{{ systemAnnouncement }}
You are currently impersonating {{ currentUser.name }} ({{ currentUser.role }}).
Retail Asset Operations

Sales Link

Daily File Tracking, Pipeline & Team Execution Portal

{{ loginError || registerError }}

Continue with your authorized Google work account

RO Relationship Officers: Sign in with the Google email registered by your Sales Manager.
SM Sales Managers: Sign in to monitor file tracking, team EODs, and pacing targets.
Authorized Internal Access • 256-Bit SSL Encrypted
Sales Managers Only

Relationship Officers (ROs): Do not create a workspace. Please switch to "Sign In" after your manager invites you.

Sales Link • Axis Bank Retail Operations
SL

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{{ currentUser.name }}

Platform Overview

Workspaces
(Tenants)

{{ saasStats.totalWorkspaces }}

+{{ saasStats.newWorkspaces }} in periodAll active

Total Users
(ROs)

{{ saasStats.totalUsers }}

{{ saasStats.activeUsers }} active in period

Files Logged
(Usage)

{{ saasStats.totalFiles }}

In selected periodAll time files

Total System
Records

{{ saasStats.filesAllTime }}

Total lifetime files

Platform Growth (Last 30 Days)

Workspace Health & Usage

Workspace / Tenant Status Seats (ROs) Usage (Files) Last Active Actions
{{ workspace.name }}
ID: {{ workspace.id }}
 {{ workspace.status }} {{ workspace.roCount }} {{ workspace.fileCount }} {{ workspace.lastActive ? formatDate(workspace.lastActive) : 'Never' }}
No workspaces registered yet.

Global System Announcement

Set a message to display as a banner at the top of the app for all users. Leave blank to remove.

Global User Directory

No users found matching your filters.

{{ group.workspace.name }}

Tenant ID: {{ group.workspace.id }} • Users: {{ group.smUsers.length + group.roUsers.length }}

Name / Email Role Performance Status Actions
{{ user.name }}
{{ user.email || 'N/A' }}
 Sales Mgr
{{ user.fileCount || 0 }} Files
{{ user.lastActive ? new Date(user.lastActive).toLocaleDateString() : 'Never Active' }}
 {{ user.status || 'ACTIVE' }}
{{ user.name }}
{{ user.email || 'N/A' }}
 Officer (RO)
{{ user.fileCount || 0 }} Files
{{ user.lastActive ? new Date(user.lastActive).toLocaleDateString() : 'Never Active' }}
 {{ user.status || 'ACTIVE' }}

Overview Dashboard

Total Files

{{ stats.totalFiles }}

₹{{ formatCurrency(stats.totalValue) }}

Approved

{{ stats.approvedCount }}

₹{{ formatCurrency(stats.approvedAmount) }}

Disbursed

{{ stats.disbursedCount }}

₹{{ formatCurrency(stats.disbursedAmount) }}

In Process (FI)

{{ stats.loginCount }}

₹{{ formatCurrency(stats.loginAmount) }}

Rejected

{{ stats.rejectedCount }}

₹{{ formatCurrency(stats.rejectedAmount) }}

Approval Rate

{{ stats.approvalRate }}%

Apprv. + Disb.

RO Performance Leaderboard

Click any RO to open their 360° Cockpit and 1-tap WhatsApp nudges.

Interactive 360° Cockpit
#{{ index + 1 }}

{{ ro.name }}

{{ ro.conversionRate }}% Conv
₹{{ formatCurrency(ro.disbursedAmount) }}
{{ ro.totalFiles }} {{ ro.approvedFiles }}
Pipe: ₹{{ formatCurrency(ro.totalAmount) }} 360°
No RO data available.

