MAKIN 
Tally holds the truth; nobody can see it quickly.
TallyPrime is where the books live, and its reports are accurate. What owners miss is the view across them: sales against last month, receivables by age, stock that has not moved, all on one screen and current without someone exporting it to Excel first.
The data can leave Tally without retyping.
TallyPrime can share its data with other software in XML, and through ODBC. A connector can read sales, receipts, outstanding bills and stock directly, so the dashboard shows the same numbers the books do. Any process that involves a person exporting and pasting will drift from the books within weeks.
Refreshing is the hard part.
A dashboard built once is easy. A dashboard that refreshes every day needs Tally running where the connector can reach it, a scheduled job and someone to notice when it fails. Plan this before you plan the charts, because a dashboard that is a week out of date stops being opened.
Start with four pages.
Sales, receivables, stock and profit and loss cover what most owners check every week. Add more only when someone asks a question these four cannot answer.
What each page should answer
A useful first version answers these, one page each:
- Sales: this month against last month and the same month last year, by product group, customer and branch
- Receivables: who owes what, how old each bill is, and which customers are slipping
- Stock: what is on hand, what has not moved, and what is about to run short
- Profit and loss: the monthly trend, with the largest cost heads visible without drilling down
Where the data lives decides the setup
If Tally runs on one office computer, the connector has to run on that network, and that computer must be switched on when the refresh happens. Power BI’s on-premises data gateway is the usual way to schedule refreshes from data kept on a local machine. If Tally runs on a cloud server, the connector can sit beside it and the refresh no longer depends on an office PC.
Several companies or branches in Tally can be combined into one view, as long as ledger and stock item names are mapped consistently. That mapping is where most of the setup time goes, and it is worth doing once, properly.
Who sees what
Owners usually want everything; the accountant or CA wants the ledgers and the trial balance view; a branch manager should see only their branch. Decide this before building, because it changes how the reports are shared. Building in Power BI Desktop is free, while sharing reports with colleagues needs Power BI licences; check Microsoft’s current pricing for your team size.
What it costs with us
Our Tally to Power BI Dashboard starts at ₹15,000. It reads TallyPrime through its XML export, with no paid connector, and covers sales, receivables, stock and P&L pages, branch and company consolidation, daily refresh, and separate owner and CA views. Optional hosting and refresh support is ₹1,999 a month. If you also want vouchers to flow into Tally from other systems, see Tally integration.