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.
“Which branch had the highest margin last month?”
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.
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.
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.
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
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.
Revenue, P&L, receivables, payables, GST, and cash position — from ERP ledger entries in real time.
Production, dispatch, stock levels, purchase orders, and reorder alerts — updated with every ERP transaction.
Invoicing, sales orders, collections, receivables ageing, and customer-wise analysis — from ERP sales data.
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.
Data in. Decisions out. Automatically, from your live business systems.
exactllyERP business data flows into exactllyBI automatically as transactions are posted. No manual export at any step.
Business metrics are auto-mapped to pre-built dashboard templates. Customise the view for each role in minutes.
Set targets for any KPI. exactllyBI monitors them continuously and notifies the right person the moment a threshold is crossed.
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 →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.
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
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
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
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 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
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
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.
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.
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.
Production batch completed, dispatch raised, or stock receipt entered in exactllyERP.
Operations dashboard reflects the change immediately. No manual entry. No wait.
Stock drops below reorder level — ops manager gets an instant notification.
Purchase order raised before stock runs out. No production delay.
Sales order confirmed and invoice raised for customer in exactllyERP.
Revenue vs target updates live. Collections outstanding reflects the new invoice.
Sales manager gets notified when the invoice crosses 30 days unpaid.
Team follows up before the invoice ages to 60 days. Cash flow stays healthy.
Employee attendance and leave recorded in exactllyHRMS each morning.
Dept-wise attendance rate visible in exactllyBI before the working day starts.
HR head notified when a dept’s attendance drops below threshold — same day.
Overtime or temporary cover arranged before production is impacted.
Management visibility in real businesses
Where management reporting and business intelligence support real operations.
Re-feel
Real-time visibility for management
Re-feel uses exactllyBI, and management works from the Intelligence Platform for a real-time 360° view of the business across a 50,000+ SKU operation.
- exactllyBI
- Intelligence Platform
- Real-Time 360° View
- 50,000+ SKUs
ARCL Organics
Reporting across a chemical manufacturing operation
ARCL Organics uses exactllyERP, exactllyHRMS and exactllyBI across production costing, finance, workforce operations and management reporting.
- 15+ Years
- exactllyBI
- Management Reporting
- Chemical Manufacturing
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.
exactllyBI is built by the same team behind exactllyERP — with the same understanding of how Indian businesses actually run.
See how exactllyBI fits your management team.
Trusted by businesses since 1997. Built for how Indian companies actually operate.
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.
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
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
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
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
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 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
Cash position today: ₹12.4L available. Payables due this week: ₹4.8L.
Receivables overdue 45+ days:
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.
Ask and get data immediately — no waiting for finance or IT to pull numbers manually.
Every answer comes from your live ERP data — not last night’s export or last week’s report.
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.
Common questions about exactllyBI.
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.
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.
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.
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.
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.
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.
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.