Pipeline overview
Pipeline performance
(Actual vs Expected)Follow-ups
Targets & performance
Call disposition
(21 codes)Visited status
Enrollment status
Conversion funnel
Call performance
| Lead Generated Date & Time | Assigned Date & Time | Lead | Source · Lang | Campaign | Assigned to | Status | Call Status | Action |
|---|
| Action | Details | Actor | Date & Time (IST) |
|---|---|---|---|
| No activity recorded for this lead yet. | |||
| Client | Phone | Appointment Fixed Date & Time | Status |
|---|
| Loading activity… |
Consultation status
Drives payment & follow-up flowPayment breakdown
Installments
Enrollment status
Program enrollment
Targets & performance
Conversion rates
Call metrics
Consultations
Refunds
Follow-ups
Meta leads
Every lead captured from Meta — filter by ad account, campaign or form to check what is coming in.
Lead import & intake
Real-time Meta capture, every source, bulk CSV fallback — with control.
| Total leads | Lead source | Status | Today | Last lead | Mode | Valid | Unique | Duplicate | Assigned | Unassigned |
|---|
| Date & Time (IST) | Campaign | Ad Name | Lead Name | Phone Number | Sugar Poll | City | Street | Source | Service | Language | Received | Dedup | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Loading live leads from Meta ad accounts… | |||||||||||||
Assign & approve
Distribute, rescue aging leads, gate sensitive actions.
| Lead | Leads Number | Date & Time | Source · lang | Service(s) | Sugar | Waiting | Action |
|---|
| Advisor | Role | Branch | Active leads | Status |
|---|
| Select an advisor in Advisor load to see their leads. |
| Client | Phone | Appointment Fixed Date & Time | Status | Action |
|---|
Collect payment
Health screening
Blood test — Thyrocare
💪 Physiotherapy
Accounts & finance
Gross vs net always two numbers. Verification closes the loop.
| Loading report data… |
Campaign Tracker
Every rupee spent, followed all the way to an enrolment.
| Loading campaign performance… |
Leads View
A marketing-side read of every lead, by source and creative.
BDM Requisition
Every request waiting on the BDM — enrolment deals and assessment edits — with who raised it and when. Open one to review the full report, then approve or return it.
Update leads from a CSV, and create the ones that do not exist yet. A blank cell keeps whatever the database already holds — it never clears a value; type #CLEAR to blank a field deliberately.
Leads are matched on Phone (or Lead ID if your file still has that column); a phone shared by more than one lead is sent to review rather than guessed, so an upload cannot create a duplicate.
Advisor, Health Coach and Call Status spellings are resolved to the ones the app already uses. A value that cannot be read is skipped and named — the rest of its row still imports.
Only the leads in your file are touched, and every page reading them refreshes on its own once the upload finishes.
Recordings
All in-clinic office-visit audio and Zoom consultation recordings across customers.
User Activity & Login Monitor Live
Monitor user login sessions, active users and daily access activity.
Settings & masters
Control plane — configure every screen's fields, pricing, roles, integrations.
| Item | Price | Status | |
|---|---|---|---|
| Consultation (first visit) | Free phase | ||
| Consultation (repeat / future) | Planned | ||
| L1 · standard | Active | ||
| L1 · offer | Active | ||
| L2 · full | Active | ||
| L2 · installment (2×) | Active | ||
| L2 · EMI | Active |
Blood-test panels & pricing are now managed in the dedicated Blood Test pricing tab — the single dynamic source of truth (service amount, Thyrocare cost, auto margin) reflected across Reception, Collect Payment and the Blood Test module.
Physiotherapy consultation, per-session and pack pricing is managed in the dedicated Physiotherapy pricing tab — the single dynamic source of truth for the Physiotherapy page's payment amounts.
Request an assessment edit
This assessment is saved and locked. Tell the BDM what needs correcting — they see this reason on the request.
Batch wise — pick the intake dates
Dates are read as Chennai (IST) days — the same day stamped on the lead.
Health assessment
Basic health info, Lifestyle & diet and Symptoms reported open once recording begins.
The recording stops and saves automatically when you click Save health record.
Physiotherapy consultation
The patient assessment opens once recording begins.
The recording stops and saves automatically when you click Complete consultation.
Add User
Tick every additional role this person performs — they get the combined screen access, and appear in each role’s assignment lists.
Client record
| Visited time | — | Registered | — |
| Service | — | Token | — |
| Consent | — | ||
Revenue milestone!
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