Rule checks — deadline, missing dates, Wait4Pay follow-up, brand tag.
Date filter does not apply; CRM/Brand/Reference do.
Anomaly Radar
Last 7 full days vs the previous 8 weeks — anything unusually high or low gets flagged.
Date filter does not apply; CRM/Brand/Reference do.
Department Health
One line per department. Change = this month so far vs the same days last month (≈ = by pace, for monthly-only figures). Month End = projection vs the full last month.
This Month — Actual vs Projection
The date filter above does not apply here — always the current month. Projected = daily average × days in month · Target = last month + 5%
Funnel
Spend to cash — where the drop-off happens
Brand Scorecard
The real decision table — which brand is worth spending on
Follow-up Monitoring
OnBoard and Negative are excluded — they don't need follow-up
Today & Coming Up
Due today and over the next 7 days — reach them before they go late
Lead Follow-up Load
Missed, plus the next 14 days
Follow-up Date Missing
Still open, but no follow-up date set
Follow-up Missed
Date has passed, still not onboarded
Performance
Onboard split by local/international, and follow-up discipline per person
Onboard by Brand
Onboard count per brand
Lead Status — This Month
Lead status breakdown
Lead Status — Last Month
Lead status breakdown
New vs Repeat Clients
By first task (S. Task)
CO Report
What each CO said, and what the CS found · this period
By CO
Leads and onboards under each CO (column M) · this period
Local vs International — per person
Who is carrying which kind of work
Lead Capacity
Leads arriving vs leads actually worked — always up to today, the Period filter does not apply
Untouched Leads
Came in over the last 7 days — no follow-up date, no decision
How Old is the Backlog
Open leads by age — the oldest are usually dead, not pending
Open Backlog by Person
Click a row to see the leads — Excel inside
Daily Flow
Leads coming in, and how many turn into clients
Daily Onboard
Onboarded clients per day
Daily Leads
New leads vs onboarded clients
Ad Leads vs Entered
What the ads brought in, against what reached OnboardData
By Day of the Week
Leads and onboards by weekday — useful when planning shifts
Where Leads Come From
Source mix, month by month
Brand Performance
Cost, leads, onboard and CAC by brand
Brand Group
Per the Revenue Analysis formula — Paid Marketing means brands with real ad cost this month, not a fixed list
Ads
Lead Source
Where leads come from
Lead by Brand
Reference-wise lead volume
Cost per Lead (BDT)
Lower is better
Daily Ad Leads
Daily leads by brand, from Ads Analysis → leadinfo
Ad Leads by Brand
Leads by brand
Ad Spend by Brand
Spend (BDT) — monthly figures
Ad Campaigns
Spend and result by campaign
Monthly Ad History
Ads Analysis → Total sheet, 13 months
Today
What is on the desk right now, and what yesterday looked like
Today's Operation
Submitted · Mailed · Pending
Today's Operation — by Status
All three CRMs combined
Yesterday Operation
To compare against the previous day
Today's Feedback Type
Major · Minor · Modification · New Ins.
Today's Feedback Status
Delivered · Mailed
Pending Task — by CRM
Which CRM has what stuck
Deadlines
Upcoming and missed, by CRM and status
Upcoming Deadlines
Not yet submitted
Deadline Missed
Not submitted, deadline passed
Same-day Work
Production আর Deadline একই দিনে — তখন P. Time আর C Time দুইটাই লাগে
Same-day tasks
Quality
Submitted, revised, and the feedback behind it
Operation Status
Every status in the J column, by deadline date (H column) — nothing merged,
nothing grouped into Other. Mailed is not a submission: it means the work went out for
writing, not to the client
Task Submitted
Submitted per person — by deadline date (H column)
Revised
% of sent back to Assignoholic
Counted by
Feedback Type — by task deadline
Which month's work the feedback belongs to
Feedback Type — by feedback date
When the feedback actually came in
Feedback Status — by task deadline
Which month's work the feedback belongs to
Feedback Status — by feedback date
When the feedback actually came in
Feedback by Person — by task deadline
Which month's work the feedback belongs to
Feedback by Person — by feedback date
When the feedback actually came in
Feedback — two views compared
Same feedback, counted two ways
Client
by CRM
Feedback by Month
Last 12 months, by the deadline month of the task the feedback belongs to
Word Count
Projected, previous month, and trend by brand
Word
by CRM
Task
by CRM
Current Month Word
by brand group
Projected Word
Month end, by brand group
Previous Month Word
by brand group
Word Count by Month
Current year
Word Count by Month (2025)
Previous year, for comparison
Task Explorer
Search a client to see all their tasks — ignores the date filter
Quality by Person
Whose submitted work came back with feedback
Major feedback per 100 submitted tasks
Only people with enough submitted work to make a rate mean something
Person by person
Click a row for that person's feedback list
Revenue (BDT)
ProductionData → BDT Price. What was billed, this month
—
Collection (BDT)
TransactionData → Amount. What actually came in, this month
—
Payment Method
Which channel the money comes through
Ad Spend
Ads Analysis → Total. Monthly figures, date filter does not apply
Top Brands by Revenue
Reference-wise collection
All Submitted Due — by CRM
Work done, money not yet collected
OnGoing Due — by CRM
Work still in progress, money outstanding
How old is the money owed
By last payment date · live snapshot
Top Outstanding
Live snapshot — the period filter above does not apply
Recent Transactions
All payment entries for the selected period, own currency + BDT
Revenue (Price)
Total · New · Repeat
Word
Total · New · Repeat
Client
Total · New · Repeat
Brand Revenue
Revenue, ads cost and return by brand
Brand Group Revenue
Portfolio view before the per-brand detail
CRM Split
Revenue, word and client by CRM
New vs Repeat Revenue — by Month
Is growth coming from new acquisition or returning clients?
