Ready to use
standard reports and dashboards for each module from day one
COPS 360
Reports & Dashboards: Complete Feature Guide
Every COPS 360 module comes with ready-made reports and live dashboards, and every report and dashboard can be customized without coding. Because all modules share one database, a single report can combine sales, people, communication and accounts data.
Daily MIS sent on WhatsApp
8:00 AM · owner and 2 directors
8:00 AM · owner and 2 directors
Alert: stock below reorder level
6 items · Bhosari warehouse
6 items · Bhosari warehouse
Owner's dashboard · 1 to 16 Oct 2026
Sahyadri Industrial Supplies
Branch:
Revenue
Collections
Receivables
Due from customers
Attendance today
Revenue by salesperson · tap a bar
Revenue TargetAI summary
Reports & Dashboards
Overview
Fully customisable
build your own reports and dashboards by drag and drop
Live data
numbers update in real time, with no exports or manual consolidation
AI-assisted
ask a question in plain English or Hindi and get the report or chart instantly
Complete Feature Guide
Everything in Reports & Dashboards
Custom Report Builder8 features
Custom Dashboard Builder7 features
1CRM & SalesDashboard + 10 reports
2CommunicationsDashboard + 8 reports
3Workforce & HRDashboard + 9 reports
4Tasks & ProjectsDashboard + 6 reports
5Accounting & FinanceDashboard + 12 reports
6InventoryDashboard + 6 reports
7AI InsightsDashboard + 5 capabilities
8Management / MISOwner's dashboard + 5 reports
Role-based Dashboards8 roles
Sharing, Scheduling & Export6 features
Security & Access Control3 controls
Customised Dashboards & Reports – Complete Feature List14 sections · 141 features
Build your own
Custom Report Builder
Key Features · 8
- Pick any module or combine modules (for example, leads + calls + invoices)
- Choose columns, including custom fields, and add calculated fields with formulas
- Filter by date range, branch, team, user, status, tag or any field
- Group and sub-group with subtotals, counts, sums, averages and percentages
- Report types: tabular, summary, matrix (pivot), comparison (this month vs last) and trend
- Conditional highlighting, such as overdue in red or targets met in green
- Drill down from a total to the underlying records
- Save, clone and organise reports in folders
Report builder · Sales › Monthly
Salesperson performance · Oct 2026
Modules:
Branch:
Tap a salesperson or branch total to drill down
Build your own
Custom Dashboard Builder
Key Features · 7
- Drag-and-drop widgets on a flexible grid layout
- Widget types: KPI cards, bar, line, pie, donut, funnel, gauge, heat map, map, table, leaderboard and target meter
- Global filters for the whole dashboard (date, branch, team, salesperson)
- Compare against target, last period or the same period last year
- Click any chart to drill down into the detailed report
- Auto-refresh and full-screen TV mode for office displays
- Multiple dashboards per user, with a personal default home dashboard
Dashboard builder · My dashboards
Sales overview
Add a widget
Filter:
Drag a widget to move it
8 modules
Module-wise Reports & Dashboards
1 Sales
CRM & Sales
Default dashboard
Dashboard: pipeline value by stage, leads this month, conversion rate, revenue vs target, top performers, deals closing this week.
CRM & Sales · 1 to 16 Oct 2026
Sales dashboard · Sahyadri Industrial Supplies
Reports · 10
| Report | What it shows |
|---|---|
| Lead source analysis | Leads, conversions and revenue by source and campaign |
| Lead ageing | Leads untouched for 3, 7 or 15+ days |
| Sales funnel | Drop-off between each pipeline stage |
| Pipeline report | Open deals by stage, value, owner and expected close date |
| Win/loss analysis | Deals won and lost, with reasons and competitor |
| Salesperson performance | Calls, meetings, quotes, deals won and revenue per person |
| Target vs achievement | By person, team, branch, product and period |
| Sales forecast | Expected revenue weighted by deal probability |
| Quotation report | Quotes sent, accepted, expired and conversion rate |
| Customer activity | Last contact date, inactive customers and repeat buyers |
2 Communications
Communications
Default dashboard
Dashboard: messages and calls today, response time, missed calls, open conversations, campaign performance.
