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
Performance Reports
Aggregated TSA performance data
| Date | TSA Name | Experience | Team Lead | Manager | Enquiries | Leads | Meetings | Closing Amt | Conv.% |
|---|---|---|---|---|---|---|---|---|---|
Team Target
Monthly cost, target & sales performance overview
| Month | Active TSA | Salary Cost (₹) | Other Cost (₹) | Total Cost (₹) | Target ×2.5 (₹) | Logged Sales (₹) | Loss & Profit (₹) | Achieved % |
|---|---|---|---|---|---|---|---|---|
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 | TSA | Status | Actions |
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Team Management
HR – Full CRUD access