Owner / MD Dashboard
Live visibility into sales, stock, margin, cash, and approvals.
Today’s Sales₹48.2L12.6% above target
MTD Sales₹8.6Cr18.3% growth
Gross Margin7.4%0.6% improved
Stock Value₹25.7Cr99.6% HUID
Pending Approvals73 high priority
Monthly Sales Trend
Branch-wise Revenue
Business Exceptions
Low stock alert 12 items
GST filing due 3 days
Discount approvals 5 bills
Audit discrepancy 2 items
Category Mix
₹8.6Cr
Gold 56% · Diamond 22% · Silver 10% · Other 12%
Owner Workbench
Approve high-value discounts
Review branch cash variance
Release urgent karigar jobs
Schedule stock audit
Bill Items (0)
| Item | Weight (gm) | Rate (₹/gm) | Making % | Amount (₹) |
|---|
Gross Weight0.000 gm
Making Charges12.0%
Sub Total₹0
CGST (1.5%)₹0
SGST (1.5%)₹0
Total Payable₹0
Open Quotations48₹1.84Cr pipeline
Discount Approvals73 high priority
Returns / Exchanges12₹18.6L this month
Sales Commission₹8.4LPending payout
Sales Workflow
Quotation to bill conversion 68%
Manual rate overrides 9 bills
High-value sales follow-up 23 customers
Pending delivery invoices 15
Showroom Sales Queue
| Order | Customer | Status |
|---|---|---|
| SO-1048 | Meera Shah | Ready |
| SO-1052 | Ravi Kumar | Approval |
| SO-1055 | Anika Rao | Pickup Due |
Total Stock Weight128.640kg
Inventory Value₹28.74Cr
HUID Compliance99.6%
Low Stock Alerts23
Stock by Category
| Category | Weight | Value | Status |
|---|---|---|---|
| Gold Jewellery | 76.120kg | ₹18.32Cr | Healthy |
| Diamond Jewellery | 18.350kg | ₹6.42Cr | Healthy |
| Silver Articles | 21.680kg | ₹3.12Cr | Review |
| Gemstones | 4.250kg | ₹0.63Cr | Low |
Branch-wise Stock Value
Open Purchase Orders31₹4.2Cr committed
Supplier Inwards18Awaiting QC
Melting Lots92 delayed
Wastage Variance1.8%Within threshold
Supplier Orders
| Supplier | Order | Status |
|---|---|---|
| Shree Bullion | ₹1.24Cr | In Transit |
| Mehta Diamonds | ₹82L | QC Pending |
| Raj Gems | ₹36L | Received |
Purchase Controls
Supplier rate comparison
GST purchase register
Melting and wastage ledger
Reorder threshold automation
Custom Orders5418 due this week
Repair Jobs396 urgent
Design Approvals11Customer pending
Delivery Commitments27On schedule
Job Card Queue
| Job | Type | Status |
|---|---|---|
| JC-2109 | Bridal Necklace | Wax Approval |
| JC-2112 | Ring Resize | Karigar |
| JC-2118 | Bangle Repair | QC |
Order Controls
Digital repair job cards
Customer delivery reminders
Design approval workflow
Metal issue linkage
Metal Issued Today18.650kg
Metal Received Today17.920kg
Pending Jobs132
Average Wastage1.62%
Karigar Performance
| Karigar | Jobs | Efficiency | On-time |
|---|---|---|---|
| Ramesh Kumar | 28 | 95% | |
| Suresh Yadav | 24 | 92% | |
| Imran Shaikh | 21 | 90% |
Wastage Trend
Receivables₹26.2Cr10% over 90 days
Payables₹11.4CrSupplier cycle
GST Filing3 daysDue soon
Cash Variance₹42KNeeds review
Finance Workbench
GST sales register Ready
Purchase register matching 82%
Branch cash reconciliation 4 pending
Ledger sync to Tally Daily
Vouchers
| Voucher | Amount | Status |
