Intuitive business intelligence cockpit
One view for management: sales pipeline, quote-to-invoice conversion, collection risk, dispatch health, GST compliance readiness and daily business activity.
Needs attention
Lead, invoice, dispatch, GST and collection score.
Compliance actions are now visible and one-click
E-invoice IRN, e-way bill, GSTR-1 and GSTR-3B simulations are available from dashboard and GST Center. These are demo responses only — not GSTN/IRP/NIC submissions.
Revenue command graph
Quote pipeline, invoice sales and collected value across the selected period.
Sales funnel
Lead → quote → invoice → GST → dispatch → collection.
GST compliance score
How ready invoices and returns are for the demo filing flow.
GST compliance matrix
IRN, e-way bill, GSTR-1 and GSTR-3B generated vs pending.
Lead source & stage
AiotorOne automation, generator and manual lead quality.
Payment status
Paid, pending and partial invoice mix.
Dispatch status
Packing, transit, delivered and hold state.
Enterprise maturity radar
Sales, collection, dispatch, GST and audit control strength.
Cash waterfall
Pipeline to collection after outstanding and operational holds.
Receivable ageing
Outstanding invoices grouped by follow-up age.
Daybook activity
Sales, dispatch, GST and ledger movements.
Ledger by party
Top customer/vendor balances.
Workflow Sankey
Where work is flowing and where it is blocked.
Stock risk map
Stock versus reorder level, sized by value exposure.
Customer value treemap
Invoice and ledger concentration by party.
Operational heatmap
Daybook activity intensity by weekday and function.
Management action queue
| Module | Priority | Action |
|---|
Top parties
| Party | Balance | Status |
|---|
Recent audit
| Time | User | Action | Record |
|---|
Leads
CRUD for AiotorOne, lead-generator and manual leads.
| Lead | Source | Value | Stage | Owner | Updated | Actions |
|---|
Customers
Customer master with GSTIN, state, address, credit and contact.
| Customer | GSTIN | State | Credit | Contact | Actions |
|---|
Inventory
Items with HSN/SAC, GST rate, stock, committed and reorder level.
| Item | HSN | Rate | GST | Stock | Committed | Status | Actions |
|---|
Quote / Invoice Studio
Automatic GST, charges, terms, inline rows, HTML preview edits and clean print/PDF.
Dispatch / Delivery
Packing, ready, dispatched, in transit, delivered, vehicle, driver and POD.
| No | Invoice | Customer | Status | Vehicle | Driver | Updated | Actions |
|---|
GST Compliance Simulation Center
Visible demo flows for e-invoice IRN, e-way bill, GSTR-1 and GSTR-3B. No real GSTN, IRP, NIC or government portal submission happens here.
| No | Customer | Total | IRN | EWB | Returns | Actions |
|---|
Last dummy portal response
No filing simulated yet.
Compliance log
| Time | Type | Doc No | Created By | Response |
|---|
GST Return Register
GSTR-1 and GSTR-3B demo filings, ARN, taxable value and tax summary.
| Period | Type | Status | Doc No | Taxable | IGST | CGST | SGST | Total Tax | Updated |
|---|
Ledger Register
Auto-generated ledger from invoices and Aiotor One automation, plus manual ledger entries.
| Date | Party | Ref | Type | Debit | Credit | Balance | Source | Actions |
|---|
Daybook
Sales, dispatch, GST and workflow activities for management reporting.
| Date | Type | Ref | Party | Amount | Debit | Credit | Source | Narration | Actions |
|---|
Workflow Management
Manage manual and Aiotor One automation workflow stages from lead to collection.
| Workflow | Module | Stage | Owner | Priority | Status | Next Action | Updated | Actions |
|---|
Document Version Store
Searchable server-side versions of quotes, invoices, delivery and GST events.
| Saved | Type | No | Customer | Meta | By | Action |
|---|
Audit Trail
Every create, update, delete, login, password reset, filing and conversion is tracked server-side.
| Time | User | Role | Module | Action | Record | Details |
|---|
Admin — Users
Create users, edit role/status, disable accounts and reset passwords. No default credentials.
| User | Role | Status | Last Login | Actions |
|---|