BUSY-native KPI formulas and dashboard use cases

KPI Library

A practical KPI library for BUSY users who want to turn sales, inventory, outstanding, purchase, payable, accounting, and finance reports into dashboard measures and scheduled MIS.

Book KPI Demo View Dashboard Examples

Sales KPIs

Inventory KPIs

Outstanding KPIs

Finance KPIs

KPIs Work Only When They Match BUSY Reporting Workflows

Generic KPI lists are hard to use when teams run their business through BUSY reports. The useful KPI set should match familiar report names, filters, users, branches, godowns, parties, items, ledgers, and review schedules.

Use BUSY report names in KPI definitions

Keep formulas visible and easy to audit

Connect each KPI to a decision or follow-up action

Review KPIs by role, branch, company, party, item, and period

Schedule KPI summaries instead of rebuilding MIS manually

Avoid tracking every metric when only a few need action

How to Use This KPI Library

Start with the decision you need to make, then choose the KPI, source BUSY report, formula, filter, owner, and delivery schedule.

Choose the business question before choosing a chart
Map the KPI to available BUSY reporting data
Define the formula in plain language for finance and management
Add filters such as party, item, branch, godown, company, or period
Schedule the KPI as daily, weekly, or monthly MIS where it needs action

KPI Dashboard Pack

Sample structure

Sales

+8.4%

Overdue

31%

Ageing

Weekly KPI movementExample view

Owner review

Finance action

MIS schedule

KPI Categories for BUSY Users

Each KPI group connects a business question to a plain formula and dashboard use case. Final KPI availability depends on the reports, fields, and filters available in your BUSY setup.

Sales KPIs

Track revenue movement, party performance, item contribution, branch comparison, and salesperson productivity from BUSY sales reports.

View related dashboard

Sales Growth

Formula

(Current period sales - previous period sales) / previous period sales

Dashboard use

Shows whether revenue is improving by date, branch, party, item group, or salesperson.

Top Customer Contribution

Formula

Top customer sales / total sales

Dashboard use

Highlights customer concentration and accounts that need retention focus.

Item Sales Contribution

Formula

Item or item-group sales / total sales

Dashboard use

Shows which SKUs, categories, or item groups are driving business.

Sales Return Ratio

Formula

Sales return value / total sales value

Dashboard use

Flags product, party, or branch-level return pressure for review.

Inventory KPIs

Review stock status, godown-wise stock, stock ageing, slow-moving items, dead stock, reorder pressure, and batch or expiry context where available.

View related dashboard

Inventory Turnover

Formula

Cost of goods sold / average inventory value

Dashboard use

Shows how quickly stock is moving and where capital may be blocked.

Stock Ageing Value

Formula

Stock value grouped by ageing buckets such as 30, 60, 90, or 180 days

Dashboard use

Helps owners review slow-moving or old stock before it becomes dead inventory.

Godown Stock Variance

Formula

Godown stock value compared across locations or periods

Dashboard use

Makes warehouse or branch-level stock imbalance easier to see.

Reorder Risk Items

Formula

Items below reorder level or expected demand threshold

Dashboard use

Supports purchase planning and avoids stock-out surprises where reorder data is available.

Outstanding KPIs

Measure receivable ageing, overdue collections, party-wise exposure, credit pressure, and follow-up priorities from BUSY outstanding reports.

View related dashboard

Overdue Receivable Value

Formula

Receivable bills past due date or credit period

Dashboard use

Shows how much customer money needs active collection follow-up.

Ageing Bucket Mix

Formula

Receivables grouped by 0-30, 31-60, 61-90, and 90+ days

Dashboard use

Separates fresh dues from high-risk overdue amounts.

Party Credit Exposure

Formula

Outstanding value by party, broker, salesperson, branch, or company

Dashboard use

Identifies parties carrying large balances or rising credit risk.

Approximate DSO

Formula

Receivables / (credit sales for period / number of days)

Dashboard use

Gives finance teams a practical view of collection speed when required sales data is available.

Purchase & Payable KPIs

Track vendor spend, purchase rate movement, purchase returns, payable ageing, and supplier dependency from BUSY purchase and payable reports.

View related dashboard

Vendor Spend Share

Formula

Vendor purchase value / total purchase value

Dashboard use

Shows supplier dependency and where vendor negotiations may matter.

Purchase Rate Movement

Formula

Current item purchase rate compared with previous period rate

Dashboard use

Helps detect cost increases before they reduce margins.

Purchase Return Ratio

Formula

Purchase return value / purchase value

Dashboard use

Flags supplier, product, or quality issues for review.

Payable Ageing

Formula

Vendor payable value grouped by due or ageing buckets

Dashboard use

Keeps finance teams aware of payment pressure and supplier commitments.

Finance KPIs

Use BUSY accounting and financial reports to review profitability, expenses, cash pressure, trial balance movement, and statement-level summaries.

View related dashboard

Gross Margin

Formula

(Sales - cost of goods sold) / sales

Dashboard use

Shows margin pressure by product, branch, customer, or period where cost context is available.

Net Profit Margin

Formula

Net profit / sales

Dashboard use

Connects P&L performance to sales movement for owner review.

Expense Ratio

Formula

Selected expense group / sales

Dashboard use

Helps finance teams track overhead movement against business volume.

