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
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 mandatesMonthly Mandate Impact on Orders
Filtered order contextMonthly Unique Mandate Movement
Created month, deduped by mandate idWeekly 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 readoutRegistration x Holding x Folio
Account readinessDemographic Report
Failure status by fieldWeekly Demographic Report
Weekly profile movementFund 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 viewOrder Explorer
Filtered order-level preview.
Notes