Reports
Monthly performance
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By edition
Partner leaderboard
Renewals & trial conversion
DSC offers by staff
Who sent the DSC cross-sell offer, by channel. Emails = offer emails actually sent. WhatsApp = times a staffer opened WhatsApp to send it (the send itself happens in their WhatsApp app).
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Audit log
Every sensitive admin action — approvals, suspensions, rate changes, payouts, licence changes, lead overrides — with time and IP. Last 200 entries.
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Dashboard
📌 My sticky notes
Private reminders — only you see these. Click a note to edit; they stay here across sign-ins.
Sales follow-ups
Published downloads — what the website serves right now
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Renewals due in 7 days
Renewals due in 30 days
Renewals due in 60 days
Tasks
➕ Assign a task
📋 Tasks
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Customers
Customer master
Add a customer
Creates a profile in the master (no licence yet). You can then issue a key or send a payment link to them.
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Summary
Portal activity summary
The same figures as the daily digest email, viewable any time. Trial registrations = website sign-ups (leads with contact details); Trial computers = machines running the app in trial mode (machine ID only, anonymous).
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Machines
Every activated computer, across every licence
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Licences
Click Show key on any row — the key appears right below that row, with a copy button.
Fulfil an upgrade (after the pro-rata payment is received — issues a new key for the higher edition with the SAME expiry, supersedes the old key, emails the customer)
All licences
Issue a key
Shop settings
Prices exclude GST (added at checkout when GST is on). Saved here, applied instantly to the website and buy page.
Website announcements
Shown on every page of the site and portals. Floating card sits bottom-left; Scrolling ticker runs across the top — use it for major or critical news. "Until dismissed" means a visitor who closes the message will not see that same message again in that browser (refresh and new tabs included) — edit the text and it reappears for everyone, or pick a different frequency.
Coupon codes
For renewals and campaigns. A coupon and the festival offer do not stack — the better one applies.
Renewal & win-back offers
Admin-controlled (replaces the old fixed RENEW20). The renewal offer shows to existing customers renewing; win-back offers show to customers whose licence has commercially expired, after the configured days. The server calculates the discount; historical orders keep the value that applied at the time.
Win-back offers — two independent triggers (e.g. 30 and 60 days after expiry). Enable either, both, or neither.
Partner commission policy
General tier rates, monthly volume bonus and the renewal band. Per-partner negotiated (Enterprise) rates are set on each partner in the Partners tab and are not changed here. Changes affect future commission only — historical commissions are frozen.
| Tier | Min annual sales | Base % |
|---|
Volume bonus (per calendar month)
| From Nth sale | Bonus % |
|---|
Partners
Pending applications
Partners who registered on /partner. Verify the KYC details, then approve (assigns their code and emails them) or reject.
Commission claims
Partners claim commission from their dashboard once a sale is paid. Transfer the amount to the shown account (deduct TDS), then mark it paid — the partner is emailed automatically.
📑 Commission statement — partner-wise ledger
Every sale credited to a partner — invoice, customer, payment status, the eligible commission, and whether that commission is paid (with date + UTR) or still a balance. Payable = earned on a paid sale, not yet transferred. Upcoming = projected on a sale not yet paid by the customer.
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Leads registered by partners
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Partners sell for a commission; their code at checkout attributes the sale. They sign in at /partner with code + email. Leave the code blank to auto-generate a safe, memorable one like NP-SHAR-42.
Internal codes track office-staff performance and founder-direct sales in Reports without the partner tier engine — e.g. code NP-STAFF-01 with 2% staff incentive, or a founder code at 0%.
Orders
⏳ Pending approvals
Requests from staff that need an admin decision. Approving runs the action (issues the licence on credit); you and the team are emailed either way.
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All orders
Edit order
For an unpaid order — awaiting payment, or an unpaid invoice-hold. Changing the plan or amount re-prices the order and revises the proforma. If a tax invoice was already raised (key held), choose below whether to keep its number (revise it) or cancel it and reopen as unpaid. Re-send the proforma / payment link / invoice after saving.
🧾 Outstanding statement — unpaid credit orders, partner & sales-person wise
Every credit order still awaiting payment, as line items. Send a payment reminder to the customer, or to the referring partner so they chase their own client — by email or WhatsApp.
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🏦 Bank reconciliation — payments received, awaiting bank credit
Payments recorded but not yet confirmed credited in the bank (bank / cheque / Razorpay), plus cash in hand awaiting deposit. Enter the credit date (or deposit account + date for cash) to reconcile.
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Trials
Trial registrations & downloads
"Bought: no" after a few weeks = send the hidden win-back link: /buy.html?edition=winback.
Remind to buy —
Sales CRM — leads & cross-sell
Action centre
Walk-in / new record
Type the person's email, phone or name first. An existing customer gets a cross-sell opportunity (never a duplicate customer); someone new gets a Lead.
The DSC renewal application stays the system of record for DSC work — these are reference ids only, for the future Customer 360 link. Nothing is sent between the systems.
Pipeline
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Cross-sell promo block (configurable)
Optional text a DSC delivery / post-renewal communication may append later. Stored only — nothing is sent automatically, and it never appears on invoices. Requires admin role to save.
Support
Predefined answers
Pick an answer, then press Reply on a ticket — the text is pre-filled and you can edit it before it is emailed.
Enquiries & queries
Emails
Email templates
Edit the subject & message of the emails we send to customers. The rich parts (bank details, buttons, attachments) are added automatically — editing can't break them.
Edit template
All email notifications sent
Every email the system sent (customer + admin). Open one to see the exact content, and resend an edited copy if required. The Read column shows when the customer's mail client loaded the message — a lower bound (image-blocking hides opens; Apple/Gmail image-proxy can pre-load them), so read it as a signal, not proof.
Email content
Team & password
Change my password
Role permissions — access control
Tick what each role can do — it takes effect immediately across the whole app. Super-admin and Admin always have full access (not shown, so no one can be locked out). Each tick grants that exact capability. Use reset to return a role to its built-in default.
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Staff
Internal staff who sign in here. Submitting an existing username updates that staff member (a filled password field = password reset — passwords are never shown). Staff with CRM history cannot be deleted — deactivate them instead.