Recent Activity

Latest 5 files

{{ file.customerName }}

₹{{ formatCurrency(file.loanAmount) }}
{{ file.status }} {{ file.roName }}
{{ formatDate(file.createdAt) }}
No recent activity found.
#{{ file.appId || 'NO ID' }} {{ file.loginDate ? formatDateOnly(file.loginDate) : formatDateOnly(file.createdAt) }}
{{ file.status }}

{{ file.customerName }}

₹{{ formatCurrency(file.loanAmount) }}
{{ file.nclUcl || '-' }} {{ file.sourcingChannel || 'DSA' }} RO: {{ file.roName }} SM: {{ file.smName }}
Updated: {{ formatDate(file.updatedAt || file.createdAt) }}

No files for {{ getTimelineLabel(roFilters.timeline) }}

{{ roFilters.timeline === 'today' && allFiles.length > 0 ? 'There are files logged on other dates.' : 'Try adjusting your search or filters.' }}

Showing {{ filteredFiles.length }} records

Relationship Officers (ROs)

Manage RO access and account status

{{ user.name ? user.name.charAt(0).toUpperCase() : 'U' }}

{{ user.name }}

@{{ user.email }}

Active Suspended

No RO accounts created yet

Approval Rate: {{ roStats.approvalRate }}%

Attention Radar: {{ roNeedsAttentionFiles.length }} Case(s) Need Movement Pending Action

Cases resting in FI/UW (>3 days) or Approved without disbursal (>4 days).

Monthly Target & Run-Rate

{{ roTargetPacing.paceBadgeText }}

Pacing for {{ new Date().toLocaleString('default', { month: 'long', year: 'numeric' }) }} • {{ roTargetPacing.daysRemaining }} day(s) left

Files Logged (MTD) {{ roTargetPacing.mtdFilesCount }} / {{ roTargetPacing.targetFiles }} ({{ roTargetPacing.filesPercent }}%)
Remaining: {{ roTargetPacing.filesRemaining }} files Daily Run-Rate: {{ roTargetPacing.requiredDailyFiles }} files/day
Volume Achieved (MTD) ₹{{ roTargetPacing.mtdVolumeLakhs.toFixed(2) }}L / ₹{{ roTargetPacing.targetVolume }}L ({{ roTargetPacing.volumePercent }}%)
Remaining: ₹{{ roTargetPacing.volumeRemaining.toFixed(2) }}L Daily Run-Rate: ₹{{ roTargetPacing.requiredDailyVolume }}L/day
Total Files
{{ roStats.totalFiles }}
Total logged files
Total Value
₹{{ formatCurrency(roStats.totalAmount) }}
Cumulative pipeline
Approved
{{ roStats.approvedCount }}
₹{{ formatCurrency(roStats.approvedAmount) }}
Disbursed
{{ roStats.disbursedCount }}
₹{{ formatCurrency(roStats.disbursedAmount) }}

Category Breakdown

Portfolio distribution

{{ roStats.totalFiles }} Total
NCL (New Car)
{{ roStats.nclCount }} files
₹{{ formatCurrency(roStats.nclAmount) }}
UCL (Used Car)
{{ roStats.uclCount }} files
₹{{ formatCurrency(roStats.uclAmount) }}
#{{ file.appId || 'NO ID' }} {{ file.loginDate ? formatDateOnly(file.loginDate) : formatDateOnly(file.createdAt) }}
{{ file.status }}

{{ file.customerName }}

₹{{ formatCurrency(file.loanAmount) }}
{{ file.nclUcl || 'NCL' }} {{ file.sourcingChannel || 'DSA' }} PPC: {{ file.ppc }} VCIP: {{ file.vcip }}
{{ file.smName || defaultSmName || 'Unassigned' }}

No files for {{ getTimelineLabel(roFilters.timeline) }}

{{ roFilters.timeline === 'today' && myFiles.length > 0 ? 'You have files logged on other dates.' : 'Try adjusting your search or filters.' }}

New Customer File

Log loan application details for daily tracking

#
{{ formatLakhsToRupees(newFileForm.loanAmount) }}
₹ Lakhs

Enter in Lakhs (e.g. 5.5 = ₹5.50 L / ₹5,50,000)

RO: {{ currentUser.name }}
Formatted EOD copied to clipboard! Paste directly into WhatsApp.

Daily EOD

Submitted Today Revising Today's Report

Audit today's logged cases, plan commitments, and file your official EOD.

Date

{{ new Date().toLocaleDateString('en-IN') }}

You're all set for today!

Revised

Your End of Day report has been filed with your SM. Great job today! You can share it to your WhatsApp group, copy the raw text, or revise it if any late-evening updates happen.

Share to WhatsApp
Revising Today's Report

Make updates or click "Re-sync Files" to pull any newly logged cases, then submit your updated EOD.

