ElegantJ BI - Business Intelligence for Tally®

1. ElegantJBI-Business Intelligence for Tally® 1www.ElegantJBI.com
ElegantJBI-Business Intelligence for Tally®
Take a next step in your journey- Move from data to intelligence

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Challenges & Solution
Challenges
Never ending need for new reports
Stakeholders and partners demanding
spreadsheets and reports in new formats
No access to data or information while away
from office
No integration with other systems and
spreadsheets, so no consolidated snapshot
view
Worried about security and accuracy of data
and reports
Dependence on third party for reports
High cost of maintenance and development of
reports
Difficult to implement performance driven
culture to take your organization to next level
A Complete Business
Intelligence Solution for
Tally®
Comes ready with pre built,
ready dashboards, KPI and
reports
Ready with critical
monitoring of business
parameters and
performance indicators
Ready to design any report,
any dashboard or KPI as per
your business need without
help of programmers
The Solution

3. 3www.ElegantJBI.comElegantJBI-Business Intelligence for Tally®
ElegantJ BI for Tally®

4. 4www.ElegantJBI.comElegantJBI-Business Intelligence for Tally®
ElegantJ BI for Tally®

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Financial Snapshot
•Consolidate multi company, multi years in one snapshot view
•View Snapshots, notice exceptions and take corrective actions
•Focus on top receivables and payables and their movements
•View consolidated bank and OD positions
•Filter by time series, company name, and drill down for more details

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Financial KPIs
•Analyze major financial KPIs on a single screenshot
•Focus on trends, improvements and declines
•Track numbers & Percentages

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Receivable & Payable
• Analyze payables and receivables
with Ageing Analysis by bill date
and due date for past as well as
future
• Focus on top payables and
receivables, drill down up to
voucher level if needed
• View consolidated as well as
account wise positions and
movements
Drill down with
bill details

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Profit & Loss
• Consolidated snapshot
view of multiple
companies
• View trends and notice
exceptions
• Drill down by time series
– year, quarter, month
and more detailed level
• Drill down and go into
the details with
graphical mining
Drill down on
Sales Accounts

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Balance Sheet
• Consolidated multi-company balance sheet with drill down
by accounts and time series
• Deep Dive into Balance sheet upto Ledger level and month
level
• Graphical view of month on month stock position with trend
line of moving average to identify trends and areas of
improvement in stock position
Drill down on Current Assets

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Cost Centre
•Interactive Graphical
data mining for cost
centre category
distribution and then
drill down to cost centre
accounts and ledgers
•Identify trends,
spending, and
allocations and
optimize it as needed
•Filter by company
name, time series,
account types for quick
analysis of cost centres
by different perspective
Drill down on
Marketing & Sales
Expenses Cost Centre

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Ratio Analysis
Deep dive from Year – Quarter - Month
• Various Ratios available like Liquid
Ratio, Inventory Ratio, Gross Profit
Ratio, Operating Cost, Average Debtor
Days, Average Creditor Days, Quick
Ratio and Net Profit Ratio
• Drill down on time series to identify
performance in each period, view
trends, and make comparisons
• Filter by company name and time series for
ratio analysis by different perspectives
• Convert tabular to graph
representation on the fly

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Bill Tracking
• Bill to Bill transactions tracking with payment and
receipts
• Quickly filter by party, transaction detail, transaction
type, transaction date for quick and easy access to
these details on finger tip
• Multi-Company sales track on single screen
Party & Entity filter

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Sales KPIs
•Monitor sales, adjust targets to forecast sales with Sales KPIs
•Analyze sales by product, SKU, demographic region, company etc
•Analyze Profit Margin in comparison to Sales

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Sales Dashboard
• Consolidate and analyze multi company, multi year sales by State, Product, Product Category, Customers
and time series
• Compare the growth from previous year, previous year till date, month till date
• Identify low and high growth areas, product categories and products with spotlighters

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Sales Distribution
• Consolidate and analyze multi company sales and
understand where the sales is coming from
• Identify products, customers and regions with high
and low contributions to your sales
• Drill down at more granular levels and understand
patterns of your sales distribution
Drill down on Job Work

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Sales Performance & Estimate
•Project your sales of the year based on your sales performance so far
•Identify areas which are growing well and areas which need attention to meet your sales
estimates
•Understand your sales record so far and your estimated sales by product categories,
products, customers, states, and drill down to more granular level
• Analyse sales
growth in %
product group wise,
product wise, state
wise

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Deep dive analysis for informed sales
estimation and it’s review
Sales Contribution
• Consolidate and analyze multi company sales and understand where the sales is coming from
• Drill down at more granular levels and understand patterns of your sales contribution

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Top Bottom Analysis
• Identify your Top-n and Bottom-n Products, Customers and States and focus
on them to improve your sales performance

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Purchase KPIs
• Consolidate purchase with multi-company, multi-store interface
• Filter by company, store, products and time series and see monthly, quarterly, yearly trends of
purchase
• Identify rate movements and link it to period and volume of purchase

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Purchase Distribution
•Drill down to granular level
to understand underlying
granular data
Drill down on
Maharastra state
• Understand your
purchase distribution by
products, stores and
vendors

21. 21www.ElegantJBI.comElegantJBI-Business Intelligence for Tally®
Inventory Trend
Drill down on Semi
Finished Products
• Understand your overall inventory position and trends
• Filter by company name, products, stores and time series
• Identify inventory trends by various perspectives and areas of improvement
• Identify inventory distribution among various products and stores and take corrective actions to
optimise your inventory levels across all stores

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Inventory Analysis
• Identify monthly trend of inventory against sales for products to identify overstock and understock
items
• Analyze godown wise stock and days in stock

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The Opportunity
• Save money and
end reliance on any
third party for
reports
• Get started with
one day
implementation and
training
• Effectively manage
and monitor your
business through
accurate data and
snapshot view of
consolidated data
from various
applications and
spreadsheets
• Self-serving BI
environment, create
your dashboards,
reports and KPIs on
your own, without
need of any
programmers or
third party
consultants
Explore visual data
mining (deep
diving); drill down,
drill through, slice
and dice your data
in tabular and
graphs format
Use cutting edge
Business
Intelligence
software powered
by power features
like KPI analytics
and Deep Dive to
run your business
Implement
performance
driven culture in
your organization
and be ready for
the next stage
Access your data
anywhere,
anytime on your
desktops, laptops,
tablets and smart
phones

24. 24www.ElegantJBI.comElegantJBI-Business Intelligence for Tally®
Contact Us
Sales, Partnership and Support :
For any sales, licensing or partnership related
inquiries:
Email: sales@ElegantJBI.com
Support: support@ElegantJBI.com
ElegantJBI –Business Intelligence-for-Tally® – Version 1.1 Published 2015
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S. G. Highway,
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Email: contact@ElegantJBI.com
Web: www.ElegantJBI.com