The next step, suggested
After each call or visit outcome, BeatOS suggests what to do next. Accept it and the task is created with the right owner and date, or snooze or dismiss it.
AI and rulesAI Insights & Dashboards BeatOS ERP
AI insights and dashboards on your own ERP data
Dashboards, reports and suggestions read the same records your team works on: every invoice, stock entry, visit and call. No exports, no month-end spreadsheets, and the numbers agree across every view.
- One database
- Drill down to the document
- Each role sees its own data
Suggested for youNext action
QT
Send quotation · Kulkarni AgroOutcome: quotation requested
AcceptFU
Follow up · Deccan Structures9 days without contact
SnoozeOrders from visits · OctoberBy rep
Example screen with sample data
Insights
What the AI insights tell you.
Some suggestions come from rules you set, and some use AI on your own history. Each one below says which.
Meeting minutes drafted
Connect Zoom, Google Meet or Microsoft Teams. BeatOS fetches the transcript, drafts the minutes and action items, and the actions become tasks.
AIWhich work leads to orders
Activities and their outcomes, counted once, by type, person and period, with conversion to quotations and orders.
ReportsWhat needs attention
Stalled leads move up an overdue ladder, and reps and managers get a push when a target falls behind the pace.
RulesDashboards by role
BI dashboards by role.
Each person opens the numbers they act on, limited to what their role is allowed to see.
Owner
- P&L, balance sheet and cash flow
- Margin by item and customer
- Cost per unit against selling price
Sales manager
- Orders and visits by rep
- Conversion from activities to orders
- Targets against the calendar
Stores
- Stock across godowns
- Stock ageing and projected stock
- Batches nearing expiry
Accounts
- Receivables and payables ageing
- Receivables per rep and customer
- GSTR-1 and GSTR-3B reports
Where the data comes from
One database, so the numbers agree.
There is no separate reporting copy to load or refresh. Every dashboard and report reads the live records in BeatOS ERP, so a sale counted in the sales report is the same sale in the accounts.
- Sales, purchase, stock, production and accounts
- Visits, calls and activities from the field apps
- Updated as people work, not overnight
- Drill down from any figure to the document behind it
Build your own reports
Pick fields, filters and groups to build a report, then share it or email it on a schedule.
Dashboards in the desk
Charts and number cards on the BeatOS ERP desk, for the reports each role checks every day.
Examples
Examples for distributors and manufacturers.
Distributors
- Which reps' visits turn into orders
- Overdue receivables by rep and customer
- Margin by item and customer
- Stock in every godown, with batches nearing expiry
Manufacturers
- Cost per unit against selling price
- Production planned from real orders
- Stock ageing for raw material and finished goods
- Supplier bills matched to orders and receipts
Privacy and control
Data privacy and control.
Insights are only as safe as the data behind them. Yours stays in your own database, on hosting you choose.
Your hosting
Managed cloud or your own server, as you choose.
Role permissions
Each role sees only its own documents and fields, down to the reporting line.
Audit trail
Every change is recorded with who made it and when.
Export any time
Your full data can be exported whenever you want it.
FAQ
AI insights questions
What does the AI actually do?
It suggests the next step after a call or visit outcome, based on your own history, and drafts meeting minutes and action items from Zoom, Google Meet or Microsoft Teams transcripts. You accept, edit or dismiss what it suggests; it does not change your records on its own.
Which dashboards come ready-made?
Financial statements, receivables and payables ageing, stock and stock ageing, GST reports, sales by rep and customer, and activity outcomes from the field apps. They are set up around your process during implementation.
Can we build our own dashboards?
Yes. Pick fields, filters and groups to build a report, add it to a dashboard, and share it or email it on a schedule.
Who can see which numbers?
Each role sees only its own documents and fields, down to the reporting line, so a sales manager sees their own team and not the whole company's margins.
See insights on your own data.
A free demo with your items, customers and reports.