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BUSINESS INTELLIGENCE

Jewellery Business Intelligence & Report Analysis Software

100+ Deep Reports: Transactions, Ageing, Karatwise P&L & Audit Trails

You can't grow what you don't measure. GoldMatrix's Report Analysis module delivers 100+ actionable business intelligence reports covering every corner of your jewellery enterprise. From daily transaction registers and debtor ageing buckets to customer KYC history, Karatwise P&L breakdown, gold fixing positions, and physical barcode scan audit logs — give your leadership the exact data needed to increase profitability and eliminate inventory shrinkage.

CORE CAPABILITIES

Engineered Specifically for Report Analysis

Transactions Report & Day Report

Detailed register of all sales, purchases, estimates, returns, and counter adjustments filterable by date, branch, salesperson, and payment mode.

  • Daily transaction register
  • Payment mode breakdown
  • Cancelled & void bill register
  • Estimate-to-bill conversion stats

Account Ledger Report & Ledger Balance Report

Party-wise statement showing running balances in both currency and fine gold weight with 1-click WhatsApp and PDF export.

  • Dual pure gold & cash ledger statement
  • Summary of all debtor/creditor balances
  • 1-Click WhatsApp statement dispatch
  • Multi-branch balance compilation

Ageing Report

Identify overdue customer and vendor balances with 30/60/90/120+ day aging buckets and automatic payment reminder triggers.

  • Aging bucket reports (30-120+ days)
  • High-risk debtor alerts
  • Automated payment reminder messages
  • Credit limit compliance tracking

Customer / KYC Report

Comprehensive customer database tracking purchase frequency, lifetime value (LTV), government KYC compliance (PAN/Aadhaar/ID), and birthdays/anniversaries.

  • KYC compliance register
  • High-value customer ranking (RFM)
  • Special date reminder lists
  • Customer preference analysis

Fixing Position

Monitor open bullion rate-fix contracts, unpriced metal receipts, and hedging exposure to protect against sudden market price swings.

  • Net unhedged gold weight position
  • Bullion contract rate fixing ledger
  • Rate fluctuation risk analysis
  • Live market valuation exposure

Karatwise Profit & Loss

Deep profitability breakdown across 24K, 22K, 18K, 14K, 9K gold, platinum, and diamond categories to discover high-margin product lines.

  • Purity-wise gross margin
  • Category profitability ranking
  • Slow-moving metal analysis
  • Making charge yield per karat

Reward Point Report

Track customer loyalty point accruals, kitty scheme installment collections, maturity dates, and bonus redemption statistics.

  • Active kitty scheme balances
  • Overdue installment reports
  • Reward points liability statement
  • Scheme redemption ROI analytics

Barcode Scan Report

Compare physical stock scan counts against system records to identify missing items, misplaced trays, or unaccounted shrinkage.

  • Physical vs system variance logs
  • Misplaced tray identification
  • Missing item audit register
  • Auditor sign-off reports
LIVE INTERFACE PREVIEW

Analytics Command Center: Karatwise P&L & Stock Scan Variance

Visual representation of the Report Analysis dashboard showing Karatwise P&L graphical charts and the physical Barcode Scan discrepancy report.

  • Karatwise gross profit charts split across 24K, 22K, 18K, and Diamond lines
  • Physical stock scan audit report highlighting matched, missing, and extra items
  • Export any report to Excel, PDF, or CSV with 1 click
Request Interface Walkthrough
Report Analysis Software Interface
BUILT SPECIFICALLY FOR

Jewellery Enterprise Owners, Store Directors, Bullion Traders & Auditors

Built for jewellery enterprise owners, store managers, bullion traders, and inventory auditors who require deep, granular visibility to optimize stock turn and cash flow.

FREQUENTLY ASKED QUESTIONS

Questions About Report Analysis

Can reports be exported to Excel, PDF, or CSV?
Yes. Every report in GoldMatrix can be exported with 1 click to Excel, PDF, or CSV format with custom date filters and column arrangements.
What is the Fixing Position report used for?
It tracks your net open gold weight position (unhedged gold bought vs sold), protecting bullion traders and jewelers from adverse market fluctuations.
How does the Barcode Scan discrepancy report work?
You scan physical showroom trays using a handheld barcode/RFID reader; the system instantly compares scanned tags against book stock, flagging missing or misplaced pieces.
Can we schedule automated daily summary reports to our mobile phone?
Yes. GoldMatrix can automatically dispatch daily executive closing summaries and sales digests directly to your WhatsApp or email every evening.

Ready to Experience Report Analysis in Action?

Join 1,500+ jewellery businesses who have simplified operations and eliminated errors with GoldMatrix ERP.