Dashboard
Overview and analytics of all tasks
Filters
Task Stage Distribution (According to Stage)
Task by Department
Deadline Overview – Day Wise Task Pending
Client Wise Task Distribution (No. of Tasks)
External Dependency Distribution (No. of Tasks)
Task User Wise
| SR.NO | EMPLOYEE | ASSIGNED TASKS | OPEN | ON HOLD | APPROVED | OVERDUE |
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Task Management
Manage and track all tasks across clients
| SR.NO | TASK TYPE | CLIENT | TASK DESCRIPTION | COMMENTS | DEPARTMENT | CATEGORY | CURRENT STAGE | ASSIGNED TO | SUPERVISOR | DEADLINE | EXTERNAL DEP. | REMARKS | ACTIVITY LOG | ACTION |
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No. of Clients
9
Active clients
Debt Under Management
₹1250.00 Cr
Total debt portfolio
Banks/FIs Being Managed
8
Active relationships
Forex Under Management
₹425.00 Cr
Total forex exposure
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ACTIVE
About Company
Management
Shareholding
Guarantor
Statutory Approvals
Insurance Register
Asset Repository
Directory
Lease Locations
Documents Upload
Signatory Authority
Corporate Identity
Credit Rating
Udyam Registration
Approver / Team Member
GST Registrations
| GSTIN | Registration Date | State | GST Certificate |
|---|
Plant Locations
| Plant Name | Location | Address Proof |
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Masters Management
Centralized administration for financial entities and corporate data
Industry Master
Manage industries and sub-industries
Constitution Master
Manage Constitution Document
User Master
Manage employee details & information
| SR.NO | PROFILE IMAGE | NAME | CONTACT NUMBER | EMAIL ID | ROLE | REPORTING TO | PASSWORD | GENDER | ACTION |
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Currency Master
Manage currency codes, names & exchange rates
| SR. NO. | CURRENCY CODE | CURRENCY NAME | EXCHANGE TYPE | STATUS | ACTIONS |
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Country Master
Manage countries and currencies
| SR. NO. | COUNTRY CODE | COUNTRY NAME | CURRENCIES | STATUS | ACTIONS |
|---|
Unit Master
Manage measurement units for product quantity and capacity
| SR. NO. | UNIT CODE | UNIT NAME | STATUS | ACTIONS |
|---|
Letterhead Master
Manage company letterhead templates, headers & footers
| SR.NO | COMPANY NAME | LETTERHEAD NAME | CREATED BY | UPLOAD ON | DOCUMENT | ACTION |
|---|
Account Lockout Management
Monitor and manage locked user accounts, release access, and force password changes
| SR. NO. | EMPLOYEE NAME | ROLE | FAILED ATTEMPTS | LOCKED AT | RELEASE AT | STATUS | ACTIONS |
|---|
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Business Profile
Business Plan
Production Capacity
Supplier Wise Purchase
Sales Analysis