Credit notes raised against Delhi region sales, tracked by customer, month and financial year.
Last updated—
Data window—
Google Sheet
Data note: CN/DN data is live from the original return workbook. Sale Report is live from the supplied complete Sales Report Google Sheet (gid=0), with the full 30-column register loaded into the dashboard. Customer/Party is used as the segmentation dimension throughout, and Financial Year / Calendar Year / Month drive time filtering. A few near-duplicate party names exist in the source (e.g. "ZEPTO LIMITED" vs "ZEPTO PRIVATE LIMITED") and are shown as-is.
Key Performance Indicators
Snapshot for the currently selected filters
Trend Analysis
Monthly movement in credit note volume and value
Monthly Trend — Value & Count
Bars can be switched between CN value and CN count; line remains CN count
Financial Year Comparison
Total value by FY
Bar
Customer Analysis
Where credit note value is concentrated
Top 10 Customers
By total credit note value
₹ Value
Value Concentration
Top 5 customers vs rest
Donut
Bottom 10 Customers
By total value (min. 2 CNs)
Processing & Seasonality
How quickly notes are raised, and quarterly patterns
CN Processing Lag
Days between Bill Date and CN Date
Distribution
Quarter-wise Pattern
Total value by financial quarter (Q1=Apr-Jun)
Bar
Full Cancellation Summary
Cancellation is kept separate from normal returns. A bill is full-cancel when total CN value equals its sale invoice value.
Cancelled CN Value
₹0
0 CNs
Cancelled Bills
0
Full cancellation bills
Normal Return Value
₹0
0 CNs
Credit Note Register
Full transaction detail — searchable, sortable, exportable
0 rows
CN Date
CN No.
Customer / Party
Bill Date
Bill No.
Lag (days)
Gross Total (₹)
Item Details
Duplicate Return Check: Party + Bill Date + Bill No. must match and CN values must be within the selected tolerance. PRN is excluded from duplicate detection because legitimate PRN returns can have the same bill, item, rate and quantity with separate Debit Note numbers. Pending means no matching DN found; Resolved means a DN was matched.
Duplicate Return Intelligence
Three working lists — Pending, Resolved and PRN — all sorted party-wise for easy ledger-by-ledger follow-up.
Duplicate Groups
0
Click to start follow-up
Pending
0
DN / working required
Resolved
0
DN matched
PRN
0
Excluded from duplicates
Duplicate CNs
0
Records in duplicate groups
Duplicate CN Value
₹0
Flagged value
Pending Value
₹0
Follow-up value
Max Difference
₹0
Largest CN gap
Party-wise orderParty → Bill Date → Bill No.
ACTION REQUIRED
PENDING
Debit Note not found — use this list for ledger follow-up / working.
0 groups
Party A–Z
#
Party
Bill Date
Bill No.
CN Records
CN Values
Difference
DN Status
COMPLETED / CHECKED
RESOLVED
Duplicate group with a matching Debit Note found.
0 groups
Party A–Z
#
Party
Bill Date
Bill No.
CN Records
CN Values
Difference
DN Details
Status
EXCLUDED / LEGITIMATE
PRN
CNs marked PRN are not treated as duplicates, even when bill / rate / quantity are the same.
0 CNs
Party A–Z
#
Party
CN Date
Bill Date
Bill No.
CN No.
CN Value
Status
Sales source not connected
The Complete Sales Report sheet could not be read anonymously.
Order, supply and invoice performance from the complete sales register.
Total Sale
₹0
Invoice amount
Invoices
0
Unique invoice rows
Order Cases
0
Total ordered cases
Avg Fill Rate
0%
Order fill rate
Avg Supply Delay
0 days
Delay supply
Customers
0
Active parties
Monthly Sale Trend
Invoice value with order-case movement
₹ + Cases
Top Parties by Sale
Highest invoice value in current filter
Top 10
Supply Status
Current source mix
Sale RegisterEvery order + invoice detail
0 rows
SLIP
PARTY
LOCATION
ORDER NO
ORDER DATE
CASES
APP DATE
SUPPLY
DELAY
INVOICE DATE
INVOICE NO
INVOICE AMT
FILL RATE
POD
GRN
SECTION 02
Payment
What was billed, what was collected, what is outstanding and how late the money is.
