THE HOUSE OF ABHINANDAN LODHA
Collection Recovery Registration Analysis Onboarding Analysis Collection Analysis Receipt Analysis

Wireframe Changes — Onboarding Analysis (Round 2 · Jun 2026)

  1. Filters renamed: Owner Name → CEM · Owner Lead → TL · Owner Head → SH (highlighted in amber below).
  2. New KPI cards added: BA2 Paid · Sales Checklist Done · CSS Checklist Done · Allotment Letter Sent · WC Pending · WC Reject (highlighted in green).
  3. Call Disposition Split (pie): now shows dispositions for Non WC-Accept cases only — WC-Accept is excluded from this chart.
  4. "Open Cases by Duration" renamed → "WC Pending Cases Ageing": a switch filter added with every disposition shown in the Call Disposition Split pie.
Open queries (flagged in blue below)

Filters (Wireframe Controls) CHANGED — CEM / TL / SH renames

KPI Cards (Placeholder Values) NEW — 6 cards added

BA2 Paid
NEW
#,###
Sales Checklist Done
NEW
#,###
CSS Checklist Done
NEW
#,###
Allotment Letter Sent
NEW
#,###
WC Pending
NEW
###
WC Reject
NEW
###

Task Count vs Booking Count (Trend)

X-axis: Month | Y-axis: Count
Booking Count Task Count
JunJulAugSepOctNovDecFeb

Call Disposition Split CHANGED — Non WC-Accept only

Disposition mix for Non WC-Accept cases (WC-Accept excluded)
Not Contactable WC Rejected Call Back Not Answered
Pie shows dispositions only for cases where WC is not accepted.

Reasons for Rejection of Relationship Call

Call_Disposition_L3 Booking Count Task Count
Allotment Letter Mismatch / Not Issued####
Bank Loan Issue / APF Dispute####
CAM & Corpus Dispute####
Change of Mind####
Not Contactable####

WC Pending Cases Ageing CHANGED — renamed + disposition switch

Disposition: All WC Rejected Not Contactable Not Answered Call Back
0-30
##
31-60
##
61-90
##
91-120
##
121-150
##
150+
##
Renamed from "Open Cases by Duration". Switch filter carries every disposition shown in the Call Disposition Split pie (Non WC-Accept dispositions).

Ageing View by Onboarding Stage ON HOLD — stages to be discussed over call

Ageing Stage
Booking Count
0-56-1011-1516-2021-2526-3031-4040+
Histogram view for selected ageing stage; change stage from dropdown. Stage definitions to be finalised on call — no design change made in this round.

Summary Table - Project vs Call Status QUERY — view access to be confirmed

Project Name Call Status Booking Count
Project AlphaRelationship Call Rejected##
Project BetaCall Back##
Project GammaCustomer Not Contactable##
Project DeltaRelationship Call Accepted##
Open query: who will have view access to this table?

Summary Table - Cancellation Reason QUERY — view access to be confirmed

Project Name Cancellation Reason Booking Count Consideration Amount
ForeverlandNull##₹ #,##,##,###
Nagpur ProjectLegal Issue##₹ #,##,##,###
One Goa ResiPricing Concern##₹ #,##,##,###
T3 AeroEstateDocumentation Delay##₹ #,##,##,###
Open query: who will have view access to this table?