Innoventure Finance
Innoventure CRM
Innoventure Financing Broker Co LLC - Dubai
Secure access \\u2014 Your data is team-scoped and role-protected
Innoventure Finance
Innoventure CRM
Dashboard Attendance
Calls & Leads
Call Tracker Leads Manager CC Dashboard
CC Vertical
Dashboard CC Applications Sales Tracker Leaderboard Reports
PF Vertical
PF Dashboard Sales Tracker PF Sales PF Cases PF Calculator Settlement Leaderboard Reports
Cross-Vertical
Request PF / CC Access Request SME / Mortgage PF Cases XV CC Cases XV SME / Mortgage XV
Admin & HR
Payroll Reports HR Requests ! Employees HR Onboarding 0 Training Certificates Admin
My HR Requests
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CC Applications

New Application
All Applications
Bank MIS Import
1. Application Details BDE
2. Customer Details BDE
3. Company & Financial Details BDE
4. Processing Details COORDINATOR

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Import Bank MIS \\u2014 Update Case Status
Upload the daily bank MIS file. Cases are matched by App Ref No, with a name + mobile last-4 fallback for CBD. You'll see a preview before anything is changed.
Case Details

CC Vertical Dashboard

Credit Cards Vertical \\u2014 Live Overview (includes CC team DIB PF contribution)

0
Total Booked Cards (YTD)
AED 0
DIB PF Volume Booked (YTD)
0
Active BDEs (with bookings)
Today
0
Submissions
0
Approvals
0
Booked
Month to Date
0
Submissions
0
Approvals
0
Booked
Year to Date
0
Submissions
0
Approvals
0
Booked
0
Total Cases
YTD Conversion Rate
0%
0
YTD Booked
0
YTD Approvals
Case Status Distribution
Monthly Trend \\u2014 Last 6 Months
Product Streams
Top BDE Performers (by Booked Cards + DIB PF)
# BDE Name CBD Booked DIB Booked Total Cards DIB PF Vol
Loading\\u2026

PF Vertical Dashboard

Personal Finance Vertical \\u2014 Live Overview (includes PF team CC contribution)

AED 0
Total Booked PF Volume (YTD)
0
CC Cards by PF Team (YTD)
0
Active PF BDEs
Today
0
Submissions
AED 0
0
Approvals
AED 0
0
Bookings
AED 0
Month to Date
0
Submissions
AED 0
0
Approvals
AED 0
0
Bookings
AED 0
Year to Date
0
Submissions
AED 0
0
Approvals
AED 0
0
Bookings
AED 0
0
Total Cases
YTD Conversion Rate
0%
0
YTD Bookings
AED 0
0
YTD Approvals
AED 0
Case Status Distribution
Monthly Trend \\u2014 Last 6 Months
DIB PF
Submissions0  AED 0
Bookings0  AED 0
Conversion0%
NBQ PF
Submissions0  AED 0
Bookings0  AED 0
Conversion0%
Invest Bank
Submissions0  AED 0
Bookings0  AED 0
Conversion0%
Cross-Sell \\u2014 CC Cards by PF Team
CC Cards (count \\u2014 booked by PF staff)
Today
0
Submitted
0
Approved
0
Booked
MTD
0
Submitted
0
Approved
0
Booked
YTD
0
Submitted
0
Approved
0
Booked
Top BDE Performers (by Bookings)
# BDE Name Submissions Approvals Bookings Booked Value Conversion
Loading\\u2026

PF Sales

Personal Finance Sales Overview

-
Total Cases
-
Approved
-
WIP
-
Backed Out
-
Booked
Select a date range and click Load.

1 Application Details BDE

2 Customer Details BDE

3 Employer Details BDE

4 Income & Banking BDE

Total Monthly Income: AED 0

5 Liabilities & Proposed Amount BDE

6 Processing & Approval Coordinator

All PF Cases

Loading cases...

My Queue

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Case Details
Access restricted. The PF Profit Calculator is only available to authorised PF vertical users.

Personal Finance Profit Calculator

DIB rates • DBR analysis • Amortization
Customer Profile
5K200K
Salary Bracket: --
Select category
Finance Details
10K50L
1 Yr25 Yrs

