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Dashboard
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LIVE BUSINESS DASHBOARD
Welcome
Your jewellery business at a glance.
● Live SQLCurrent branchSmart quotation
Sales trend
Monthly sales for the last 6 months
Metal rates
Active rates from BoardRates
Rough estimation
Prepare an indicative price for your customer.
ESTIMATED TOTAL₹0
IndicativeNet metal weight0 g
Metal value₹0
Wastage value₹0
Making charges₹0
Stone charges₹0
GST₹0
Final price may vary after exact weight and quality inspection.
Quotation items
No tags added
| Tag No. | Product | Net Weight | Before GST | GST | Total | |
|---|---|---|---|---|---|---|
| Add a tagged or manual jewellery item. | ||||||
Jewellery catalogue
Browse designs, pricing, and stock.
Software Error Tickets
Report a problem and track it until it is resolved.
Raise a New Ticket
Give enough information to reproduce and solve the issue quickly.
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Showroom Customer Flow
Track every customer from reception through counters to purchase or follow-up.
1 Reception→2 Sales Counters→3 Cash / Outcome
Customer Check-in
Receiver records the customer and assigns the first salesman.
Customers Inside Showroom
Current assignment and counter
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Reception Outcome
Use when the customer returns without purchasing.
Assigned Customers
Select a customer to record this counter experience.
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Salesman Experience
Record what was shown and the customer's response.
Waiting at Cash Counter
Customers sent by the sales team.
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Confirm Purchase
Bill number and amount are verified with the Sales table.
CRM Dashboard
Live enquiries, follow-ups and jewellery sales pipeline.
Sales Pipeline
Lead count and expected value by stage
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Today's Follow-ups
0 due today · 0 completed
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Recent Leads
Latest customer enquiries
| Lead | Customer | Interest | Stage | Employee | Next Follow-up |
|---|---|---|---|---|---|
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Leads & Follow-ups
Capture enquiries and make sure every customer receives a timely response.
New Jewellery Enquiry
A follow-up task is created automatically when a date is selected.
Lead follow-up
Customer conversation
Record what the customer said and schedule the next action.
| Lead | Customer | Product | Source | Budget | Stage | Employee | Next Follow-up | Action |
|---|---|---|---|---|---|---|---|---|
| Loading CRM leads... | ||||||||
Lead Source & Status
Know how many enquiries came from walk-in, WhatsApp, referral and every other source.
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Source Performance
Selected period
| Lead Source | Total Leads | Open | Won | Lost | Conversion |
|---|---|---|---|---|---|
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Lead Status Details
Every lead with its present status and campaign location
| Lead | Customer | Source | Campaign Location | Status | Employee | Created | Next Follow-up |
|---|---|---|---|---|---|---|---|
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Birthday & Wedding Occasions
Upcoming customer occasions with complete showroom and purchase history.
Customer Occasion Details
Upcoming 30 days
| Occasion | Date | Customer | Mobile | Visits | Purchased? | Bills | Purchase Amount | Last Visit | |
|---|---|---|---|---|---|---|---|---|---|
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Tag History
Complete stock, branch movement, stone, sale and profit history for one tag.
Reports
Review estimates, value, and catalogue performance.
Total estimate value₹0
Average estimate₹0
Total estimates0
Estimate report
Current month
| Date | Estimate | Customer | Item | Amount | Status |
|---|
Stock Status
Available jewellery stock grouped by Metal.
Available tags0
Total pieces0
Total gross weight0.000 g
Total net weight0.000 g
Metal-wise stock
Product totals from active and available tags
| Metal | Product | Tags | Pieces | Gross Weight | Net Weight |
|---|---|---|---|---|---|
| Loading stock status… | |||||
Sales Abstract Report
Daily sales summary for the selected date range.
Metal-wise sales abstract
Select a date range
| Metal | Sale Weight | Sales Amount | Tax Amount | Grand Total |
|---|---|---|---|---|
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Purchase Details
Grouped by Category
| Category | Purchase Gross Weight | Purchase Amount |
|---|---|---|
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| Purchase Total | 0.000 g | ₹0 |
Customer Schemes
Receipts and deliveries
| Scheme Transaction | Records | Weight | Amount |
|---|---|---|---|
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| Scheme Total | 0 | 0.000 g | ₹0 |
Collection by Payment Mode
Debit and Credit balance
| Payment Mode | Debit | Credit | Balance |
|---|---|---|---|
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Product-wise Sales
Sales grouped by product.
Product Sales Details
All vendors
| Product | Vendor | Pieces | Gross Weight | Net Weight | Sales Amount | Tax Amount | Grand Total |
|---|---|---|---|---|---|---|---|
| Grand Total | 0 | 0.000 g | 0.000 g | ₹0 | ₹0 | ₹0 |
Stock vs Sales Comparison
Identify dead stock and products where additional investment can improve sales.
Current stock investment₹0
Dead stock investment₹0
Dead stock products0
Products to replenish0
Product Movement and Investment
Dead stock means no sales during the selected period.
| Product | Status | Recommendation | Stock Pcs | Stock Net Wt | Investment | Sold Pcs | Sold Net Wt | Sales Amount | Sell-through | Last Sale |
|---|
Investment uses Tags.PURCHASEAMOUNT when available; otherwise Net Weight × Board Rate.
Vendor-wise Stock vs Sales
Compare current vendor stock, investment and sales performance.
Vendors0
Current stock investment₹0
Current stock net weight0.000 g
Sales amount₹0
Vendor Performance
Stock compared with the selected sales period.
| Vendor | Status | Current Stock | Stock Weight | Stock Investment | Investment Share | Sold Pieces | Sold Weight | Sales Value | Sales % | Last Sale |
|---|
Stock Ageing
See where old inventory and investment are blocked.
Total stock investment₹0
Above 180-day investment₹0
Above 180-day tags0
Oldest stock age0 days
Ageing by Product and Vendor
Oldest buckets are shown first.
| Product | Vendor | Age Bucket | Tags | Pieces | Net Weight | Investment | Average Age | Oldest Tag Date | Details |
|---|
Investment uses Tags.PURCHASEAMOUNT when available; otherwise Net Weight × Board Rate.
Smart Reorder Planner
Convert sales velocity into recommended purchase quantities.
Recommended products0
Recommended pieces0
Estimated investment₹0
Overstock products0
Purchase Recommendations
Based on selected sales period and stock target.
| Product | Action | Stock Pcs | Stock Net Wt | Sold Pcs | Monthly Sales | Months Cover | Target Pcs | Buy Pcs | Buy Net Wt | Estimated Investment |
|---|
Recommendations use average monthly pieces sold. Estimated investment uses current average stock cost per piece; if unavailable, average sold item value is used.