Experiment 04 Dashboard Builder

Build the board by dragging tiles, or by describing it.

Start from a saved answer, a template or a blank board. Drag tiles into place, or type "add top 10 customers by October sales" and Tatva adds the tile for you. Every tile uses the same metric definitions, so the board agrees with the books.

Connect data free See plans
“Make me a Monday review board with sales, margin, receivables and stock.”
Monday review Drag or ask
Net sales, Oct₹4.82 Cr+7.2% vs Sep
Gross margin29.6%-1.1 pts
Over 60 days₹38.6 L7 customers
Stock cover23 daystarget 30
Net sales by month
MayJunJulAugSepOct
Sales by branch
1.62
KOC
1.21
TCR
1.08
KTM
0.91
CLT
“Add top 10 customers by October sales”

How it works

Four steps, from raw data to a reading you can trust.

  1. 01

    Start

    Pick a template like Monday review, Collections or Branch performance, or start blank.

  2. 02

    Add tiles

    Drag in saved answers and metrics, or ask for a tile in plain English.

  3. 03

    Filter

    Add board-wide filters for branch, salesperson, product line or period.

  4. 04

    Use it

    Pin it for the team, schedule a snapshot, or put it on the office TV screen.

Capabilities

What Dashboard Builder does.

Drag and drop

Resize and rearrange KPI cards, charts, tables and notes on a snap grid.

Build by asking

Describe the board or a single tile; Tatva drafts it and you adjust.

Board filters

One filter bar drives every tile, with saved views per branch or team.

Templates for Indian SMEs

Collections and DSO, GST-ready sales summary, branch performance, stock ageing.

TV and mobile layouts

A full-screen mode for the office display and a stacked layout for phones.

Scheduled snapshots

Send a PDF or image of the board by email or WhatsApp on a set day and time.

Specification

Tile types

Everything a working board needs, nothing decorative.

KPI card
Value, comparison period and target, coloured by your own limits
Charts
Bar, line, area, stacked, waterfall, donut and heat table
Tables
Sortable, with totals, conditional colours and drill-down to vouchers
Notes
Text cards for context, such as "October includes Diwali stock build"
Limits
Free plan: 3 dashboards. Carbon and Gold: unlimited dashboards

Questions

About Dashboard Builder

Next experimentMetric LibraryOne agreed definition for net sales, margin and receivables
Can I drill down from a tile?

Yes. Click any bar or row to see the customers, items or vouchers behind it, with the same filters applied.

Can boards mix Tally and Excel data?

Yes. Any connected source can feed any tile, as long as the person viewing has permission to see it.

Final reading

Every number your business needs is already in your data. Pour in one source and ask.

Your question is saved to your new workspace and answered as soon as your first source finishes syncing. Prefer a walkthrough? Contact us.