|---|---|---|
| JV-8831 | ₹18.2L | Posted |
| PV-2201 | ₹7.4L | Approval |
| BR-1094 | ₹42K | Mismatch |
Active Customers18,420Across branches
Preference Tags64KDesign intent
WhatsApp Follow-ups312Today
Repeat Rate31%Up 4.2%
Clienteling Queue
| Customer | Preference | Action |
|---|---|---|
| Meera Shah | Antique necklace | Send lookbook |
| Nisha Jain | Diamond studs | Birthday reminder |
| Arjun Rao | Men's bracelet | New stock alert |
CRM Controls
Customer 360 profile
Preference tagging
WhatsApp campaigns
Loyalty and occasion reminders
Active Schemes4,812₹18.4Cr liability
Monthly Collections₹2.7CrThis month
Maturities128Next 30 days
Redemptions42Pending billing
Scheme Ledger
| Customer | Plan | Balance |
|---|---|---|
| Meera Shah | Gold Savings | ₹18,750 |
| Priya Menon | Wedding Plan | ₹74,000 |
| Kavita Rao | Monthly Gold | ₹32,500 |
Scheme Controls
Installment tracking
Maturity workflow
Redemption linkage to POS
Accounting liability report
Daily Sales₹48.2L12.6% above target
Conversion38%Showroom average
Discount Leakage1.8%Within threshold
Return Value₹4.6L3 bills flagged
Sales Trend
Sales Exceptions
| Branch | Issue | Status |
|---|---|---|
| Mumbai | High discount bills | Review |
| Bengaluru | Return approval pending | Open |
| Hyderabad | Target variance | Closed |
Sales Reports
Stock Value₹25.7Cr99.6% HUID
Slow Moving₹2.1CrAbove 180 days
Branch Transfers428 awaiting receipt
Shortage Risk14SKU alerts
Category Stock Mix
Inventory Reconciliation
| Category | System | Variance |
|---|---|---|
| Gold 22K | 4,812.55 gm | 0.4 gm |
| Diamond | 812 pcs | 3 pcs |
| Silver | 82.7 kg | Clear |
Inventory Reports
Receivables₹26.2Cr10% over 90 days
Payables₹11.4CrSupplier cycle
Cash Variance₹42KNeeds review
GST Filing3 daysDue soon
Receivables Ageing
| Bucket | Amount | % |
|---|---|---|
| 0-30 Days | ₹12.3Cr | 47% |
| 31-60 Days | ₹7.2Cr | 27% |
| 61-90 Days | ₹4.1Cr | 16% |
| 90+ Days | ₹2.6Cr | 10% |
Cash Flow Trend
Finance Reports
Active Customers18,420Across branches
Repeat Rate31%Up 4.2%
Premium Members2,184High value
Follow-ups312Today
Customer Purchase Trend
Clienteling Actions
| Segment | Count | Next Action |
|---|---|---|
| Wedding Buyers | 428 | Lookbook |
| Birthday Due | 96 | Reminder |
| Dormant VIP | 52 | Manager call |
Customer Reports
User Actions18,204This month
Approval Breaches73 high priority
Stock Overrides12Needs sign-off
Login Alerts4Unusual access
Audit Activity
Control Exceptions
| Area | Exception | Owner |
|---|---|---|
| POS | Discount override | Branch Manager |
| Inventory | Manual stock edit | Audit Lead |
| Finance | Cash variance | Accountant |
Audit Reports
User Roles
| Role | Access | Status |
|---|---|---|
| Owner / MD | Full Access | Active |
| Branch Manager | Operations | Active |
| Sales Executive | POS & Customer | Active |
| Accountant | Finance & GST | Active |
| Karigar Supervisor | Production & Metal | Active |
Security Controls
Approval workflows
Discount thresholds
Audit trail
User activity logs
Branch-level permissions