Reporting · AI dashboards
Keep entering data the way your team does today. We clean it, combine it with Tally or your ERP, and turn it into live dashboards and pivot reports — with answers on WhatsApp and in Gujarati.
Try it
A sample sales register from three branches. Switch tabs, filter by branch, pivot the table and ask a question — everything is calculated from the rows.
Sales_Register_FINAL_v3 (2).xlsx
| Date | Branch | Item | Amount |
|---|---|---|---|
| 01/04/2026 | Ahmedabad | PP Granules 25kg | 1,42,500 |
| 2-Apr-26 | AHMD | pp granules | 98000 |
| 03.04.2026 | surat | Corrugated Box 5ply | ₹ 36,250 |
| 04/04/2026 | Surat | Caustic Soda Flakes | 1.2 L |
| Apr 5 | Visnagar | Bearing 6204 | 4,800 |
| 05/04/2026 | Vsn | BOPP Film | blank |
| 06/04/2026 | Ahmedabad | PP Granules 25kg | 1,42,500duplicate |
Seven rows, six problems
Ask your data
Visnagar — revenue +51.5% from April to September (₹34 L → ₹51.5 L). Ahmedabad +25.3%, Surat +10.7%.
Source: Sales register · revenue by branch · Apr vs Sep
Pivot · Category × Month · Revenue (₹ lakh)
| Category | Apr | May | Jun | Jul | Aug | Sep | Total |
|---|---|---|---|---|---|---|---|
| Polymers | 87 | 91.2 | 79 | 91.6 | 101.2 | 108.1 | ₹558.1 L |
| Packaging | 61 | 64 | 55.4 | 64.5 | 71.1 | 76.2 | ₹392.2 L |
| Chemicals | 49 | 51.1 | 44 | 50.8 | 55.9 | 59.5 | ₹310.3 L |
| Spares | 15 | 15.8 | 13.7 | 15.9 | 17.6 | 18.8 | ₹96.8 L |
| Total | 212 | 222.1 | 192.1 | 222.8 | 245.8 | 262.6 | ₹1,357.4 L |
Illustrative demo with invented data — no file is uploaded, and the answers are calculated from the sample rows shown.
What you get
One model over every source, so leadership sees one number instead of three versions of it.
Drag rows, columns and measures on live data. Save the views your managers use and schedule them.
Filter by branch, period or product and drill from a total down to the invoice behind it.
The private AI agent answers from your data and shows the query it used, so a number can be checked.
Daily and weekly summaries delivered where owners actually read them — no login needed.
On your own server, a private cloud or AWS. Your data is not uploaded to a shared SaaS tool.
Why not a dashboard tool?
If a single clean workbook is all you have, an off-the-shelf tool may be enough — and we will say so. When the data is spread across branches, Tally and an ERP, it needs modelling first.
| Self-serve dashboard tool | Samarth Technoverse | |
|---|---|---|
| Data sources | Usually one uploaded file at a time | Excel, Google Sheets, Tally and your ERP in one model |
| Data cleaning | Yours to do before upload | Done for you, with a branch and item master |
| Refresh | Re-upload when the sheet changes | Scheduled sync, plus MIS on email and WhatsApp |
| Language | Mostly English | English, Hindi and Gujarati |
| Where data lives | The tool vendor's cloud | Your server, private cloud or AWS account |
| Indian context | Generic | GST, financial year April to March, lakh and crore |
How it works
You share the workbooks, Google Sheets, Tally exports or ERP access you already have. Nobody changes how they enter data on day one.
We map branch names, items and parties to one master, fix dates and numbers, remove duplicates and flag what is missing.
KPIs, trends, drill-down and pivot reports agreed with you — on web and mobile, with role-based access.
Sheets sync on a schedule, Tally and ERP data are pulled directly, and the morning MIS goes out on email or WhatsApp.
Add the AI agent when you are ready: ask in English, Hindi or Gujarati and get the number with its source.
Ready for answers in chat? See the private AI agent that sits on top of the same data.
Questions
Mask the names if you like. On a short call we walk you through what it becomes — and tell you honestly whether you need us or an off-the-shelf tool.