Perfect clarity.
Every decision backed by truth.
Transform raw data into actionable insights. Executive dashboards, department scorecards, and AI-powered alerts—all in one platform.
Stop guessing. Start acting. From boardroom dashboards to granular drilldowns, Upbooks gives you enterprise-grade analytics without enterprise-grade complexity.
Everything you need to see the full picture
Six powerful analytics capabilities to drive growth
Executive Dashboards
High-level KPIs at a glance. Revenue, margins, productivity, project health—fully customizable.
- Drag-and-drop widgets
- Real-time KPI cards
- Custom calculations
- Email scheduling
Department Scorecards
Goal tracking for every team. See performance trends, achievements and bottlenecks.
- Goal vs Actual tracking
- Team performance trends
- Individual achievements
- Benchmarking
Automated Report Delivery
Daily, weekly, monthly reports delivered automatically. No more manual compilation.
- Custom scheduling
- Multi-recipient delivery
- PDF/Excel export
- Report templates
AI Anomaly Detection
Spot unusual patterns before they escalate. ML-powered deviations flagged instantly.
- Smart thresholds
- Instant notifications
- Historical analysis
- Custom alert rules
Drill-Down Analysis
Click any metric and dive deeper—from summaries to source transactions in seconds.
- Multi-level drilling
- Transaction details
- Quick filtering
- Audit trail access
15+ Chart Types
Line, bar, pie, waterfall, gauge, heatmap and more. Tell better stories with visuals.
- Interactive charts
- Custom color themes
- Export images
- Drill-enabled charts
See analytics in action
Real dashboard from Indian SaaS managing ₹500Cr
Real-time Executive Dashboard
Our analytics bring together every metric that matters. Revenue, profit margins, project status, team utilization—all in one beautiful, updateable view. Data refreshes every 30 minutes. Alerts notify you instantly of anomalies.
- • Live KPI cards with trend indicators
- • Interactive charts with hover details
- • Click to drill down to source data
- • Export data in any format
- • Mobile responsive
Your marketing team sees campaign performance. Your finance team sees budget vs spend. Your operations team sees project health. All from the same platform.
Results teams achieve
See what analytics-driven decisions deliver
Real-time validation eliminates manual errors. Audit trail for every change. Compliance-ready analytics.
Reports that took 2 days now take 30 minutes. Automated scheduling keeps everyone informed. Mobile-ready insights anywhere.
Identify optimization opportunities, reduce waste, and improve allocation. Real numbers from real deployments.
Advanced capabilities
For teams ready to go deeper
Build exactly what you need
Drag-and-drop dashboard builder. No coding required. Choose from 50+ pre-built widgets or create custom ones. Assign different dashboards to roles. Save multiple views for different use cases.
- • Drag-and-drop simplicity
- • 50+ pre-built widgets
- • Custom calculations
- • Role-based dashboards
- • Save unlimited views
- • Share with team
Deliver insights on autopilot
Set it and forget it. Schedule reports to run daily, weekly, monthly, or on custom frequencies. Distribute to multiple recipients automatically. Only send when thresholds are met.
- • Daily, weekly, monthly scheduling
- • Multi-recipient delivery
- • Conditional sending
- • PDF & Excel formats
- • Archive all reports
- • Search historical reports
Security meets simplicity
Enterprise-grade protection without complexity. RBAC, row-level security, audit logs, and compliance (GDPR, SOC 2, ISO 27001). Data lineage and SSO included.
- • Role-based access control (RBAC)
- • Row-level security
- • Full audit logs
- • Data lineage tracking
- • Compliance reports
- • SSO integration
Works with your entire stack
Connect 50+ tools and data sources
From chaos to clarity
How a ₹50Cr manufacturer transformed operations
The Challenge
XYZ Manufacturing manages ₹50 crore inventory across 3 factories and 500+ employees. Leadership had no real-time view of profitability by product line. Monthly reports took 1 week—insights arrived too late.
- ❌ Manual Excel consolidation (5 days)
- ❌ Siloed department data
- ❌ Delayed insights (weekly reports)
- ❌ No anomaly detection
The Solution
Deployed Upbooks Analytics across 3 factories. Connected ERP data, updating every 30 minutes. Built 5 executive dashboards + 12 department scorecards.
- ✅ Executive dashboard (live KPIs)
- ✅ Department scorecards (factory-wise)
- ✅ Automated daily reports
- ✅ AI anomaly alerts
The Results
Leadership now sees real-time factory performance. Product profitability is clear. Inventory issues are caught days early. Operations run on data, not intuition.
Plans that scale
Choose what fits your team
- 5 custom dashboards
- Daily reports
- 10 data sources
- Email support
- Basic charts
- Everything in Starter +
- Unlimited dashboards
- AI anomaly detection
- 50+ data sources
- Advanced charts
- Priority support
- Everything in Professional +
- Unlimited everything
- Custom data pipelines
- Dedicated analyst
- Advanced integrations
- 24/7 support
- SLA guarantee
Loved by teams across India
See why 10,000+ teams chose Upbooks
"Upbooks Analytics replaced our entire reporting cycle. What took 1 week now happens automatically. The board loves the real-time dashboards."
"The AI anomaly detection caught issues 3 days early. We fixed problems before customers felt them."
"Every team leader has real-time visibility. Decisions are faster and more accurate."
Questions? We have answers.
Everything you need to know
How quickly can we start seeing insights?▾
You'll have your first dashboard in 24 hours. Most customers are generating reports by day 3. No data scientist needed.
What if our data is in multiple systems?▾
Upbooks consolidates data from 50+ sources. We handle integrations—you get one unified platform.
Is real-time data possible at our scale?▾
Yes. We handle 100M+ transactions daily. Data refreshes every 30 minutes.
Can we customize reports for our industry?▾
Absolutely. 50+ pre-built templates by industry + full customization. No limits.
What about security and compliance?▾
Enterprise-grade: ISO 27001, SOC 2 Type II, GDPR, encrypted, full audit logs.
Do we need a data analyst?▾
No. No SQL required. Business users build reports in minutes.
How does it compare to Tableau/Power BI?▾
Easier setup, faster time-to-value, built-in ERP connectors, better for Indian businesses.
Can we export and schedule reports?▾
Yes. PDF, Excel, CSV. Schedule to multiple recipients with conditions.
Ready to make smarter decisions?
Join 5,000+ teams using Upbooks Analytics. Get real-time insights into your business.