Simple profit accrues - not compounded

Deferment Calculation (DIB Method)
Original Amount--
Monthly Rate--
Deferment Months--
Accrued Profit--
Effective Amount--
Results
Monthly Installment
--
per month
Total Profit
--
--
Effective Amount
--
--
Sale Price
--
--
Principal --
Deferred Profit --
Total Profit --
Total Payable--
DBR Analysis UAE Central Bank: Max 50%
Credit Cards (5% of limit)
DBR without Proposed Loan --
0%50%100%
DBR with Proposed DIB PF --
0%50%100%
Eff. Salary
--
CC Obligation
--
Other EMIs
--
Proposed EMI
--
Total Obligations
--
50% Headroom
--
Enter salary to see DBR
Max Eligible Finance (at 50% DBR)
Max Installment
--
to
Max Finance Amount
--
Addback Income Policy - DIB Official
Enter amounts for each applicable allowance. Total eligible addback is added to salary for DBR calculation. Documents are mandatory for all claims.
Education Allowance 100% eligible
Monthly Amount (AED)
Eligible /month
AED 0
Docs: Last 1yr bank stmt + Payslip + Kids passport (Expat) / Family book (UAE National)
Bonus - Fixed 100% | Annual /12
Annual Bonus Amount (AED)
Eligible /month
AED 0
Docs: Last 3yr bank stmt + Payslip + Contract / Entitlement proof
Bonus - Variable 50% of lowest | Annual /12
Lowest Annual Bonus (AED)
Eligible /month
AED 0
Docs: Last 3yr bank stmt + Payslip | Note: 50% of LOWEST of last 3 years, divided by 12
Airfare Allowance 75% | Annual /12
Annual Airfare Amount (AED)
Eligible /month
AED 0
Docs: Last 1yr bank stmt + Payslip + Contract + Kids passport / Family book
Rental Income 63% (75% if salary >=50K)
Monthly Rental Income (AED)
Eligible /month
AED 0
Docs: Tenancy Contract + Title Deed + Bank Statement + Cheque copies
Housing Allowance 100% eligible
Monthly Amount (AED)
Eligible /month
AED 0
Docs: HR letter + Bank stmt showing monthly credit
Incentives / Commissions 75% of 3-month avg
3-Month Average (AED)
Eligible /month
AED 0
Docs: Last 3 months bank stmt + Payslip
Overtime 75% of 3-month avg
3-Month Average (AED)
Eligible /month
AED 0
Docs: Last 3 months bank stmt + Payslip
Addback Summary
Base Salary
--
Total Addback
--
Effective Salary
--
DBR Impact
--
Amortization Schedule
Finance Amount
--
Profit Rate
--
Installment
--
Total Profit
--
Sale Price
--
MonthTypeInstallmentPrincipalProfitBalance
© Innoventure Financing Broker Co. LLC - An Authorised Channel Partner of Dubai Islamic Bank, UAE. All calculations are indicative and subject to bank approval.
PF Illustration'+(name?' - '+name:'')+''+ ''+ '
'+(logoSrc?'':'')+ '
Personal Finance Profit Calculator
'+ '
Innoventure Financing Broker Co. LLC - An Authorised Channel Partner of Dubai Islamic Bank, UAE
'+ '
'+(name?'Customer: '+name+'
':'')+'Date: '+new Date().toLocaleDateString('en-AE')+'
'+ '
'+ '
Finance Amount
'+fa(P)+'
'+ '
Profit Rate
'+annR.toFixed(2)+'% p.a.
'+ '
Tenure
'+tenTxt+'
'+ '
Deferment
'+(defM>0?defM+' Month(s)':'None')+'
'+ '
Installment
'+tv('rEMI')+'
'+ '
Total Profit
'+tv('rPRO')+'
'+ '
Sale Price
'+tv('rSAL')+'
'+ '
'+ ''+ ''+rows+'
MonthTypeInstallmentPrincipalProfitBalance
'+ '
© '+new Date().getFullYear()+' Innoventure Financing Broker Co. LLC. All calculations are indicative and subject to bank approval.
'+ ' '; var w=window.open('','_blank'); if(!w){alert('Popup blocked. Please allow popups for this site to save PDF.');return;} w.document.open();w.document.write(html);w.document.close(); setTimeout(function(){try{w.focus();w.print();}catch(e){}},400); } function doWA(){ var n=(gid('cname')||{}).value||'Customer',wa=((gid('cwa')||{}).value||'').replace(/[^0-9+]/g,''); var P=parseFloat(gid('amt').value)||0,r=getRate()||0,ten=gid('ten').value+' '+(tuIdx===1?'Yrs':'Mo'); var msg='Personal Finance Illustration - DIB\nCustomer: '+n+'\nFinance: AED '+Math.round(P).toLocaleString()+'\nProfit Rate: '+r.toFixed(2)+'% p.a.\nTenure: '+ten+'\nInstallment: '+(gid('rEMI').textContent||'--')+'\nSale Price: '+(gid('rSAL').textContent||'--')+'\nInnoventure Financing Broker Co. LLC - An Authorised Channel Partner of Dubai Islamic Bank, UAE'; window.open((wa?'https://wa.me/'+wa.replace('+',''):'https://wa.me/')+'?text='+encodeURIComponent(msg),'_blank'); } function doEM(){ var n=(gid('cname')||{}).value||'Customer',em=(gid('cemail')||{}).value||'',P=parseFloat(gid('amt').value)||0; var sub='Personal Finance Illustration - '+n; var body='Dear '+n+',\n\nFinance: AED '+Math.round(P).toLocaleString()+'\nInstallment: '+(gid('rEMI').textContent||'--')+'\nSale Price: '+(gid('rSAL').textContent||'--')+'\n\nInnoventure Financing Broker Co. LLC - An Authorised Channel Partner of Dubai Islamic Bank, UAE'; window.location.href='mailto:'+em+'?subject='+encodeURIComponent(sub)+'&body='+encodeURIComponent(body); } function init(){ try{ var yr=gid('yr');if(yr)yr.textContent=new Date().getFullYear(); applyAccess(); updSal(); doCalc(); }catch(e){ } } window.pfx={ show:show, applyAccess:applyAccess, hasAccess:hasAccess, showTab:showTab, setCT:setCT, setTU:setTU, updSal:updSal, updRate:updRate, syncS:syncS, syncR:syncR, doCalc:doCalc, addCC:addCC, calcDBR:calcDBR, calcAb:calcAb, goP:goP, doPDF:doPDF, doWA:doWA, doEM:doEM }; document.addEventListener('DOMContentLoaded',init); })();

