One reporting layer over your entire sales, onboarding and collections data - built so a regional manager can answer a question on a phone in the field, not a week later in a spreadsheet.
Executive dashboard
Live - refreshed every 60 seconds
+12.4%
+3.1 pts
-38%
94% logged in
Disbursals by region - this month
Scheduled reports
Branch scorecard
Emailed daily, 8:00 AM
Untapped leads
Pushed to RMs, hourly
TV dashboard
Live on floor screens
Every widget is drillable to the individual record, so an answer never ends at a number - it ends at the lead, the rep and the next action.
Which region is carrying the month and which one is quietly slipping?
Where is pipeline value stuck, and for how long?
Which products convert best for which sourcing channel?
Which branches are below plan with the month half gone?
What changed since yesterday that nobody has flagged?
A short data dictionary of the objects your dashboards are built on.
Configurable to your workflowWidget library
Charts, funnels, doughnuts, heatmaps, cohort grids and tables that combine on one canvas.
Assemble a board without writing SQL
User-wise privilege access
Row and column level visibility mapped to role, branch, geography and hierarchy.
A rep sees their book, a CXO sees the country
Scheduled reporting
Any board can be emailed as PDF or CSV on a recurring schedule to named recipients.
Reviews start with the numbers already read
TV dashboards
Full-screen rotating boards for branch floors and operations centres.
Performance stays visible all day
Predictive layer
Results from external ML models and built-in forecasting rendered alongside actuals.
Plan against a projection, not a hunch
AI insights (beta)
Natural language questions translated into charts and summaries over your own data.
Ask in plain English, get a chart
Interactive visualisation, forecasting and natural language - all inside the same platform your team already works in.
Combine widgets intuitively, filter across the whole board with one click and drill from a country-level number to a single lead record without leaving the page.
Surface results from your own machine learning models next to live performance, or use built-in forecasting to project pipeline, disbursal and collection outcomes.
Natural language processing turns a typed question into the chart that answers it, so managers stop queuing behind a reporting analyst.
Dashboards are the pull. These are the push - alerts that reach the right manager without anyone opening a report.
Branch or region tracking below target pace mid-cycle.
A metric moving outside its normal band day over day.
A team with no logged activity against an open pipeline.
Field rep
Their own targets, funnel and day plan on mobile - nothing else.
Branch manager
Team scorecard, ageing pipeline and the reps who need a nudge today.
CXO
Region, product and channel performance with drill-through to the record.
Reporting is only useful if it reaches people safely and on time.
Every board renders on the app, including offline snapshots of the last sync.
PDF and CSV delivery on any cadence, with recipient-level data filtering.
Hierarchy-aware visibility so data never crosses a branch or region boundary.
Push curated datasets into your data lake, BI stack or regulatory reporting.
Live Sales Metrics
Target versus achievement in real time, on the rep's phone.
ViewStage Wise Performance Report
Conversion and ageing at every stage of the funnel.
ViewUntapped Leads Report
Every lead nobody has touched, with the owner named.
ViewLeads Activity Report
The full engagement trail behind each lead and customer.
ViewTAT Analysis Report
Turnaround time from creation to closure, stage by stage.
ViewToolyt Analytics and BI is an embedded reporting layer over your sales, onboarding and collections data. Teams build dashboards without code, drill from a headline number to a single lead, schedule reports to email or TV screens, and use forecasting plus natural language AI to get answers on mobile and web with role-based access controls.
Quick answers about how Toolyt works for field sales, lending and service teams.
Talk to our teamSales professionals from startups to Fortune 500 companies in over 20 countries improve their productivity with Toolyt every day.
