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Team Dashboard Screen

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The Team Dashboard Screen provides a quick overview of team performance, task distribution, and case analytics. It helps staff monitor dailymonthly progress,cases.GPS trackoffline workloads, and identify top performers.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 not yet completed

  • Done Today → Tasks completed onuntil the current day

  • Overdue → TasksOverdue thatcontract havecount passed their deadline

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

Department Tasks

Tabs

Users can switch between departments:

  • Collections team

  • Sales

  • Legalteam

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

Department

Case Task Share

Displays a visual chart showing task distribution.

Example:

67% Collections Selected

Task Breakdown

overview
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    DoneToday →- CompletedToday tasks

    payment collection contract count 
  • Active

    Remainingcases →- PendingTotal tasks

    active

Each includes:

  • Taskcontract count

     
  • Open

    PercentageTask progress

    - Total task count
  • Overdue - Total overdue contract count

TotalMonthly Tracked

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Shows the total number of tasks being monitored.

Example:

Total Tracked: 9

Department Summary

Displays task details for the selected department.

Example (Collections):

  • Open → 6

  • Done → 3

  • Total → 9

View More Option

View More Buttondown

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Expands the dashboard to show additional analytics and detailed data.

Top Performers Section

Top Performers (Today)

Displays staff members with the highest task completion.

Example:

  • Alex Rivera → 5 tasks

  • Priya Nair → 4 tasks

  • Chen Wei → 3 tasks

Additional Analytics (Expanded View)

When expanded, the dashboard shows deeper insights:

Case Statistics

  • Total Cases → Overall number of cases

  • Paid → Successfully completed/paid cases

  • Not Paid → Pending or unpaid cases

Monthly Cases

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

Includes:

  • This Month

  • Last Month

  • 2 MonthMonths Delayed

  • OA Cases


    Each

  • SOA Casesshows:

Each shows:

  • Number of cases

  • Percentage contribution

 

Total Tracked (Analytics)

Shows total number of tracked segments.

Example:

Total Tracked: 67

Case Types & Tracking

Displays system-related tracking information.

Example:

  • GPS Offline → Indicates location tracking issues

How to Use

View Team Performance

  1. Open the Team tab

  2. Review summary cards

  3. Analyze department performance

Switch Department

  1. Tap Collections / Sales / Legal

  2. View updated analytics

Expand Analytics

  1. Tap View More

  2. Review detailed reports

💡 Tip:
Use this screen daily to monitor team productivity, overdue tasks, and performance trends.

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