This dashboard starts empty — bring in your outstanding-dues report or add clients one at a time. Every number below will update as soon as there's data.
📊 Overview
Live KPI snapshot and the clients that need attention first, ranked by unresolved priority.
🚨 Top 10 Clients — Outstanding Pending for More Than 3 Months
Ranked by unresolved priority. Clients with a valid, approved reason on file are automatically excluded and replaced by the next eligible client.
🗺️ Region-Wise Outstanding Dues
Click a region to drill down into its client-wise outstanding list.
🩺 Account Status & Payer Behaviour
Active vs inactive accounts, and how clients actually pay — sourced straight from your ageing report's Account Status/client-type columns.
Payer type breakdown
💵 Collections
Amount collected between two Ageing Report dates, computed by comparing each client's Grand Total across the report tabs you've imported — pick which earlier date to compare the latest report against.
📂
Not enough report dates yet
Collections compares two dated Ageing Report tabs (e.g. "28-08-2026" vs "31-08-2026"). Import a workbook that has at least two dated tabs — each import you do adds its dated tabs to the history this uses, so this fills in automatically as you import newer reports over time.
📈 Month-Wise Outstanding Trend
Outstanding balance and amount recovered, month by month.
⏳ Ageing Analysis
Click a bucket to see the clients inside it.
✅ Today's Payment Recovery Actions
Everything that needs a touch today, grouped by action type.
🔁 Auto Reminders
Automatically send WhatsApp / email reminders to clients with an outstanding balance, on a repeating schedule — every few seconds for a quick test, or every few days for real use.
Stopped
Any client with an outstanding balance greater than ₹0 and a WhatsApp number / email on file, not already reminded within this interval. Clients missing that contact detail are skipped automatically — auto mode never interrupts you with a prompt.
⚠️ If no backend is configured in Settings → Direct sending, WhatsApp reminders open via WhatsApp Web and email reminders via your default mail app — browsers can block a WhatsApp pop-up that isn't triggered by a click, so allow pop-ups for this page once if needed. Every reminder after the first reuses that same WhatsApp Web tab (it just switches to the next chat) — no browser lets a page attach to a tab you opened yourself beforehand, so if one is already open, close it before your first reminder. With a backend configured, none of this applies — reminders send directly with no window opening at all.
This scheduler runs only while this dashboard stays open in your browser tab — it is not a server-side background service, so it pauses if the tab or computer sleeps.
Next reminder
Not running
Per-client schedule
Every client follows the shared schedule above by default. Search for a client here to give them their own cadence instead — one client every 2 days, another every 30 seconds, another switched off entirely — independent of everyone else.
Clients on a custom schedule
Sent this session
Data is saved in this browser only. All client data comes from Import Excel or Add client — nothing is pre-loaded.
Tool Created By – Mr. Vidyanand Adlinge
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Invoice / Month-wise
Payment history
Follow-up history
Reason & notes
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Add client
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Add contact detail
Dashboard settings
When set, this password is required before "Clear all data" or restoring a backup can run. Leave blank to remove protection.
Send email and WhatsApp reminders directly from your company's account, with no Outlook window or WhatsApp tab — requires the small backend server described in the delivered "backend" folder. Leave the URL blank to keep using Outlook/WhatsApp Web as before.
Added automatically to any WhatsApp number saved as a plain 10-digit local number (no country code), so sends don't silently fail. Leave blank to send numbers exactly as entered.
🔒 Password required
Incorrect password. Try again.
Import from Excel
Works with an outstanding-dues / ageing export — one row per client (or per invoice). Map the columns on the next step.
Click to choose a file, or drag an .xlsx / .xls / .csv here
Tell us what each column means.
A client already in the dashboard with the same name is matched by name — for an Ageing Report import, that client's outstanding invoice snapshot is always replaced with this file's figures.