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Essence ERP
01Dashboards & Analytics

Numbers your management team will actually trust

Service
Dashboards & Analytics
Deliverables
6, named in the scope
Delivered by
The engineers who scoped it

Management reporting fails in two ways: too late to act on, or two departments arrive with different versions of the same figure.

Both come from data extracted, copied and reassembled outside the system. Ours reads live ERP data directly — no warehouse to maintain, no overnight job to fail — so the number on screen is the number in the ledger, and clicking it shows the transactions behind it.

Report library and viewer in Essence ERP with filters and drill-down to transactions
Every summary figure drills down to the transactions behind it
02Deliverables

What we actually hand over

Role-based dashboards and reporting on live ERP data, with drill-down to the transaction and alerts that raise themselves.

  1. 01

    Role-based dashboard design

    Separate views for board, department heads and operational staff: only what each job needs.

  2. 02

    Report library

    Finance, sales, purchasing, inventory, production and HR reports, every summary drillable to source.

  3. 03

    Alerting

    Threshold alerts with escalation by email, in-app or push, so exceptions find you.

  4. 04

    Scheduled distribution

    Daily, weekly and monthly packs by recipient group, exception-only where that reads better.

  5. 05

    Forecasting and comparison

    Period-over-period, budget-versus-actual and multi-year seasonality, plus sales, cash and inventory forecasting.

  6. 06

    Embedded and external analytics

    White-labelled dashboards in customer and supplier portals, with row-level security deciding who sees what.

03Engagement

How the work gets shaped

Pick whichever shape suits the work. We will tell you which one we think fits before you ask, and say so plainly if the answer is none of them.

Whichever you pick, the same engineers stay on it. Nothing moves to a delivery pool halfway through.

  • Dashboard build as part of an implementation
  • Standalone analytics projects on an existing ERPNext instance
  • Ongoing report development on retainer

Tell us what is actually going wrong

Fifteen minutes on WhatsApp is usually enough to tell whether an ERP is the right answer for you. If it is not, we will say so.