Billed
₹0
Invoice amount
Received
₹0
0% collected
Outstanding
₹0
Net balance
Paid Invoices
0
Received amount > 0
Avg Payment Delay
0 days
Source payment delay
Avg DPD
0 days
Days past due
Collection vs Outstanding
Monthly billing, collection and remaining balance
₹ Value
Payment Delay Health
Maximum of payment delay and DPD
Rows
Top Outstanding Parties
Highest balance to recover
Top 10
Payment RegisterDue, payment, collection and DPD detail
0 rows
SLIP
PARTY
INVOICE NO
INVOICE DATE
INVOICE AMT
DUE DATE
PAYMENT DATE
RECEIVED
COLLECTION %
PAY DELAY
CREDIT DAYS
DPD
NET BALANCE
STATUS
SECTION 03
Sale Return
Return / damage / expiry against sale, with return percentage and party concentration.
Sale Base
₹0
Current invoice value
Return Value
₹0
0% of sale
Returned Invoices
0
Invoices with return > 0
Avg Return %
0%
Source return %
No Return
0
Invoices with zero return
High Return
0
Return > 20% of sale
Monthly Return Trend
Sale value vs return value by invoice month
₹ Value
Top Parties by Return
Where return value is concentrated
Top 10
Return % Health
Invoice distribution by return rate
Return RegisterReturn / damage / expiry detail against sale
0 rows
SLIP
PARTY
INVOICE NO
INVOICE DATE
SALE AMT
RETURN AMT
RETURN %
RETURN / SALE %
STATUS
STATUS BRIEF
SECTION 04
TOT / Visibility & Margin
Source-driven report using VISIBILITY AMOUNT, MARGIN, GST/TDS and Net Balance against sale.
Sale Base
₹0
Invoice value
Visibility
₹0
0% of sale
Margin
₹0
0% of sale
GST / TDS
₹0
Source deduction / tax
Net Balance
₹0
Outstanding balance
Negative Margin
0
Rows with margin < 0
Visibility vs Margin Trend
Monthly source values against sale
₹ Value
Top Parties by Visibility
Highest visibility amount
Top 10
Margin Health
Positive vs negative margin rows
TOT / Visibility RegisterSale against visibility, margin and deductions
0 rows
SLIP
PARTY
INVOICE NO
INVOICE AMT
VISIBILITY
VISIBILITY %
MARGIN
MARGIN %
GST/TDS
NET BALANCE
STATUS
Product performance
Item-wise Sale & Sale Return
Aggregated from the ITEM VISE DETAILS sheet. Click any Bill No. in dashboard tables to view the full invoice structure.
0 item rows
Item-wise Sale0
Item Name
Category
Qty (Peti)
Qty (Pieces)
Taxable Amount
Total Amount
Loading item details…
Item-wise Sale Return0
Item Name
Category
Qty (Peti)
Qty (Pieces)
Taxable Amount
Total Amount
Loading item details…
Complete Source Register0 rows
All 30 supplied columns remain available here as a full searchable source register.
Full Source Register Live
Rows / page
SLIP NO
PARTY NAME
LOCATION
ORDER NO
ORDER DATE
ORDER TOTAL CASE
APP DATE
SUPPLY STATUS
DELAY SUPPLY
INVOICE DATE
INVOICE NO.
INVOICE AMT.
PETI
DUE DATE
PAYMENT DATE
RECEIVED AMT
PAYMENT DELAY
POD STATUS
GRN
FILL RATE ORDER
CREDIT DAYS
DPD DAYS
RETURN DAMAGE/EXPIRY
RETURN %
VISIBILITY AMOUNT
MARGIN
GST/TDS
NET BALANCE
STATUS
STATUS (BRIEF)
ITEM PERFORMANCE
Item-wise Sale Dashboard
Item-level sales aggregated from the ITEM VISE DETAILS sheet.
0 source rows
Unique Items
0
Item and category combinations
Total Quantity (Peti)
0
Source peti quantities
Total Quantity (Pieces)
0
Source piece quantities
Total Basic (Excl. GST)
₹0.00
Sum of source taxable amount
DEEP-DIVE ANALYTICS
Sale Intelligence — Item, Party, Period & Bill
Optimized rendering: source data stays complete; tables show a limited first page for speed. Use filters/search to narrow results. Rankings use pieces; returns rank absolute quantity.
