Dashboards
Monitor everything from a single screen.
The management dashboard, and three more views for customers, staff and the team — on the computer or the phone, as things are right now.
01Dashboard
Management dashboard
“How is the business today?”
What the owner sees
- Total outstanding and overdue payments
- Pending purchase orders and delayed supplier deliveries
- Outstanding ageing — 0–30, 31–60, 61–90, 90+ days
- Monthly collection summary, in lakhs
- Top outstanding customers and recent follow-ups
Kaveri Pumps & Motors · Friday, 16 Oct 2026
Dashboard
Outstanding ageing
- 0–30 days₹ 52,14,460
- 31–60 days₹ 26,23,000
- 61–90 days₹ 24,96,800
- 90+ days₹ 21,24,500
Monthly collection
₹ in lakhsTop outstanding customers
| Malabar Food Products | ₹ 18,75,000 |
| Sri Balaji Packaging | ₹ 12,45,000 |
| Annamalai Engineering | ₹ 9,20,000 |
| Vel Murugan Enterprises | ₹ 7,80,000 |
| Kerala Agro Machinery | ₹ 6,75,000 |
Recent follow-ups
Invoices and purchase orders| Type | Name | Invoice / PO | Due / expected | Status |
|---|---|---|---|---|
| Invoice | Malabar Food Products | INV-1423 | 15 Oct 2026 | Overdue |
| Invoice | Sri Balaji Packaging | INV-1424 | 20 Oct 2026 | Reminder sent |
| PO | Kovai Steel Fabricators | PO-2256 | 18 Oct 2026 | Pending |
| PO | Palakkad Polymers | PO-2257 | 22 Oct 2026 | Reminder sent |
02Dashboard
360 View
“What is going on with this customer?”
What the owner sees
- Outstanding, overdue and sales this financial year
- Ageing of every due — 0–30, 31–60, 61–90, 90+ days
- Every invoice, payment, call and visit in one timeline
- Call, video call or WhatsApp from the same screen
Sri Murugan Agencies
CallVideo callActivity
Account owner: Karthik R- InvoiceINV-0142 · ₹ 48,260 sent on WhatsApp
- CallPromised ₹ 30,000 by Saturday — Karthik R
- Payment₹ 52,000 received by UPI against INV-0097
- Field visitVisited shop, Erode — Karthik R
03Dashboard
My work
“What should I do today?” — for every person
What the owner sees
- Calls, visits and follow-ups for today, in order
- Payment reminders and promises to pay
- Overdue follow-ups flagged so nothing slips
- Each person sees their own list
Friday, 16 Oct 2026
My work · Karthik R
Today
Calls, visits and follow-ups- 10:30Sri Murugan AgenciesCall
- 11:30Kongu Borewells, TiruppurVisit
- 12:00Velan Agro ServicesReminder
- 3:00Annamalai HardwaresFollow-up
- 4:30Erode Farm SuppliesVideo call
04Dashboard
Team attendance
“Who is at work, and where?”
What the owner sees
- Present, on field visit, on leave, not checked in
- Check-in time with face check and location
- Who is on leave today
- Field visits and beat plans for the day
Friday, 16 Oct 2026
Team attendance
| Person | Status | Location |
|---|---|---|
| DSDivya S | Present | |
| KRKarthik R | Field visit | |
| AKArun Kumar | Field visit | |
| LNLakshmi N | Present | |
| PMPrakash M | Present | |
| SPSelvi P | On leave | |
| MKManoj K | Not checked in |
05Reports
When you need the detail.
Every report in Indian number format, for any period, ready to share with your accountant or CA.
Ageing
Every customer’s dues in 0–30, 31–60, 61–90 and 90+ day buckets.
Collections
What came in — by day, week or month, and by whom.
Sales
Sales by customer, item and period, for your April–March year.
GST summary
Taxable value with CGST, SGST and IGST, ready for your accountant.
Transforming follow-ups. Driving results.
See the follow-up management solution on a business like yours. Free demo, no obligation — and a 14-day free trial when you are ready.