MSME Ready ERP Cloud · Clarityboard Director MIS

The Business Owner’s View Without Chasing Updates

Leadership should not need fifteen phone calls to understand today’s sales, collections, production, service, and HR health.

  • Brings meaningful cross-functional indicators into one executive leadership pulse
  • Drills down from department health directly into delayed orders, owners & approvals
  • Focuses management meetings on resolving exceptions rather than collecting numbers
Included in MSME Ready ERP Cloud (₹49,900 + GST / mo · Unlimited Users) Pricing & Demo ↓

Clarityboard · End-to-End Flow

LIVE WORKFLOW
01 Department Activity
02 KPI Calculation
03 Leadership Pulse
04 Click Exception
05 Assign Action
06 Review Closure
Leadership Pulse & Drill-Down 6 Core Capabilities · Unlimited Users

What changes: Leadership sees what needs attention now, who owns it, and what decision is required.

Why MSMEs Upgrade Clarityboard

What breaks on spreadsheets & WhatsApp — and how Webyappy solves it.

Every screen and rule in Clarityboard Director MIS is designed around the practical day-to-day bottlenecks growing Indian MSMEs face.

Challenge 01

Information arrives too late

Sales, collections, production and HR numbers come in separate reports at different times.

✓ Webyappy Solution
One leadership pulse

Show the few most meaningful indicators for sales, finance, HR, production, service and projects.

Challenge 02

Top-line figures hide the reason

A low dispatch figure does not say which orders are stuck or who needs help.

✓ Webyappy Solution
Drill-down from KPI to action

Move from department health to specific delays, owners, transactions and pending approvals.

Challenge 03

Management meetings become status collection

Leaders spend the meeting asking for numbers instead of acting on exceptions.

✓ Webyappy Solution
Exception-focused reviews

Highlight missed commitments, SLA risks, overdue tasks and negative trends for quicker decisions.

Configured Around Your Business

What changes: Leadership sees what needs attention now, who owns it, and what decision is required.

Configurable: Company KPIs, threshold/exception logic, branch filters, visibility layers & MIS reports.

Inside Clarityboard Director MIS

Complete capabilities with live Desktop, Tablet & Mobile previews.

Every core workflow is ready out of the box—and fully customisable around your MSME’s fields, approval rules, statutory needs and MIS reports.

01 DIRECTOR COMMAND CENTER

Your Entire Business Health on One Screen in 30 Seconds

Stop waiting 10 days after month-end for conflicting Excel MIS sheets. Clarityboard gives Founders and Directors live visibility across every department.

  • Unified pulse of Revenue, Production Output, HR Geo-Attendance & Cash Flow
  • Drill down from company level → branch → department → individual employee
  • Eliminates status-check phone calls and marathon review meetings
✦ Founder’s Live Cockpit Request Clarityboard Demo →
Live Preview · DIRECTOR COMMAND CENTER
🔒https://cloud.webyappy.com/clarityboard/director-command-center
● Cloud Synced
WY
Clarityboard DIRECTOR COMMAND CENTER
● Live
Clarityboard / DIRECTOR COMMAND CENTER
+ New
● Role Filter Active
MTD Revenue 89% of Target
₹1.84 Cr
Geo-Attendance 153 Present
94.4%
Plant Plan Met 1.4% Scrap
94.8%
Cross-Department Execution Index (Live)
Service & AMC SLA Compliance 96.4% Health
Manufacturing & Shop-Floor Output 94.8% Health
Sales & Commercial Pipeline 91.0% Health
✓ Role-Based Access · Configurable fields, approvals & MIS Webyappy Cloud
02 BOTTLENECK & ESCALATION RADAR

Exception-Based Leadership: See Only What Needs Attention

Clarityboard automatically surfaces delayed orders, margin exceptions, raw material shortages, and overdue receivables before they hurt delivery.