Communications · Fri 16 Oct 2026
Communications dashboard · today
Reports · 8
| Report | What it shows |
|---|---|
| Call log and summary | Inbound, outbound, missed, answered, talk time per user |
| Call quality | AI call scores, sentiment and script adherence |
| WhatsApp report | Messages sent, delivered, read, replied; template performance |
| Email report | Sent, opened, clicked, replied, bounced |
| Campaign performance | Reach, engagement and leads generated per broadcast |
| Response and SLA | First response and resolution time by agent and team |
| Meeting report | Meetings held, duration, outcomes and pending action items |
| Chatbot report | Conversations handled by AI vs handed to humans |
3 People
Workforce & HR
Default dashboard
Dashboard: present, absent, late and on leave today; field staff on the map; open positions; payroll summary.
Workforce & HR · Fri 16 Oct 2026
HR dashboard · 52 employees
Reports · 9
| Report | What it shows |
|---|---|
| Attendance register | Daily and monthly attendance, late marks, early exits, overtime |
| Field tracking | Visits, GPS route, distance travelled and time at each location |
| Leave report | Leave taken, balances and pending approvals |
| Payroll register | Salary, deductions, PF, ESI, PT and TDS by employee |
| Headcount and attrition | Joiners, leavers and attrition rate by department |
| Recruitment funnel | Applicants, screened, interviewed, offered and joined |
| AI interview report | Candidate scores and recommendations by role |
| Expense claims | Claims by employee and category, approval status |
| Performance | KPIs, ratings and goal completion per employee |
4 Work
Tasks & Projects
Default dashboard
Dashboard: tasks due today, overdue tasks, project status, team workload, hours logged.
Tasks & Projects · week of 12 Oct 2026
Delivery team dashboard
Reports · 6
| Report | What it shows |
|---|---|
| Task status | Open, in progress, completed and overdue by user and project |
| Productivity | Tasks completed and on-time rate per person |
| Timesheet report | Hours logged by employee, project and task; billable vs non-billable |
| Project status | Milestones, progress percentage, delays and risks |
| Project profitability | Budget vs actual cost and revenue per project |
| Workload | Tasks and hours per person for capacity planning |
5 Finance
Accounting & Finance
Default dashboard
Dashboard: revenue, expenses, profit, cash and bank balances, receivables, payables, GST payable, top customers.
Accounting & Finance · 1 to 16 Oct 2026
Finance dashboard · FY 2026-27
Reports · 12
| Report | What it shows |
|---|---|
| Profit & Loss | Income and expenses by period, branch or project |
| Balance Sheet | Assets, liabilities and equity as on any date |
| Cash flow | Inflows and outflows by operating, investing and financing activity |
| Trial balance, ledger, day book | Complete accounting books |
| Sales and purchase registers | Every invoice and bill with tax breakup |
| Receivables and payables ageing | Dues by 0–30, 31–60, 61–90 and 90+ days |
| Customer and vendor statements | Full statement of account |
| GST reports | GSTR-1, GSTR-3B, GSTR-2B reconciliation, HSN summary |
| TDS reports | TDS payable, deducted and receivable |
| Bank reconciliation | Matched and unmatched transactions |
| Expense analysis | Spend by category, branch, department and vendor |
| Budget vs actual | Variance by account, branch and project |
6 Stock
Inventory
Default dashboard
Dashboard: stock value, low-stock alerts, fast and slow movers, pending deliveries.
Inventory · Bhosari warehouse, Pune
Stock dashboard
Reports · 6
| Report | What it shows |
|---|---|
| Stock summary | Quantity on hand, committed and available by warehouse |
| Stock valuation | Value by item, group and location (FIFO or weighted average) |
| Item movement | Inward, outward and transfers over a period |
| Reorder report | Items below reorder level with suggested quantities |
| Batch and expiry | Stock by batch, with items nearing expiry |
| Slow and dead stock | Items not sold in 30, 60 or 90 days |
7 AI
AI Insights
Dashboard: AI-generated highlights, risks and recommendations for the day.
