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:
- 07-deliveries.md — a few weeks of marked deliveries
- 09-billing.md — bills generated for at least one month
- 10-payments.md — some recorded payments
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
| Question | Where 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?
- 09-billing.md — see who hasn't paid yet
- 11-whatsapp.md — nudge overdue customers in bulk
- 15-plans-billing.md — unlock CSV/PDF export
Related upstream
- 07-deliveries.md — data feeding delivery stats
- 10-payments.md — data feeding collection rate
- 12-drivers.md — driver commission inputs