  • Real-time Red/Amber alerts across Sales, Plant, HR & Finance
  • 1-click action to approve exceptions or nudge department heads
  • Full audit trail from alert detection to resolution
✦ Proactive Bottleneck Radar Request Clarityboard Demo →
Live Preview · BOTTLENECK & ESCALATION RADAR
🔒https://cloud.webyappy.com/clarityboard/bottleneck-escalation-radar
● Cloud Synced
WY
Clarityboard BOTTLENECK & ESCALATION RADAR
● Live
Clarityboard / BOTTLENECK & ESCALATION RADAR
+ New
● Role Filter Active
Director Exception & Drill-Down Register
Dispatch fulfilment at 82% — click exceptions to inspect delayed orders & owners
2 Action Items
DF
Dispatch Fulfilment 82% — 3 Delayed Work Orders (Incl. WO-1024)
Production Exception · Owner: Plant Planner • Incoming raw material shortage flagged for expedited PO
CA
Commercial Approval — Quote EW/Q/2026/014 (Version 2)
Sales → Approval · Roofing sheets revision awaiting manager sign-off before PDF release
✓ Role-Based Access · Configurable fields, approvals & MIS Webyappy Cloud
03 CROSS-FUNCTIONAL MIS

Filterable Department, Period & MoM/QoQ Trend MIS Views

Compare current performance against prior months and quarters across departments, branches, or teams without manual spreadsheet consolidation.

  • Role-appropriate MIS views across Sales, Production, HR, Service & Finance
  • Filter by branch, team, date range, and MoM / QoQ period comparisons
  • Tracks leadership review action owner, target review date & closure status
✦ Cross-Functional MIS Request Clarityboard Demo →
Live Preview · CROSS-FUNCTIONAL MIS
🔒https://cloud.webyappy.com/clarityboard/cross-functional-mis
● Cloud Synced
WY
Clarityboard CROSS-FUNCTIONAL MIS
● Live
Clarityboard / CROSS-FUNCTIONAL MIS
+ New
● Role Filter Active
Department Activity
CRM & Quotations✓
HRMS & Attendance✓
Production & Service✓
Accounts & Receivables✓
CONFIGURED MIS Leadership Clarityboard Unified Pulse

Daily pulse, weekly review & monthly exception highlights

✓ Role-Based Access · Configurable fields, approvals & MIS Webyappy Cloud
04 DAILY FOUNDER BRIEF

Morning Cash, Order Booking, Dispatch & Collection Brief

Start every morning with one trusted executive sheet showing yesterday’s orders booked, factory dispatches, bank collections, and critical dues.

  • Consolidated daily movement across Orders, Billing, Collections & Payables
  • Highlights top overdue receivables and high-value quotes awaiting decision
  • Available on web and mobile without waiting for manual morning reports
✦ 9:00 AM Executive Pulse Request Clarityboard Demo →
Live Preview · DAILY FOUNDER BRIEF
🔒https://cloud.webyappy.com/clarityboard/daily-founder-brief
● Cloud Synced
WY
Clarityboard DAILY FOUNDER BRIEF
● Live
Clarityboard / DAILY FOUNDER BRIEF
+ New
● Role Filter Active
FOUNDER DAILY PULSE • LIVE

CONSOLIDATED BUSINESS MOVEMENT SNAPSHOT

Auto-compiled across Sales, Plant, Service & Finance • Updated Live

New Confirmed Orders Booked (7 Deals Closed) ₹28,40,000
Factory Dispatches Billed & E-Way Bills Issued ₹24,15,000
Customer Collections Received (RTGS / NEFT / UPI) ₹19,80,000
MTD Billed Revenue (89.2% of Monthly Plan) ₹1,84,20,000
✓ ✓ 2 Production & 1 Commercial exception flagged for quick review
✓ Role-Based Access · Configurable fields, approvals & MIS Webyappy Cloud
05 BRANCH & UNIT SCORECARD

Multi-Branch & Department Target vs. Actual Health Matrix

Compare branches, plants, and business units side-by-side against monthly operational plans to see where leadership support is needed.