Capabilities · 5
- Ask AI: type "Show top 10 customers by outstanding this month" and get the report or chart
- AI summaries: a written explanation of what changed and why under every dashboard
- Anomaly alerts: unusual drops in sales, spikes in expenses, or a fall in call volume
- Predictions: revenue forecast, cash-flow forecast, deals at risk, attrition risk
- AI usage report: emails drafted, chats handled, calls analysed and hours saved by AI
AI Insights · Fri 16 Oct 2026
Highlights, risks and recommendations
Ask for any report or chart in plain English or Hindi. Try one of the questions above.
Ask for a report or chart…
Unusual this week · tap one
3 alertsRevenue forecast · Oct
₹36,40,000
Target ₹40,00,000
Cash-flow forecast · 15 Nov
₹38,90,000
Today ₹42,65,300
Deals at risk
3 · ₹8,36,000
No reply in 10+ days
Attrition risk
2 people
Field sales, Mumbai
Revenue forecast by week · tap a week
AI usage report · 1 to 16 Oct 2026
146 hours savedHours saved are estimated from the average time each task took before AI.
Top 10 customers by outstanding, as of 16 Oct: ₹5,40,320 in total.
Save it as a report, pin the chart to a dashboard, or schedule it for Monday mornings.
इस महीने (1 से 16 Oct) सबसे ज़्यादा revenue Rahul Verma का है: ₹7,40,000, यानी target का 74%.
Target के मुकाबले सबसे आगे Sneha Kulkarni हैं (76%).
Mumbai is at 63.8% of its ₹16,00,000 target, against 73.3% for Pune.
- Calls fell 41% on 15 Oct, and Pooja Nair logged 22 calls this week against her usual 38
- Marine Drive Hotels has ₹38,900 overdue since 8 Oct, which also holds back collections
- Two Mumbai deals worth ₹4,24,000 have had no reply for 10+ days
Suggested: reassign the two stalled deals for a call this week and send the overdue reminder today.
8 Management
Management / MIS
Owner's dashboard: one screen across all modules — sales, collections, cash, attendance, productivity, customer satisfaction and AI alerts.
Reports · 5
- Daily, weekly and monthly MIS reports delivered by email or WhatsApp
- Branch and department comparison on every key metric
- Cross-module reports, such as revenue per salesperson vs their call activity and attendance
- KPI scorecards for each department, with red, amber and green status
- Year-on-year and month-on-month growth analysis
MIS scorecard · 1 to 16 Oct 2026
Sahyadri Industrial Supplies · all modules
Branch comparison
On track Watch Act now
Deliver this MIS
By role
Role-based Dashboards
Each person sees the numbers that matter to their job as soon as they log in.
| Role | Default dashboard |
|---|---|
| Owner / Director | Company-wide MIS, revenue, cash, collections, AI alerts |
| Sales Manager | Team pipeline, targets, activity and forecasts |
| Salesperson | My leads, follow-ups today, my target and my deals |
| Accounts | Receivables, payables, bank balances, GST and TDS due |
| HR Manager | Attendance, leave, payroll, hiring funnel |
| Project Manager | Project status, tasks, timesheets and workload |
| Support / Telecaller | My conversations, calls, response time and SLA |
| Field Staff (mobile) | Today's visits, route, tasks and attendance |
Signed in as
Control
Security & Access Control
Key Features · 3
- Row-level data access: salespeople see only their own records, managers see their team's, directors see everything
- Field-level permissions to hide sensitive data such as salaries or margins
- Audit log of who viewed, exported or shared each report
Pipeline report · open deals
Who sees what
Audit log
Part 2 · 14 sections
Customised Dashboards & Reports – Complete Feature List
The Customised Dashboards and Reports module gives COPS 360 a central view of business performance, employee productivity, sales, customers, projects, finance, and overall organisational operations.
1
Customised Dashboard Features
10- Role-Based Dashboards: Separate dashboards for Admin, CEO, Management, Sales, HR, Finance, Project Managers, Team Leaders, and Employees.
