Wholesale Dashboard
B2B Jewellery · Live overview
Monthly Revenue vs Target (₹ Cr)
Deals by Stage
Top Accounts — Revenue (₹ L)This Month
Payment Aging (₹ L)Overdue Breakdown
Recent Activities
⚠ Overdue Payments
Accounts
Retailers, distributors & jewellery chains
🔍
| Account | Type | City | Contact | Credit Limit | Outstanding | Utilization | Tier | Last Order | Actions |
|---|
Contacts
Key decision-makers at wholesale accounts
🔍
| Name | Account | Role | Mobile | City | Last Contact | Actions |
|---|
Prospects
New B2B jewellery leads from exhibitions, references & outreach
🔍
| Business Name | Contact Person | Mobile | City | Source | Category Interest | Status | Added On | Assigned To | Actions |
|---|
Leads
Qualified B2B leads moving through the conversion funnel
Campaigns & ROI
B2B jewellery marketing campaigns — track spend, reach & revenue
Campaign ROI by Type (%)All Campaigns
Leads Generated per CampaignMTD
Tasks
Manage follow-ups, calls, meetings & reminders
🔍
Product Catalogue
Gold, Diamond, Silver & Gems — wholesale pricing with images
🔍
⚖️ Weight (g)
–
💰 MRP (₹)
–
Deals & Pipeline
Wholesale B2B opportunities
Quotations
Wholesale price quotes with live gold rate
🔍
| Quote # | Account | Items | Gross Wt | Value | Valid Until | Status | Created By | Actions |
|---|
Purchase Orders
Confirmed B2B wholesale orders
🔍
| Order # | Account | Category / Description | Gross Wt | Order Value | Terms | Dispatch By | Status | Actions |
|---|
Payments & Receivables
Invoice ledger, aging & collection tracking
Receivables Aging (₹ L)Days Overdue
Collections vs Invoiced (₹ L)Last 6 Months
Invoice Ledger
| Invoice # | Account | Invoice Amt | Paid | Outstanding | Due Date | Days | Status | Actions |
|---|
Credit Limits
Account-level credit exposure management
🔍
| Account | Tier | Credit Limit | Utilized | Available | Utilization | Risk | Last Review | Actions |
|---|
Reports & Analytics
Advanced B2B wholesale business intelligence
12-Month Revenue Trend (₹ Cr)
Revenue by Product Category
Salesperson Performance (₹ L)
Order Volume by City
Deal Conversion Funnel
Payment Collection Rate (%)
Salesperson Leaderboard
| Rep | Deals Won | Revenue | Avg Deal | Conv. Rate | Quotes Sent | Performance |
|---|---|---|---|---|---|---|
| Jagan Varma | 19 | ₹2.4 Cr | ₹12.6L | 34% | 56 | |
| Neha Singh | 14 | ₹1.8 Cr | ₹12.8L | 28% | 50 | |
| Vikram Rao | 12 | ₹1.6 Cr | ₹13.3L | 25% | 48 |
Gold & Metal Rates
Live rates linked to quotation engine
Gold Price Trend — 24K (₹/gram)Last 7 Days
Metal Rate Comparison (₹/gram)
Current Metal Rates (Hyderabad Exchange)
| Metal | Purity/Karatage | Rate (₹/gram) | Rate (₹/10g) | Change Today | Change % | Updated |
|---|
Making Charge Matrix
| Category | Type | Standard Rate | Platinum Rate | Gold Tier | Silver Tier |
|---|
Activity Log
All B2B CRM interactions and events
🔍
Settings
CRM configuration & preferences
User Profile
CRM Preferences
Sales Team
Notification Settings
Active Rules
0
Running now
Triggered Today
0
Total executions
Messages Auto-Sent
0
WhatsApp + Email
Tasks Auto-Assigned
0
Across all agents
🤖 Ask SIO AI v2
Full-CRM intelligence assistant
CRM Context
🎯 Leads
👥 Prospects
🚶 Walk-Ins
✅ Tasks
📢 Campaigns
💬 Chats
📊 Analytics
🥇 Gold Rates
Today
New Conversation
Yesterday
Which leads need follow-up?
Diwali campaign strategy
Best automation rules for bridal
This Week
Increase walk-in conversion rate
WhatsApp broadcast best practices
Pipeline bottleneck analysis
Task assignment optimization
Gold rate impact on buying
SIO AI — Full CRM Intelligence
Ask about Leads · Prospects · Walk-Ins · Tasks · Campaigns · Pipeline · Analytics · Gold Rates
SIO AI v2 · Jewellery Trained
Hi, I'm SIO AI 👋
I have full access to your CRM — leads, prospects, walk-ins, tasks, campaigns, pipeline, analytics and more. Ask me anything about your jewellery business.
🎯 Leads to follow up today
🔀 Analyze my pipeline
🪔 Write Diwali campaign
⭐ Top prospects to close
⚡ Automation rules for bridal
🚶 Today\'s walk-in summary
✅ Prioritize my tasks
📊 Monthly performance report