Unlock Real-Time Business Intelligence for Senior Management – Across Any ERP or CRM

Senior leaders need instant, trustworthy insights to make high-stakes decisions. Our Business Intelligence Dashboards—built on Power BI and Microsoft Fabric—connect securely to any ERP/CRM (SAP, Tally, Dynamics 365, Salesforce, or home-grown systems) and bring all your KPIs into a single, real-time view. 

Why it matters (at a glance): 

Capability 

What you get 

Works with any ERP/CRM 

No system change; connect and visualize fast 

Real-time or scheduled refresh 

Decisions on today’s numbers, not last month’s 

AI & Natural Language (NLP) 

Ask: “Show last year’s sales by region”—get instant answers 

Role-based, secure access 

Governed by Purview & Microsoft 365 security 

Executive-grade visuals 

Tree maps, gauges, trends, drill-downs by product/region/channel 

LexGyan Customer Use Cases 

1. Manufacturing – Inventory Turns & Stockouts: LexGyan Manufacturing consolidated ERP stock, sales orders, and channel demand to monitor inventory turns, aged stock, and stockout risk by plant and SKU. 

Decisions: Expedited purchase orders, rebalanced inventory across stores/resellers, and prioritized production for high-margin SKUs. 

2. Consumer Goods – Channel & Salesperson Performance: LexGyan Foods blended home-grown ERP, Tally, and CRM to track volume, margin, and promo uplift by channel (retail, reseller, online). 

Decisions: Shifted trade spend, realigned territories, and coached low-performing reps with targeted SKUs. 

3. Distribution – Order Fulfillment & Service Levels: LexGyan Distribution unified ERP orders, warehouse picks, and logistics ETAs to monitor OTIF (On-Time-In-Full), backorders, and returns. 

Decisions: Adjusted reorder thresholds, optimized carrier selection, and set safety-stock policies per region. 

4. Professional Services – Project Profitability & Utilization: LexGyan IT Services connected PSA/CRM, time & expense, and billing to view project GP, WIP, and utilization by practice and project manager. 

Decisions: Updated rate cards, improved resourcing, and tightened scope controls to protect margin. 

5. Retail/eCommerce – SKU Velocity & Returns Analysis: LexGyan Retail merged POS/eCom, ERP inventory, and returns to track SKU velocity, markdown risk, and return root causes. 

Decisions: Took pricing actions, pruned assortments, and managed vendor performance. 

6. Finance & Compliance – Governance Dashboards: LexGyan Financial centralized audit logs, DLP events, identity risk, and access reviews from M365, Entra, and Purview into a compliance cockpit. 

Decisions: Closed policy gaps, proved control effectiveness, and prepared for inspections—on demand. 

What’s Under the Hood 

  • Data Foundation: Microsoft Fabric Lakehouse/Lake + Power BI semantic models 
  • Pipelines: Power BI Dataflows / Fabric Data Factory or Power Automate for scheduled refresh 
  • Security: Microsoft 365 + Purview (RLS/obfuscation), auditability by design 
  • AI Assistance: Copilot/NLP for plain-language Q&A in English or local languages 

Ready to Transform Decision-Making? 

Book a 1:1 strategy session to map your use case and KPIs to a live executive dashboard. 

To know more Contact Us: 

+91-9619197232

+91-7045263107

sales@techgyan.com