Monthly Tally MIS Reports
Budget: ₹600 – ₹1,500 INR
Every month I will forward you the raw export from Tally, and I need it transformed into a clear, decision-ready MIS pack in Excel. The file must cover three key areas in separate yet linked tabs:
• Sales & revenue trends
• Inventory levels and movement
• Customer payments and receivables ageing
Build dynamic formulas, pivot tables or other Excel features so the pack refreshes quickly when new data is pasted in. A one-page management overview sheet should summarise the month, while drill-down tabs provide the detailed numbers that reconcile back to Tally.
Turnaround: 3 working days from the time I send the data, every month.
Compatibility: Excel 2016 or later, no broken links or protected cells preventing review.
Acceptance: figures must tie exactly to the Tally trial balance; any variance should be flagged and explained.
If you’re comfortable working with Tally exports and can structure a clean, automated Excel MIS, I’m ready to start this on the coming month’s data.
• Sales & revenue trends
• Inventory levels and movement
• Customer payments and receivables ageing
Build dynamic formulas, pivot tables or other Excel features so the pack refreshes quickly when new data is pasted in. A one-page management overview sheet should summarise the month, while drill-down tabs provide the detailed numbers that reconcile back to Tally.
Turnaround: 3 working days from the time I send the data, every month.
Compatibility: Excel 2016 or later, no broken links or protected cells preventing review.
Acceptance: figures must tie exactly to the Tally trial balance; any variance should be flagged and explained.
If you’re comfortable working with Tally exports and can structure a clean, automated Excel MIS, I’m ready to start this on the coming month’s data.