Files Included in Today's EOD {{ todayLoginsFiles.length }} Logins • {{ todayDisbFiles.length }} Disb

Verify exact customer cases that back up today's numbers.

Today's Logins ({{ todayLoginsFiles.length }})
Auto-aggregated into Open Market, Branch & UCL
No files logged for today's date yet.
{{ f.customerName }} #{{ f.appId || 'No ID' }} • {{ f.nclUcl || 'NCL' }} • {{ f.sourcingChannel || 'DSA' }}
₹{{ formatCurrency(f.loanAmount) }} {{ f.status }}
Today's Disbursements ({{ todayDisbFiles.length }})
No files marked Disbursed today.
{{ f.customerName }} #{{ f.appId || 'No ID' }} • {{ f.nclUcl || 'NCL' }}
₹{{ formatCurrency(f.loanAmount) }} Disbursed

Submission Notice

{{ eodSubmitError }}

Logins (FTD)

Total Logins {{ eodTotals.loginCount }} / {{ eodTotals.loginAmount.toFixed(2) }}L
Files
Amt (L)

Disbursements (FTD)

Total Disb {{ eodTotals.disbCount }} / {{ eodTotals.disbAmount.toFixed(2) }}L
Files
Amt (L)

Other Metrics (FTD)

Auto-Calculated

Planning & Field Activities

Optional

Showrooms / partner visits done today

Expected logins tomorrow

Expected delivery/disbursal

Your Submission History

Date Total Logins Total Disb Branch Sanc Actions
{{ new Date(eod.date).toLocaleDateString() }} Revised {{ (eod.metrics.loginOpenMarket.count || 0) + (eod.metrics.loginBranch.count || 0) + (eod.metrics.loginUsedCar.count || 0) }} / {{ ((eod.metrics.loginOpenMarket.amount || 0) + (eod.metrics.loginBranch.amount || 0) + (eod.metrics.loginUsedCar.amount || 0)).toFixed(2) }}L {{ (eod.metrics.disbOpenMarket.count || 0) + (eod.metrics.disbBranch.count || 0) + (eod.metrics.disbUsedCar.count || 0) }} / {{ ((eod.metrics.disbOpenMarket.amount || 0) + (eod.metrics.disbBranch.amount || 0) + (eod.metrics.disbUsedCar.amount || 0)).toFixed(2) }}L {{ eod.metrics.loginBranchSanction?.count || 0 }} / {{ (eod.metrics.loginBranchSanction?.amount || 0).toFixed(2) }}L
You haven't submitted any EOD reports yet.

RO Daily EOD Submissions

Date RO Name Total Logins (FTD) Total Disb (FTD) Branch Sanc
{{ new Date(eod.date).toLocaleDateString() }} {{ eod.userName }} {{ (eod.metrics.loginOpenMarket.count || 0) + (eod.metrics.loginBranch.count || 0) + (eod.metrics.loginUsedCar.count || 0) }} / {{ ((eod.metrics.loginOpenMarket.amount || 0) + (eod.metrics.loginBranch.amount || 0) + (eod.metrics.loginUsedCar.amount || 0)).toFixed(2) }}L {{ (eod.metrics.disbOpenMarket.count || 0) + (eod.metrics.disbBranch.count || 0) + (eod.metrics.disbUsedCar.count || 0) }} / {{ ((eod.metrics.disbOpenMarket.amount || 0) + (eod.metrics.disbBranch.amount || 0) + (eod.metrics.disbUsedCar.amount || 0)).toFixed(2) }}L {{ eod.metrics.loginBranchSanction.count || 0 }} / {{ (eod.metrics.loginBranchSanction.amount || 0).toFixed(2) }}L
No EOD reports submitted yet.

Filters & Sort

Refine your tracking list

Edit Customer File

Update file details & status

{{ formatLakhsToRupees(editFileForm.loanAmount) }}
₹ Lakhs

Enter in Lakhs (e.g. 5.5 = ₹5.50 L)

Add New Relationship Officer

They will use this Google account to log in.

