Branch Portal Prototype
Faridabad Branch Dashboard
Only branch-scoped modules and financial data enabled by UGNA Admin.
Branch Access: This demo profile has branch CRM, case, invoice-draft and report access. Final invoice approval and payment entry remain disabled.
Branch Leads
86
This month
Conversion
32.6%
28 converted
Collection
₹7.8L
₹1.6L outstanding
Active Cases
41
5 at risk
Branch Pipeline
Current month sales funnel
LeadsConnectedQualifiedConverted
Branch Controls
Example of admin-controlled branch rights
Create Leads & Cases
Branch users can originate business
Create Invoice Draft
Draft only, submit to UGNA approval
Final Invoice Approval
Currently disabled by UGNA Admin
Record Payments
Currently disabled