- Drag-and-Drop Dashboard Builder: Create personalised dashboards by adding, removing, resizing, and rearranging widgets.
- Department-Wise Dashboards: Dedicated dashboards for Sales, CRM, Recruitment, HR, Accounts, Projects, Purchase, and Operations.
- Real-Time Data Updates: Display the latest available business data and performance metrics.
- Customisable Widgets: Add KPI cards, charts, graphs, tables, progress bars, calendars, and activity feeds.
- Personalised Dashboard Layouts: Save individual dashboard preferences and layouts.
- Consolidated Business Dashboard: View important business information across all connected modules in one place.
- Quick Actions: Create tasks, add leads, check attendance, view pending approvals, and access frequently used features.
- Interactive Dashboard: Click any metric to view the underlying records and detailed information.
- Date-Wise Filters: View data for today, yesterday, this week, this month, this quarter, this year, or a custom date range.
2
Customised Reports Builder
12- Create reports without technical or coding knowledge.
- Select the module, data fields, columns, and metrics required.
- Apply multiple filters and conditional rules.
- Group data by employee, department, customer, project, location, or status.
- Sort records in ascending or descending order.
- Create summary reports, detailed reports, and comparative reports.
- Add calculated fields, formulas, totals, averages, percentages, and ratios.
- Combine data from multiple modules wherever supported.
- Save frequently used reports as templates.
- Duplicate and modify existing reports.
- Create custom KPIs and performance indicators.
- Preview reports before saving or sharing them.
3
Sales & CRM Dashboards
14- Total leads generated, assigned, contacted, and converted.
- Lead source and campaign performance.
- Sales pipeline and opportunity value.
- Salesperson-wise and team-wise performance.
- Conversion rates at every sales stage.
- Follow-ups due, overdue, and completed.
- Customer acquisition and retention reports.
- Revenue generated by salesperson, product, and period.
- Target versus actual sales achievement.
- Proposals sent, accepted, rejected, and pending.
- Orders, invoices, outstanding payments, and collection status.
- Customer communication history across email, WhatsApp, calls, and meetings.
- Lost lead analysis and reasons for lost opportunities.
- Forecasted revenue based on the available pipeline data.
4
Employee Productivity & Performance Reports
12- Employee-wise working hours and timesheets.
- Productive, neutral, and non-productive activity reports.
- Active time, idle time, and tracked application usage.
- Attendance, late arrivals, early departures, and absences.
- Task completion rates and overdue tasks.
- Time spent on tasks and individual checklist items.
- Employee utilisation and workload distribution.
- Project-wise and department-wise productivity.
- Employee goal and KPI achievement.
- Overtime and working-hour summaries.
- Timesheet submission and approval status.
- Team leader and manager performance summaries.
5
Recruitment & HR Dashboards
12- Total job openings and active vacancies.
- Applications received from different sources.
- Candidate pipeline by recruitment stage.
- CV screening and job-description matching results.
- AI interview completion and evaluation summaries.
- Candidates shortlisted, rejected, or awaiting review.
- Interview scheduling and feedback reports.
- Time-to-hire and cost-per-hire, where data is available.
- Offer acceptance and rejection rates.
- Employee onboarding progress.
- Department-wise headcount and employee turnover.
- Leave, attendance, payroll, and salary summaries.
6
Project & Task Management Reports
12- Total active, completed, delayed, and upcoming projects.
- Project progress against milestones and deadlines.
- Planned hours versus actual hours consumed.
- Budget and resource utilisation, where configured.
- Employee-wise project allocation and workload.
- Task and subtask completion reports.
- Overdue tasks and pending approvals.
- Project scope and allocated-hours utilisation.
- Project profitability, where financial data is available.
- Client-wise project status.
- Team productivity and project delivery performance.
- Risks, blockers, dependencies, and unresolved issues.
7
Finance, Accounts & Purchase Reports
12- Revenue, expenses, and profitability summaries.
- Invoice-wise and customer-wise outstanding balances.