Settlement Dashboard

PF Case Settlement Management

STL Pending
0
STL Submitted
0
Fund Released
0
Total Approved
0
Fully Completed
0
Case ID APP ID Customer BDE TL STL Status Fund Release LL Status Full Settlement Action
Loading...

Settlement Report

Case IDCustomerBankBDETL LL StatusLL at Our SideLL Rec DateLL Exp Date STL StageSTL Date MCK SubmittedMCK Sub DateMCK Rec Date Full SettlementSTL Status 1st Salary Date2nd Salary Date
Click Generate to load report.
Edit Settlement
📊
Sales Tracker
Innoventure ยท Targets & Achievement
This Month
Month-on-Month
Showing targets & achievement for this month.
Targets awaiting your approval
🎯
-
Team Target Cards
✅
-
Booked So Far
📅
-
Month Elapsed
💰
-
DIB PF Volume
Agent (BDE) Breakdown
BDETL/ManagerCBD Cards
tgt / booked
DIB Cards
tgt / booked
DIB PF Vol
tgt / booked
Cards vs TargetStatusAction
Loading...
TL Breakdown
TL/ManagerBDEsCBD Cards
t / booked
DIB Cards
t / booked
DIB PF Vol
t / booked
Cards vs TargetStatus
Loading...
View:
Cards \\u2014 Target vs Booked (per month)
Loading...
DIB PF Volume \\u2014 Target vs Booked (per month)
Loading...
Set Product Targets
Product Targets
Submitted for approval: TL → VH → Admin (lock). Returned targets appear as Sent Back with remarks.
🏆
Leaderboards
Today
✅
Approvals Board
Ranked by approvals
Loading...
📨
Submissions Board
Ranked by submissions
Loading...
Export Full Report
Export Full Report
Download agent data for selected period
Sales Tracker
'+(logo?'':'')+'
Innoventure Financing Broker Co. LLC
An Authorised Channel Partner of Dubai Islamic Bank, UAE
Sales Tracker \\u2014 '+stMonthName(stMonthKey)+'
Generated: '+now.toLocaleDateString()+' '+now.toLocaleTimeString()+'
'+rowsHTML+'
BDETL/ManagerCBD (T/Booked)DIB Card (T/Booked)DIB PF Vol (T/Booked)Status
Innoventure Financing Broker Co. LLC \\u2014 Office 707, Al Jawahara Building, Bank Street, Bur Dubai, Dubai | +971 4 3983020 | info@innoventurefin.com | www.innoventurefin.com
'; var w=window.open('','_blank'); if(!w){ _stToast('Allow popups to export PDF.','error'); return; } w.document.open(); w.document.write(html); w.document.close(); setTimeout(function(){try{w.focus();w.print();}catch(e){}},450); }; window.lbInit = function(vertical) { lbVertical = vertical || "CC"; var titleEl = document.getElementById("lb-title"); var subEl = document.getElementById("lb-subtitle"); if (titleEl) titleEl.textContent = lbVertical + " Leaderboard"; if (subEl) subEl.textContent = lbVertical === "CC" ? "Credit Cards \\u2014 Ranked by performance" : "Personal Finance \\u2014 Ranked by bookings"; lbRevenueAllowed = !!(CRM && CRM.user && ["Admin","VerticalHead"].indexOf(CRM.user.role) >= 0); lbBuildBoards(); lbLoadAll(); }; function lbBuildBoards() { var mount = document.getElementById("lb-revenue-board-mount"); var bookedMount = document.getElementById("lb-booked-board-mount"); if (lbVertical === "PF") { if (bookedMount) { bookedMount.innerHTML = '
' + '
' + '🔖' + '
Bookings Board
Ranked by bookings
' + '
Loading...
' + '
'; } if (mount) { mount.innerHTML = lbRevenueAllowed ? '
💰
Revenue Board
Ranked by approved amount
Loading...
' : ''; } } else { if (mount) { mount.innerHTML = lbRevenueAllowed ? '
💰
Revenue Board
Ranked by revenue
Loading...
' : ''; } if (bookedMount) bookedMount.innerHTML = ''; } } window.lbSetPeriod = function(period, btn) { lbPeriod = period; document.querySelectorAll(".lb-ptab").forEach(function(b){ b.classList.remove("active"); }); btn.classList.add("active"); var banner = document.getElementById("lb-period-banner"); if (banner) banner.textContent = PERIOD_LABELS[period] + " - " + period + " Rankings"; lbLoadAll(); }; window.lbLoadAll = function() { if (lbVertical === "PF") { lbLoadPFBoard("submitted"); lbLoadPFBoard("approved"); lbLoadPFBoard("booked"); if (lbRevenueAllowed) lbLoadPFBoard("revenue"); } else { loadBoard("approvals"); loadBoard("submitted"); if (lbRevenueAllowed) loadBoard("revenue"); } }; function lbLoadPFBoard(metric) { var boardId = metric === "booked" ? "lb-booked-board" : metric === "revenue" ? "lb-revenue-board" : metric === "approved" ? "lb-approvals-board" : "lb-submitted-board"; var el = document.getElementById(boardId); if (!el) return; el.innerHTML = '
Loading...
'; call('getPFRoleScopedSummary', [{from:'', to:''}, CRM.user], function(err, res) { if (err || !res || !res.success) { el.innerHTML = '
'+(res&&res.message||'Error loading PF data')+'
'; return; } var byBde = res.byBde || []; if (!byBde.length) { el.innerHTML = '
No PF data for this period.
