Total Revenue
âš1.42 Cr
â 12.5% vs last monthTotal Clients
2,847
â 84 this monthActive Cases
348
â 23 newNew Leads
142
â 18.3% this weekConsultations Today
12
â 2 cancelledVisa Success Rate
98.2%
â 0.4%New Leads
142
âš18.6L
Consultation
86
âš11.2L
Documentation
64
âš28.4L
Processing
48
âš42.1L
Completed
38
âš36.8L
Revenue Overview
Service Distribution
Recent Leads
| Name | Service | Source | Date | Status |
|---|---|---|---|---|
| Ananya Mishra | Canada PR | Website | May 16 | New |
| Vikram Singh | Education Loan | May 16 | Contacted | |
| Deepa Nair | IELTS Coaching | Google Ads | May 15 | Converted |
| Rahul Joshi | Visitor Visa | Referral | May 15 | Follow-up |
| Meera Patel | Work Permit | May 14 | New |
Today's Schedule
10:00 AM â Consultation with Vikram Singh
Canada PR âĸ 30 min11:00 AM â Document review â Sneha Reddy
UK Student Visa âĸ 45 min2:00 PM â IELTS Mock Test batch
Coaching âĸ 2 hrs4:30 PM â Client call â Mohammed Ali
Germany Work Permit âĸ 30 min5:30 PM â Team meeting
Weekly review âĸ 1 hr| Name | Phone | Service | Source | Assigned To | Date | Status | Action |
|---|
| Client | Service | Country | Revenue | Advisor | Status | Action |
|---|
Today's Bookings
12
Completed Today
5
Pending
7
Cancelled
2
Upcoming Consultations
| Client | Service | Date | Time | Type | Advisor | Status | Action |
|---|
đ Document Collection
8đ Application Filed
12âŗ Under Review
15â Approved
38| Service | Category | Base Price | Active Clients | Revenue (MTD) | Status | Action |
|---|
| Document | Client | Type | Uploaded | Size | Reviewed By | Status | Action |
|---|
This Month
âš14.2L
â 18.5%Successful
186
Pending
âš2.8L
Refunds
âš42K
Payment History
| Txn ID | Client | Service | Amount | Method | Date | Status |
|---|
Revenue by Service
| Title | Category | Author | Views | Published | Status | Action |
|---|
| Client | Service | Rating | Excerpt | Date | Status | Action |
|---|
Job Postings
Applications
| Position | Department | Location | Applications | Posted | Status | Action |
|---|
| Name | Position | Experience | Applied | Status | Action |
|---|
| Employee | Role | Department | Active Cases | Joined | Status | Action |
|---|
Revenue
Lead Analytics
Visa Stats
Advisor Performance
FY 2024-25 Revenue
âš1.42 Cr
â 32% YoYAvg Deal Value
âš18,400
â 8.2%Collection Rate
94.6%
Outstanding
âš7.8L
Monthly Revenue Trend
Lead Sources
Conversion Funnel
Total Leads1,240
Contacted862 (69.5%)
Consultation Booked524 (42.3%)
Converted348 (28.1%)
Total Filed
486
Approved
478
Rejected
8
Success Rate
98.4%
Avg Processing
42 days
| Advisor | Active Clients | Consultations | Conversions | Revenue | Rating |
|---|---|---|---|---|---|
| Rajiv Kumar | 42 | 86 | 38 | âš18.4L | â 4.9 |
| Anusha Menon | 38 | 72 | 34 | âš15.8L | â 4.8 |
| Sreekanth P | 35 | 64 | 28 | âš12.2L | â 4.7 |
| Kavitha R | 28 | 54 | 24 | âš10.6L | â 4.8 |
General
Payment
Email Templates
SEO
Integrations
Company Settings
Razorpay Configuration
Email Templates
Welcome Email
Sent when new client is added
Consultation Confirmation
Sent on booking confirmation
Payment Receipt
Sent after successful payment
Visa Approved
Sent when visa is approved
Follow-up Reminder
Auto follow-up for inactive leads
SEO Settings
Connected Integrations
đŗ
ConnectedRazorpay
Payment gateway
đŦ
ConnectedWhatsApp Business API
Messaging
đ§
ConnectedZoho Mail / SMTP
Transactional emails
đ
Not ConnectedGoogle Analytics
Website analytics
đą
Not ConnectedFacebook Pixel
Ad tracking
đī¸
ConnectedGoogle Calendar
Scheduling sync