YesAutomate

DATA ANALYTICS & VISUALISATION

Turn business datainto better decisions

We turn data from your business systems into clear insights, interactive dashboards and meaningful visualisations — helping teams understand performance, spot trends and act with confidence.

Talk to a Data Analytics Expert

FROM DATA TO DECISION

Raw data is everywhere. Clarity is not.

We bring data together, make it easier to understand and turn it into insights that help your teams see what is happening, why it matters and where action is needed.

01

DATA SOURCES

ERP · Accounting · CRM · Excel · Portals

02

DATA PREPARATION

Clean · Combine · Transform

03

ANALYSIS

Compare · Identify · Understand

04

VISUALISATION

Dashboards · Reports · Trends

05

ACTION

Decide · Improve · Automate

DataUnderstandingAction

SEE THE BUSINESS CLEARLY

One view. The numbers that matter.

Bring financial and operational information together in dashboards that make performance, trends, exceptions and key drivers easier to understand.

Business PerformanceIllustrative dashboard · sample data

REVENUE TREND

12 months
AprMayJunJulAugSepOctNovDecJanFebMar

REVENUE VS COST

By quarter
Q1
Q2
Q3
Q4
RevenueCost

RECEIVABLES AGING

% of balance
  • Current46%
  • 1–30 days24%
  • 31–60 days15%
  • 61–90 days9%
  • 90+ days6%

CASH POSITION

₹5.1M

TOP BUSINESS SEGMENTS

Relative contribution
  • Manufacturing
  • Distribution
  • Services
  • Retail
  • Exports

ATTENTION REQUIRED

3 areas
  • 3 invoices overdueReceivables · 90+ days
  • 2 cost variancesOpex above budget
  • 1 reconciliation exceptionsBank vs ledger

Illustrative example of the type of dashboard we build. Figures are sample data, not customer results.

WHAT YOUR DATA CAN TELL YOU

Look beyond the numbers.

The right analysis helps teams see more than what happened. It can reveal patterns, changes, exceptions and relationships that are difficult to spot in raw data.

INSIGHT

What is happening? Track revenue, costs, margins, volumes and other key performance indicators.

REPORTING & MIS

From recurring reports to real-time visibility.

Automate the preparation, consolidation and presentation of management information so teams spend less time assembling reports and more time understanding them.

BEFORE · MANUAL MIS

  1. 1ERP / Accounting Systems
  2. 2Download reports
  3. 3Combine Excel files
  4. 4Clean data
  5. 5Prepare formulas
  6. 6Create charts
  7. 7Format MIS
  8. 8Email stakeholders

AFTER · AUTOMATED

  1. Connected Data
  2. Automated Reporting
  3. Interactive Dashboard
  4. Decision

Use cases.

MANAGEMENT REPORTING

SCORECARD
Revenue₹12.4M+8.2% vs LY
Gross Margin28.6%+1.4 pts
Operating Cost₹4.8M−2.1% vs budget
Receivables₹3.2MDSO 42 days
Illustrative visual · sample data

BUILT AROUND YOUR DATA

Your data already exists. We connect the dots.

We bring information together from the systems and tools your business already uses and transform it into a consistent view of performance.

  • QuickBooks
  • Xero
  • ERP
  • CRM
  • Excel
  • Portals
  • Databases
YESAUTOMATEANALYTICS

Connect · Model · Govern

  • DASHBOARDS
  • MIS
  • ANALYSIS
  • INSIGHTS
  • ALERTS

INSIGHT TO ACTION

A dashboard should not be the end of the workflow.

When insights identify an opportunity, exception or action, the next step can be automated — connecting analytics with the processes and systems that run your business.

UNDERSTAND

DATA
INSIGHT & DECISION

THEN WE ACT

AUTOMATION
OUTCOME

EXAMPLE 01

KEY INSIGHT
RECEIVABLE RISING

NEXT STEP — AUTOMATION

  1. 1Identify overdue accounts
  2. 2Prioritise follow-up
  3. 3Trigger communication
  4. 4Update workflow

EXAMPLE 02

KEY INSIGHT
EXPENSE VARIANCE REVIEW

NEXT STEP — AUTOMATION

  1. 1Identify transaction
  2. 2Route for review
  3. 3Approve / reject
  4. 4Update accounting system

Ready to make better use of your data?

Tell us what data you have, what you need to understand and where your teams spend time preparing reports. We'll help you turn it into clear, actionable insight.

Talk to a Data Analytics Expert