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TCB Infotech | Expert Odoo & ERPNext Implementation Partner

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AI CEO Dashboard

Run Your Whole Business From One Live Screen

Most owners still piece the picture together from four reports, two spreadsheets and a phone call. An AI CEO dashboard pulls sales, cash, stock, margin and production into one place, keeps it current, and tells you what needs a decision today.

50+ ERP and software projects. Zero failed projects since 2021.

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Business at a glance
Live
Revenue, month to date
₹4.82 Cr
+11% vs last month
Cash position
₹1.06 Cr
18 days of cover
Order book
₹7.4 Cr
Covers 9 weeks of plant
Gross margin
27.4%
-1.8 points vs plan
Needs your attention
Margin slipped on two products after the last raw material price change.
₹62 lakh is overdue past 60 days across nine customers.
Three fast-moving items will run out before the next inward.
Illustrative figures
1
Screen for the whole business
Daily
Numbers, not month-end
3-6 wk
To a working dashboard
0
Reports to chase
Why It Matters

You should not have to ask four people how the business is doing

When the numbers live in different systems and arrive late, decisions get made on memory and gut feel. A live executive dashboard puts the same facts in front of everyone.

One Version of the Truth

Stop reconciling four reports before a review meeting

Sales quotes one number, finance quotes another, and the plant has a third. The dashboard reads all of them from the source systems, so the review starts with agreed figures instead of an argument about whose sheet is right.

  • Sales, finance, stock and production in one view.
  • Every figure traceable back to its source record.
  • The same numbers for you and your managers.
A management team reviewing business performance numbers
Decisions Before Month-End

Find the problem in week one, not after closing

A margin drop, a customer who stopped ordering, or a job running over cost is cheap to fix early and expensive to fix in hindsight. The dashboard watches those movements as they happen and puts them in front of you while there is still time to act.

  • Movements flagged the week they happen.
  • The reason behind the change, not just the number.
  • Fewer surprises at month-end close.
A live business dashboard showing performance trends
Your Morning View

The numbers you actually run on, in one place

We build the dashboard around the handful of figures you already check every day, then add depth once you trust them. Every tile opens into the detail behind it.

This week across the business
Live
Sales this week
₹1.24 Cr
+6% vs last week
Collections
₹92 lakh
Against ₹1.31 Cr billed
Plant output
84%
Of planned quantity
Stock value
₹3.9 Cr
14% is slow moving
New enquiries
37
9 quoted, 4 won
Overdue receivables
₹62 lakh
Past 60 days
What the AI wants you to look at
Two long-standing customers have not ordered in six weeks, against a usual cycle of three.
Job costing on one product line is running above quotation on the last eleven orders.
Illustrative figures
How It Works

From scattered systems to one screen you check every morning

1
Agree the numbers
We sit with you and list the figures you actually decide on, and how each one is defined.
2
Connect the sources
We link your ERP, accounts, CRM, plant and any spreadsheets that still hold real data.
3
Clean and match
We reconcile customer, item and cost data so one figure means the same thing everywhere.
4
Build the view
We lay out the dashboard by role, so you and each head see what belongs to them.
5
Add the AI layer
The AI watches movements, explains changes and answers questions you type in plain language.
What It Shows

Six views most owners ask for first

Each one is built from your live data, and each one drills down to the invoices, orders or entries behind the total.

💵

Sales and order book

Revenue by month, customer, product and region, with the confirmed order book sitting behind it.

🏦

Cash and receivables

Cash in hand, expected inflow, ageing of what customers owe you, and who is slipping.

📈

Margin and cost

Gross and net margin by product, customer and order, so you see where profit is really made.

📦

Stock and working capital

Stock value, cover in days, slow-moving items, and the money sitting still on your shelves.

🏭

Production and delivery

Plan against actual output, delays, rejections, and orders at risk of missing their date.

👥

People and cost centres

Headcount, attendance, cost per department, and how each cost centre tracks against budget.

The Difference

What changes once the dashboard is running

Daily
Visibility instead of monthly
Minutes
To answer a business question
Fewer
Surprises at month-end
Shorter
Review meetings
Earlier
Warning on margin and cash
One
Agreed set of numbers
Why Us

Why owners choose TCB Infotech for executive dashboards

1
We know the source systems
We build and run ERP, so we read your live tables correctly instead of guessing at exports.
2
Built on your definitions
Margin, order book and cover mean what your business says they mean, not a template default.
3
Model-agnostic
We use the approach that fits your data, so you are not tied to one tool or one vendor.
4
Numbers you can audit
Every tile drills to the underlying records, so a figure can always be checked before you act.
5
Access by role
Sensitive figures stay with the people who should see them, department by department.
6
Proven delivery
50+ projects across industries, with zero failed projects since 2021.
FAQ

AI CEO dashboard questions

What is an AI CEO dashboard?
It is a single live screen that pulls the numbers a business owner actually runs on, such as sales, cash, order book, margin, stock and production, out of your existing systems. The AI part watches those numbers, tells you what changed and why, and brings the exceptions that need a decision to the top instead of waiting for you to go looking.
How is this different from the reports my ERP already gives me?
Standard reports show one function at a time and only when someone runs them. The dashboard brings sales, finance, stock and operations onto one screen, keeps it current, and adds a layer that flags the movements worth looking at. You stop assembling the picture yourself every Monday.
Which systems can it pull data from?
Any system that can expose its data: your ERP, accounting software, CRM, production or attendance systems, and spreadsheets that are still part of the process. We connect to what you run today rather than asking you to replace it.
Can I ask it questions in plain language?
Yes. You can ask things like which customers dropped this quarter, or where margin fell last month, and get an answer with the numbers behind it. The answer always shows the source figures so you can check it before acting.
Who can see which numbers?
Access is set by role. The owner or managing director sees the full picture, and department heads see their own area. Sensitive figures such as cash, salary cost or customer margin can be limited to specific people.
How long does it take to set up?
A first working dashboard usually takes three to six weeks, depending on how many systems we connect and how clean the underlying data is. We start with the handful of numbers you check most and add the rest once those are trusted.

See Your Business on One Screen

Book a free consultation. Tell us the numbers you check every morning and the systems they sit in, and we will show you what your CEO dashboard would look like.

Book a Free Consultation →

No commitment. A practical look at what your data can already show you.