  • Compare Mumbai HQ, Pune Plant, Bhiwandi WH & Regional Zones side-by-side
  • Drill down from branch KPI variance directly into underlying transactions
  • Turns weekly management meetings from status-gathering into decision-making
✦ Multi-Branch Visibility Request Clarityboard Demo →
Live Preview · BRANCH & UNIT SCORECARD
🔒https://cloud.webyappy.com/clarityboard/branch-unit-scorecard
● Cloud Synced
WY
Clarityboard BRANCH & UNIT SCORECARD
● Live
Clarityboard / BRANCH & UNIT SCORECARD
+ New
● Role Filter Active
Active Units 4 Branches Real-Time Sync
Plan Attainment 91.4% Weighted Org Avg
Open Exceptions 4 Items Owners Assigned
SLA Health 95.8% Plant + Service
Target vs. Achievement
Pune Chakan Plant Manufacturing & QC
94.8% Out / 100% Plan14 Active WOs
95%
Healthy ✓
Mumbai Corporate Sales Enterprise & Channel
₹1.12 Cr / ₹1.20 Cr44 Deals Won
93%
On Track
Field Service Division AMC & Installations
96.4% SLA / 95% SLA4.8★ Rating
96%
Exceeding ✓
Collections & AR Desk Overdue Recovery
₹36.5L / ₹45.0LINV-2041 Follow-up
81%
Focus Area
West Operations HQ + Plant + WH
₹1.41 Cr / ₹1.50 Cr96% Attendance
94%
Strong ✓
South & Gujarat Regional Sales & Service
₹43.2L / ₹60.0LCoaching Active
72%
Review Set
Turnkey Projects 9 Active Sites
91.5% Met / 90% M-SLA24.2% Margin
92%
On Budget ✓
Repeat Supply & AMC 184 Contracts
89.0% Met / 90% RenewSteady Cashflow
89%
Healthy
✓ Role-Based Access · Configurable fields, approvals & MIS Webyappy Cloud
06 ANNUAL BUDGETS & BOARD PACKS

FY Revenue & Expense Budgets vs. Actuals, Variance Alerts & Board Exports

Set quarterly and annual budgets across revenue, procurement, payroll, and overheads—with live variance guardrails and 1-click board presentations.

  • Set FY revenue, collection, procurement & department expense budgets with live Plan-vs-Actual tracking
  • Automatic variance flags when overhead spend, discount %, or factory scrap crosses sanctioned limits
  • 1-click PDF Board Deck & clean Excel/CSV management pack ready for promoter, banker & auditor reviews
✦ Plan vs. Actual Governance Request Clarityboard Demo →
Live Preview · ANNUAL BUDGETS & BOARD PACKS
🔒https://cloud.webyappy.com/clarityboard/annual-budgets-board-packs
● Cloud Synced
WY
Clarityboard ANNUAL BUDGETS & BOARD PACKS
● Live
Clarityboard / ANNUAL BUDGETS & BOARD PACKS
+ New
● Role Filter Active
FY 2026–27 Budget Governance & 1-Click Board Pack Configured Rules
Revenue Plan
Q3 Booking vs. Sanctioned Budget

₹6.42 Cr achieved against ₹6.10 Cr plan (+5.2% ahead across West & South zones).

✓ Ahead of Plan ✓
Cost Guardrail
Department Overhead Variance

Plant power, freight & admin overheads running at 96.4% of approved monthly budget.

✓ 0 Budget Breaches
1-Click Export
Monthly Board & Banker MIS Pack

Consolidated P&L pulse, order backlog, debtor velocity & headcount exported in 10 seconds.

✓ PDF & Excel Ready
✓ Role-Based Access · Configurable fields, approvals & MIS Webyappy Cloud
Enterprise Foundations Included

Built-in controls, customisation & data portability.

Every Clarityboard Director MIS deployment includes enterprise governance, no-hassle data migration, and customisation around your MSME’s exact rules.

