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Target & Performance Analytics
Monitor targets, track advisor performance, and analyze growth trends across all portfolios.
Total Revenue Target
monetization_on
₹1.2M
trending_up 5%Avg. Achievement Rate
analytics
82%
trending_down 2%Loan Disbursals
real_estate_agent
₹450k / ₹500k
EMI Collection Efficiency
account_balance_wallet
95%
trending_up 0.5%Monthly Targets vs. Actuals
Comparative performance over the last 6 months
Target
Actual
₹550k / ₹600k
Jan
Feb
Mar
Apr
May
Jun
Portfolio Breakdown
Revenue distribution by category
100%
Distribution
Loans
45%
Sales
25%
Collections
30%
Advisor Performance
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| Employee Name | Role | Segment | Target | Achieved | Achieved % | Status | |
|---|---|---|---|---|---|---|---|
| John Doe | Sales Advisor | Home Loans | ₹50,000 | ₹42,500 |
85%
|
At Risk | |
| Sarah Smith | Senior Advisor | EMI Collection | ₹120,000 | ₹125,400 |
104%
|
On Track | |
| Michael Brown | Loan Officer | Vehicle Loans | ₹85,000 | ₹62,000 |
72%
|
Lagging | |
| Emily Davis | Sales Advisor | Personal Loans | ₹60,000 | ₹58,000 |
96%
|
On Track |
Showing 1-4 of 24 advisors