MIS Reports & Management Dashboards
One report your management team reads, instead of six nobody opens.
MIS & dashboards for distributors, brands and marketplace sellers
Turn messy business data into a report your team actually uses.
We clean, automate and visualise your sales, stock and purchase-order data in Excel and Power BI — starting with the workbook you already have.
Your workbookYour report
- Dates unified
- Duplicates removed
- Errors resolved
Built in the tools you already use
- Excel
- Google Sheets
- Power BI
- PowerPoint
Sound Familiar?
You probably came here with one of these.
Pick the one that stings. It goes straight to the work that fixes it.
The monthly report takes too long
Days of copying, pasting and formatting before anyone sees a number — and by then the month has moved on.
The data is scattered across files
Sales in one workbook, stock in another, expenses in a third, and no single view that reconciles them.
It arrives as a PDF, not a spreadsheet
Statements, invoices and registers that somebody has to retype before any of the real work can start.
The report shows numbers, not actions
Plenty of figures, no indication of which one matters this month or what to do about it.
The same steps happen every week
A manual sequence that one person knows, that nobody else can run, and that never gets shorter.
The workbook has outgrown Excel
Slow to open, impossible to share, and five people are keeping five different copies.
Recognise one of these? Send us the file.
Services
What we do.
Choose the outcome, not the tool. Every page states what is included and what is not.
Power BI Dashboards
For when your reporting has outgrown a workbook.
Excel Automation
Remove the steps somebody repeats every week.
Data Cleanup & Validation
Before a report can be right, the data underneath it has to be.
Work samples
The file you send us. The report you get back.
Three typical jobs, one for each kind of business we work with: the sheet we usually receive, and what your team opens every month after we are done.
- What we received
- Amazon and Flipkart settlement exports for August, pasted into one sheet by hand.
- What they needed to know
- Which products actually make money after fees and returns?
| 1 | order_id | date | sku | channel | qty | sale_amt | fees | status |
|---|---|---|---|---|---|---|---|---|
| 2 | 402-118 | 03/08/26 | KURTA-BLU-M | amazon | 1 | 899 | -212.40 | Delivered |
| 3 | 402-1181 | 03/08/26 | KURTA-BLU-M | amazon | 1 | 899 | -212.40 | Delivered |
| 4 | OD3321 | 2026-8-42 | kurta blu m3 | FLIPKART | 2 | 1,798.00 | 4314 | delivered |
| 5 | OD3345 | Aug 52 | KRT-RED-L3 | Flipkart | 1 | 949 | 5 | RTO |
| 6 | 402-221 | 05-08-20262 | DUPATTA-01 | Amazon | 3 | Rs 1,3476 | -310 | Customer Return |
| 7 | 402-230 | 06/08/26 | DUPATTA-01 | amazon | 1 | #N/A7 | -98 | Delivered |
| 8 | OD3390 | 07/08/26 | KURTA-BLU-M | Flipkart | 1 | 899 | 0 | Cancelled |
7 problems in 7 rows
- Same order exported twice, so sales are counted double
- Four different date formats in one column
- One product written three ways (KURTA-BLU-M, kurta blu m, KRT-RED-L)
- Flipkart fees are positive, Amazon fees are negative
- Fee missing on a returned-to-origin (RTO) order
- Amount typed as text ("Rs 1,347"), so it does not add up
- #N/A from a broken price lookup
What we fixed
- Duplicate orders removed
- One date format
- SKUs mapped to 4 master products
- Fees signed the same way for both channels
- RTO charges pulled from the settlement
- Text amounts turned into numbers
- Cost price added from your purchase sheet
SKU profitabilityAugust 2026 · Amazon + Flipkart · 690 units
Net sales₹4.82 L4 SKUs
Marketplace fees23.5%of net sales
Return + RTO rate13.2%of units
Loss-making SKUs1 of 4KURTA-RED-L
Detail
| SKU | Units | Net sales | Fees | Returns | Per unit |
|---|---|---|---|---|---|
| KURTA-BLU-M | 212 | ₹1,90,588 | 22.8% | 8.1% | ₹186 |
| KURTA-RED-L | 96 | ₹91,104 | 24.1% | 27.4% | −₹38 |
| DUPATTA-01 | 318 | ₹1,42,782 | 23.0% | 11.9% | ₹64 |
| PALAZZO-BLK | 64 | ₹57,536 | 25.9% | 15.6% | ₹97 |
What to do next
- KURTA-RED-L loses ₹38 on every order because 27% come back as RTO. Turn off cash on delivery for it, or raise the price by ₹60.
- KURTA-BLU-M earns the most per unit. Put the ad budget behind it first.
- PALAZZO-BLK pays the highest fees (25.9%). Check its fee category on Flipkart.
- Package
- Insight Report
- Delivered as
- Excel report with findings
- Refresh
- Monthly: paste next month's exports, the report updates
These are illustrative samples. Business names, SKUs and figures are made up, so no client's data is shown.
Your turn
Send us one messy file.
Send a sample, or a link to one you control, on WhatsApp or through the form. We reply within one working day with what we would fix and which package fits.
Full case study · FMCG · online channels
From 9 messy platform files to one MIS the sales team can act on
A real job with the client hidden: the files, the problems, the fixes and the report.
Read the case studyIndustries
Who we build reporting for.
Online, key accounts and offline — the three ways trade actually splits, and the reports each one needs.
