Admin Portal
MANAGEMENT
Super Admin
SA
Management Dashboard
Quick command view for business performance, operations, workforce activity, project status, alerts, and revenue.
Today
Cloudflare Live
16 Pending QC
KPI Overview
Previous month comparison
Active Projects
5
▲ 11% vs last month
Active Clients
18
▲ 6% vs last month
Active Field Executives
138
▲ 9% vs last month
Tasks Completed Today
42
▲ 14% from yesterday
Pending Reports
16
▼ 4 pending QC
Monthly Revenue
₹4.2L
▲ 18% vs last month
Performance Overview
Operational Health 88%
92%Survey completion rate
81%Audit completion rate
16Reports awaiting QC
Project Status Distribution
Active Projects
In field execution
5
Completed Projects
Closed this cycle
2
Projects On Hold
Need management action
1
Survey, Audit & QC Completion
92%
81%
74%
Monthly Performance Trend
JanFebMarAprMay
Workforce Overview
Field Ops
TR
Verified
Total Registered Executives
186
ON
Online
Active Executives Today
138
NR
▲ 9%
New Registrations This Month
24
Top Performers Leaderboard
Rahul Sharma
42 approved tasks • 98% quality
Priya Mehta
37 approved tasks • 91% quality
Amit Verma
31 approved tasks • 87% quality
Finance Overview
Revenue
Monthly Revenue
₹4.2L
Client Payments
₹1.1L
Executive Payouts
₹32K
Revenue Trend Chart
Alerts & Notifications
Priority
PA
High
Pending Approvals
11 task applications and 5 reports need admin review.
OD
Urgent
Overdue Tasks
4 field submissions crossed SLA today.
QC
QC
Reports Awaiting QC
16 survey and audit reports are ready for QC.
DL
2 Days
Urgent Project Deadlines
Gas Infra Check closes in 2 days.
Recent Activity Feed
Real Time
SS
NewSurvey Submitted
Rahul Sharma • Solar Survey Alpha • 8 min ago
AC
DoneAudit Completed
Priya Mehta • Fiber Connect • 21 min ago
RA
QCReport Approved
Admin QC • Water Meter Drive • 42 min ago
CA
ClientClient Added
Metro Retail Services • Today
PR
PaidPayment Released
₹8,400 to Rahul Sharma • Today
Quick Actions
Management Tools
Lead Management
Track incoming leads, workforce applications, assignment readiness, approval status, and field submission quality from one workspace.
Total Leads
1,284
▲ 12% this month
Pending Review
47
Needs admin action
Assigned Leads
63
Ready in field
Approved Leads
1,109
Verified output
WF Portal Applications
Admin Verification
LEAD #2847 • PIN: 125001 • HIGH PRIORITY
Solar Panel Installation Survey
Applied by: Rahul Sharma • 2h ago • Project: Solar Survey Alpha
Address: B-12, Sector 5, Hisar, Haryana — 125001
LEAD #2848 • PIN: 125002 • NORMAL
Fiber Broadband New Connection
Applied by: Priya Mehta • 5h ago • Project: Fiber Connect
Address: House 48, Model Town Extension, Hisar, Haryana — 125002
Lead Pipeline
Today
Awaiting Admin Review
New applications and reports
Assigned to Workforce
Field execution active
Approved Output
Passed review and QC
Rejected / Rework
Needs correction or reassignment
All Leads Cards
Editable: assign, status, dates, expenses
Card view for every lead. Maps are read-only. Editable fields: Assign To, Status, Assigned Date, Due Date, Base Expense, Reimbursement, and Travel Allowance.
Tip: use Save after editing assignment, dates, or expenses. Use Change Status for status-only updates. Open Details for the full task panel.
Workforce Directory
Full workforce profile and payout details
| Name | Mobile No | Address | Bank | Status | |
|---|---|---|---|---|---|
Project Management
8 total projects
Active
5
Completed
2
On Hold
1
Total Revenue
₹28.4L
Project Revenue
Solar Survey Alpha₹8.4L
Fiber Connect₹6.2L
Gas Infra Check₹5.5L
Water Meter Drive₹4.8L
EV Charging Survey₹3.5L
Revenue Dashboard
This Month
₹4.2L
▲ 18%
YTD Total
₹28.4L
Top Project
₹8.4L
Avg/Month
₹3.5L
Payment Management
Paid This Month
₹2.1L
Processing
₹48K
Pending
₹32K
Total Processed
₹18.6L
Transactions
Filter by Month| TXN ID | Member | Amount | Status |
|---|---|---|---|
| TXN#84729A | Rahul Sharma | ₹8,400 | Paid |
| TXN#84730B | Priya Mehta | ₹6,200 | Processing |
| TXN#84731C | Amit Verma | ₹5,500 | Pending |
| TXN#84732D | Sunita Kaur | ₹3,200 | Paid |
Bulk Task Import
Upload tasks via Excel, CSV, Google Sheets or PDF
📊
Excel .xlsx / .xls
Structured columns upload
📋
CSV .csv
Lightweight format
🔗
Google Sheets
Live sync for tasks, payments, questionnaires, projects and workforce
📄
PDF Document
Parsed + manual review
Google Sheet Live Connection
Not Connected
Create a Google Sheet, deploy the Apps Script template as a Web App, paste the Web App URL here, then use Push/Pull. After connection, the portal auto-checks Google Sheets every 60 seconds.
Performance Leaderboard
Top performing workforce this month
🏆 Top Performers
🥇
Rahul Sharma🥈
Priya Mehta🥉
Amit Verma4
Sunita Kaur
Workforce Portal
FIELD OPS
Rahul S.
RS
Hello, Rahul
A clear overview of your assigned audits, payouts, and nearby opportunities.
🔍
8
In Review Audits
❌
3
Rejected Audits
✅
42
Completed Audits
In
5
Active Audits
💰
₹84K
Earned Amount
🏦
₹6.2K
Ready for Processing
Opportunities near your location
📡
Fiber Cable Laying — Sector 4
Solar Survey Alpha • May 28 • 3.2km away
âš¡
Electricity Meter Audit
Water Meter Drive • May 30 • 1.8km away
🔋
EV Charging Point Survey
EV Charging Survey • Jun 2 • 0.9km away
Upcoming Task
Solar Panel Inspection #3
📍 B-12, Sector 5, Hisar — 125001
🕙 Tomorrow, 10:00 AM – 1:00 PM
👤 Contact: Ravi Kumar +91 98100 12345
Opportunities
Available task opportunities near your location.
My Tasks
58 total from joining • Filter by month
Payments & Earnings
💰
₹84,200
Total Earned
🏦
₹6,200
Ready to Pay
Transaction History
Filter: May 2025Task: Solar Inspection #2
TXN#84729A • May 20
₹8,400
PaidTask: Meter Reading R-3
TXN#84725B • May 15
₹6,200
ProcessingTask: Fiber Cable Check
TXN#84718C • May 10
₹5,500
PaidMy Performance
Since joining: Mar 12, 2024
Tasks Completed
42
Completion Rate
84%
Rating
4.8★
Rank
#1
KPI Breakdown
Task Completion84%
On-Time Submission91%
Questionnaire Score96%
Lead Conversion72%
My Profile
R
Rahul Sharma
Workforce Member • Active since Mar 2024
Personal Details
Backup & Export
Export your personal records
📊
Excel Export
Tasks, leads, payments
📄
PDF Statement
Payment records
🔗
Google Sheets
Push to Sheets
📋
CSV Export
Raw data export
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