Real-time KPIs, pipeline charts, commission summaries, today's follow-ups, team tasks, and a live activity feed — all on one screen. Make data-driven decisions in seconds, not hours.
Five key metrics greet you every morning: Total Leads (with new vs. converted breakdown), Active Files (with sanctioned and disbursed counts), This Month's Disbursals (total amount and count), Conversion Rate, and Total Lead Value. No digging through reports — your business health is visible in 2 seconds.
Track every rupee of commission across four statuses: Total Commission, Pending (awaiting bank payout), Claimed (submitted to bank), and Received (money in your account). No more chasing banks in Excel — see exactly how much you're owed and how much you've collected.
Three interactive charts powered by ApexCharts give you instant insights. A Lead Status pie chart shows distribution across New, Contacted, Interested, Converted, and Lost. A Pipeline by Stage chart shows files at Documentation, Login Pending, Under Process, Sanctioned, and Disbursed. An Amount Overview bar chart compares Requested, Sanctioned, and Disbursed amounts in lakhs.
Never miss a callback again. The dashboard shows today's scheduled follow-ups with customer names, phone numbers, and priority indicators — click to call directly. Your top 5 pending tasks are listed with priority badges and one-click completion. AI-generated tasks appear alongside manual ones.
A real-time activity feed streams events as they happen — new leads captured, files moving through stages, documents uploaded, sanctions approved, disbursals completed. Powered by SignalR, you see updates from your entire team without refreshing. Each activity shows type icon, title, message, and relative timestamp ('Just now', '5m ago'). The dashboard data auto-refreshes when relevant notifications arrive.
Go deeper with dedicated reports: Pipeline Report (stage distribution), Disbursal Report (transaction history), Commission Report (settlement tracking with Excel export), Performance Report (team metrics), Lead Report (conversion analytics), and Callback Report (follow-up completion rates). Every report supports date range filters and Excel export.
