Comprehensive insights with drill-down
Sales History Lookup
Search historical sales by date range, sale #, customer, or payment method
Sales Performance Overview
Full jewelry retail report: SKU items, repairs, custom jobs, appraisals by salesperson with GP, returns, commissions & charts
Sales Overview
Revenue, payment methods, top categories & customers
Daily Summary
Day-by-day totals, payment breakdown, transaction drill-down
By Category
Revenue breakdown by product category and staff
By Product
Top products ranked by revenue with drill-down
3-Year Comparison
Year-over-year performance trends
Daily Sales Ledger
Paper-style daily ledger with YTD cumulative, weekly subtotals, monthly summaries & all-time records
Inventory Performance
ADTS, Turn Rate, Sell-Through, Margin % per item
Fast Sellers
180-day velocity, days of stock, reorder signals
Inventory Aging
Age buckets 0–90d to 730d+, dead stock identification
Memo / Consignment
Overdue alerts, due-soon warnings, vendor exposure
Stock Status
In-stock, low-stock, out-of-stock overview
Category Breakdown
Revenue, margin, sell-through, natural vs lab-created by category
AI Reorder Suggestions
AI-powered restocking recommendations
Sold by Vendor
Revenue, profit & margin per vendor with style drill-down
Vendor Profitability
Profit contribution %, ROII, sell-through, inv. investment vs profit
Vendor Analytics
Turnover analysis, velocity trends, vendor performance
Purchase History
LTV, purchase count, avg purchase, full order history
Customer Rankings
Top customers by spend, tier and source filters
Staff Performance
Transactions, revenue, avg ticket, % of store per salesperson
Repair Tracking
Job status, technician workload, turnaround time
Executive Insights
GMROI, OTB budget, vendor ROI, memo exposure
Thank You Note Report
Track TY notes & gift cards per associate with item photos & client address