Dashboards
Dashboard views that bring the agreed measures and outstanding work into one place.
- Records to define
- Metric definitions and source-record references
- Review together
- Definitions, freshness, filters and viewing rights
COMMON MICRO-ERP / ALL INDUSTRIES
Planned
Analytics & Reports Pro.
Make everyday decisions with clearer data. A modular toolkit designed for teams across industries.
Run your business smoothly for less than $0.17/day.Solo: $5/month per MicroERP, up to 3 users. 30-day equivalent; billed monthly. Setup, infrastructure & usage extra. Proposed scopes quoted separately.
Solo · up to 3 users · per MicroERP$10$5/month$0.17/day equivalent · billed monthlyStartup: up to 15 · $15. MSME: up to 100 · $49. Enterprise on request.Implementation, infrastructure and metered extras quoted separately.
Monthly plans apply to each selected MicroERP. An industry ERP can combine several modules; agree the selected apps and implementation scope. Lifetime licensing and self-managed software are available by quote.
Marketplace status describes this catalogue listing. Workspace access and demo routes are separate; confirm current product scope and readiness before subscribing.
THE STARTING SCOPEA closer look at
A closer look at
Analytics & Reports Pro.
Analytics & Reports Pro is a proposed focused workspace for Analytics & Reports. Make everyday decisions with clearer data. Its starting scope centres on Dashboards, KPIs, exports, custom views; the goal is to connect those records and handoffs in one agreed workflow rather than add every possible module.
This is a planned Micro-ERP concept. The details below describe a requirements starting point, not a running application or a confirmed delivery commitment. Your proposal confirms the modules, permissions, reports, integrations and acceptance criteria.
PLANNED PRODUCT FEATURESThe work it should
The work it should
make simpler.
Each item below is a scope discussion for this concept. Agree the screens, business rules and acceptance checks before development.
KPIs
Defined indicators calculated from the agreed records and business rules.
- Records to define
- KPI definitions and calculation references
- Review together
- Targets, formulas, reporting periods and ownership
exports
Exports for retrieving the agreed records in a format your team can use.
- Records to define
- Export fields and source references
- Review together
- File formats, permissions and sensitive-field exclusions
custom views
Configured views that organise the agreed records around the needs of a role.
- Records to define
- View fields and filter definitions
- Review together
- Role access, saved filters and data visibility
Configurable workspace
Workspace settings for the fields, stages and responsibilities confirmed in your scope.
- Records to define
- Field definitions, stages and settings
- Review together
- What administrators may configure and what requires development
Export-ready reports
Reports whose fields and export formats are agreed before implementation.
- Records to define
- Report definitions and export-field selections
- Review together
- Metric definitions, formats and export permissions
User permissions
Defined permission boundaries for the roles using the agreed app scope.
- Records to define
- User-role assignments and permission definitions
- Review together
- Invitations, revocation and negative access tests
FROM INPUT TO OUTCOMEOne clear
One clear
working flow.
A proposed daily journey. Your team's exceptions, approvals and handoffs shape the final version.
- 01
Agree the KPI definitions
Proposed handoff: Defined indicators calculated from the agreed records and business rules. Agree targets, formulas, reporting periods and ownership and who may complete or correct this stage.
- 02
Review the configured dashboard views
Proposed handoff: Dashboard views that bring the agreed measures and outstanding work into one place. Agree definitions, freshness, filters and viewing rights and who may complete or correct this stage.
- 03
Export the approved reporting fields
Proposed handoff: Exports for retrieving the agreed records in a format your team can use. Agree file formats, permissions and sensitive-field exclusions and who may complete or correct this stage.
- 04
Review records, exceptions and handoffs
Review kpi and dashboard review and export completeness review with the authorised team. Agree how incomplete work, corrections and exports should be handled.
PEOPLE, RECORDS & INSIGHTA system your team
A system your team
can understand.
People & permissions
Proposed roles; confirm access, approval authority and audit requirements for your business.
Workspace owner or administrator
Proposed responsibility: approve workspace settings, invite authorised team members and confirm which permissions each role receives.
Operational contributor
Proposed responsibility: maintain the day-to-day Dashboards records within the agreed viewing and editing permissions.
Workflow reviewer
Proposed responsibility: review the KPIs and exports and custom views handoffs and exceptions assigned to this role.
Authorised report reviewer
Proposed responsibility: review the agreed measures and export only the records permitted by the access policy. Roles can be combined for a small team.
