The five blocks
Sales: total bills, total value, cash vs credit split (sales recording). Cash: counted vs expected, shortfall with reason. Credit: new udhaar given and payments received (khata module). Alerts: lines hitting reorder levels (alerts). Actions: tomorrow's orders, follow-ups, and fixes โ named owners included.
Preparing it fast
- Pull numbers from the app, never from memory โ billing already recorded them.
- Write actions before analysis; a report ending in tasks beats one ending in adjectives.
- Compare against yesterday and same weekday last week for context.
- Share key lines with partners/staff on WhatsApp where useful.
- File reports where monthly review finds them (monthly review).
Report into routine
The nightly closing routine produces this report as a byproduct โ ten minutes total for both. Daily pages compound into the weekly pulse (performance guide).
Start with the 7-day full-feature trial, confirm pricing on the pricing page (500/mo ยท 4000/yr ยท 10000 lifetime till 30 Sep), and pay manually via admin WhatsApp โ nothing is auto-charged. Verify official channels before paying.
