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User Guide

13. Reports & Analytics — Know Your Numbers

The Reports screen turns your day-to-day data into the answers you actually want: "How much did I make this month?", "Who pays on time?", "Which product is selling best?"

Before you start

You'll get useful reports once you have at least:

Reports are computed live from your data — no setup needed.

Where to find it

Bottom navigation → Reports (chart icon).

Drivers don't see this section.

What each chart shows

Revenue

Daily and monthly trend of total billed amount.

  • X-axis: dates (last 30 days) or months (last 12 months)
  • Y-axis: ₹ billed
  • Useful to spot seasonal patterns — Diwali spike, summer dip

Collection rate

% of bills paid on time vs. bills overdue.

  • Green = paid on or before due date
  • Amber = paid late
  • Red = still overdue

A healthy dairy hovers around 80%+ green. If you're under 60%, time to nudge customers more aggressively (use 11-whatsapp.md Send All Reminders).

Delivery stats

Daily counts of:

  • ✅ Delivered
  • ⏭️ Skipped
  • ⚠️ Partial

Helps you catch operational drift — if Pravin (driver) has a 30% skip rate this week, something's wrong.

Product breakdown

How much of each product is sold:

  • Total quantity (litres, kg, packets)
  • Total revenue per product
  • % share of total revenue

Useful for inventory planning — "I sell 800L of buffalo milk and 300L of cow milk per month, so I need 1100L of milk in stock."

Top customers

Top 10 customers by:

  • Revenue (₹ billed this month)
  • Volume (litres delivered)
  • Payment behavior (1–5 star — how reliably they pay on time)

Identify your VIPs and your problem customers in 2 seconds.

Counter sales (shop owners)

Walk-in revenue by day, week, and month. Plus:

  • Repeat customers (came multiple times)
  • One-time walk-ins
  • Average sale size

Driver-wise stats (if you have drivers)

Per driver, last 30 days:

  • Deliveries assigned vs. delivered
  • Skip rate
  • Cash collected
  • Commission owed (based on commission type set on the driver profile)

Use this when settling commission at month-end.

Area-wise revenue

How much each area earns. Sometimes you'll discover one area drags down collection while another is highly profitable — informs route planning.

Date range filters

Top of the report screen:

  • Today — just today's numbers
  • This week — Mon–Sun
  • This month — 1st to today
  • Last month — full previous month
  • Last 30 days
  • Last 90 days
  • Custom range — pick any two dates

Most charts work on the date range you pick.

Exporting reports

(Available on plans with export feature enabled — see 15-plans-billing.md.)

Tap the export icon at the top-right:

  • PDF — formatted report you can share
  • CSV — raw data for Excel / Google Sheets

Export is useful for tax filing, sharing with an accountant, or archiving.

Tips

  • Check the Collection rate weekly. It's the single best health metric for a dairy business.
  • Look at top customers monthly. Reward your top 10 — discount, free litre on Diwali, anything. Loyalty matters.
  • Watch delivery skip rate per driver. A sudden jump signals a route problem or a driver issue.
  • Don't obsess over revenue. A profitable dairy isn't necessarily the highest-revenue one — costs (milk procurement, driver salary, fuel) matter equally.

Common questions

QuestionWhere to look
"How much did I bill this month?"Revenue card → This month
"Who didn't pay yet?"Billing screen → Overdue filter
"Which product is most profitable?"Product breakdown
"How is my driver doing?"Driver-wise stats
"What's my collection rate?"Collection rate card
"Which area is best?"Area-wise revenue

What's next?

Related upstream