Detailed analysis
All source rows
Top Item by Pieces
—
Highest quantity
Lowest Item by Pieces
—
Lowest quantity
Top Party + Item
—
Highest quantity
Top Ship-to + Item
—
Highest quantity
Complete Item Ranking — All ItemsEvery item is listed; sort by any column to find highest or lowest
Item
Category
Qty Peti
Qty Pieces
Total Basic
Total LR
Monthly Item ExtremesItem with highest and lowest pieces in each month
Month
Highest Item
Qty Pcs
Lowest Item
Qty Pcs
Year-wise Item ExtremesItem with highest and lowest pieces in each year
Year
Highest Item
Qty Pcs
Lowest Item
Qty Pcs
Complete Party × Item × LocationAll party, location and item combinations
Party
Location
Item
Qty Pcs
Total Basic
Complete Party-wise Item PerformanceAll matching party, item, month and year combinations
0 rows
Party
Location
Item
Month
Year
Qty Peti
Qty Pieces
Total Basic
Total LR
Complete Bill-wise Item DetailsAll matching bills / CNs with each item, quantity and amount
0 rows
Date
Year
Month
Party
Location
Bill / CN No.
Item
Qty Peti
Qty Pieces
Total Basic
Total LR
SALES REGISTER
Item-wise Sale Details
Search item or category; amounts are aggregated from source rows.
0 items
Search filters the table below
Item Name
Category
Qty (Peti)
Qty (Pieces)
Total Basic (Excl. GST)
Total LR (Incl. GST)
Loading item details…
RETURN PERFORMANCE
Item-wise Sale Return Dashboard
Returned item quantities and values aggregated from the ITEM VISE DETAILS sheet.
0 source rows
Unique Returned Items
0
Item and category combinations
Total Return Quantity (Peti)
0
Source peti quantities
Total Return Quantity (Pieces)
0
Source piece quantities, including sign
Total Basic (Excl. GST)
₹0.00
Sum of source taxable amount
DEEP-DIVE ANALYTICS
Return Intelligence — Item, Party, Period & Bill
Optimized rendering: source data stays complete; tables show a limited first page for speed. Use filters/search to narrow results. Rankings use pieces; returns rank absolute quantity.
Detailed analysis
All source rows
Top Item by Pieces
—
Highest quantity
Lowest Item by Pieces
—
Lowest quantity
Top Party + Item
—
Highest quantity
Top Ship-to + Item
—
Highest quantity
Complete Item Ranking — All ItemsEvery item is listed; sort by any column to find highest or lowest
Item
Category
Qty Peti
Qty Pieces
Total Basic
Total LR
Monthly Item ExtremesItem with highest and lowest pieces in each month
Month
Highest Item
Qty Pcs
Lowest Item
Qty Pcs
Year-wise Item ExtremesItem with highest and lowest pieces in each year
Year
Highest Item
Qty Pcs
Lowest Item
Qty Pcs
Complete Party × Item × LocationAll party, location and item combinations
Party
Location
Item
Qty Pcs
Total Basic
Complete Party-wise Item PerformanceAll matching party, item, month and year combinations
0 rows
Party
Location
Item
Month
Year
Qty Peti
Qty Pieces
Total Basic
Total LR
Complete Bill-wise Item DetailsAll matching bills / CNs with each item, quantity and amount
0 rows
Date
Year
Month
Party
Location
Bill / CN No.
Item
Qty Peti
Qty Pieces
Total Basic
Total LR
SALE RETURN REGISTER
Item-wise Sale Return Details
Search item or category; negative return quantities and values are retained as supplied.
0 items
Search filters the table below
Item Name
Category
Qty (Peti)
Qty (Pieces)
Total Basic (Excl. GST)
Total LR (Incl. GST)
Loading item details…
PANSARI GROUP
Credit Note Intelligence · Delhi Region
INVOICE DETAILS
Item-wise bill structure
Bill To / Ship To
—
Ship to Location—
Document Details
Bill No.—
Bill Date—
Vehicle No.—
Type—
S.No
Item Name
Category
Qty (Peti)
Qty (Pcs)
Total Basic (Excl. GST)
Total LR (Incl. GST)
Total Qty (Peti)
0
Total Qty (Pcs)
0
Grand Total Basic (Excl. GST)
₹0.00
Grand Total LR (Incl. GST)
₹0.00
System-generated bill detail for analytical reference.Authorised Signatory: __________________