Morning commitments
Borrower visits
₹0 collections
Portfolio Resolution & Roll Status
Normalized, Roll Back, Stabilized vs Roll Forward
Performance Ledger
CFE ViewTarget vs recovery reconciliation across operational hierarchy
| Executive | Branch | Target (Cr) | Recovered (Cr) | Variance | Recovery % | Visits | Contacts | Receipts | Status |
|---|---|---|---|---|---|---|---|---|---|
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Branch Portfolio Breakdown
Active loan cases across West Zone
Upload
Upload master loan workbook (Excel .xlsx or .csv) for cycle synchronization
Click to upload or drag & drop management master sheet
Supports Excel (.xlsx) and CSV (.csv) workbooks
Master Sheet Ingestion History
| Date | File Name | Cycle Trigger | Total Accounts | Updated / New | Status |
|---|---|---|---|---|---|
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Field Executives Reporting Feed
BRMs submit morning targets and evening settlements on behalf of assigned CFEs
Loan Accounts
Master case portfolio and roll status tracking
| Agreement No | Customer Name | Branch | Aug Slab | Stage | Roll Status | EMI OS (₹) | Gross Value (₹) | Assigned CFE |
|---|---|---|---|---|---|---|---|---|
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Performance Reports
July vs August 2026 · 1,009 Accounts
Total Portfolio
₹ 118.61 Cr
1,009 Accounts
Positive Resolution
601 Accounts Resolved
Delinquency Slippage
408 Accounts at Risk
Delinquency Slab Movement
Previous Cycle vs Current Cycle Account Shift
Resolution Breakdown
Portfolio recovery distribution
Branch Recovery Benchmark (%)
Resolution rate comparison across key branches
Delinquency Slab Transitions
DPD Movement| Slab | Prev | Curr | Delta | Resolved / RF |
|---|
Branch Performance
29 Branches| Branch | Cases | GV (Cr) | Resolved | Rate % |
|---|
Activity Log
Audit trail of operational submissions and system actions
| Timestamp | Event | Target | Actor | Payload Details |
|---|---|---|---|---|
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