Today's priorities
Overdue payments needing immediate follow-up
| Client | Unit | Milestone | Amount due | Due date |
|---|
Upcoming follow-ups
Things you or your team need to do
Recent client activity
Latest registrations and updates
| Client | Reference | Project | Submitted |
|---|
All clients
0 clients
| Client | Reference | Project | Source | Assigned exec | Submitted |
|---|
Unit inventory
Receivables aging
How long money has been owed
Cash flow forecast
Expected collections, next 12 months
Collection trend
Cleared payments, last 6 months
Payment method mix
How collections come in
At-risk clients
Biggest overdue balance first
Cheques due soon
Pending PDCs, next 7 days
Collected vs outstanding by project
Where the receivables actually sit
Overdue installments
Sorted by most urgent first
| Client | Unit | Milestone | Amount due | Due date | Days overdue |
|---|
All payment plans
Every unit under an active payment schedule
| Client ▲ | Unit ▲ | Project | Total price ▲ | Progress ▲ | Balance ▲ | Actions |
|---|
Collected vs outstanding
Collections trend
Last 6 months
Clients by source
| Source | Count |
|---|
Clients by project
| Project | Count |
|---|
Sales executive performance
Clients currently assigned per executive
| Executive | Assigned clients | Booked/closed |
|---|
All documents
0 documents
| Client | Reference | Document type | File | Expiry | Uploaded |
|---|
Cheque register
Every cheque received, with post-dated cheques tracked to clearance
| Cheque no. | Bank | Client | Unit | Towards | Cheque date | Amount | Status | Action |
|---|
Preferences
Stored locally in this browser
Desktop notification dot
Show the red badge on the bell icon when payments are overdue
Audit log
Every admin action across the system, most recent first
| When | Admin | Action | Target | Detail |
|---|
Agency directory
| # | Agency | Status | Clients | Closed | Conv. | Units | Sales value | Collected | Last client |
|---|
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SLA compliance
Response-time target met vs missed
Tickets by category
What actually breaks most
Ticket volume
Raised per month, last 6 months
Technician workload
Open tickets per assignee
Needs attention now
Breached and at-risk tickets, most urgent first
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Ticket queue
| Ticket ▲ | Category ▲ | Client ▲ | Unit | Priority ▲ | Status | SLA ▲ | Assignee |
|---|
Handovers
| Unit | Project | Client | Status | Days in status |
|---|
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Created vs resolved
Weekly, last 12 weeks
Top categories this month
Where volume is coming from
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