Billed = invoiced this month. Unbilled = quiet ≤90 days. Inactive = 91-180 days quiet. Lost = 180+ days quiet or never billed. Tap a card for the list.
👤 Salesman Performance
Click a salesman to see their client-wise breakdown for the month.
Salesman
This Month
vs Last Month
Bills
Clients Billed
Total Due
🏆 Top Performing Parties (This Month)
Click a party to see every bill.
#
Party
Salesman
Bills
Amount
🎯 Brand Conversion Targets (Formujet buyers, not on Volt IT)
#
Party
Salesman
Phone
Their Spend
Qty
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📦 Top Selling Items
#
Item
Category
Qty
Revenue
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🔄 Cross-Sell Opportunities
Date
Salesman
Party
Location
Phone
Items
Total
Status
Actions
Edit prices in your Google Sheet, then tap Sync — no coding, no need to message Claude.
Category
Name
Brand
Price ₹
Compatible Models
Note
📊 Monthly Order Coverage
Recent Payment Activity
Date
Salesman
Customer
Type
Amount
Note
Date
Salesman
Customer
City / District
Outcome
Photo
Note
Status
Business
Tier
Linked billing account
Phone
City / District
Registered
Action
🎯 Schemes & Distributor Pricing
Assign each distributor a tier on the Distributors tab, then build a scheme here to discount products for that tier — or for one specific distributor. Add new catalog products with a photo right from here too.
➕ Quick Add Product
✨ Create a Scheme
🧠 Business Intelligence
Decision support from your own real sales data — no inventory/stock figures exist in this system, so "not selling" means real historical sales that have gone quiet, not stock on hand.
📉 What's Not Selling Anymore
🗺️ Cross-District Opportunities
Items selling well in some districts that haven't caught on yet in others where you have active customers.
📅 Suggested WhatsApp Ad Calendar — Next 7 Days
One category a day, prioritized by what most needs a push right now. Go to the WhatsApp Campaign tab to actually send it.
🎓 Customer Grading
Grade A: pays within 45 days + sales growing month-over-month · Grade B: pays within 70 days + growing · Grade C: good payment + sales stagnant · Grade D: slow payment (70+ days) + sales declining. Combinations outside these four stay "Ungraded" rather than forced into a bucket — their real numbers still show so you can judge them yourself.
📣 WhatsApp Image Campaign
Make your promo image in ChatGPT → upload it → copy it to the clipboard → pick customers → tap Send. That customer's WhatsApp chat opens directly (no contact search) with the caption pre-typed; long-press the box, Paste the image, hit send. Best on your phone.
Step 1 — Image & message
Step 2 — Customers
Sending —
The image is on your clipboard — in the chat, long-press the message box → Paste → send. Caption is pre-typed. This marks the customer ✓ and moves to the next.
⚡ Auto-send via bot (advanced)
Sends the image automatically, one customer at a time, through the WhatsApp bot number.
This can get the bot number banned — keep it to a spare number, stay under the daily cap,
and only send to real customers. Leave this closed if you're not sure.
📸 Ad Images & Creatives
Add new ad/product photos here, or from Ankit/Baishali's tracker portal — either way they appear for every salesman in their app's Images tab within seconds.
🖼 All Images
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✅ Team Tasks
Give a task to one person, or to everyone at once — same tasks list they see in their own Reminders tab.
