Executive Trails Report Dashboard

Executive Trails Report

Contact Mode Intelligence Dashboard

—Total Records

—Executives

—Contact Modes

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Drop Your CSV File Here

Supports any CSV with Executive Name, Contact Mode, Action Date, Product columns

📅 Action Date Range

→

🕐 Time Range (auto per date)

→

📦 Product

Select All

🗂 Product Category

Select All Categories

👤 Executive

Select All

⚙ Manage Executive List🔒 Protected ▼

📋 Trails vs Excel Comparison — Unworked Cases Report ▼

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Trails Report (CSV)

Use the CSV uploaded above — Application ID column will be matched

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Sheet 2 — Excel File

Upload Excel (.xlsx/.xls) with LOAN NO/ACCOUNT NO, Customer Name, POS, Exe Names…

🔁 Filter by Contact Mode (from Trails Report)

0Unworked Cases
(Not in Trails)

0App IDs in Trails
(Selected Mode)

0Total Rows
in Excel

✅ All cases in the Excel file are present in the Trails Report for the selected Contact Mode(s)

🗂 Manage Product Category Groups🔒 Protected ▼

📍 Location Mapping & Coverage Analysis ▼

🔍 Search Executive

📅 Date Range

📡 Contact Modes

📊 Coverage Analysis

🗺 Map View

0Total Trails

0Active Executives

0Field Visits
DIGICOLLFV

0Tele-Calls
DIGICOLLTC

0OTGNGDID

Executive Trail Breakdown 0

No trails found

Coverage Analysis Visited vs Neglected

🟢 High (>10) 🔵 Moderate (5–10) 🔴 Low (1–4) ⚫ No Trails (0)

📡 Origin Distribution

🏙 City / District

📍 GPS Radius (km)

Off

🚦 Trail Status

👁 View Mode

🗺 No GPS Columns Detected
Your CSV needs latitude & longitude columns for Map View.

ORIGIN TYPE:

🟢 DIGICOLLTC — Tele‑Call (circle, pulsing)

🔵 DIGICOLLFV — Field Visit (teardrop, at customer)

🔴 OTGNGDID (diamond)

PIN BORDER = STATUS:

New

Ongoing

Closed

Wrongly Posted

ACCOUNTABILITY:

🏢 Office/Fixed 🚗 Moving 📍 On-site

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No Data Matched

Try adjusting your filters or uploading a different CSV file.

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Admin Access

Enter password to manage this panel

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