Module 07 · Analytics

Dedicated dashboards.
For every part of your business.

Separate dashboards for tasks, sales, service requests, calls, and field activity — each built for its context, all real-time. No more asking your team for status updates.

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Live Dashboard

What your dashboard looks like — right now.

87%

Tasks completed on time this week

↑ +4% vs last week

₹12.4L

Active pipeline value

↑ 3 deals closing this week

Open SRs — 2 near SLA breach

⚠ Action needed

Calls made today

↑ Best day this month

94%

SR resolution within SLA

↑ +7% vs last month

Overdue tasks — 2 assigned Suresh

↓ Manager review needed

Report Types

Six dashboards — one per operational area.

✅

Task Performance Report

Completion rates by person and by task type. Overdue counts, on-time trends, and repeat task adherence — so you know if your operational backbone is holding or fraying.

🎯

Sales Pipeline Report

Leads by stage, conversion rates, deal values, and time-in-pipeline — by salesperson and by source. See where your revenue is actually coming from and where deals are being lost.

🎫

Service Request Report

SRs opened, resolved, and breached — by team member, product, and customer. Resolution time trends and SLA performance over any date range you choose.

📞

Call Activity Report

Calls made, connected, and missed — by salesperson and by day. Connection rate trends and outcome summaries so you can manage calling productivity with real data.

📍

Field Activity Report

Visits completed per agent, time at each site, check-in compliance, and SRs resolved in field — daily and weekly summaries for your entire field operation without chasing anyone.

👥

Team Performance Report

Cross-module performance data for each team member — tasks, calls, leads, SRs, field visits — combined into a single view for performance reviews and resource planning.

Why This Changes How You Manage

Stop managing by asking.
Start managing by looking.

The most common question in an MSME is "what's the status of…?" — asked to a team member, who gives an answer that may be optimistic, incomplete, or wrong. GainBooks Reports answers that question with data, automatically, before you even ask. Every meeting starts better when everyone is looking at the same numbers.

Real-time — not yesterday's data or end-of-week reports
Exportable to Excel for detailed analysis or presentations
Scheduled email delivery for management or investor review
Filterable by team member, date range, or business unit

What changes when you have real-time data

"Your Monday morning meeting used to start with 20 minutes of status updates. With GainBooks Reports, everyone walks in having already seen the dashboard. The meeting starts with decisions instead of information gathering — and ends in half the time."