SQL Export Dashboard
Perccent Purchase Report
Internal report for purchase conversion, failed order value, fund concentration, and customer segment patterns.
Report filters
Common views and filters
Quick views
Saved filters
Core filters
More filters
Investor and account
Fund and value
Product Dashboard
SIP cadence, lumpsum outcomes, and monthwise movement
Weekly Product Report
Weekly movement across SIP cadence and lumpsumMandate Module
Autopay readiness, approval health, and payment coverage
Order Coverage by Readiness
Current report filtersOrder Coverage by Latest Status
Profile-level mandate stateOrder Coverage by Mandate Type
UPI vs e-mandateUnique Mandates by Status
Deduped by mandate idUnique Mandates by Type
Deduped by mandate idMandate Rejection Reasons
Deduped rejected mandatesMandates by Provider
Approved rate by providerMandates by Purchase Type
Individual vs joint vs corporateMonthly Mandate Impact on Orders
Filtered order contextMonthly Unique Mandate Movement
Created month, deduped by mandate idKYC Processing Time
Days between KYC submitted and successful (dedup by user)Mandates per Investor
Average and distribution across investorsWeekly Unique Mandate Movement
Created week, deduped by mandate idFailure Analysis
Failed orders and value at risk
Failure Codes by Count
Top failure reasonsFailure Codes by Amount
Value at riskFailure Code x Transaction
SIP vs LumpsumMonthly Volume and Failure Rate
Operating rhythmWeekly Volume and Failure Rate
Week by week movementDemographics & Accounts
Customer profile, risk behavior, and account readiness
Gender Mix
Failure rate by genderRisk Segments
Failure rate by risk bandAge Segments
Failure rate by age bucketInvestor Role
Failure rate by profile roleRisk by Purchase Type
Business readoutAge by Purchase Type
Order mix across age bandsRegistration x Holding x Folio
Account readinessDemographic Report
Failure status by fieldWeekly Demographic Report
Weekly profile movementCohort Retention
Users by first-order month, return rate over timeKYC & Compliance
KYC status, residential, marital, and occupation mix
KYC Status
Successful, expired, missingResidential Status
Resident vs NRIMarital Status
Profile-reportedOccupation Type
KYC occupationFund Analysis
Fund concentration, demand, and failed amount
Top Funds by Orders
Demand concentrationTop Funds by Failed Amount
Leakage concentrationCategories by Requested Amount
Asset class demandAMC Mix by Orders
Manufacturer viewHigh Failure Funds
Funds sorted by failure rateTop Fund by Month
Most-ordered fund per calendar monthCommunications
SMS, email, and WhatsApp delivery performance
Channel Volume
Latest imported delivery exportsStatus Mix
Delivered, failed, rejected, readFailure Reasons
Cross-channel breakdownTop Templates
Message volume by templateCampaigns
Volume and delivery by campaignDaily Communication Movement
Last 31 days, channel-wise volumeMonthly Communication Movement
Channel-wise volume and outcomesWeekly Communication Movement
Channel-wise volume and outcomesCommunication Explorer
Latest rows from email, SMS, and WhatsAppOrder Explorer
Filtered order-level preview and SQL handoff.
ISIN Audit
Fund-name resolution quality from MFIA joinSQL handoff
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Database
Searchable data across orders and communications.
Global search filters every field. Toggle source between orders and communications.
Users
User biodata, KYC, onboarding, investments, and mandates.
Search by name, phone, email, city, status, fund, or user id.
Notes