&L, customer revenue, expenses, aging — and populates every dashboard instantly.

03
📈
Explore & Act

Filter by FY, quarter, or month. Drill into insight cards. Export any dashboard to PDF. Share with your CA or board — all from the browser.

Cornerstone Advisors

Ready to see your numbers
this clearly?

Book a walkthrough and we'll show you exactly what FinDash looks like with your business data.