Distributor Analytics & Reporting Software

Sales Trend Dashboard

On the dashboard, users can see today's orders, revenue, total order count, active users in the system, and can directly redirect to the inventory screen. There is also a sales overview section showing sales trends, total orders, and order status distribution like delivered, processing, etc. Recent activity is also displayed there.

Dashboard KPIs

• Today's Orders & Revenue
• Total Order Count
• Active Users in the System
• Sales Overview & Sales Trends
• Order Status Distribution (Delivered, Processing, etc.)
• Recent Activity Log
• Inventory Screen Redirect
• Top Products & Top-Selling SKUs
• Weekly & Monthly Sales Trends
• Coverage & Productivity Data

24+ Default Reports & Custom Filters

We already have around 24 default reports in the system. Reports can be simplified, filtered, and exported into CSV format. Reports open in a side panel where users can explore the data without leaving the current screen. Users can click on any report, apply filters like warehouse, brand, status, or any custom filter requirement, and export it directly.

• 24+ Pre-Built Default Reports
• Configurable Filters (Warehouse, Brand, Status, Custom)
• CSV Format Export
• Side Panel Report Exploration
• Filter & Export Without Leaving Current Screen
• Order Summary Reports
• Customer Outstanding Reports
• Product Performance Reports

Export Caching & Team Sharing

Once a report is exported, it is available in a dedicated Exports section for the next 7 days, so users do not need to regenerate the same report repeatedly. This helps reduce load on the system because reports are generated in real time. For example, if Ayushi has already downloaded a report and Sayantan needs the same report, he can directly access the exported version instead of generating it again.

• 7-Day Export Cache for Re-Access Without Regeneration
• Shared Export Access Across Team Members
• Reduces System Load from Real-Time Generation
• Dedicated Exports Section for All Generated Reports
• Real-Time Report Generation on Demand
• Date-Wise & Territory-Wise Filtering
• Financial Year Configuration for Report Alignment
• Time Zone & Date Format Settings

Order & Sales Analytics

Track order lifecycle from placement through dispatch to invoice. When a distributor logs in, all customer orders from the app appear. The system tracks order status, stock allocation, delivery notes, dispatch completion, and invoice availability across distributors, super stockists, and retailers.

• Order Status Tracking (Placed, Processing, Dispatched, Delivered)
• Daily Revenue & Order Count KPIs
• Distributor-Wise Order Analytics
• Retailer Order Booking Reports
• Territory-Wise Sales Summary
• Product-Wise Order Trends
• Beat-Level Sales Analysis
• Secondary Sales Tracking

Inventory & Stock Reports

The inventory screen gives a complete overview including total SKUs, inventory value, in-transit stock, and current stock levels SKU-wise. If batch management is enabled, batch details are also visible. Stock movement history can also be viewed including stock in/out transactions.

• Total SKUs & Inventory Value Reports
• In-Transit Stock Visibility
• Current Stock Levels SKU-Wise
• Batch-Wise Inventory Details
• Stock Movement History (In/Out Transactions)
• Warehouse-to-Warehouse Transfer Reports
• Stock Reconciliation Reports
• FIFO/FEFO Allocation Tracking

Payment & Outstanding Analytics

The system automatically shows all pending invoices and outstanding balances. Outstanding and over-limit status are visible. For example, if customer credit limit is ₹0 but orders worth ₹2,79,765 are already processed, the customer becomes over limit.

• Pending Invoice & Outstanding Balance Reports
• Credit Limit Utilization Analytics
• Over-Limit Customer Tracking (e.g., ₹2,79,765 Over Limit)
• Payment Mode & Allocation Reports
• Customer Ledger Monitoring
• Credit Note & Return Tracking
• Credit Exception Reports (₹1 Crore Limit, ₹5 Crore Order)

Scheme & Pricing Analytics

Track scheme utilization across product-specific, category-specific, customer-specific, and geography-specific applications. Monitor pricing impact where a product may sell for ₹100 in North India and ₹150 in South India with separate price lists per region.

• Scheme Utilization Reports (Value, Volume, Free Goods)
• Geography-Wise Pricing Impact (₹100 North India vs ₹150 South India)
• Customer-Type Pricing Analysis
• Product-Wise Pricing Performance
• Price List Utilization Reports
• Scheme Revenue Impact Analysis
• Customer-Wise Scheme Application Reports

Custom Report Builder & Filters

Users can click on any report, apply filters like warehouse, brand, status, or any custom filter requirement, and export it directly. Reports open in a side panel where users can explore the data without leaving the current screen.

• Configurable Filters: Warehouse, Brand, Status, Custom Fields
• Side Panel Report Exploration Without Leaving Screen
• Click Any Report, Apply Filters, Export Directly
• Date-Wise Filtering
• Territory-Wise Filtering
• Customer-Wise & Product-Wise Filters
• Material-Based Filter Parameters
• Custom Filter Requirements Support

Export Caching & Team Collaboration

Once a report is exported, it is available in a dedicated Exports section for the next 7 days, so users do not need to regenerate the same report repeatedly. This helps reduce load on the system because reports are generated in real time. For example, if Ayushi has already downloaded a report and Sayantan needs the same report, he can directly access the exported version.

• 7-Day Export Cache for Re-Access
• Dedicated Exports Section
• Shared Access Across Team Members
• No Need to Regenerate Same Report
• Reduces System Load from Real-Time Generation
• CSV Format Export for All Reports
• Export History Visibility
• Multiple Users Can Access Same Export

Regional & Financial Year Settings

Inside General Setup, regional settings include time zone, date format, time format, and financial year settings. These settings align all dashboards and reports with the organization's operational calendar and regional preferences.

• Time Zone Configuration
• Date Format Settings
• Time Format Settings
• Financial Year Configuration
• GST Details Integration for India
• Organization-Level Project Name & Industry Type
• Company Branding on Reports & Dashboards
• Regional Settings Reflected Across Application

Role-Based Report Access

Similar to CRM, we can create roles and assign access permissions against them. Different users see different reports and dashboards based on their role, territory, and hierarchy level in the distribution network.

• Role-Based Dashboard & Report Visibility
• Distributor-Level Analytics Access
• Super Stockist-Level Reporting
• Admin-Level Full Report Access
• Salesperson Activity Visibility
• Reporting Hierarchy-Based Data Filtering
• Territory-Level Report Restrictions
• Configurable Permissions per Report

Real-Time Dashboard Configuration

The default dashboard loads the last 30 days' data by default. Everything can be exported. Dashboard themes can be customized, with dark mode or light mode individually. Company branding appears once configured.

• Last 30 Days Default Data Load
• Customizable Date Range
• Dark Mode & Light Mode Support
• Theme Customization per User
• Company Branding on Dashboard
• KPI Charts & Top Products
• Everything Exportable
• Real-Time Data Generation