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Live dashboard

Home answers the morning’s questions at a glance, each card with its six-month trend and the vouchers behind it.

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Live dashboard in TallyNexa
The screen as it is in TallyNexa, on the sample books (Navkar Electricals, made up).

What it does

  • Sales, purchases and gross margin for any period, against last year
  • Cash and bank with the limit undrawn; what customers owe and what you owe
  • Status cards for collections, GST and whether the books agree with Tally
  • Every figure opens the vouchers behind it

More of TallyNexa

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How it works

  1. 1

    The books arrive

    The connector keeps a copy of your Tally companies in step within minutes.
  2. 2

    Pick a period

    Sales, purchases, gross margin, cash and dues are worked out for it, against the same days last year.
  3. 3

    Read the trend

    Each card carries its six-month trend, so a change shows before the month ends.
  4. 4

    Open what is behind it

    Any figure opens the vouchers it was worked out from.

Questions about Live dashboard

Can I see my Tally dashboard on my phone?

Yes. TallyNexa works in the browser on any phone, tablet or computer, and the daily summary comes on WhatsApp. Your books stay in Tally; the dashboard reads the copy the connector keeps in step.

How current are the figures?

Each new or changed entry in Tally reaches the dashboard within minutes while Tally is open on the computer with the connector.

Can I open the vouchers behind a figure?

Yes. Every card and figure opens the vouchers it was worked out from.

Guides

Tally data on mobileFour ways to see TallyPrime data on a phone: browser access, remote desktop, Tally on cloud and a connector app. What each costs and what must stay on.Tally on a MacTallyPrime is made for Windows. The ways people use it from a Mac: Windows in a virtual machine, Tally on cloud, remote desktop, or the books in a browser.Connect Tally to TallyNexaInstall the free TallyNexa connector, set TallyPrime’s Client/Server configuration, choose your books and fix common problems such as a company not found.

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