Reports & Analytics
The dashboard, the five-tab BI suite, the metric catalog, and exports.
The business intelligence layer of ShilaTeq — the Dashboard action center, a five-tab analytics suite, per-block lifetime P&L, plain-language insights, and one-tap exports.
About this document
A stone yard's numbers usually live in a paper register, a WhatsApp thread, and the owner's head. ShilaTeq replaces all three with a single source of truth and turns it into decisions. This page documents the platform's reporting and BI surface:
- The Dashboard — the daily home screen: headline KPIs, a needs-attention action center, and at-a-glance operational cards.
- The Reports & Analytics suite — a tabbed BI workspace covering P&L, Sales, Inventory, Profitability, and Receivables & Cash, with a consolidated Command Center board on top.
- Inventory Analytics — per-block lifetime profit-and-loss and aging.
- The metric catalog, the insight strip, and every export format.
Everything here recomputes from live operational data — orders, blocks, slabs, payments, expenses, write-offs — so there is no stale summary table to refresh. A recurring design rule governs every number: an unknown cost surfaces as "N/A", never as zero — the reports never fabricate a 100% margin.
Related reading: Business Workflows · the business-logic reference · Notifications · Modules
From data to decision
The whole reporting stack is one pure pipeline. Live records flow through a computation engine into metrics, metrics become plain-language insights, and insights drive action — with exports at every stop.
Diagram pending. This figure is being redrawn in the documentation's ink-diagram style; the surrounding text describes the full flow.
🏠 The Dashboard — the daily home screen
The Dashboard is where an owner or manager starts every day. It answers three questions immediately: how much money is in play, what needs my attention, and how is the yard doing right now?
Headline KPIs
| KPI | What it shows |
|---|---|
| To Collect (AR) | Total open receivables across non-cancelled orders |
| To Pay (AP) | Supplier payables + wages payable |
| Stock Value | Sellable inventory valued at selling price |
| Sales (this month) | Revenue booked in the current month |
Each KPI is tappable and deep-links to the relevant workspace (e.g. To Collect → Finance receivables).
The needs-attention action center
The heart of the Dashboard is a severity-ranked list of action cards — the yard's to-do list, generated automatically from live data. Each card states the situation, the money at stake, and links straight to where you fix it. ✅ Confirmed alerts include:
| Action card | Trigger | Severity |
|---|---|---|
| Payments overdue | Receivables older than 30 days | 🔴 High |
| Collect outstanding | Any open AR (when nothing is 30+ days overdue) | 🟠 Medium |
| Orders ready to dispatch | Processing/shipped orders with no delivery yet | 🟠 Medium |
| In-transit deliveries | Dispatches currently on the road | 🟢 Low |
| Stock aged past red threshold | Blocks older than the red aging threshold | 🔴 High |
| Stock aging (amber) | Blocks in the amber aging band | 🟠 Medium |
| Items written off | Damaged/scrapped stock from returns | 🟠 Medium |
| Attendance pending | Active workers not yet marked today | 🟠 Medium |
| Wages payable | Net wages owed to workers | 🟢 Low |
| Payable to suppliers | Open supplier bills | 🟢 Low |
| Purchase orders to receive | POs awaiting goods receipt | 🟢 Low |
When nothing needs action, the center shows a clean "All clear" state. Cards are sorted high → medium → low so the most urgent money and operations sit at the top.
Note: The Dashboard runs its own alert engine, independent of the header notifications bell. The two overlap deliberately — the bell is the always-visible ambient signal, the Dashboard is the deep, money-quantified action list. Both are covered in Notifications.
At-a-glance operational cards
Below the action center, glance cards summarize live operations — Orders (reserved, processing, ready to dispatch), Deliveries (pending, in transit, delivered today) — and a Quick Actions strip (New Order, New Quote, Finance, Attendance, Find Stone) for one-tap navigation to the most common tasks.
