Good morning
Welcome back
Here's your team performance overview today.
Agent Performance
Main operational view of submission flow, booked output, and conversion.
| Agent | Submission | Booked | Target | Achievement % |
|---|
Leaderboard
Top performers ranked by booked value, monthly booked, and achievement.
| Rank | Agent Name | Booked Value | Monthly Booked | Achievement % |
|---|
Good morning
Welcome back
Here's your sales performance overview today.
My Target Progress
Monthly target, achieved amount, and remaining gap.
My Urgent Cases
Cases ageing more than 7 days and needing immediate action.
| Customer Name | Company | Finance Amount | Current Stage | Ageing Days |
|---|
My Pipeline Cases
Only your pending and active cases, filtered automatically by your login.
| Customer Name | Company | Finance Amount | Current Stage | Ageing Days | Follow-up Status |
|---|
Leaderboard
Rank view only with booked value and achievement percentage.
| Rank | Agent Name | Booked Value | Achievement % |
|---|
Operational Intake
MIS Upload
Import MIS and Staff Tracker sheets without changing source data.
Upload latest MIS workbook
Drag and drop or browse to import MIS and Staff Tracker.
Expected sheets: MIS, Staff Tracker
MIS Preview
Latest imported rows from the active workbook.
| Date | App ID | Agent | Customer | Company | Stage | Finance Amount |
|---|
Case Submission
Create new banking submissions, update pipeline stages, and feed CreditFlow operations instantly.
Submission Tracking
Track all accessible cases with operational filters, status updates, and clean reporting.
| LOGIN DATE | Type | APP ID | Acct (DIB) | Employee Name | Customer Name | Nationality | Company | Finance Amount | Current Stage | Status |
|---|
DBR / DSR Calculator
UAE banking affordability check with card liability, buyout support, and live eligibility review.
Card liability defaults to 5% of total limits. Buyout EMI is removed before adding the new finance EMI to show the post-settlement DBR impact.
DBR / DSR Output
Decision-ready summary for eligibility review.
EMI Calculator
Generate reducing or flat installment values with deferment-aware banking accuracy.
Real-time estimate for UAE banking sales. Deferment shifts the first due date and applies grace-period profit before repayments begin.
EMI Summary
Monthly installment, payable value, and maturity snapshot.
EMI Schedule
Detailed amortization schedule for the selected tenor.
| Month | Due Date | EMI | Principal | Profit | Balance |
|---|
Incentive Calculator
Track booked performance, target achievement, and payout eligibility in one focused workspace.
BOOKED values are pulled automatically from the selected agent and booked-month period. Salary and target can still be adjusted for justification review.
Monthly Performance
Incentive updates automatically while you type.
Incentive Result
Commission is 1.1% on excess achievement plus AED 500 once target is exceeded.
| Agent | Salary | Target | Total BOOKED | Remaining | Excess | Commission | Bonus | Final Payout |
|---|
BOOKED Cases
Booked cases in the selected period with per-case commission visibility.
| Customer | Finance Amount | Booking Month | Stage | Commission Generated | Status |
|---|
Proposal Generator
Prepare a customer-ready financing proposal with a clean premium presentation.
Proposal Preview
Structured, premium proposal view ready for customer-facing PDF generation.
CreditFlow
Personal Finance ProposalCompany Listing
Track employer listing status with clean internal register controls.
Listing Register
Current tracked companies and listing status notes.
Follow-up Tracker
Manage daily case actions for processing, documentation, and release steps.
Open Follow-ups
Operational follow-up list for the current sales cycle.
Profit Dashboard
Manager-only profitability summary connected directly to MIS uploads and the active staff roster.
Profitability updates automatically from the imported MIS and active staff data.
Active Agent Summary
Current submission pipeline excludes BOOKED, BOOKED -, END, and CANCEL. Achievement is based on END booked value only.
| Agent | Current Submission Value | END Booked Value | Achievement % |
|---|
Agent Wise Performance – 2026 YTD
Year-to-date booking performance starting from Jan 2026.