Dashboard Overview
Real-time sales performance metrics
Total Revenue (Annual)
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Conversion Rate
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Total Enquiries
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Field Coverage
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Monthly Revenue Trend
Meeting Status
Team Lead Performance
Team Target
Monthly cost, target & sales performance — per manager
Daily TSA Performance
Track daily enquiries, leads, meetings & closings
| Date | Manager | Team Lead | TSA Name | Enquiries | Leads | Meetings | Closing Amt | Actions |
|---|
Field Meetings
Meeting details, areas, and outcomes
| Date | Client | Area | KM | Field Mgr | TL | TSA | Status | Amount | Actions |
|---|
Client Policies
Policy & ECS management
| Client | Policy No | Mobile | DOC | Plan | Mode | ECS/Mo | Month / Year | Field Manager | Manager | Status | Actions |
|---|
Cost Calculator
Month-wise · Branch & Manager cost breakdown
Attendance Management
Month-wise attendance tracking for all team members
Legend:
P – Present
A – Absent
HL – Holiday
L – Latemark
HD – Half Day
Leave Management
Apply, review and approve team leave requests
Filters
Status
Role
Employee
Month
From Date
To Date
Team Management
HR – Full CRUD access