- Payment received, pending, overdue, and collection reports.
- GST invoice and credit note summaries.
- Proforma invoice and order reports.
- Customer ledger and account statements.
- Vendor-wise purchase and expense reports.
- Purchase orders, pending approvals, and delivery status.
- Vendor invoice records and discrepancies identified through AI.
- Employee expense claims and reimbursement status.
- Budget versus actual expenditure.
- Cash flow summaries, where the required data is available.
8
Field Sales & Tracking Reports
10- Live sales team location, subject to permissions and tracking availability.
- Daily customer visits and completed check-ins.
- Planned versus actual visits.
- Route history and distance travelled.
- Salesperson-wise visit productivity.
- Customer meeting and visit outcomes.
- Location-verified check-ins.
- Travel expenses and reimbursements.
- Missed visits and pending follow-ups.
- Region-wise sales and field team performance.
9
Customer Support & Communication Reports
9- Email and WhatsApp communication volumes.
- AI-generated, template-based, and manually written responses.
- Response and resolution times.
- Customer queries, tickets, and pending issues.
- Ticket priority, category, and status.
- Customer satisfaction ratings, if collected.
- Meetings conducted and follow-ups completed.
- Customer-wise tasks, contracts, proposals, and documents.
- SLA compliance and overdue tickets, where configured.
10
AI-Powered Reports & Insights
5- Ask Questions in Natural LanguageAsk questions such as “Which salesperson achieved the highest revenue this month?” or “Which projects are delayed?” and receive answers based on accessible system data.
- AI Trend AnalysisIdentify changes in sales, productivity, customer activity, expenses, and project performance.
- Automatic Alerts & Anomaly DetectionHighlight unusual expenses, missed targets, overdue tasks, declining conversions, and significant performance changes.
- AI-Generated Management ReportsGenerate executive summaries, key findings, performance comparisons, and suggested actions from available data.
- Predictive AnalyticsEstimate sales trends, workload requirements, recruitment needs, and project delays when sufficient historical data is available.
11
Report Scheduling & Sharing
9- Schedule reports daily, weekly, monthly, quarterly, or yearly.
- Automatically send reports to authorised users through email.
- Share reports with selected employees, managers, or departments.
- Download reports in Excel, CSV, and PDF formats.
- Print reports and generate presentation-ready summaries.
- Set up recurring management and departmental reports.
- Send alerts when defined KPI thresholds are crossed.
- Maintain report history and generation timestamps.
- Track report access and sharing activities where supported.
12
Advanced Analytics & Comparison
9- Compare current performance with previous periods.
- Compare employees, teams, branches, and departments.
- Compare actual results against targets and budgets.
- Analyse month-on-month and year-on-year trends.
- Identify top-performing and underperforming areas.
- Drill down from company-wide results to individual records.
- Build custom KPI scorecards.
- Display performance using charts, tables, heatmaps, and rankings.
- Track historical performance and progress over time.
13
Security & Access Control
8- Role-based access to dashboards and reports.
- Restrict sensitive salary, financial, and employee data.
- Configure permissions for individual reports, fields, and records.
- Apply department-wise and reporting-manager-wise visibility.
- Allow only authorised users to create, edit, export, or share reports.
- Maintain audit logs for important report activities.
- Protect confidential data through appropriate access controls.
- Apply existing data access restrictions to AI-generated insights.
14
Executive Dashboard – CEO & Management
Illustrative layoutThe executive dashboard should provide a consolidated overview of the entire organisation.
Executive dashboardSelected period
Revenue
₹ —
Selected period
Active Leads
—
Sales pipeline
Goal Achievement
—%
Against targets
Active Projects
—
Project portfolio
Additional executive views
- Department-wise performance and profitability
- Revenue, expenses, and outstanding payments
- Employee attendance and productivity
- Recruitment and workforce status
- Delayed projects and critical pending tasks
- Customer satisfaction and retention
- AI-generated business insights and recommended actions
Illustrative dashboard layout only. The figures are placeholders, not actual company data.
COPS 360 Reports & Dashboards