'; return; } var sorted = byBde.slice().sort(function(a,b){ if (metric==='booked') return (b.booked||0)-(a.booked||0); if (metric==='approved') return (b.approved||0)-(a.approved||0); if (metric==='revenue') return (b.approvedAmt||0)-(a.approvedAmt||0); return (b.submitted||0)-(a.submitted||0); }).filter(function(b){ if (metric==='booked') return (b.booked||0)>0; if (metric==='approved') return (b.approved||0)>0; return (b.submitted||0)>0; }); if (!sorted.length) { el.innerHTML = '
No data yet.
'; return; } var medals = ["🥇","🥈","🥉"]; el.innerHTML = sorted.slice(0,10).map(function(b, i) { var rank = i+1; var isTop3 = rank <= 3; var rankCls = rank===1?"lb-rank-1":rank===2?"lb-rank-2":rank===3?"lb-rank-3":"lb-rank-n"; var val, valSub; if (metric==='booked') { val = (b.booked||0)+' Booked'; valSub = 'AED '+(b.approvedAmt||0).toLocaleString(); } else if (metric==='approved') { val = (b.approved||0)+' Approved'; valSub = (b.submitted||0)+' submitted'; } else if (metric==='revenue') { val = 'AED '+(b.approvedAmt||0).toLocaleString(); valSub = (b.booked||0)+' booked'; } else { val = (b.submitted||0)+' Cases'; valSub = (b.approved||0)+' approved'; } return '
' + (isTop3?medals[rank-1]:rank) + '
' + '
'+(b.name||'Unknown')+'
'+(b.approvalRate||0)+'% approval rate
' + '
'+val+'
'+valSub+'
'; }).join(""); }, true); } function loadBoard(metric) { var el = document.getElementById("lb-"+metric+"-board"); if (!el) return; el.innerHTML = '
Loading...
'; google.script.run .withSuccessHandler(function(res){ renderBoard(metric,res); }) .withFailureHandler(function(err){ if(el) el.innerHTML='
Error: '+err.message+'
'; }) .handleLeaderboardAction("getLeaderboard",{metric:metric,period:lbPeriod,vertical:lbVertical},CRM.user); } function renderBoard(metric, res) { var el = document.getElementById("lb-"+metric+"-board"); if (!el) return; if (!res.success) { el.innerHTML='
'+(res.error||"Error")+'
'; return; } if (!res.board||!res.board.length) { el.innerHTML='
No data for this period.
'; return; } var medals = ["🥇","🥈","🥉"]; el.innerHTML = res.board.map(function(r) { var isTop3 = r.rank <= 3; var rankCls = r.rank===1?"lb-rank-1":r.rank===2?"lb-rank-2":r.rank===3?"lb-rank-3":"lb-rank-n"; var val,valSub; if (metric==="revenue") { val="AED "+(r.revenue||0).toLocaleString(); valSub=r.approvals+" approvals"; } else if (metric==="submitted") { val=r.submitted.toLocaleString(); valSub=r.approvals+" approved"; } else { val=r.approvals.toLocaleString(); valSub=r.submitted+" submitted"; } return '
'+( isTop3?medals[r.rank-1]:r.rank)+'
'+r.agent+'
'+r.wip+' WIP
'+val+'
'+valSub+'
'; }).join(""); } window.lbExportSheet = function(metric) { var m = metric||"approvals"; showLbMsg("info","Exporting..."); google.script.run .withSuccessHandler(function(res){ showLbMsg(res.success?"ok":"err",res.message||res.error); }) .withFailureHandler(function(err){ showLbMsg("err",err.message); }) .handleLeaderboardAction("exportLeaderboardToSheet",{metric:m,period:lbPeriod,vertical:lbVertical},CRM.user); }; window.lbExportToSheet = function() { var period = document.getElementById("lb-report-period").value; showLbMsg("info","Exporting report..."); google.script.run .withSuccessHandler(function(res){ showLbMsg(res.success?"ok":"err",res.message||res.error); }) .withFailureHandler(function(err){ showLbMsg("err",err.message); }) .handleLeaderboardAction("exportSalesTrackerReport",{period:period},CRM.user); }; window.lbDownloadCSV = function() { var period = document.getElementById("lb-report-period").value; showLbMsg("info","Preparing CSV..."); google.script.run .withSuccessHandler(function(res) { if (!res.success) { showLbMsg("err",res.error); return; } var appRes = res.approvals; var NL = String.fromCharCode(10); var csv = lbVertical+" Leaderboard - "+period+NL; csv += "APPROVALS BOARD"+NL+"Rank,Agent,Approvals,Submitted,WIP"+NL; (appRes.board||[]).forEach(function(r){ csv+=r.rank+","+r.agent+","+r.approvals+","+r.submitted+","+r.wip+NL; }); var blob=new Blob([csv],{type:"text/csv"}); var url=URL.createObjectURL(blob); var a=document.getElementById("lb-csv-link"); a.href=url; a.download=lbVertical+"_Leaderboard_"+period+"_"+new Date().toISOString().slice(0,10)+".csv"; a.click(); URL.revokeObjectURL(url); showLbMsg("ok","CSV downloaded!"); }) .withFailureHandler(function(err){ showLbMsg("err",err.message); }) .handleLeaderboardAction("getBothBoards",{period:period,vertical:lbVertical},CRM.user); }; function showLbMsg(type,text) { var el=document.getElementById("lb-report-msg"); el.textContent=text; el.className="lb-msg "+type; el.style.display="block"; if (type==="ok") setTimeout(function(){ el.style.display="none"; },3000); } document.addEventListener("DOMContentLoaded",function(){ if (window.CRM && CRM.user) stInit(); }); })();
Innoventure Finance

