Invoiced
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Collected
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Outstanding (All Time)
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Across unpaid & partially paid invoices
Expenses
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Overdue Receivables
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Advance Received
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Discounts Given
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Reimbursements
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Total Quotation Value
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Accepted Quotation Value
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Invoice Status Breakdown
| Status | Count | Value |
|---|---|---|
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Revenue Trend (Last 6 Months)
Expenses by Type
| Type | Count | Value |
|---|---|---|
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Top Clients
| Client | Invoices | Invoiced |
|---|---|---|
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Top Services Report
| Service | Line Items | Value |
|---|---|---|
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Monthly Distribution (Last 12 Months)
| Month | Invoices | Invoiced | Collected |
|---|---|---|---|
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Sales Report
| Period | Invoices | Invoiced |
|---|---|---|
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Total Tasks
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Completed
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Open (Pending / In Progress)
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Overdue
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Task Status Breakdown
| Status | Count | Share |
|---|---|---|
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Compliance Tracker Status
| Status | Count | Share |
|---|---|---|
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Employee Workload (Open Tasks)
| Employee | Open | Overdue | Completed |
|---|---|---|---|
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Total Clients
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Active Clients
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Inactive Clients
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Pending Approval
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New Clients
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Added in the last 30 days
Clients Added During Selected Period
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In selected date range
Just Dial Clients
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Source: JD Leads / JD Client Referral
Lead Conversion Rate
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In selected date range
Client Status Breakdown
| Status | Count | Share |
|---|---|---|
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Lead Status Breakdown
| Status | Count | Share |
|---|---|---|
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Clients by Organisation
| Organisation | Count | Share |
|---|---|---|
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Clients by Category
| Category | Count | Share |
|---|---|---|
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Clients by Service
| Service | Count | Share |
|---|---|---|
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Clients by Entity
| Entity Type | Count | Share |
|---|---|---|
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Lead Source Breakdown
| Source | Count | Share |
|---|---|---|
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Employees
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Tasks Assigned
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Completed
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Overdue
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Hours Logged
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In selected date range
Employee Workload
| Employee | Total Assigned | In Progress | Completed | Pending | Overdue | Rework | Review Pending | Compliance Filed | Quotations Created | Invoices Created |
|---|---|---|---|---|---|---|---|---|---|---|
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Performance & Score
Score (0-100) = 60% completion rate (completed ÷ assigned) + 40% on-track rate (assigned tasks that are not overdue). Employees with no assigned tasks show no score.
| Employee | Assigned | Completion Rate | On-Track Rate | Hours Logged | Score |
|---|---|---|---|---|---|
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Attendance
| Employee | Days Present | Total Hours | Avg / Day | Leave Days |
|---|---|---|---|---|
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Payslip
Payroll isn't set up yet. The Salary tab on each employee profile is still a placeholder, so no base pay, deductions or payslips are stored. Once payroll records exist, payslip totals per employee will show here.
Organisation-wise Time
| Employee | Organisation | Entries | Time |
|---|---|---|---|
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Admin Review Activity
Tasks where the employee is the assigned reviewer.
| Reviewer | Assigned to Review | Awaiting Review | Reviewed & Completed |
|---|---|---|---|
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