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Reporting

REPORTING • DASHBOARDS • INSIGHTS

Know what changed
in your business this week —
and what to do next

Thulo Reporting is a decision cockpit: universal KPIs, trends, drivers, alerts, and role-based drilldowns — so owners and managers can act fast (fix leaks, double down on winners, allocate resources).

View Plans & Pricing Start with Thulo Simple. Clear. Actionable.
Universal KPI strip Drivers & anomalies Alerts & quick actions Role-based views
Reporting Dashboard Live metrics
Revenue (MTD)
NPR 12.4L
+8.2% vs last
Cash collected
NPR 9.1L
+5.0% vs last
Conversion (30d)
3.6%
+0.4 pts
Executive Trendline

Reports don’t create growth — decisions do.

Phase-1 Reporting focuses on the few universal insights that matter across every industry: trends, drivers, anomalies, accountability, and simple forecasts.

Common problems

  • Owners don’t know what changed (and why) until it’s too late.
  • Teams look at different numbers — no single source of truth.
  • “Many reports” but no next action or accountability.
  • Hard to spot leaks: receivables, SLA drops, stock/capacity issues.

What Thulo Reporting changes

  • A universal KPI strip you can understand in 60 seconds.
  • Drivers & anomalies that explain spikes/drops.
  • Role-based drilldowns: owner, finance, sales, ops, marketing.
  • Alerts + quick actions to turn insight into execution.
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Core widgets that give maximum value

Keep it minimal, but powerful: executive trends, what changed, funnel health, collections, operational performance, and team accountability — with exports and drilldowns.

①

Top strip KPIs

Revenue, cash collected, margin proxy/expense ratio, new customers, repeat rate, conversion, on-time %, CSAT.

②

Executive Trendline

7/30/90-day trends for revenue, cash, orders/bookings, leads, and CSAT with simple toggles.

③

What Changed?

Top spikes/drops with likely drivers (campaigns, stockouts, SLA drops, outages, delays).

④

Revenue Breakdown

Performance by item/service/category, channel, and branch (if available).

⑤

Marketing → Sales → Fulfillment funnel

Leads → MQL → deals won → orders completed to measure the full business flow.

⑥

Collections & Receivables

Paid vs unpaid, aging buckets, top overdue customers — so cash flow is never a surprise.

⑦

Operational Performance

On-time %, cycle time, backlog trend, reopen/rework rate — identify bottlenecks fast.

⑧

Team Accountability

Scoreboards for sales follow-up discipline, support SLA, ops on-time, by team/agent.

⑨

Forecast

Simple next 7/30-day projection based on recent averages + pipeline/bookings.

Alerts, thresholds & quick actions

Get notified when something is off — then act immediately from the dashboard.

Universal alerts (editable thresholds)

  • Revenue drop > X% vs last 7 days (warning/critical).
  • Cash collection drop > X% vs last period.
  • Receivables aging breach (e.g., overdue > 30 days above NPR X).
  • Margin proxy drop / expense ratio spike.
  • Lead → customer conversion drop.
  • Repeat rate drop; refund/cancellation spike.
  • On-time fulfillment below target; backlog growing multiple days.
  • Support SLA breach trend; CSAT drop below threshold.
  • Website conversion drop; top product/service sudden decline.

Built for owners and teams (role views)

Every role sees the KPIs and drilldowns they need — without exposing data they shouldn’t access.

Owner / Admin Executive trend, drivers, forecast, cross-function scoreboard, alerts.
Finance / Accounts Cash, receivables aging, margin proxy/expense ratios, refunds/cancellations.
Sales Manager Lead→deal→won funnel, rep scoreboard, pipeline coverage, conversion health.
Operations Manager On-time %, cycle time, backlog, blockers, capacity utilization trend.
Marketing Lead Campaign influence, traffic→conversion, lead quality, channel ROI proxies.

Build a reporting system that’s measurable, trusted, and action-focused.

Start with Phase-1 universal dashboard — then expand into industry metrics as you scale.

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Quick answers before you start

Clear, practical answers for business owners evaluating Reporting.

You’ll see what changed this week/month, why it changed (drivers & anomalies), and the top 3 decisions to take now (fix leaks, double down on winners, allocate resources).
Phase-1 is intentionally minimal: a decision cockpit with universal KPIs, trends, alerts, and drilldowns. You can add deeper reports later — but the dashboard stays simple.
Yes. Export KPI snapshots (CSV/PDF), schedule weekly summaries, and share dashboard links with role-based permissions.
Reporting unifies data from Sales, Marketing, Operations, Finance, Support, and Website/eCommerce. It reads events as standard facts and helps create targets, alerts, and tasks back into teams.
Yes. The Phase-1 dashboard is universal — it focuses on the metrics every business needs. Industry-specific metrics can be layered later without breaking the core experience.