Reports

-
Today
-
MTD
-
YTD
-
Bank 1
-
Bank 2
Submissions
TodayMTDYTD
CBD000
DIB000
WIP
TodayMTDYTD
CBD000
DIB000
Approvals
TodayMTDYTD
CBD000
DIB000
Booked
TodayMTDYTD
CBD000
DIB000
Declined
TodayMTDYTD
CBD000
DIB000
Attendance
CC Report
Activation & Spent
PF Report
Booking Status
Payroll
-
Total Records
-
Present
-
Absent
-
Late
-
On Leave

Select date range and click Generate.

Select filters above and click Generate.
-
Activated (Yes)
-
Not Activated (No)
-
Spent Updated
Select filters above and click Generate.
Select filters above and click Generate.
-
Total Cases with Booking Status
-
Booking with LL
-
Booking without LL
Select filters above and click Generate.
-
Total Employees
-
Total Net Pay
-
Total Commission
-
Acknowledged

Select month and click Generate.

'+_rptEsc(opts.title)+''+ ''+ '
'+ (logoSrc ? '' : '')+ '
'+_rptEsc(RPT_COMPANY.name)+'
'+ '
'+_rptEsc(RPT_COMPANY.tagline)+'
'+ '
'+_rptEsc(RPT_COMPANY.details)+'
'+ '
'+_rptEsc(opts.title)+'
'+ '
Generated: '+now.toLocaleDateString('en-AE')+' '+now.toLocaleTimeString('en-AE',{hour:'2-digit',minute:'2-digit'})+'
'+ '
'+ '
Filters: '+_rptEsc(opts.filters)+'
'+ (opts.summaryHTML||'')+ opts.tableHTML+ '
'+_rptEsc(RPT_COMPANY.name)+' — '+_rptEsc(RPT_COMPANY.details)+' • Generated by Innoventure CRM • '+_rptEsc(opts.count)+' records
'+ ' '; var w = window.open('', '_blank'); if (!w) { toast('Popup blocked. Please allow popups to export PDF.','error'); return; } w.document.open(); w.document.write(html); w.document.close(); setTimeout(function(){ try{ w.focus(); w.print(); }catch(e){} }, 450); } window.rptExportPFExcel = function() { if (!_rptPFAllCases.length) { toast('Generate the report first.','error'); return; } _rptEnsureXLSX(function() { var rows = _rptPFAllCases.map(function(c) { return { 'APP ID': c["APP ID"]||c["Case ID"]||'', 'Customer': c["Customer Name"]||'', 'BDE': c["BDE Name"]||'', 'TL/Manager': c["TL Name"]||'', 'Bank': c["Bank"]||'', 'PF Type': c["PF Type"]||'', 'Proposed Amt': Number(c["Proposed PF Amount"]||0), 'Approved Amt': Number(c["Approved PF Amount"]||0), 'IFB Status': c["IFB Status"]||'', 'Booking Status': c["Booking Status"]||'', 'Month': (c["IFB Submission Date"]||'').slice(0,7) }; }); var ws = XLSX.utils.json_to_sheet(rows); ws["!cols"] = [{wch:12},{wch:24},{wch:18},{wch:18},{wch:12},{wch:18},{wch:13},{wch:13},{wch:12},{wch:18},{wch:9}]; var wb = XLSX.utils.book_new(); XLSX.utils.book_append_sheet(wb, ws, 'PF Report'); XLSX.writeFile(wb, 'PF_Report_'+new Date().toISOString().slice(0,10)+'.xlsx'); toast(rows.length+' records exported to Excel.','success'); }); }; window.rptExportPFPDF = function() { if (!_rptPFAllCases.length) { toast('Generate the report first.','error'); return; } var g = function(id){ return (document.getElementById(id)||{}).value||''; }; var filters = _rptFilterLine([ ['Bank', g('rpt-pf-bank')], ['BDE', g('rpt-pf-bde')], ['Manager/TL', g('rpt-pf-tl')], ['PF Type', g('rpt-pf-type')], ['Month', _RPT_MONTHS[g('rpt-pf-month')]||''], ['Year', g('rpt-pf-year')], ['IFB Status', g('rpt-pf-status')] ]); var totalProp = 0, totalAppr = 0, booked = 0; var rowsHTML = ''; _rptPFAllCases.forEach(function(c) { totalProp += Number(c["Proposed PF Amount"]||0); totalAppr += Number(c["Approved PF Amount"]||0); if ((c["IFB Status"]||'') === 'Booked') booked++; rowsHTML += ''+ ''+_rptEsc(c["APP ID"]||c["Case ID"]||'-')+''+ ''+_rptEsc(c["Customer Name"]||'-')+''+ ''+_rptEsc(c["BDE Name"]||'-')+''+ ''+_rptEsc(c["TL Name"]||'-')+''+ ''+_rptEsc(c["PF Type"]||c["Bank"]||'-')+''+ ''+Number(c["Proposed PF Amount"]||0).toLocaleString()+''+ ''+(c["Approved PF Amount"]?Number(c["Approved PF Amount"]).toLocaleString():'-')+''+ ''+_rptEsc(c["IFB Status"]||'-')+''+ ''+_rptEsc(c["Booking Status"]||'-')+''+ ''+_rptEsc((c["IFB Submission Date"]||'-').slice(0,7))+''+ ''; }); var summary = '
'+ '
'+_rptPFAllCases.length+'
Total Cases
'+ '
'+booked+'
Booked
'+ '
AED '+totalProp.toLocaleString()+'
Total Proposed
'+ '
AED '+totalAppr.toLocaleString()+'
Total Approved
'+ '
'; var table = ''+ ''+ ''+rowsHTML+'
APP IDCustomerBDETL/ManagerPF TypeProposed (AED)Approved (AED)IFB StatusBooking StatusMonth