📈 The Reports & Analytics suite
The /reports workspace is a tabbed BI studio. A big, always-visible tab bar switches between a consolidated Command Center and five focused analytical tabs. A date-range bar (with presets and custom ranges) drives every window-based number, and a single Export control in the header handles all output.
Diagram pending. This figure is being redrawn in the documentation's ink-diagram style; the surrounding text describes the full flow.
Command Center — the consolidated board
The default landing tab is a single-screen executive board that stitches the headline numbers, key charts, and the insight strip into one view — the "everything at once" answer for an owner who wants the pulse of the business without tab-hopping.
The five analytical tabs
| Tab | Focus | Signature content |
|---|---|---|
| 📑 P&L Overview | Profit & loss for the selected window | Revenue → COGS → gross profit → expenses → write-offs → net profit statement, alongside a trend chart |
| 📈 Sales | Revenue performance | Revenue over time, breakdowns by stone variety / type / customer, order count, average order value |
| 📦 Inventory | Stock as it stands now | Stock value, value by variety, aging bands, slow-moving stock |
| 💎 Profitability | Margin quality | Margin and margin % by variety and by order; best/worst performers (unknown-cost lines shown as "n/a") |
| 💰 Receivables & Cash | Money owed and owing | AR by customer, AP by supplier, open-invoice counts, cash position |
💡 Tip: Window-based tabs (P&L, Sales) respond to the date range; balance-sheet-style tabs (Inventory, Receivables & Cash) are always "as of now" — a receivables snapshot is meaningless if filtered to last March.
The insight strip
Above the classic tabs sits a plain-language insight strip — a handful of one-sentence findings the engine generates from the same numbers, colour-toned good / neutral / warn. ✅ Confirmed examples:
- "Revenue up 12% vs the previous period (₹8.4L vs ₹7.5L)."
- "Gross margin improved 3 pts to 34%."
- "Top seller: Makrana White (₹2.1L, 41% margin)."
- "₹1.8L of stock has aged past 180 days — consider a clearance push."
- "Gangsaw recovery is averaging 68% slab yield per cut block."
This is the difference between a chart and an answer — the strip tells a non-analyst owner what the numbers mean and what to do.
🧮 The KPI & metric catalog
Every metric ShilaTeq computes, grouped by theme. All are ✅ Confirmed from the reporting engine unless tagged.
Profitability & P&L
| Metric | Definition |
|---|---|
| Revenue | Sum of sold order-line totals in the window |
| COGS | Sum of resolved line costs — snapshot cost first (frozen at sale), else live cost |
| Gross Profit | Revenue − COGS |
| Gross Margin % | Gross profit ÷ revenue |
| Expenses | Cashbook expenses in the window |
| Write-offs | Estimated loss from scrapped/damaged stock in the window |
| Net Profit | Gross profit − expenses − write-offs |
| Average Order Value (AOV) | Revenue ÷ order count |
| Margin / Margin % | Per variety and per order (null-safe — unknown cost → "n/a", never a fake 100%) |
Inventory & operations
| Metric | Definition |
|---|---|
| Stock Value | Available blocks valued at selling price |
| Slab Value | Available slab inventory value |
| Aging Buckets | Stock value split into fresh / amber / red bands by tag age (yard-configurable thresholds) |
| Sell-through % | Sold blocks ÷ total blocks |
| Gangsaw Recovery % | Slab output ÷ block input per cut, averaged across cut blocks |
| Slow-moving stock | Blocks sitting longest without selling |
| Carrying Cost | Annualised holding cost of stock at the yard's carrying rate (report-only; never in COGS) |
Money & receivables
| Metric | Definition |
|---|---|
| Receivables (AR) | Outstanding balance across non-cancelled orders |
| AR by Customer | Top open balances by customer |
| Payables (AP) | Outstanding balance across supplier POs |
| DSO (Days Sales Outstanding) | Receivables ÷ average daily revenue over the window |
| Wages Payable | Net wages owed to workers |
Trend & comparison
Every window KPI also carries a period-over-period delta (absolute and %): revenue, gross profit, net profit, AOV, and gross-margin points — so the reader sees direction, not just level. KPI cards render a mini-sparkline trend that rasterises cleanly into exported PDFs.
