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. 

 

 Header Section 

 Date Indicator 

 Displays the current working day. 

 Example: 

 

 

 

 

 

 

 

 

 

 

 

 Today / Thu, Mar 19 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 Page Title 

 Team Pulse 

 Shows that this section focuses on team activity and performance . 

 

 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 

 

 

 

 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. 

 

 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 

 

 

 Monthly break down 

 

 

 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  

 

 

 Open the Team tab 

 

 

 

 Switch Department 

 

 

 Tap Collections / Sales  

 

 

 View updated analytics