'; _rptPrintPDF({ title:'PF Report', landscape:true, filters:filters, summaryHTML:summary, tableHTML:table, count:_rptPFAllCases.length }); }; function _rptBSAggregate() { var byBde = {}, withLL = 0, withoutLL = 0, other = 0; _rptBSCases.forEach(function(c) { var name = c["BDE Name"]||'Unknown'; if (!byBde[name]) byBde[name] = {name:name, tl:c["TL Name"]||'-', withLL:0, withoutLL:0, other:0, total:0}; var bs = String(c["Booking Status"]||'').trim(); if (bs === 'Booking with LL') { byBde[name].withLL++; withLL++; } else if (bs === 'Booking without LL') { byBde[name].withoutLL++; withoutLL++; } else { byBde[name].other++; other++; } byBde[name].total++; }); var list = Object.keys(byBde).map(function(k){ return byBde[k]; }) .sort(function(a,b){ return b.total - a.total || String(a.name).localeCompare(String(b.name)); }); return { list:list, withLL:withLL, withoutLL:withoutLL, other:other, total:_rptBSCases.length }; } window.rptExportBSExcel = function() { if (!_rptBSCases.length) { toast('Generate the report first.','error'); return; } _rptEnsureXLSX(function() { var agg = _rptBSAggregate(); var sumRows = agg.list.map(function(e) { return { 'BDE': e.name, 'TL/Manager': e.tl, 'Booking with LL': e.withLL, 'Booking without LL': e.withoutLL, 'Total': e.total, '% with LL': e.total>0 ? Math.round(e.withLL/e.total*100)+'%' : '0%' }; }); sumRows.push({ 'BDE':'TOTAL', 'TL/Manager':'', 'Booking with LL':agg.withLL, 'Booking without LL':agg.withoutLL, 'Total':agg.total, '% with LL': agg.total>0 ? Math.round(agg.withLL/agg.total*100)+'%' : '0%' }); var ws1 = XLSX.utils.json_to_sheet(sumRows); ws1["!cols"] = [{wch:22},{wch:20},{wch:16},{wch:18},{wch:9},{wch:11}]; var caseRows = _rptBSCases.map(function(c) { return { 'APP ID': c["APP ID"]||c["Case ID"]||'', 'Customer': c["Customer Name"]||'', 'BDE': c["BDE Name"]||'', 'TL/Manager': c["TL Name"]||'', 'Bank': c["Bank"]||'', 'Booking Status': c["Booking Status"]||'', 'Booking Date': (c["Booking Date"]||'').slice(0,10), 'Month': (c["IFB Submission Date"]||'').slice(0,7) }; }); var ws2 = XLSX.utils.json_to_sheet(caseRows); ws2["!cols"] = [{wch:12},{wch:24},{wch:18},{wch:18},{wch:12},{wch:18},{wch:12},{wch:9}]; var wb = XLSX.utils.book_new(); XLSX.utils.book_append_sheet(wb, ws1, 'BDE Summary'); XLSX.utils.book_append_sheet(wb, ws2, 'Case Details'); XLSX.writeFile(wb, 'Booking_Status_Report_'+new Date().toISOString().slice(0,10)+'.xlsx'); toast(caseRows.length+' records exported to Excel.','success'); }); }; window.rptExportBSPDF = function() { if (!_rptBSCases.length) { toast('Generate the report first.','error'); return; } var g = function(id){ return (document.getElementById(id)||{}).value||''; }; var filters = _rptFilterLine([ ['Bank', g('rpt-bs-bank')], ['BDE', g('rpt-bs-bde')], ['Manager/TL', g('rpt-bs-tl')], ['Month', _RPT_MONTHS[g('rpt-bs-month')]||''], ['Year', g('rpt-bs-year')] ]); var agg = _rptBSAggregate(); var hasOther = agg.other > 0; var summary = '
'+ '
'+agg.total+'
Total Cases with Booking Status
'+ '
'+agg.withLL+' ('+(agg.total>0?Math.round(agg.withLL/agg.total*100):0)+'%)
Booking with LL
'+ '
'+agg.withoutLL+' ('+(agg.total>0?Math.round(agg.withoutLL/agg.total*100):0)+'%)
Booking without LL
'+ '
'; var rowsHTML = ''; agg.list.forEach(function(e) { var pct = e.total>0 ? Math.round(e.withLL/e.total*100) : 0; rowsHTML += ''+ ''+_rptEsc(e.name)+''+_rptEsc(e.tl)+''+ ''+e.withLL+''+ ''+e.withoutLL+''+ (hasOther ? ''+e.other+'' : '')+ ''+e.total+''+ ''+pct+'%'+ ''; }); rowsHTML += 'TOTAL ('+agg.list.length+' BDEs)'+ ''+agg.withLL+''+ ''+agg.withoutLL+''+ (hasOther ? ''+agg.other+'' : '')+ ''+agg.total+''+ ''+(agg.total>0?Math.round(agg.withLL/agg.total*100):0)+'%'; var table = ''+ ''+ (hasOther ? '' : '')+ ''+rowsHTML+'
BDETL/ManagerBooking with LLBooking without LLOtherTotal% with LL
'; _rptPrintPDF({ title:'Booking Status Report', landscape:false, filters:filters, summaryHTML:summary, tableHTML:table, count:_rptBSCases.length }); }; window.rptLoadPay = function() { var month = (document.getElementById('rpt-pay-month')||{}).value||''; var vert = (document.getElementById('rpt-pay-vertical')||{}).value||''; var out = document.getElementById('rpt-pay-out'); if (!month) { toast('Select a month.','error'); return; } _rptGenerated.pay = true; if(out) out.innerHTML='

