Collections by rep
What each rep collected against what was due, with the overdue list behind every bar.
Accounts + FieldReports & Integrations Service 05
The numbers you ask for, from one database
Custom reports and dashboards, print formats your customers recognise, and connections to the tools you already use, all reading the same records your team works on.
- Numbers that never disagree
- Survives updates
- Yours to change
Sales dashboardLiveOctober · Pune East
Collections₹ 18.4 L▲ 12%
Visits214▲ 8%
Orders62▲ 5%
AS
RK
SN
PD
MK
VJ
Collections by repPD behind target
ExotelZoomGoogle MeetTeamsE-invoiceREST API
Reports
Built around the questions you ask on Monday.
A few examples we build for field teams. Yours will be shaped by what you need to see.
Beat coverage
Which outlets on each beat were visited this month, and which were missed.
FieldTrial to order
How many product trials turned into quotations and orders, by product and by plant.
SalesDealer ageing
Outstanding per dealer in 0–30, 31–60, 61–90 and 90+ days, ready for the collection call.
AccountsTarget by product
Achievement per rep and product against the pace of the month, from real invoices.
TeamExpenses by city
Travel and stay claims by city category, with every claim over the policy limit flagged.
Team + AccountsPrint formats
Documents your customers recognise
Your letterhead, your terms and the layout your customers are used to, on every quotation, order, invoice and challan.
- GST invoices with HSN and tax split
- E-invoice IRN and QR code on the print
- Delivery challans and packing lists
- Quotations with your terms and bank details
- Sent by email straight from the document
Kulkarni Agro Inputs Pvt LtdHadapsar, Pune 411028
GSTIN 27AABCK1234M1Z5
GSTIN 27AABCK1234M1Z5
TAX INVOICESINV-26-00418 · 29 Oct 2026
| Item | HSN | Qty | Amount |
|---|---|---|---|
| Bio-stimulant 1 L | 3101 | 120 | ₹ 54,000 |
| Micronutrient mix 5 kg | 3105 | 80 | ₹ 58,000 |
| CGST 9% | ₹ 10,080 | ||
| SGST 9% | ₹ 10,080 | ||
| Total | ₹ 1,32,160 | ||
IRN 7f3c9a1e…b42d · Ack 1324 5678 9012
Integrations
Connected to the tools you already use.
Each connection writes back to the same customer, lead or invoice, so nothing lives in a separate system.
Calling
Click to call from a lead or customer, with every call and its outcome logged on the record.
Meetings
Online meetings linked to the lead, with minutes and action points drafted for you.
Introductions and documents sent from your own company mailbox, with replies kept on the record.
GST portal
E-invoices and e-way bills generated straight from the invoice.
Your other software
A REST API and webhooks for anything else, so other systems can read and write the same records.
Analytics
Dashboards and scheduled reports by email, built with Insights on the same database.
How we build
From a sketch on paper to a report you use.
Brief
A rough sketch is enoughTell us the question the report should answer, or show us the Excel sheet you build by hand today.
YouShare the question, a sample, and who will use it.WeConfirm where every number comes from in your data.Build
On a copy of your siteWe build it as a proper report, print format or connection that keeps working after updates.
YouNothing, except answering the odd question.WeBuild and test it against your real numbers.Review
Checked by youYou check the numbers against what you know, and we adjust until they match how you think about the business.
YouCompare it with your own figures.WeFix anything that doesn't add up.Hand over
Live for the right rolesIt goes live for the people who should see it, with filters they understand and, if you want, a scheduled email.
YouStart using it.WeShow your team how to filter and export it.
FAQ
About reports and integrations
Have a tool we didn't list?
Tell us what it is. If it has an API, it can usually be connected.
Ask us →Can reports be emailed automatically?
Yes. Any report can be scheduled to arrive by email, daily, weekly or monthly, with the filters you choose.
Can our own people build reports?
Yes. The report builder lets admins make simple reports without code. We build the ones that need joins across documents, logic or charts.
Will custom work break when we update?
We build custom work so it survives updates, and every update is tried on a copy of your site first, with your custom reports and prints checked.
Do the numbers match accounts?
They come from the same database, so a sales report and the accounts ledger can never disagree about the same invoice.
Other services
The rest of the rollout.
Tell us the question. We'll build the answer.
Send a sketch, a sample sheet or just the question you want answered.