Apps / Insights / Dashboards
Dashboards
Live charts against your OneBook data, no export required
Build interactive dashboards directly on top of your live OneBook data. Drag, drop, and see the number update in real time — no export to Excel first.
No credit card required
[01] What it does
Everything Dashboards handles
Drag-and-drop chart builder
Build charts by dragging fields, not writing formulas.
Pre-built ERP dashboards
Start from templates built for OneBook's own data model.
Drill-down charts
Click into any chart to see the underlying transactions.
Multiple chart types
Bar, line, funnel, pie, and table — pick what fits the story.
Dashboard filters
Let viewers slice a dashboard by date, region, or team themselves.
Mobile-friendly dashboards
Check the numbers from your phone, not just a desktop.
Dashboard folders & organization
Keep dashboards organized by department instead of one long list.
Real-time refresh
Charts update as transactions post, not on a nightly batch.
Embed dashboards
Embed a dashboard into another internal tool or portal.
[02] Who it's for
What changes when you switch
A dashboard that updates itself
No more asking someone to refresh the export — the chart reflects what just happened.
Build a chart without writing a formula
Drag-and-drop chart building means you don't need a spreadsheet wizard on the team.
[03] Compare
See how Dashboards stacks up
Toggle between tools to compare feature by feature.
OneBook
RecommendedRefresh
Live, automatic
Chart building
Drag and drop
Mobile access
Built in
Excel
Refresh
Manual export and refresh
Chart building
Formulas and pivot tables
Mobile access
Awkward on a phone
[04] Integrations
Insights works with tools you use
Connect to the tools your team already relies on: CRMs, payment providers, analytics platforms, data warehouses & more. We keep everything in sync — automated, accurate, and always up to date.
[05] Implementation
GO LIVE ON DASHBOARDS IN 8–12 WEEKS
Most implementations fail on scope creep and bad data. We use process mining to catch failures before they happen.
Week
1–2
Process mining reveals reality
We mine your current systems: Tally, spreadsheets, emails to see how work actually flows. You get data on where things break, where people create workarounds, and where time disappears.
Deliverable: Process map showing your actual workflows
Week
2–3
Lock the scope in writing
Week
4–8
Configure, test, and train in parallel
Week
9–12
Go Live with continuous monitoring
[10] FAQ
QUESTIONS?
WE'VE GOT ANSWERS.
Everything You Need To Know About OneBook As A Business
For Partners
01.
I'm currently on Tally/Zoho. Will switching disrupt my finance team?
No. We support Embedded Accounting. Your operations team gets a unified ERP for inventory, production, and CRM, while your accountant can continue using the Tally format they love via our optional Tally Format data export. You get operational control; they get compliance comfort.
02.
Is my data secure on an Open Source platform?
Yes. OneBook runs on managed Azure Kubernetes with SOC 2, ISO 27001, GDPR, and HIPAA compliance. Your data is encrypted at rest and in transit, with role-based access controls and regular security audits.
03.
How long does it take to go live?
Most companies go live in 8–12 weeks. We scope the project upfront, migrate your data cleanly, train your team properly, and run process mining after launch to catch issues early.
04.
Why don't you charge per user like Zoho or SAP?
Per-user pricing is a tax on growth. When your warehouse team needs access, you shouldn't have to calculate ROI per login. OneBook charges by tier, not by headcount — so your whole team can use it.
05.
Can I keep using Tally for accounting?
Absolutely. Our native 2-Way Tally Sync lets your accountant stay on Tally while your operations team runs on OneBook. No double data entry, no disruption.
06.
What if it doesn't work for us?
We offer a 30-day free trial and a lifetime warranty. If OneBook doesn't fit your business after implementation, we'll help you migrate back — no lock-in, no penalties.