{{ addRoError }}

Update File Status

Customer: {{ selectedFile?.customerName }}

Current Status: {{ selectedFile?.status }}

Customer File Details

#{{ selectedFile?.appId || selectedFile?.id }} • {{ selectedFile?.customerName }}

Loan Amount (in Lakhs)
₹{{ selectedFile ? formatCurrency(selectedFile.loanAmount) : '0.00 L' }} ({{ formatLakhsToRupees(selectedFile.loanAmount) }})
Status {{ selectedFile?.status }}

App ID

#{{ selectedFile?.appId || 'N/A' }}

Category

{{ selectedFile?.nclUcl || 'N/A' }}

Sourcing Channel

{{ selectedFile?.sourcingChannel || 'DSA' }}

Login Date

{{ selectedFile?.loginDate ? formatDateOnly(selectedFile.loginDate) : (selectedFile ? formatDateOnly(selectedFile.createdAt) : 'N/A') }}

SM Name

{{ selectedFile?.smName || defaultSmName || 'N/A' }}

PPC

{{ selectedFile?.ppc || 'N/A' }}

VCIP

{{ selectedFile?.vcip || 'N/A' }}

MI

{{ selectedFile?.mi || 'N/A' }}

Logged By (RO)

{{ selectedFile?.roName || 'N/A' }}

System Created

{{ selectedFile ? formatDate(selectedFile.createdAt) : '' }}

Edit User

Set Monthly Target

Define your monthly login targets to automatically track your daily run-rate pace.

{{ (selectedRoAnalytics.ro.name || 'RO').charAt(0).toUpperCase() }}

{{ selectedRoAnalytics.ro.name }}

{{ selectedRoAnalytics.ro.status || 'Active' }}

{{ selectedRoAnalytics.ro.email }} {{ selectedRoAnalytics.ro.phone }}

Quick Nudges: Remind EOD Nudge Stalled ({{ selectedRoAnalytics.stalledFiles.length }}) Share Snapshot Send Kudos 👏

Today's Execution & EOD Pulse

EOD Submitted Revised EOD Pending
Today Logins {{ selectedRoAnalytics.todayLoginsCount }} ₹{{ selectedRoAnalytics.todayLoginsVolume.toFixed(2) }} L
Today Disb {{ selectedRoAnalytics.todayDisbCount }} ₹{{ selectedRoAnalytics.todayDisbVolume.toFixed(2) }} L
Dealer Visits {{ selectedRoAnalytics.todayEod?.dealerVisits || '0' }} Field Touchpoints
Tomorrow Target {{ selectedRoAnalytics.todayEod?.tomorrowLogins || '0' }}L / {{ selectedRoAnalytics.todayEod?.tomorrowDisb || '0' }}D Commitment
RO Field Notes & Hold Remarks:

{{ selectedRoAnalytics.todayEod.remarks }}

MTD Conversion & Sourcing Quality

This Month
Total Logins {{ selectedRoAnalytics.mtdCount }} ₹{{ selectedRoAnalytics.mtdVolume.toFixed(2) }} L
Disbursed {{ selectedRoAnalytics.mtdDisbCount }} ₹{{ selectedRoAnalytics.mtdDisbVolume.toFixed(2) }} L
Conversion % {{ selectedRoAnalytics.conversionRate }}% Disb / Login
Approval Rate {{ selectedRoAnalytics.approvalRate }}% Pass Ratio
NCL: {{ selectedRoAnalytics.nclCount }} (₹{{ selectedRoAnalytics.nclVolume.toFixed(1) }}L) UCL: {{ selectedRoAnalytics.uclCount }} (₹{{ selectedRoAnalytics.uclVolume.toFixed(1) }}L)
New Car Loan Used Car Loan

No active cases in pipeline currently

#{{ file.appId || 'NoID' }}

{{ file.customerName }}

{{ file.nclUcl || '-' }} • {{ file.sourcingChannel || 'DSA' }} • {{ formatDateOnly(file.loginDate || file.createdAt) }}
₹{{ formatCurrency(file.loanAmount) }} {{ file.status }}

Zero Stalled Cases!

All files are moving through stages without delays.

⚠️ {{ file.daysStalled }}d stuck in {{ file.status }} #{{ file.appId || 'NoID' }}

{{ file.customerName }}

Amount: ₹{{ formatCurrency(file.loanAmount) }} • {{ file.sourcingChannel || 'DSA' }}
Showing live metrics for {{ selectedRoAnalytics.ro.name }}