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Finance and governanceAnalytics

Cross-app dashboards, governed metrics, alerts, budgets and cash forecasts, with each person’s access respected.

Analytics brings figures from every Thoshika app into one set of defined metrics, from revenue and cash runway to attrition, pipeline and utilisation. Leaders get ready-made dashboards for their role, analysts explore and build their own, and alerts flag thresholds and unusual movements. Planning adds driver-based budgets, rolling forecasts and a cash forecast, and pushes approved budgets into Books.

Key capabilities

  • Catalogue of certified cross-app metrics
  • Role packs for CEO, CFO, CHRO and more
  • Dashboard builder with drill-down
  • Threshold and anomaly alerts
  • Driver-based budgets and rolling forecasts
  • 13-week and 6-month cash forecast
What it does

Analytics in detail

Metrics you can trust

A built-in catalogue of metrics with definitions, formulas and drill paths, plus your own calculated metrics.

  • Finance, people, sales, delivery, support, procurement, manufacturing and compliance metrics
  • Definitions, units, direction and drill path for each metric
  • Custom metrics as formulas over catalogue metrics
  • Targets per month, quarter or year with variance colouring

Dashboards and packs

Ready-made dashboards for each leadership role, and a builder for your own.

  • Role packs for CEO, CFO, CHRO, sales head, delivery head and plant head
  • KPI, line, bar, pie, table, pivot, gauge and funnel tiles
  • Dashboard filters for period, branch, legal entity, team and project
  • Drill down and open the underlying records in the source app
  • Group view across the companies a person belongs to
  • Private and shared dashboards

Explore and ask

Answer one-off questions without building a dashboard.

  • Pick a metric, group by and filters; compare to the previous period
  • Table, chart and pivot views with CSV and Excel export
  • Type a question in plain words and see how it was understood
  • Save a question or pin it to a dashboard

Alerts and schedules

Let the numbers come to you.

  • Threshold alerts and anomaly alerts against recent trend or last year
  • Notifications in the app, by email and in a Sangam channel
  • Daily, weekly or monthly PDF and Excel packs by email
  • Each recipient sees only their own figures
  • Signed, expiring embed links for intranet pages

Planning and budgeting

Build the year’s plan from drivers, test scenarios and track it against actuals.

  • Budget, forecast and scenario versions
  • Revenue drivers such as consultants, utilisation and rate
  • Headcount plans from People positions and CTC
  • Opex by cost centre: flat, growth, per head or percentage of revenue
  • Approval by finance and the CEO, then pushed to Books budgets
  • Plan against actuals and rolling reforecasts

Cash forecast

A short-term view of cash from what is already in the books and payroll calendar.

  • Thirteen weeks and six months ahead
  • Collections from open invoices adjusted for each customer’s usual delay
  • Bills, payroll, statutory deposits and planned spend
  • Closing balance, minimum point and runway
Built for India

Indian rules, built in

Periods and statutory dates follow Indian practice.

How Thoshika handles Indian compliance

  • April to March financial year with Indian quarters
  • Rupee figures in lakhs and crores
  • PF, ESI, TDS and PT due dates in the cash forecast
  • Schedule III grouping for revenue and expenses
Who uses it

Roles in Analytics

Every person signs in once. Roles decide what they see, and can be limited to a location, branch or other scope where the app supports it.

Analytics viewer

Opens shared dashboards, explores data and owns alerts, limited to what their app roles allow.

Analytics admin

Manages settings, data access, custom metrics, targets, packs and schedules.

Planner

Builds plan versions and scenarios, reforecasts and prepares the cash forecast.

Finance admin

Approves plans and sees finance figures across the company.

See Analytics with your own processes

Analytics is available on its own or as part of Thoshika One, with every app for every employee.