Dashboard Overview

New Sale
New Quotation
Balance Payment Update
Add New Lead

Current Month Sales Summary

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Employee Sales (Current Month)

Payment Status

Complete Sale Details - Current Month

Action Order ID Date Customer Name Company Name Employee Products Sale Type Subtotal GST Total Received Balance Payments Actions
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Courier Cost Calculator

Select Products

Courier Cost Summary

Total Weight
0 kg
Rate per kg
₹0
Base Cost
₹0
Fuel Charge (10%)
₹0
Total Cost
₹0

Search Order by ID

Customer Details

Current Month Sales

Order ID Date Customer Employee Products Total Amount Balance
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Complete Sales Database

Order ID Date Customer Employee Sale Type Total Amount Balance Actions
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Balance Payments

Order ID Date Customer Name Company Name Employee Contact Total Amount Received Balance Action
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Leads Database

Customer Code Customer Name Mobile Alternate Mobile Location Company GST Number Email Status Created Actions
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Upload CSV Data

Upload Sales Data

Upload CSV or Excel file containing sales records

Expected CSV Format (Column Order):

Headers: S.No, Month, Order Id, Sale Date, Cust Code, Sale Done By, Company Name, Customer Name, Mobile Number, Bill Amount, Amount Rcd, Balnc Payment, Round Off, With Bill, Billing Status, Yes or no, Blank1, P1 Code, 1st Product, P1 Qtty, P1 Rate, Blank2, P2 Code, 2nd Product, P2 Qtty, P2 Rate, Blank3, P3 Code, 3rd Product, P3 Qtty, P3 Rate, Blank5, P4 Code, 4rth Product, P4 Qtty, P4 Rate, Blank6, P5 Code, 5th Product, P5 Qtty, P5 Rate, Blank7, P6 Code, 6th Product, P6 Qtty, P6 Rate, 7th Product, P7 Quantity, P7 Rate, 8th Product, P8 Quantity, P8 Rate, 9th Product, P9 Quantity, P9 Rate, 10th Product, P10 Quantity, P10 Rate, Courier, Total Sale Amount, Transaction Reference Number, Remarks, Payment 1 received, Payment 2 received, Payment 3 received, Payment 4 received, Payment 5 received, Payment 6 received

Key Columns: Cust Code, Sale Date, Sale Done By, Customer Name, Mobile, Company Name, Bill Amount, Amount Rcd, Balance Payment, Products (up to 10 with Code/Name/Quantity/Rate)

Upload Leads Data

Upload CSV or Excel file containing lead records

Expected CSV Format (Column Order):

Headers: Cust Code, Date, Customer Name, Location, Mobile Number, Follow Up Person, Remarks, Cust Email id, Company Name, GST Number, Company Address

All columns are required as per your Google Sheets format

Reports & Analytics

Current Month Sales
₹0
Previous Month Sales
₹0
Quarterly Sales
₹0
YTD Sales
₹0

Current vs Previous Month Comparison

Employee-wise Sales Report

Employee Name Current Month Sales Previous Month Sales Growth % Total Sales Count Average Sale Value
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Product-wise Sales Analysis (Current Month)

Product Name Total Quantity Sold Total Revenue Average Price Number of Orders
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Top Customers (Current Month)

Customer Name Company Total Purchases Number of Orders Average Order Value Balance Pending
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Incentive Calculation (Current Month)

Target: ₹5,50,000 per employee | Incentive: 1% of sales without tax (if target exceeded)

Employee Name Sales without Tax Target Amount Achievement % Status Incentive Earned
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Previous Incentive History

Historical incentive records for all employees (past 12 months)

Month & Year Employee Name Sales without Tax Target Amount Achievement % Incentive Earned Status
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Change Password

User Management

ID Username Full Name Role Employee Name Status Created Actions
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