Dashboard Overview
All branches
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Total Schemes
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Active
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Draft (Pending UPI)
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Matured
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Completed
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Total Collected (incl. fees)
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Late Fees Collected
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Maturing (30d)
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Half Registrations
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Discontinued
Recent Enrolments
| ID | Name | Branch | Monthly | Status | Enrolled |
|---|---|---|---|---|---|
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Enrolments
All branches
| ID | Name | Mobile | Branch | Monthly | Paid | Pay Method | Status | Maturity | |
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Reports
Payment collection & scheme summary
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Total Collected
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Total Schemes
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Active
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Matured
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Late Fees
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Maturing 30d
Payment method breakdown
🔄
UPI Autopay
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💳
Single Pay
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🏪
Pay at Store
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Branch performance — click to view details
Monthly collection trend
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Collection rate by branch
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Manage Users
Admin and branch manager accounts
Current Accounts
| Username | Role | Branch | Name | Actions |
|---|---|---|---|---|
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Half Registrations
Form started but not submitted
| Phone | Name | Branch | Instalment | Step Reached | Date |
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Draft Schemes
UPI mandate pending — not yet activated
| Enrolment ID | Name | Mobile | Branch | Monthly | Redeemable | Started | Action |
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Discontinue Requests
Branch requests awaiting admin review
| Request # | Enrolment | Customer | Branch | Reason | Refund Est. | Status | Date | |
|---|---|---|---|---|---|---|---|---|
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Audit Log
All changes — who did what, when, from which branch
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Plan Management
Manage GMS scheme plans — tenure, instalments, bonus %
| Plan ID | Name | Tenure | Pay Months | Bullion % | Ornaments % | Diamond % | Min ₹ | Max ₹ | Cash Limit | Default | Status | Actions |
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