Records & reporting
Define the fields, ownership and retention of these proposed records.
- Metric definitions and source-record references
- KPI definitions and calculation references
- Export fields and source references
- View fields and filter definitions
- Report definitions and export-field selections
- User-role assignments and permission definitions
KPI and dashboard review
Proposed report: confirm the source records, filters, reporting period, calculation rules and authorised audience. The fields and export formats are agreed in the proposal.
Export completeness review
Proposed report: confirm the source records, filters, reporting period, calculation rules and authorised audience. The fields and export formats are agreed in the proposal.
Connections & migration
Connection scope depends on available APIs, permissions and a tested data mapping.
Existing records and migration
Discuss importing the Dashboards and KPIs records you already maintain. A sample file, field mapping, duplicate rules and reconciliation checks are needed before any migration is confirmed.
External apps, devices and APIs
List the systems, payment services, peripherals or data feeds you need. Each connection requires documented access, a supported API or interface, permission review and separate acceptance criteria. No particular connector is guaranteed by this listing.
Your own drive or database
Planned: supported file exports to a customer-owned drive or supported structured records to a customer-owned database. Connector support, schema, access, sync direction and retained hosted copies are confirmed in your proposal; provider costs remain yours.
AI and communication actions
Planned built-in Intellistra assistance, approved automation and custom workflow design use separately purchased usage credits. AI, SMS, WhatsApp and other metered online actions need agreed channels, permissions and a published rate card before use.
CHOOSE YOUR SETUP
How you make it yours.
Shared server
Use managed, shared server infrastructure with a monthly or lifetime licence. Server service is separate from the licence. Included storage, actual GB-month overage, backups and support need agreed terms.
Dedicated server
Choose a dedicated server environment with a monthly or lifetime licence. Capacity, server fees, administration, updates, backups and support responsibilities are confirmed separately in your quote.
Self-managed software purchase
Purchase a distinct one-time software package for your own environment. Licence rights, package contents, handover, maintenance and support are agreed before purchase. Your team pays its infrastructure and storage costs.
Core app use and paid extras
A hosted lifetime licence covers the agreed software scope without recurring licence renewal. Shared or dedicated server service, paid usage, storage overage, updates and support remain separate under the agreed service terms.
AI, SMS, WhatsApp and other agreed metered actions use purchased usage credits. Core app workflows do not require those extra-action credits. Cloud storage overage is measured separately in actual GB-months; it is not an AI or messaging credit charge.
Your final quote must confirm the included storage quota, GB-month rate, credit rate card, measurement rules and service terms. No numeric quota or usage rate is approved here. Checkout, a credit wallet and storage billing are not currently available on this website.
Review licensing & usage · Read planning terms · Build my requirements brief
PLANNED OFFLINE FEATURES
Keep working. Reconnect within 48 hours.
After initial online setup, use configured core workflows and locally available data on your device offline. Reconnect and verify your system to sync saved changes.
Planned for upcoming Micro-ERP releases. Availability and implementation must be confirmed in your final proposal.
Work offline
After initial online setup, keep using configured core workflows and available data on your device. Save changes locally during an internet interruption, within the 48-hour verification window.
Reconnect. Verify. Sync.
After successful online service verification, pending local changes sync with your configured system and agreed destinations. Any conflicts stay visible for review.
A 48-hour verification lock
Your system must verify with the authorized service within 48 hours of its last successful verification. Internet access alone does not renew the window. At the deadline, ERP use locks until verification succeeds; pending local changes remain saved.
Your drive. Your database.
Use a supported connector for files or exports on your own drive, or structured records in your own database. You control the destination and permissions; scope and sync direction are agreed in your proposal.
You pay your chosen drive/database provider. Any EasyManageX-hosted copies follow your cloud storage allowance and usage charges.
AI, SMS, WhatsApp and other internet-dependent services wait until connected.
The same offline verification policy applies to shared-server and dedicated-server hosted plans, with monthly or lifetime licences, and to self-managed software purchases.
PLANNED INTELLISTRA AI
Intellistra AI, inside your Micro-ERP.
Plan AI assistance, clearer reports and reviewed automation around your business, with a custom workflow design capability shaped for your team.
Planned for upcoming Micro-ERP releases. Intellistra currently presents private-beta prototypes; included capabilities and supported integrations need final proposal confirmation.
Ask in context
Plan an assistant that answers business questions using approved, configured ERP context. Access stays within the records and permissions agreed for your build.