01 · Access & Governance

Role, Branch & Maker-Checker Control

  • Granular View / Create / Edit / Approve / Export permissions per role
  • Multi-branch, plant, warehouse & department data scoping
  • Immutable user & timestamp audit log on sensitive edits
02 · Customisation

Custom Fields, Workflows & Print Layouts

  • Add custom fields, dropdowns, numbering series & validation rules
  • Configurable multi-level approval thresholds mapped to your hierarchy
  • Company-branded PDF print formats with logo, GSTIN & terms
03 · Data & Connectivity

Bulk Import/Export, Alerts & Mobile Ready

  • Guided historical master & opening-data import via Excel / CSV
  • 1-click Excel, CSV & PDF exports across registers and MIS views
  • Configurable WhatsApp, Email & in-app notifications on Web & Mobile
One Connected Operating Rhythm

Explore all 15 configurable ERP modules.

Begin with Clarityboard today and connect additional departments whenever your team is ready — all sharing one unified database.

Sales

CRM

Lead and client management, interaction tracking, reminders and analytics.

Explore →
People

HRMS

Recruitment, onboarding, attendance, payroll, policies, documents and learning.

Explore →
Management

Productivity

Daily reviews, KRA/KPI/OKR tracking, performance monitoring and reports.

Explore →
Management

Clarityboard

Director dashboard for BI, sales, production, client, HR and cross-functional analytics.

● Viewing Module
Sales

Quotation

Quotation creation, version control, approvals, PDFs, emails and quote history.

Explore →
Sales

Sales Performance

Calls, meetings, calendar, targets, geo-tracking, sales kit and reports.

Explore →
Sales

Marketing Automation

Campaigns, email/SMS/WhatsApp, lead nurturing, follow-ups and analytics.

Explore →
Operations

Production Suite

Planning, job cards, MRP, work orders, stage monitoring, QC and inventory.

Explore →
Operations

Service Suite

AMC, assignment, service requests, feedback, SLA and renewal alerts.

Explore →
Operations

Distributor / Franchise

Distributor login, pricing, orders, stock, commissions, analytics and invoices.

Explore →
Sales

Ecommerce Suite

Catalog, inventory, orders, customers, payments, discounts and reviews.

Explore →
Finance

Accounts & Finance

Purchase, invoices, vendors, Tally/GST, expenses, payments and reports.

Explore →
Operations

Project Management

Goals, milestones, tasks, status tracking, alerts and project reports.

Explore →
Management

Task Management

Task creation, assignment, deadlines, status updates and manager dashboards.

Explore →
Finance

Admin

Assets, office inventory, petty cash, supplies, documents and policies.

Explore →
Pricing & Personalised Walkthrough

Simple, unlimited-user pricing built for growing MSMEs.

Clarityboard Director MIS is included as part of the Webyappy MSME Ready ERP Cloud — connecting your teams, approvals and MIS on one predictable subscription with zero per-user fees.

★ Includes Clarityboard + All Core Modules

MSME Ready ERP Cloud

₹49,900 + GST / month
BILLED QUARTERLY IN ADVANCE · UNLIMITED USERS
💡 Pay annually & save 10% on your subscription fee.
  • Single-screen Morning Pulse for Founders & Directors
  • Live BI across Sales, Production, Projects, HR & Finance
  • Working capital, receivables vs. payables & margin visibility
  • Scheduled 8:30 AM WhatsApp/Email Founder Briefs
  • Drill-down from top KPIs straight to source transactions
Custom Workflows & Modular Options

Tailored Around Your Exact Process

Most SaaS tools force your team into rigid screens. Webyappy maps your real MSME workflow first — with flexible ways to get started:

Bespoke Module / Workflow Setup — ₹75,000 PER MODULE

Applicable only when a brand-new custom module, approval engine or specialised departmental workflow is engineered specifically for your business.

Want to Start With a Single Module First? — From ₹4,990 + GST / MO

8 off-the-shelf modules (CRM, HRMS, Tasks, Quotation, Marketing, Production, Projects & Catalog) are available individually with unlimited users.

Ready to see Webyappy Clarityboard in action?

Schedule a personalised live walkthrough with our team and get a rollout plan tailored to your MSME.