Dashboards
Role-ready KPI boards for finance, ops, and leadership.
Features
Analytics
Dashboards, KPIs, and exportable business intelligence.
Analytics Overview
Search…Live
Revenue MTD
↑ 18%
+12.4%
Churn risk
Low
+8.1%
Reports
42
+1.2%
Exports
6
+4.6%
KPI Trend
Segments
- Finance30%
- Sales28%
- Ops24%
- HR18%
Board Pack
- Finance+12%
- Sales+8%
- Ops+5%
- Support+3%
Scheduled Jobs
Analytics
Mobile workspace
Sessions
18.4K
Conversion
3.8%
NPS
62
Trend
Recent
- Finance+12%
- Sales+8%
- Ops+5%
Product screens
Analytics — laptop & mobile workspace
Desktop shows a live analytics ERP workspace; the phone shows the analytics mobile view.
Laptop · analyticsPhone · analytics
Analytics Overview
Search…Live
Revenue MTD
↑ 18%
+12.4%
Churn risk
Low
+8.1%
Reports
42
+1.2%
Exports
6
+4.6%
KPI Trend
Segments
- Finance30%
- Sales28%
- Ops24%
- HR18%
Board Pack
- Finance+12%
- Sales+8%
- Ops+5%
- Support+3%
Scheduled Jobs
analytics
Finance Overview
Search…Live
Total Revenue
₹24.78L
+12.4%
Gross Profit
₹9.45L
+8.1%
Operating Margin
18.7%
+1.2%
Cash Balance
₹7.12L
+4.6%
Revenue Trend
Revenue by Category
- Finance42%
- CRM26%
- Inventory17%
- HR15%
Top Performing Segments
- CRM₹8.2L
- Inventory₹5.6L
- Finance₹4.1L
- HR₹3.1L
Cash Flow Summary
finance
Sales Overview
Search…Live
Pipeline
₹18.6L
+12.4%
Won MTD
₹6.2L
+8.1%
Open quotes
24
+1.2%
Conversion
28%
+4.6%
Bookings Trend
Pipeline by Stage
- Qualify34%
- Proposal28%
- Negotiation22%
- Closed16%
Top Deals
- Acme Corp₹2.1L
- Nova Retail₹1.4L
- BlueLine₹96K
- Orbit Ltd₹84K
Monthly Wins
sales
- 1
Configure workspace
- 2
Enable Analytics
- 3
Import master data
- 4
Go live with team
Capabilities
Core workflows included with this product — ready for multi-tenant configuration.
Report builder
Compose operational reports without engineering tickets.
Scheduled exports
Push CSV/PDF packs on a cadence to stakeholders and SFTP.
Drill-down
Move from summary KPI to transaction detail in a few clicks.
Key benefits
- Role-based views
- Operational alerts
- Executive summaries
FAQs
How quickly can we deploy Analytics?
Most teams start with a guided trial workspace. Module rollout depends on data migration scope and user training.
Is this included in all plans?
Core capabilities are available on Growth and Enterprise. Contact sales for module bundles and industry packs.
Start your 15-day free trial
Bring your business operations together with Safeltra ERP. Full access for 15 days — no payment method required to start. When the trial ends, choose a plan or stop using the workspace.
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