Reports that make sense
Explore management summaries, receivables insights and purchase-approval context from supported read-only records. Reporting coverage is confirmed for your integration.
Automation with approval
Plan supported tasks and follow-up workflows with review, permissions and approval steps. Record-changing actions need a validated implementation before they become available.
Design your workflow
A planned EasyManageX capability to shape custom steps, roles, rules and approvals around your process. Your final proposal defines the designer and supported execution scope.
Review each connection
Use reviewed Assistant and AutoConnect concepts to plan connections and field mappings. Connector availability, schema and approved access are agreed before integration.
Stay in control
Plan identity, scoped permissions, approval checkpoints and audit history for AI-assisted work. You review the authorized actions and boundaries for your workspace.
AI runs on usage credits. Rates, credit rules and included capabilities are confirmed in your proposal.
Intellistra AI needs internet access; AI requests wait while your Micro-ERP is offline.
Approved context, supported connections and explicit permissions define what AI can access or do. Actions that change records require a validated implementation and the agreed approvals.
FROM BRIEF TO HANDOVERAgree the details.
Agree the details.
Build with a plan.
The form gives an indicative custom development budget and delivery window. A confirmed schedule follows scope review.
- 01
Describe your requirements
Share your industry, the Dashboards, KPIs, exports, custom views work you want to improve, active-team band, locations, expected volume and must-have outputs.
- 02
Confirm scope, price and timeline
Review the local planning estimate and proposal. Final delivery dates, commercial terms, server capacity, licence scope and usage rates need a confirmed requirements review.
- 03
Agree records and permissions
Your business rules, personal-data permissions and record-retention requirements must be agreed before importing live records. Use redacted sample data for the requirements stage; passwords, API keys and live sensitive records do not belong in the public request form.
- 04
Configure and validate the workflow
An agreed implementation would validate Dashboards, KPIs, exports, custom views, role permissions, exception handling, reporting calculations and any approved integrations against your acceptance checklist.
- 05
Plan migration and rollout
Agree data mapping, opening balances where relevant, staff training, backup responsibilities, rollback and support. Go-live follows acceptance; this catalogue page does not activate or deliver an app.
BEFORE YOU REQUESTYour questions.
Your questions.
A clearer starting point.
Is Analytics & Reports Pro available to use today?
This listing describes configurable catalogue scope with an illustrative preview. Use its Demo link to review the available primary workspace. Specialized features, integrations and rollout dates require confirmation. Published monthly plans apply per selected MicroERP; industry implementation is quoted separately.
What would be included in Analytics & Reports Pro?
The starting module scope is Dashboards, KPIs, exports, custom views, Configurable workspace, Export-ready reports, User permissions. The feature details above explain the records and configuration decisions to discuss. Your confirmed proposal defines the actual screens, fields, permissions, reports and acceptance criteria.
Can this be adapted to my industry and workflow?
Yes, you can request a tailored scope. Share how your team handles Dashboards, KPIs, exports, the exceptions, approval roles and outputs you need. Custom development, integrations and migration are assessed separately rather than assumed to be included in the monthly MicroERP subscription.
Can I choose the server setup and licence payment?
The planned choices are shared server or dedicated server with a monthly or lifetime licence, or a distinct self-managed software purchase for your own environment. The quote confirms the active-team band, software scope, server service and support responsibilities; usage credits and hosted storage overage are separate.
Will it work offline and sync to my own storage?
Planned: agreed core workflows can continue on a configured device after initial online setup and sync on reconnection. The device must complete service verification within 48 hours of its last successful verification; at the deadline it locks until verification succeeds, preserving pending local work. Supported own-drive or database sync requires an agreed connector and does not replace that verification. These runtimes are not implemented by this website.
How do I request a price, delivery estimate and proposal?
Use the request form on this page to describe your workflow, active-team size, priorities and setup preference. It generates a local planning proposal from your editable requirements. After you review it and consent, submitting saves the request and asks the configured service to email the client and team; delivery is not guaranteed. Final price and delivery are confirmed after requirements review.
MAKE THIS MICRO-ERP YOURSRequest your version
Request your version
of Analytics & Reports Pro.
Start with this concept, edit the requirements, and review an instant development estimate. Add contact details only when you want to email the proposal and request a review.
- 01Your business
- 02Your workflows
- 03Your proposal
Starting with Analytics & Reports Pro
Your scope notes and workflow are prefilled. Edit them to describe what your business needs; the catalogue concept is a starting point for review.
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