Do clients come back?
Client-wise, by first task month
Ads Cost Detail
Ads Analysis → Total, current month
THINKOVITY LTD.
CUSTOMER INVOICE · Printed
Task History
Code · Title · Word · Price · Status · Feedback
Payment History
Date · Amount · Currency · Method
—
Rapport Health
Who we have actually talked to
Status-wise Clients
Click a row to filter the table below
New vs Repeat — contacted or not
Whether we have ever spoken to them
Follow-up
RapportData → Follow-up date
Call List
Missed and today's follow-ups — biggest due first
Follow-up Load
Missed, plus the next 14 days
Client Breakdown
Charts and the client list below
Rap Status
Follow-up status
By CRM
CRM-wise clients
By Country
Top countries
Click column to sort
Onboard Performance
Onboard by Person
Who brought in how many
Revenue vs Collected
Value of the work vs money actually received
Onboard by Month
How many per month
Person-wise
Click a row for the clients they brought, Excel inside
Credit conflicts
Same client onboarded more than once — the first person gets the credit, the money is never counted twice
Jobs shown to this writer
Issues raised by this person
Issues raised against this person
Type a name to see everything for that person
Issue Type
What goes wrong most
Issues by CRM
Which team, how many
Issues by Month
Trend across months
Issues by Writer
Whose work comes back most
Raised by
Who is reporting issues
Issues
Monthly issue sheets — new months are picked up automatically
Issues Raised Against
Tracker · Supervision · TC · PFD · Writer · Submitted By — click a row for the issues, Excel inside
Writer Assignment
Doable sheet — who was shown the job, who quoted
Jobs Won
Grey = quoted but lost · Red = actually won
Shown vs Quoted
Grey = shown the job · Red = actually quoted
Job Status
Where Doable entries end up
Jobs Shown by Day
How many writer views each day — last 30 days with data
Today's Operation — by Status
All three CRMs combined
Today's Operation
Submitted · Mailed · Pending
Yesterday Operation
To compare against the previous day
Today's Feedback Status
Delivered · Mailed
Yesterday's Feedback Status
Same breakdown for the previous day
Today's Feedback Type
Major · Minor · Modification · New Ins.
Today Rapport
Everything logged today
Total Rapport
Total logged since the start
Assignoholic's Pending Task
HOLD · Waiting · Yet2Assign
Pending Task
Deadline has passed but not finished — by status
Pending Task — by CRM
Which CRM has what stuck
Current Month RapOrder
Who brought in how many
Current Month Recall
RapCall + RapText combined
Current Month Payment Asked
Who asked for payment, how many times
Who did what
Each person's numbers for the selected day
Daily Report vs Operation
Where the hand-written daily numbers disagree with the source sheets
Operation rows with no Submitted By
Missing daily reports
Scheduled OFF days are not counted as missing
Shift Plan
Weekly roster — OFF means scheduled leave
Top Due (BDT) — B2B
Highest outstanding B2B clients
B2B Clients
Client · Word Count · Price · Total Pay · Work Status · Due (own currency) · Due (BDT) · Last Pay · Rap Status · Latest Task ID
How fresh is each sheet
Newest row date, not merge time
Fix List
One row = one job. It names the sheet to go to — click a row to see which clients, Excel inside
Money Checks
Where the money figures can go wrong — nothing is deleted, only shown
Currency blank or not converted
currency blank or unknown, or the BDT amount does not match the rate
Payment or client entered twice
The same thing entered more than once — click a row for the underlying entries
—
Your own work — activity, onboards, and what came back against you
Your KPIs
Also does
Daily Report — what you wrote yourself
Your own entries, not checked against the sheets
Clients you brought
Work and money that came from them
Where you stand
Compared only with people in the same designation
Your scorecard
100 = best in the team · 0 = last
Leaderboard
Top 3 in each, and where you sit
Last 8 weeks
Your own trend — is it going up or down?
What came back against you
Nobody tells you these out loud — so they are collected here
Issues raised against you
Tracker · Supervision · TC · PFD · Writer · Submitted By · Assignoholic · Bridge AB
Transactions you entered
TransactionData → Inputed By
Same-day work — was there enough time?
Production and Deadline on the same day
Your deadlines — today and ahead
Not submitted yet
Suggestions
Worked out from your own numbers — where attention pays off most
