Dashboard & MIS Overview

The dashboard (`index.php`) is the default landing page for power users and management, giving a real-time MIS snapshot across registration, sales, business performance, collections, finance and operations.

Primary User Story

As a business owner or operations lead, I want a single page that summarises the health of the lending business, so that I can quickly see where attention is needed without opening multiple reports.

  • Entry point: default home after login, or after clicking the brand logo.
  • Outcome: user sees key KPIs, trends and shortcuts into deeper reports.

Top Summary Cards

Six summary cards at the top of the page surface today’s numbers for Registration, Sales, Business MIS, Collections, Finance and Operations.

  • Each card shows a headline KPI (e.g., registrations today, sales value, API uptime) and a comparison indicator (vs yesterday/last week).
  • Clicking a card deep-links to the relevant reports category or screen (e.g., Loan Overview reports, Loan Overdue Report, Integrations report).
  • Values are designed for high-level monitoring; detailed numbers live in the Reporting Hub.

Tabs by Domain

The dashboard is organised into tabs: Registration Overview, Sales Overview, Business MIS, Collection MIS, Finance and Operations.

  • Registration Overview: devices split, funnel conversion, inflight buckets and step durations.
  • Sales Overview: application funnel, inflight applications, step durations and daily sales performance.
  • Business MIS: conversion gauges across funnel stages and top rejection reasons.
  • Collection MIS: repayment status, overdue collection pies.
  • Finance: account balances and daily revenue comparisons.
  • Operations: heat-maps for external and internal API health.

Usage Patterns & Examples

  • Morning stand-ups use the dashboard to review previous-day performance and current-day trends.
  • Collections head checks Collection MIS to see overdue volume/value and adjust collector assignment.
  • IT operations monitors API health to proactively address integration outages.