Data note: CN data is loaded from the Sheet1 tab and sales data is loaded from the Delhi sale tab. Sales are matched using Invoice No. = Bill No.; multiple CNs against one bill are summed before comparison — no District/Department/Category columns.
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
Customer Analysis
Where credit note value is concentrated
Top 10 Customers
By total credit note value
Value Concentration
Top 5 customers vs rest
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
Quarter-wise Pattern
Total value by financial quarter (Q1=Apr-Jun)
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
| CN Date | CN No. | Customer / Party | Bill Date | Bill No. | Lag (days) | Gross Total (₹) |
|---|