What is Owner Dashboard Tally
Owner Dashboard Tally is a one-stop solution to view the summary of all Reports of Tally at once. Whatever the data you want to view regarding particular company you can view or review it at once.
Details like Cash & Bank, Outstanding, Cash’s Flow, Sales & Purchase, Stock, Capital & Fixed Assets, Loans, Profit & Loss, Top 5 OS Receivable, Top 5 Customers etc, can be available at the single stroke at same screen in Tally ERP 9.
Owner Dashboard Tally is actually a summarize form of all kinds of reports available in Tally especially for Owners for the Organization.
For e.g., Details like describe below can be available on the same screen at single stroke
Cash & Bank : It shows the balance available in Cash/Bank Account.
Outstanding : Show the receivable and payable amount left.
Cash Flow : Give a detailed view of the Trajectory of cash flow going in an organization.
Sales & Purchase : Information about Total Sales and Purchase completed in a specific period.
Stock : Shows the opening and closing value of stocks of a particular company.
Capital & Fixed Assets : Shows the amount of Capital invested by an organization. Also shows the amount invested on Fixed Assets.
Loans : Shows the amount value of Loans Liability to be paid with reference to Loan & Advances given.
Profit & Loss : This will give the figure value of Gross Profit and Net profit on the same screen.
Top 5 OS Receivable : States about the details of top 5 customers on which Outstanding is Receivable
Latest Customers : Give a statement in figure about the Top 5 Customers of a company
Top 5 Pending Sales : Describes the top 5 pending sales in an organization.
Top 5 Products Sold : Information about the top 5 selling products.
Slow Moving Items : It gives information about the slow and less selling item in stock of a company.
Top 5 OS Payable : A statistic view about the Top 5 Customers to be pay outstanding.
Top 5 Suppliers : Tell about the top 5 suppliers of an Organization.
Non-Moving Items : Give information about the stock which is not moving or performing in the market.
Why Owner Dashboard Tally is so Valuable?
Tally will take at least 15 minutes to view the 5 selected categories from above regarding a particular company manually. And the point is most of the time people do it manually.
But if you install the Owner Dashboard Customization in your Tally ERP, then the whole review process will become so easy and less potential consuming.
So, it’s up to you whether you want to customize your owner dashboard tally or not. But if you do it, then you will save yourself a whole lot of time along with the potential to use it in some other ways.