Loading...

'; call('getPayrollSummaryCRM', [month, CRM.user], function(err, res) { if (err||!res||!res.success) { if(out) out.innerHTML='
'+(res&&res.message||'Error')+'
'; return; } _rptPayData = res; _rptRenderPay(res, vert); }, true); }; function _rptRenderPay(res, vertFilter) { var out = document.getElementById('rpt-pay-out'); if (!out) return; var s = res.summary||{}; function ss(id,v){ var el=document.getElementById(id); if(el) el.textContent=v; } ss('rpt-pay-total', s.total||0); ss('rpt-pay-netpay', 'AED '+(Number(s.totalNetPay||0)).toLocaleString()); ss('rpt-pay-comm', 'AED '+(Number(s.totalCommission||0)).toLocaleString()); ss('rpt-pay-ack', (s.acknowledged||0)+'/'+(s.total||0)); var records = (res.records||[]).filter(function(r){ return !vertFilter || r.Vertical===vertFilter; }); if (!records.length) { out.innerHTML='

No payroll records for this month.

'; return; } var html = '
' + '' + '' + '' + '' + '' + '' + ''; records.sort(function(a,b){ return String(a.Vertical||'').localeCompare(String(b.Vertical||'')); }); records.forEach(function(r) { var stColor = r.Status==='Acknowledged'?'badge-success':r.Status==='Published'?'badge-info':'badge-gray'; html += '' + '' + '' + '' + '' + '' + '' + '' + '' + '' + ''; }); var totBasic = records.reduce(function(s,r){ return s+Number(r["Basic Salary"]||0); },0); var totComm = records.reduce(function(s,r){ return s+Number(r["Total Commission"]||0); },0); var totDed = records.reduce(function(s,r){ return s+Number(r["Attendance Deduction"]||r["Deduction Override"]||0); },0); var totNet = records.reduce(function(s,r){ return s+Number(r["Net Pay"]||0); },0); html += '' + '' + '' + '' + '' + '' + ''; html += '
EmployeeVerticalTeamRoleBasic (AED)Commission (AED)Deduction (AED)Net Pay (AED)Status
'+esc(r["Employee Name"]||'-')+''+esc(r.Vertical||'-')+''+esc(r.Team||'-')+''+esc(r.Role||'-')+''+Number(r["Basic Salary"]||0).toLocaleString()+''+Number(r["Total Commission"]||0).toLocaleString()+''+Number(r["Attendance Deduction"]||r["Deduction Override"]||0).toLocaleString()+''+Number(r["Net Pay"]||0).toLocaleString()+''+esc(r.Status||'Draft')+'
TOTAL ('+records.length+' employees)'+totBasic.toLocaleString()+''+totComm.toLocaleString()+''+totDed.toLocaleString()+''+totNet.toLocaleString()+'
'; out.innerHTML = html; } window.rptExportPay = function() { var month = (document.getElementById('rpt-pay-month')||{}).value||''; if (!month) { toast('Select a month first.','error'); return; } call('exportPayrollCRM', [month, CRM.user], function(err, res) { if (err||!res||!res.success) { toast('Export failed.','error'); return; } _rptDownloadCSV(res.csv, res.filename||('Payroll_'+month+'.csv')); toast(res.count+' records exported.','success'); }); }; function _rptDownloadCSV(csv, filename) { var blob = new Blob([csv], {type:'text/csv;charset=utf-8;'}); var a = document.createElement('a'); a.href = URL.createObjectURL(blob); a.download = filename; document.body.appendChild(a); a.click(); document.body.removeChild(a); } })();

Call Tracker

Log Call
Call Log
