v 13.0 Third Party
Required Apps CRM (crm)
Sales (sale_management)
Email Marketing (mass_mailing)
Invoicing (account)
Employees (hr)
Included Dependencies
Technical Name servisa_dashboard
LicenseAGPL-3
Websitehttp://www.serpentcs.com
Also available in version v 12.0
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Required Apps CRM (crm)
Sales (sale_management)
Email Marketing (mass_mailing)
Invoicing (account)
Employees (hr)
Included Dependencies
Technical Name servisa_dashboard
LicenseAGPL-3
Websitehttp://www.serpentcs.com
Also available in version v 12.0

Dashboard

Manage Application Lead on Dashboard

Inquiry:
New Lead for Coaching/Immigration
  • User can create Leads for coaching or visa application.
  • Click on New Application button. It will redirect to the form view of lead which type is Application.
  • The user has role of Application Manager or Lead Manager can create lead.
  • Click on New Coaching button. It will redirect to the form view of lead which type is coaching.
Coaching/Application
  • Two tiles Coaching and Application contain count of the lead based on its type.
  • While click on the tile it will redirect to tree or form view based on count. If count will one it will redirect to form view else to tree view.

Coaching Application:
  • The user who has role of Application Manager can see these tiles. There are three tiles for Coaching Application. These tiles are devided based on stages of the application.
  • Each tile contains total count of the application based on stage. And User can click on the tile and redirect to tree or form view if record of the stage will exist.

Visa Application:
  • The user who has role of Application Manager can see these tiles. There are four tiles for Visa Application. These tiles are devided based on immigration purpose.
  • Each tile contains total count of the application based on immigration purpose. And User can click on the tile and redirect to tree or form view if record of the stage will exist.

Application for University:
  • Those applications which has immigration purpose to study. The applicant of those application will apply for University.
  • There are three tiles which divided based on theres stages.

Application for Visa:
  • Those applications which has immigration purpose to study. The applicant of those application will apply for Visa.
  • There are three tiles which divided based on the stages of Visa.

Charts:
Line Chart
  • This chart contains total number of application created monthly basis.
Pie Chart
  • This chart contains total number of the application in percentage is created in current year.

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