Understanding Individual, Office, and Company Summary Reports

Individual Summary Report (Morning Shift)

Helps you start your day with a clear, organized plan.

1. Tasks

Shows the most urgent tasks:

• Top 3 tasks

• Overdue tasks first

• Then tasks due today

• Includes:

  • Task title

  • Due date

  • Related module (Contact / Application / Partner)

Sorting Logic:

Overdue → Today → Created date if same due date

2. Appointments

• All active appointments for the day

• Time & Title

• Sorted from earliest to latest

3. Visa Expiry Reminders

• Contacts whose visa expires this week

• Shows top 3 with closest expiry dates

• Only shows contacts where you are assigned as the counsellor

4. Documents Pending

• Application-related documents that are due this week

• Shows:

  • Contact name

  • Document name

  • Partner & product

  • Due date

5. Application Alerts

• Applications stuck in same stage for 30+ days

• Application intake date reminders

• Starting date reminders

• Ending date reminders

Individual Summary Report (Evening Shift)

Perfect for reviewing your progress at the end of the day.

1. Contacts Added & Assigned

• New contacts added today

• Leads assigned to you

• Weekly comparison chart (last 4 weeks)

2. Prospect to Client Conversion

• Total clients converted today or this week

• Conversion rate (%)

• Top 3 converted applications

• Shows: Partner & Product

3. Application Won Conversions

• Total applications moved to the "Won" stage

• Win percentage

• Latest won applications list

4. Task Summary

• Total tasks created

• Tasks assigned

• Completed tasks

• Overdue tasks

• Completion ratio (%)

• Daily progress graph

5. Office Check-ins

• Total check-ins

• New vs existing contacts

• Average session time

• Average rating

• Top 3 latest check-ins

6. Application Overview

• Applications added

• Assigned

• Updated

• Notes added

• Documents uploaded

• Stage changes

7. Notes & Document Summary

Shows notes and documents added across:

• Contacts

• Applications

• Office check-ins

• Agents

• Partners

• Client portal

• Tasks

Office Summary Report (For Branch Managers)

Delivered weekly, this report gives a complete overview of office productivity. Included Sections:

1. Contacts Added

• Total contacts

• Leads, prospects, clients

• Weekly performance graph

2. Contact Sources

• Top 5 sources

• Number of contacts from each source

3. Contact Assignment

• Total assigned

• Unassigned leads

• Top team members (by assignment count)

4. Contact Rating Summary

• Hot

• Warm

• Cold

• Lost

Includes top 5 counselors by rating movement.

5. Prospect to Client Conversion

• Total conversions

• Conversion rate (%)

• Top 10 applications used

6. Application Overview

• Added

• Assigned

• Updated

• Notes added

• Stage changes

• Documents uploaded

7. Workflow Analytics

Visual bar chart showing:

• Top 5 workflows

• Stage-wise application count

• Sorting by highest usage

8. Application Won

• Total applications won

• Win percentage

• Top 5 clients

9. Country Analytics

• Popular destination countries

• Passport country insights

10. Task Summary

Status breakdown:

• To-do

• In-progress

• In-review

• Completed

11. Office Check-ins

• Total sessions

• Avg. session time

• Average ratings

• Highest and lowest performers

Company Summary Report (For Owners & Directors)

Sent weekly, this report gives a full business health overview. Included Sections:

1. Contact Summary

• Total contacts added

• Leads, prospects, clients

• 6-month trend graph

2. Top Branches

Shows:

• Top 10 branches

• Sorted by total contacts

• Alphabetical if tied

3. Contact Sources (Overall)

• All contact sources used company-wide

• Sorted by popularity

4. Company-Wide Conversions

• Total prospects converted

• Conversion percentage

• Conversion rate across all branches

5. Destination Countries

Top 5 most selected countries based on:

• Interested services

• Running applications

6. Passport Country Breakdown

• Top 5 passport origins

• Sorted by application count

7. Application Won Overview

• Top 10 branches with highest won applications

• Sorted by volume

• Alphabetical tie-breaker