📉 Charts & visualizations
ShilaTeq's charts share one warm-stone visual system, so every panel reads as part of the same report.
| Visual | Where it's used |
|---|---|
| Bar charts | Revenue by variety/customer, receivables by customer, stock by variety |
| Line / area charts | Revenue and profit trends over time |
| Mini-sparklines | Inline trend on KPI cards (no axes — prints crisply) |
| P&L statement table | Revenue → net profit, with profit lines highlighted green and losses red |
| Drill-in tables | Rows that click through to the underlying order, block, or customer |
| Aging bands | Fresh / amber / red stock-value split |
Note: Charts are rendered as vector SVG, which is why any panel can be exported as a pixel-crisp PNG and why the whole page prints cleanly.
📦 Inventory Analytics — per-block lifetime P&L
Separate from the reports suite, the Inventory Analytics view answers a question every stone trader asks: did this specific block make money? For each block it computes a lifetime profit-and-loss — purchase cost, processing, revenue from the slabs and remnants it produced, and the resulting margin — plus aging buckets showing how long capital has been tied up in stock.
This is where the recovery-adjusted costing pays off: because cutting wastage raises the surviving slabs' unit cost, a block's true economics (not its nominal ones) show up in its lifetime P&L. See the business-logic reference for the costing rules.
📤 Exports
Reports leave ShilaTeq in whatever form the reader needs — one export control drives them all, plus per-panel micro-exports.
| Export | Scope | Format |
|---|---|---|
| PDF report | The whole reports page, live charts included | Branded PDF |
| Weekly deep-dive | Last 7 days, recomputed through the same engine | Branded PDF |
| Excel workbook | All report data | Multi-sheet .xlsx |
| The whole page | Browser print (print-optimised layout) | |
| Panel CSV | A single section's underlying rows | CSV (Excel-safe: formula-injection neutralised, UTF-8 BOM so ₹ survives) |
| Chart PNG | A single chart | PNG image |
✅ Confirmed: The weekly deep-dive is genuinely recomputed over the last seven days through the same engine — it is not a re-crop of the current view. 💡 Heavy export libraries are loaded only when an export is triggered, keeping the app fast for everyday use.
Beyond reports, the platform also prints operational documents (documented in Business Workflows): GST invoices, quotations, dispatch gate passes with tracking QR, and 80×110 mm block QR labels.
🎯 Decision-making benefits
The point of all this is not dashboards for their own sake — it's better decisions, faster.
| The yard can now… | Because ShilaTeq surfaces… |
|---|---|
| Chase the right money first | Receivables ranked by customer and age; overdue-AR alerts with rupee amounts |
| Clear dead stock before it costs more | Aging bands, slow-moving list, carrying cost, and a plain-language "consider a clearance push" nudge |
| Price with confidence | True, recovery-adjusted margins per variety and per block — never a fabricated margin |
| Cut better | Gangsaw recovery % per block, so low-yield operators or blocks stand out |
| Know real profit | A full P&L that nets out COGS, expenses, and write-offs — not just top-line sales |
| Manage cash | AR/AP snapshots, DSO, and wages payable in one place |
| Act, not just look | The Dashboard action center converts every metric into a linked to-do |
Honest limitations
⚠️ Limitation: ShilaTeq's analytics are operational BI, not a data-warehouse or ad-hoc query tool. There is no custom report builder, no scheduled email delivery of reports (exports are manual — the platform has no email channel at all), and no cross-yard consolidated rollup for multi-yard groups. Carrying cost uses a simple annualised model and is deliberately kept out of COGS. For most single-yard operators, the built-in suite covers the daily and monthly questions end to end.
Part of the ShilaTeq Product Documentation Hub. See also: Business Workflows · the business-logic reference · Notifications · Modules.