Team Dashboard Screen

The Team Dashboard Screen provides a quick overview of team performance, task distribution, and case analytics. It helps staff monitor monthly cases.GPS offline count.

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Header Section

Date Indicator

Displays the current working day.

Example:

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Page Title

Team Pulse

Shows that this section focuses on team activity and performance.

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Team Summary Cards

This section provides a quick snapshot of team activity:

• Open Tasks → Total number of tasks

• Done Today → Tasks completed until the current day

• Overdue → Overdue contract count 

• Active Cases → Total ongoing contract count handled by the team

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Department Tasks

Tabs

Users can switch between departments:

• Collections team

• Sales team

This allows viewing performance data for each department separately.

User can apply the gdept, dept, sec_branch, unit,munit filter for the sales team.

User can apply the gdept, dept, collection unit, collection tl and collection filter for the collection team.

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Analytics Section

Case overview

• Done Today - Today payment collection contract count 
• Active cases - Total active contract count 
• Open Task  - Total task count
• Overdue - Total overdue contract count

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Monthly break down

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Monthly Cases

Displays a visual breakdown of case categories. These amounts will display according to the applied payments.

Includes:

• This Month

• Last Month

• 2 Months Delayed

• OA Cases
  Each shows:

• Number of cases

• Percentage contribution

 

How to Use

View Team 

1. Open the Team tab

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Switch Department

1. Tap Collections / Sales 

2. View updated analytics