Online Channels Full guide
Brands and sellers trading across marketplaces and quick-commerce platforms at once — where every platform issues its own purchase orders, fills them partially, reports offtake in its own format, and none of it adds up to one number until somebody makes it.
- Purchase order report, platform by platform
- PO fill rate, tracked by platform, SKU and week
- Offtake (sell-out) report — what actually reached shoppers
- SKU-level sales read against PO fill rate
- Brand-wise sales, every platform combined
+ 6 more reportsShow fewer
- Combined offtake across all platforms, one number
- Sell-in versus sell-out, reconciled
- Stock cover and days of inventory by platform and dark store
- Availability and out-of-stock tracking by listing
- Returns, RTO, claims and deductions by platform
- Ad spend against attributed sales, by platform
Data from
+ 4 moreShow fewer
Key Accounts
Brands supplying the large retail chains, where each account raises its own purchase orders on its own cycle, fills them partially, and reports sell-out in its own format — and the national picture only exists once somebody builds it.
- Purchase order report, account by account
- PO fill rate, tracked by account, SKU and week
- Sell-out (offtake) report per account
- SKU-level sales read against PO fill rate
- Brand-wise sales, every account combined
+ 5 more reportsShow fewer
- Store and region-wise offtake within an account
- National, cash & carry and regional accounts read side by side
- Stock cover and days of inventory at DC and store level
- Claims, deductions and settlement reconciliation
- Listing and planogram compliance against what was ordered
Data from
+ 12 moreShow fewer
Offline Channels
General trade and everything else that sells without a platform in between — kirana, pharmacy, distribution, clinics, manufacturing and the rest. Different data, same question: what sold, where, and what should be reordered.
Sectors
+ 9 moreShow fewer
Process
How we work.
Five stages. A reply within one working day, and scope agreed in writing at stage three, before anything gets built.
01
Understand the goal
We start with the decision or the workflow, not the dataset. Reply within one working day.
02
Inspect a sample
A small, safe sample tells us more than any amount of description.
03
Confirm scope
Deliverables, exclusions, revisions and a delivery date, in writing — usually within one working day of the sample.
04
Build and validate
We build, then we try to break it before you see it.
05
Hand off or maintain
You own the file, and somebody on your side can run it — or we keep running it for you with Managed Reporting.
Packages
Know what you need? Start from a fixed scope.
Still deciding? Send a safe sample and we will recommend the simplest route that works.
01 · One-off
Quick Fix
A single file, cleaned or converted, checked and handed back.
02 · One-off
Insight Report
Clean data, defined KPIs, and a findings document that names what to do next.
03 · Build
Interactive Dashboard
An Excel or Power BI dashboard, with the KPI definitions and refresh written down.
Trust & Privacy
Your data, handled the way we would want ours handled.
What happens to your files, in plain terms.
Only the founders work on it
Your files are handled by the two founders and nobody else. No subcontractors are used, and if that ever changes we will tell you before it applies to your project.
Files stay in your control
Share a Google Drive or OneDrive link instead of uploading. You choose who can open it, and you can switch it off when the work is done.
Send the minimum, not the maximum
One representative sample is enough to scope a project. Where the work does not need identifying fields, strip them before sending rather than trusting anyone with them.
Why MakeMyMIS
Why MakeMyMIS?
Because reporting should do more than report.
- 01
Built around how Indian trade reports
Purchase orders, fill rates, offtake, secondary sales and outstanding — the numbers distributors and sellers actually run on, not a generic template.
- 02
Excel first, scale later
We improve the workbook you already have before recommending anything that needs a licence. The upgrade path stays open; you just are not pushed down it early.
- 03
One page first
We start with the one report your team will open every week, and build out from there only if it earns it.
- 04
Scope written down first
Inclusions, exclusions, revisions and timeline are agreed before the work starts — so the boundary is something you read, not something you discover.
FAQs
Questions worth asking before you hire anyone.
Straight answers on files, confidentiality, cost and timing.
What files do you need from me?
To quote: one representative file or page — the messy one, not the tidy one. To build: the sources behind it, in whatever format they already exist. Excel, CSV, Google Sheets, a system export, a PDF or a scan all work. We will tell you what is needed before any full-file transfer, and we would rather see a small sample first than a full dataset we have not yet agreed to handle.
Can you work with sensitive or confidential data, and is an NDA available?
Yes to both. We will sign your NDA — we do not currently offer a template of our own, so yours governs. For anything sensitive, tell us before you send it and we will agree how it gets transferred. Where the analysis does not need identifying fields, we would rather you remove them than trust us with them. We do not publish client data or screenshots without written permission. We hold no formal security certifications — if you need one, tell us early.
Will the report refresh when new data arrives?
Only if it was scoped to. A one-time report answers a question at a point in time; a refreshable one needs the source to arrive in a consistent shape each period, and it is built differently. Tell us at the scoping stage which you want — converting the first into the second afterwards costs more than building the second outright.
When should we use Excel, and when Power BI?
Stay in Excel while one or two people read the report, the data fits comfortably in a workbook, and the refresh can be someone opening a file. Move to Power BI when several people need the same view, the workbook has become slow, the report has to work on a phone, or the refresh has to be scheduled rather than remembered. We assess this before we quote and will tell you to stay in Excel when that is the honest answer — it costs you less and needs no licence.
Send a sample, or just describe the report you need.
You will get a reply within one working day — a scoped quote if we can help, and a straight answer if we cannot.