Management Dashboard
Real-time updates on sales, collections, unit availability, and cash vs. loan outstanding.
| Name | Project | Status |
|---|
Lead Management
Capture incoming leads, requirements, enquiry forms, and log follow-up actions.
| Lead Date | Name | Contact | Requirement | Budget | Source | Sales Executive | Status | Action |
|---|
Follow-up & Activity Log
Manage phone calls, meetings, WhatsApp inquiries, and next follow-up dates.
| Lead Name | Contact | Activity Type | Sales Executive | Discussion / Notes | Next Action | Next Date | Action |
|---|
Projects Master
Manage developer projects, RERA registration numbers, addresses, and GST rules.
| Project Name | Code | RERA Number | Location | Total Units | Booked / Sold | GST % | Status | Action |
|---|
Buildings & Wings Management
Setup individual wings, towers, number of floors, and unit distributions.
| Project | Wing Name | Wing Code | Total Floors | Total Units | Status | Action |
|---|
Houses & Units Master
Manage unit carpet area, base price, floor rise, PLC, and pricing structures.
| Project & Wing | Unit No | Type | Floor | Carpet Area | Base Rate/sqft | Total Price | Status | Action |
|---|
Unit Availability Grid
Visual floor plan chart showing Available, Hold, Booked, and Sold units.
Customer Profiles
Maintain detailed customer contacts, PAN/Aadhaar details, and financial summaries.
| Customer ID | Name | Contact | PAN / ID | Booked Unit | Total Value | Paid | Balance | Action |
|---|
Booking Management
Manage customer bookings, total agreement value, pricing breakdowns, and status.
| Booking # | Date | Customer | Project & Unit | Total Price | Booking Amount | Possession Date | Status | Action |
|---|
Installment & Payment Schedule
Individual installment records tracking milestone due dates, GST, paid & balance amounts.
| Booking # | Customer | Installment Stage | Due Date | Milestone % | Total Due | Paid Amount | Balance | Status | Action |
|---|
Payment & Receipt Management
Record payment transactions against specific installments with Cash, Bank, or Loan mode.
| Receipt # | Date | Customer | Unit No | Mode | Cash Paid | Loan Paid | Total Paid | Status | Action |
|---|
Loan Application & Disbursement
Track bank loan applications, sanction letters, EMI details, and bank disbursements.
| Customer | Bank & Branch | Sanction Amount | Disbursed Amount | Loan Balance | EMI / Tenure | Status | Action |
|---|
Stamp Duty & Agreement Registration
Track agreement dates, stamp duty fees, sub-registrar office registration numbers.
| Booking # | Customer | Unit | Agreement Date | Reg. Number | Stamp Duty Amount | Status | Action |
|---|
Possession & Handover
Final handover checklist, meter readings, key handover, and possession letters.
| Customer | Unit No | Target Date | Outstanding Check | Key Handover | Meter Reading | Handover Status | Action |
|---|
Supplier Master
Manage vendors, material suppliers, GSTIN, and payment terms.
| Supplier Name | Category | Contact Person | Phone | GSTIN | Status | Action |
|---|
Purchase Orders
Issue material POs for cement, steel, tiles, and project raw materials.
| PO # | Date | Supplier | Material Description | Project | Total Amount | Status | Action |
|---|
Project Expenses
Record site expenses, labor costs, equipment rentals, and administrative overheads.
| Date | Project | Category | Description | Amount | Paid By | Mode | Action |
|---|
Sales & Unit Reports
Comprehensive report on sold, booked, available units and salesperson performance.
Project-Wise Inventory Summary
| Project | Total Units | Available | Booked | Sold | Total Sales Value |
|---|
Collection & Cash vs. Loan Summary
Detailed breakdown of cash payments received vs. bank loans disbursed.
Cash vs. Loan Outstanding Realization
| Category | Target Amount | Realized / Collected | Outstanding |
|---|---|---|---|
| Cash Portion | ₹ 15,20,00,000 | ₹ 11,00,00,000 | ₹ 4,20,00,000 |
| Loan Portion | ₹ 27,60,00,000 | ₹ 17,40,00,000 | ₹ 10,20,00,000 |
| Total Package | ₹ 42,80,00,000 | ₹ 28,40,00,000 | ₹ 14,40,00,000 |
Module View
Management details panel.
Data for this view is loaded dynamically in the main database modules above.