Status: Submitted \\u2014 A CC Application will be automatically created with status "To Be Submitted" for further processing.

Call Activity Dashboard

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Leads Manager

Leads Pool
Assign Leads
Upload Leads
0 leads selected
Auto Split
Select total leads + BDEs โ†’ system splits equally or by specified count
Manual Select
Go to Leads Pool โ†’ select specific leads โ†’ assign to a BDE
Auto Split Assignment
Loading available leads...
Select BDEs to assign to:
Assignment Summary
Manual Assignment
Go to Leads Pool tab โ†’ select leads using checkboxes โ†’ click Assign Selected
Upload Leads
Accepted formats: CSV or Excel (.xlsx)
Required columns: Customer Name, Mobile
Optional: Product Interest, Notes
Duplicate mobile numbers are automatically skipped.
Drop your CSV or Excel file here
or click to browse

Assign 0 Selected Leads

HR Requests

New Request
My Requests
Action Required 0
All Requests
Cross-Vertical Access
Submit HR Request
As TL you can submit for yourself or a team member.
Approval Flow
You Submit TL Recommends VH Recommends HR Approves Admin Final โœ…
PF โ†” CC Access
Request access to submit a case in the other vertical. Your Vertical Head approves and sets the duration (30/60/90 days).
SME / Mortgage / POS / TW (30 days)
Request access to submit SME, Mortgage, POS or TW cases. VH approves for 30 days.
Pending Access Approvals

Action

Payroll

Enter Payroll
Monthly Summary
My Payslips
Incentive Structure
Clawbacks
Deduction Formula: Day Salary = (Basic ร— 12) รท 365  |  1 Absent = 1 day deduction  |  3 Lates = 1 day deduction  |  Deductions auto-pulled from Attendance \\u2014 override if needed.
Edit the incentive/commission structure below. These rates drive the payroll calculation when you Run Payroll. Changes are saved to the CRM and apply to future calculations.
Loading incentive structure...
DIB PF \\u2014 Volume Slabs
Percentage of PF amount, applied after salary justification (justified volume = Basic Salary ร— ).
From (AED)To (AED)Percentage (%)
NBQ PF \\u2014 Volume Slabs
From (AED)To (AED)Percentage (%)
Invest Bank PF \\u2014 Volume Slabs
From (AED)To (AED)Percentage (%)
DIB Cards \\u2014 by Customer Salary
Flat incentive per booked card, based on the customer's captured salary. Applies to all DIB card types.
Salary FromSalary ToIncentive (AED)
CBD Cards \\u2014 Card Type ร— Customer Salary
Incentive per booked CBD card, by card type and customer salary bracket.
Card Type
Other Bank Cards (NBQ, Ajman\\u2026)
Add card incentive slabs for other banks (by customer salary, flat amount per card).
Register Clawback
CC: amount = the clawed incentive value; deducted in the next payroll run, or settle it against ONE new card of the same value (no deduction). PF: amount = the clawed PF volume (AED); automatically netted off the BDE's incoming booked volume before justification, rolling forward until consumed.
Clawback Register

Commission Entry \\u2014

Enter commission per bank/product. Amount = Bookings ร— Rate per Booking.
Total Commission AED 0

Payslip

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