Executive Business & P&L Hub
Sub-Dashboard Realtime P&LLocation-wise Profit & Loss (Delhi, Jaipur, Gorakhpur) • Branch Expenses • Dual-TL 50/50 Split • Team Performance
PL MIS System Operational Pipeline
Fast single case entry & bulk Excel upload with 21 standardized fields.
Mark OK / Cancel, filter by Vendor (FINBUD, FINWIZ, RKPL, STAR) & export custom columns.
Case-wise matching, clawback debits auto-tagging, pending mail generation.
2-month lag (Sep pays July), old debits deducted from employee total, ₹1,000 / 10L.
Vendor-wise Disbursal Distribution
Case Payout Status Breakdown
Action Required: Cases with Payout Received - Missing Customer Details 0
Admin assigned these cases from Vendor Payout. Please verify Customer Mobile, TSO, and TL to complete records.
| Customer Name | Loan / FINNONE ID | Vendor | Disbursed Amount | Payout Recd | Admin Note | Action |
|---|
Operator Data Entry Portal
Enter personal loan cases individually or upload Excel sheets directly.
Case Information Details (21 Standard Fields)
Date Formats: 29/04/2026 or 05-01-2026 supportedBulk Excel Upload
Upload your standard MIS Excel sheet containing the exact columns.
Drag & Drop your MIS Excel / CSV here, or
Supports .xlsx, .xls, .csv
Recent MIS Entries
0 entries| S NO | Disbursed Date | Customer Name | Vendor | Bank | FinnOne ID | Disbursed Amount | TSO | TL | Status | Admin Verification |
|---|
Search Old Cases (By Mobile No / FINNONEID / LOS)
Search existing loan applications. If any details need modification, submit a change request with your remark for Admin approval.
Search Results
0 cases found| S NO | Customer Name | Mobile No | FINNONEID | LOS Number | Vendor / Bank | Disbursed Amount | TSO | Status | Action |
|---|---|---|---|---|---|---|---|---|---|
| Search by Mobile Number, FINNONEID, or LOS above. | |||||||||
Operator Change Requests (Approval Queue)
Review requests from operators to modify old cases. Verify operator remarks before approving or rejecting.
| Case ID | Customer Name | FINNONE / LOS | Current Amount | TSO | Operator Change Remark | Requested Changes | Date Requested | Admin Decision |
|---|
Admin Case Verification & Actions
0 cases| S NO | Disbursed Date | Customer Name | Vendor | Bank | FinnOne / LOS | Disbursed Amount | TSO | Admin Status | Admin Remark | Verification Action |
|---|
Vendor Payout Reconciliation & Clawback Management
Upload vendor payout files, match case-wise payments, flag old debits, and draft reminder emails for unpaid cases.
Vendor Marked Cases as "NOT FOUND"
These cases were returned with 0 payout or "NOT FOUND" by vendor. You can shift them to next month (so they automatically appear in next month's MIS) or cancel them.
Case-Wise Payout & Clawback Status
| S NO | Customer Name | Vendor | FinnOne ID | Disbursed Amount | TSO (Employee) | Payout Status | Payout Received | Clawback / Debit Remark | Reconciliation Notes | Action |
|---|
Extra Cases in Vendor Statement (Missing from MIS) 0 Cases
These cases were received with payout from the vendor. You can Add to MIS immediately (with TSO details) or Assign to Operator to complete.
| # | Customer Name | Loan / FINNONE ID | LOS / Ref # | Disbursed Amt | Payout Recd | Vendor Remarks | Action |
|---|
Employee Incentive Calculation Engine
Lagged Business Payout: In Sep-2026, July-2026 incentive is disbursed. Any old case cancelled/debited is deducted from employee's gross business.
TSO Performance & Incentive Breakdown
0 employees| # | TSO Employee Name | Team Leader (TL) | Disbursed Cases | Gross Disbursed Business | Old Debits / Cancels | Clawback Deduction | Net Business (₹) | Incentive (₹) | Case Audit Trail |
|---|
Team Leader (TL) Incentive & Dual-TL Splits (0.05% Override Pool)
Eligible when Team Net Business reaches threshold (Delhi & Jaipur: ₹25L, Gorakhpur: ₹15L). Dual TLs split 50/50.
| # | Team / Location | Min Target | Team Net Business | Status | TL Pool (0.05%) | TL 1 (Share %) | TL 1 Incentive | TL 2 (Share %) | TL 2 Incentive |
|---|
Vendor Companies & Bank-wise Payout Agreements
Active channel partners (STAR, RKPL, FINWIZ, FINBUD) with custom payout % per bank
Team Leaders (TLs)
Dropdown options (JYOTI, NEELAM, NEHA, POOJA, etc.)
Location-wise Teams & Dual-TL Configuration INCENTIVE POLICY
Define Primary & Secondary Team Leaders (TL1 & TL2), 50/50 split percentage, and qualification targets per location
| Team & Code | Location / Branch | Primary TL 1 | Secondary TL 2 (Dual) | Split % | Min Target | Pool Rate | Action |
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System Users & Portal Access Control ADMIN CONTROL
Manage login credentials for Administrators and Regional Operators
| User Details | Role | Status | Two-Factor 2FA | Created Date | Actions |
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Security & Financial Audit Trail Append-Only
Immutable chronological log of all case verifications, rate updates, payouts, and security events
| Timestamp | User | Action | Entity | Details | IP Address | Status |
|---|---|---|---|---|---|---|
| Loading audit trail... | ||||||
IDFC FIRST Bank Portal Sync
Automated Bot Status: ReadyDirect partner portal integration • 1,000 cases extraction • Incremental daily sync • 2FA Authenticator support
Daily Automated 09:30 AM Auto-Sync Active
Background WorkerEvery morning at 09:30 AM, the bot checks for new punched cases (~100-200 cases/day) and performs incremental updates. You can also click "Sync Now" anytime.
Instant HTML File / Source Import (1-Second Fallback)
If you already have the Salesforce Printable View open in your browser, save the webpage as HTML or copy the table code and drop it here to parse up to 1,000 cases instantly.
| Loan Application ID | Created Date | Customer Name |
FinnOne ID
▼
|
Stage | Sub Stage | Bundled Loan Amount | Relationship Officer | Sales Officer | Applicant Mobile | MIS Match |
|---|---|---|---|---|---|---|---|---|---|---|
| Click "Sync Now" to fetch live IDFC partner portal cases. | ||||||||||