Interactive demo with sample data · modeled on a real platform we built and run GoldSteaksSolarPainting ← Back to use cases Text us Want this? Book a call

Dashboard

The whole business on one screen: sales, marketing, finance and operations. Updated by itself.

Revenue · July$74,300+11% vs June
New clients · July19web + walk-in
Cash position$48,120after supplier payments
Stock value$21,44520 bars and coins

Sales

Unread messages, all channels7
Invoices this week11
Open offers2

Every channel answered from one inbox; every sale invoiced in one click.

Marketing

Blog posts this month6
Price-alert subscribers412
Social posts scheduled3

Content drafted by AI, published on calendar, alerts sent when gold dips.

Finance

Gold reference$112.402/g
Prices updated today16 runs
Gross margin · July9.1%

The whole catalog reprices itself every 30 minutes from the live market.

Operations

Bars in stock20
Shipments in transit3
Deliveries this week5

Every bar tracked by serial from supplier invoice to insured delivery.

Revenue trend · last 14 weeks

Happening by itself, today

21 website prices updated from gold spot12:00
Text-message inquiry answered from the unified inbox09:44
Invoice INV 1025 emailed and archivedauto
Price-drop alert queued for 412 subscriberscampaign

Fictional demo data · modeled on a real platform we built and run for a gold trading business

Prices

Every product on the website reprices automatically when the metal reference moves. In production this runs every 30 minutes, day and night.

Gold reference$112.402/glive market feed
Silver reference$1.318/glive market feed
Last update12:00runs every 30 min
Products updated21on the website

Price breakdown

price = (weight × reference + making) × (factor + margin). Edit a margin and watch the price recalculate; on the real platform it applies on the next update, 30 minutes at most.

ProductMetalWeightMetal valueMaking $CostMargin %Margin $Web price

Price history · Gold ingot 100g

Web price, last 14 updates

Fictional demo data · modeled on a real platform we built and run for a gold trading business

Documents

Invoices and client offers. Creating an invoice numbers it, generates the PDF, emails it, and marks the bullion as sold in stock. Nobody types anything twice.

#TypeNumberClientTotalDateStatus
1invoiceINV 1025Sarah M.$1,829.4008/07/2026PDF emailed
2invoiceINV 1024David K.$447.1005/07/2026PDF emailed
3client offerOFR 218Emily R.$5,120.0003/07/2026sent
4budget offerOFR 217Gold ingots · $10,000 budget$10,000.0001/07/2026sent

Fictional demo data · every value on this screen is invented

Bullion stock

Every bar tracked from supplier invoice to sale. Selling one from an invoice flips it here automatically.

In stock20bars and coins
Stock value$21,444.90at purchase cost
Sold80all time
SerialWeightPurchase inv.PurchasedCostStatusSale priceClient
G441750 GR8821403104/06/2026$5,704.20In stock--
C71305 GR8821403104/06/2026$601.30In stock--
1975-197610X1GR8821398828/05/2026$1,262.80In stock--
M22091/4 OZ coin8821398828/05/2026$955.40In stock--
P03311 KG silver8821390219/05/2026$1,528.10Sold$1,537.55Michael B.
G3980100 GR8821384112/05/2026$11,498.70Sold$12,290.00Robert T.

Fictional demo data · serials and clients are invented

Inbox

Email, text messages, Instagram and Facebook in one place. No more four apps open to answer one customer.

Fictional demo data · all names and messages are invented

Blog & social

Content planned on a calendar, drafted by AI, published automatically to the website and social accounts.

Blog calendar · goal: 2-3 articles a week

Planned dateTitle / topicKeywordStatus
07/07/2026Investing in Silver: a Complete Beginner's Guideinvest in silverpublished
10/07/2026Gold vs Silver: Which One Should You Buy?gold vs silverpublished
14/07/2026How to Sell Gold and Get the Best Pricesell goldscheduled
17/07/2026Gold Karats Explained: 24k, 22k and 18kgold karatsidea

Social calendar

DateChannelTypeContentStatus
11/07/2026Instagram + FacebookpostNew 50g ingots in stock, AI imagepublished
12/07/2026InstagramstoryToday's gold price, auto-generatedpublished
15/07/2026 · 10:00Instagram + FacebookpostSilver guide teaser, generated by AIscheduled

Fictional demo data

Clients

Every buyer with their full history: purchases, conversations and preferences, in one record.

ClientSincePurchasesLifetime valuePreferred channelLast activity
Robert T.202314$61,240MessagesBought 100g bar · May
Sarah M.20246$12,830EmailInvoice INV 1025 · July
Michael B.20253$4,410MessagesSilver bar · June
Emily R.20261$5,120Walk-inOffer OFR 218 open
David K.20254$9,270InstagramAsked about 1/4 oz coins
A repeat buyer writes on any channel and the platform shows who they are, what they own and what they usually ask for.

Fictional demo data · clients are invented

Price alerts

Subscribers get a message when gold moves. Every dip becomes a sales day instead of a quiet one.

Subscribers412web + SMS opt-in
Last campaign open rate61%
Sales within 48h of alert$9,340last campaign

Campaign history

DateTriggerAudienceStatus
07/02/2026Gold -1.2% in a day398 subscriberssent · 61% opened
06/14/2026New 50g bars in stock371 subscriberssent · 54% opened

Fictional demo data

Accounting

Sales, cost of goods and margin, built from the same invoices and stock records. Nothing typed twice.

Sales · Q3 to date$182,400
Gross margin9.4%metal business is volume
Result · Q3 to date+$11,080
MonthSalesCost of goodsGross marginExpensesResult
July (to date)$74,300$67,090$7,210$3,180+$4,030
June$66,900$60,880$6,020$3,240+$2,780
May$41,200$37,570$3,630$3,150+$480
April$52,700$47,980$4,720$3,390+$1,330

Fictional demo data · figures are invented

Shipments

Insured shipping tracked next to the stock it carries. Customers get tracking updates automatically.

OrderClientContentsInsured valueCarrierStatus
SH-311Sarah M.1 × 100g bar$12,180ArmorShipIn transit
SH-310Robert T.2 × 1/4 oz coins$1,990ArmorShipIn transit
SH-309David K.1 × 5g bar$690SecurePostDelivered · signed
SH-308Overseas inquiry2 × 100g bars$24,360ArmorShip IntlDelivered · signed

Fictional demo data · orders are invented