📊 Performance Dashboard
Consolidated P&L — Plan vs Actuals across all revenue streams
Monthly P&L — Plan vs Actual
🟢≥90% 🟡70-89% 🔴<70%📋 Client Tracker
All brokerage client records — full view
All Clients
🎯 Target Management
Set and edit monthly revenue targets for all departments
Monthly Targets (PKR)
Click any row to edit| Month | Brokerage | YCSIT | Acct Mgmt | Web | Total Revenue | Expenses | Target PAT | Notes | Actions |
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📈 P&L View
Revenue plan vs actuals — read-only consolidated view
Plan vs Actual by Stream
📂 Account Opening
Register new brokerage clients — all departments notified automatically
My Registered Clients
🏦 Broker Admin
Fill broker details for registered clients
Client Records
💻 IT Team
Update Pro Access status for registered clients
Client Records
🎁 PR Team
Record gift status for registered clients
Client Records
🖥 YCSIT — Client Discounts
Apply YCSIT discounts to registered clients
Client Records
🖥 YCSIT — Performance
Enter monthly course actuals and track against targets
Monthly Performance
| Month | Target (PKR) | Actual (PKR) | Variance | % Achievement | Status | Batches | Students |
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🏛 Brokerage — Performance
Enter monthly brokerage actuals and track against targets
Monthly Performance
| Month | Target (PKR) | Actual (PKR) | Variance | % Achievement | Status | New Accounts | Active Accounts |
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💼 Account Mgmt — Performance
Enter monthly AUM and revenue actuals against targets
Monthly Performance
| Month | Target (PKR) | Actual (PKR) | Variance | % Achievement | Status | AUM (PKR) |
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🌐 Web — Performance
Enter monthly subscriber and revenue actuals against targets
Monthly Performance
| Month | Target (PKR) | Actual (PKR) | Variance | % Achievement | Status | New Paid Members | Total Paid |
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