Working Capital Pressure

Formula

Receivables + inventory - payables

Dashboard use

Gives owners a simple view of cash blocked in dues and stock after supplier credit.

Management MIS KPIs

Turn KPI tracking into daily, weekly, and monthly review packs for owners, branch managers, finance teams, sales teams, and accountants.

View related dashboard

Daily Owner Snapshot

Formula

Sales, receivables, stock value, cash or bank, and exception count

Dashboard use

Creates a quick owner view without waiting for a manually formatted MIS file.

Branch Performance Score

Formula

Sales, collection, stock movement, returns, and margin signals by branch

Dashboard use

Helps compare branches or locations using one review structure.

Exception Count

Formula

Number of overdue parties, low stock items, slow-moving items, or margin exceptions

Dashboard use

Keeps management reviews focused on actions rather than long report lists.

Scheduled MIS Completion

Formula

Reports delivered on schedule / reports planned

Dashboard use

Tracks whether routine reporting is actually reaching the right team on time.

KPIs by Role

A useful KPI library should not show every metric to every person. Owners, finance teams, accountants, sales managers, and inventory teams need different review views.

Owners

Sales growth, overdue receivables, stock ageing, gross margin, net profit, and working capital pressure.

Finance Teams

Receivables, payables, trial balance movement, expense ratio, P&L, balance sheet, and monthly MIS.

Sales Managers

Party sales, item contribution, salesperson performance, sales returns, inactive customers, and collection context.

Inventory Managers

Stock ageing, slow-moving items, dead stock, godown stock, reorder risk, and purchase planning signals.

Accountants & CAs

Ledger movement, trial balance, receivable/payable ageing, financial statement summaries, and Excel/PDF exports.

Turn KPIs Into a Review Cadence

KPIs become useful when the right person receives the right number at the right interval. Keep daily reviews short, weekly reviews action-focused, and monthly reviews tied to finance statements.

Daily Review

Sales, collections, overdue parties, low-stock pressure, cash or bank snapshots, and urgent exceptions.

Weekly Review

Party movement, item performance, stock ageing, vendor spend, branch comparison, and action follow-up.

Monthly Review

Trial balance, P&L, balance sheet, margin movement, expense ratios, working capital, and management MIS.

KPI Delivery and Dashboard Automation

Once KPI formulas and report sources are defined, BUSYNETPORTAL can organize them into dashboards, scheduled MIS, exports, and concise management summaries.

Email KPI MIS

Send owner, finance, sales, inventory, and branch KPI summaries on a fixed schedule.

WhatsApp KPI Snapshots

Share overdue, stock, sales, and management exceptions in a compact format.

PDF & Excel Review Packs

Export KPI packs for review meetings, accountants, CAs, and offline circulation.

AI-Assisted Notes

Summarize movement, exceptions, and follow-up priorities after BUSY reports are mapped.

KPI Governance Notes

KPI definitions should be easy to audit. A practical setup should document formula logic, report source, update schedule, user access, and ownership for each KPI dashboard.

Review BUSY Integration

Keep KPI formulas visible to owners, finance teams, and accountants.
Map each KPI to a BUSY report, field, filter, and reporting owner.
Use role-based dashboard views instead of sending every KPI to every user.
Review technical assumptions before publishing setup or security details.

Related KPI Dashboard Pages

Use the KPI library with the deeper analytics pages for sales, inventory, outstanding, and finance dashboards.

Sales Analytics

Track sales register, party-wise sales, item-wise sales, margins, returns, and sales MIS.

Open page

Inventory Analytics

Review stock status, godown stock, ageing, slow-moving items, and reorder pressure.

Open page

Outstanding Analytics

Prioritize receivables, ageing buckets, party exposure, and collection follow-up.

Open page

Financial Analytics

Review trial balance, P&L, balance sheet, ledgers, and finance KPIs.

Open page

KPI Library FAQs

What is the BUSY KPI Library?

The BUSY KPI Library is a practical list of sales, inventory, outstanding, purchase, payable, finance, and management MIS KPIs for businesses using BUSY Accounting Software.

Are these KPI formulas visible on the page?

Yes. Each KPI includes a plain formula or calculation pattern so owners, finance teams, accountants, and managers can understand what the dashboard should measure.

Can these KPIs be built from BUSY data?

Many KPIs can be planned from available BUSY reporting data such as sales register, purchase register, stock status, outstanding ageing, ledgers, trial balance, P&L, and balance sheet. Final availability depends on the reports and fields in your setup.

Which KPIs should owners review daily?

Owners usually need daily sales, overdue receivables, stock pressure, cash or bank snapshots, branch summaries, and exception counts instead of a long list of every report.

Can KPI dashboards be sent by WhatsApp or email?

Yes. BUSYNETPORTAL can support scheduled KPI delivery through WhatsApp, email, PDF, Excel, and dashboard links after the required BUSY reports are mapped.

Do all industries need the same KPIs?

No. FMCG distributors, pharma businesses, wholesalers, traders, manufacturers, and retailers should prioritize different KPI mixes based on sales movement, stock ageing, credit, purchases, and financial review needs.

Build KPI Dashboards Around Your BUSY Reports

Review which KPIs matter for your sales, stock, collections, purchases, finance, branches, companies, users, and scheduled MIS workflow.

Book KPI Demo View Dashboard Examples