Dashboard
Overview of all franchise leads and portal activity
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Total Leads
All time
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Active Projects
Token paid
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In Progress
Walking the funnel
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Closed
Not interested / lost
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New Leads
Awaiting follow-up
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Unassigned
No MF yet
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Master Franchises
Active partners
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Token Revenue
Verified payments
Recent Activity
Latest franchise lead actions
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Leads by State
Geographic distribution
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Funnel Progress
% of leads who have reached each step
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Leads by Source
Where leads are coming from
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Quick Actions
Common admin tasks
All Leads
Manage and track all franchise leads
Create New Lead
Manually add a new franchise prospect to the portal
Lead Information
Video Management
Upload and manage franchise presentation videos by language and step
Upload New Video
Drag & drop video file here, or click to browse
MP4, MOV, AVI · Max 2GB · Or use URL above
Investment Information
Edit pricing, inclusions, and all investment details shown to franchise leads
3 Chair Model
Guidelines Management
Enter guidelines in English — click Auto-Translate to fill Hindi, Telugu & Punjabi automatically
English Guidelines
Add New Guideline
Lead must accept
Support Information
Enter in English — use Auto-Translate to fill other languages automatically
English Support Content
Operations & Staff Content
Enter in English — use Auto-Translate to fill other languages automatically
Salon Operations (English)
Staff Welfare (English)
Payment Tracking
Token payments submitted by leads — review screenshots and verify
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Pending Verification
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Verified
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Total Token Collected
All
Pending
Verified
Rejected
Royalty Management
Full royalty tracking, collection history, penalties and dues across all active franchises
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This Month Collected
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Overdue Royalties
Action required
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Total YTD Royalties
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Pending This Month
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Royalty Structure Settings
Global royalty rules applied to all active franchises
Portal Settings
Configure portal-wide settings, branding, and access controls
Branding
Lead Portal Controls
Lead Self-Registration
Allow leads to register themselves
Mandatory Video Watch
Block next step until video is played
Mandatory Guidelines Accept
All checkboxes must be ticked
SMS Notifications
Send SMS on key lead actions
Master Franchise Overview
All Master Franchise partners across regions at a glance
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Active MF Partners
All time
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Total Leads (All MF)
Across all regions
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Pending Review
MF accounts
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Regions Covered
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MF Account Management
View, edit, and manage all Master Franchise logins and access
Create Master Franchise Login
Set up a new Master Franchise partner account with region and city assignments
Personal Details
Region & City Assignment
Login Credentials
⚠️ The MF partner will use their email and this password to log into the Master Franchise Portal. Share credentials securely.
Access Permissions
Control exactly what this MF partner can view and edit in their portal
Leads
View Own Region Leads
See all leads in their assigned cities
Create New Leads
Add franchise leads directly
Edit Lead Status
Update progress, status and notes
Content Management
Manage Videos
Upload and edit presentation videos
Edit Investment Info
Change investment details and pricing
Edit Guidelines
Add, edit and remove franchise guidelines
Edit Support Info
Manage support section content
Edit Operations Info
Manage operations section content
Finance
View Payment Records
See token and installment payments for their region
Royalty Reports Access
View and manage royalty tracking for their region
Record Royalty Payments
Mark royalties as received in their region
Region Management
Define and manage geographic territories assigned to each Master Franchise partner
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Add New Region
Franchise Team — Accounts
All Sales Heads and Sales Executives across regions. A Sales Head can cover one or more regions; executives report to that Head.
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Sales Heads
Can cover multiple regions
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Sales Executives
Across all regions
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Active Members
Status = Active
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Leads w/ Team Owner
assigned_team_id ≠ null
Filter
Create Sales Head Login
Only the Admin can create Sales Heads. Each Sales Head can then create their own Sales Executives from within the Team Portal.
New Sales Head Account
Sales Heads see all leads in their assigned region(s) and can route them to executives. A single Head can cover multiple regions.
No regions added yet. Pick from dropdown below.
Cities should belong to one of the selected regions above.
📌 How the team hierarchy works
- A Sales Head can cover one or more regions (created here by Admin).
- Each Head adds Sales Executives from their portal — they're auto-scoped to the Head's region(s).
- Heads can assign / reassign any unassigned lead in their region(s) to any executive.
- Executives only see leads where
assigned_team_id = themselves. - Multi-region heads see leads from all their assigned regions in a single dashboard.
- WhatsApp follow-ups are stage-aware and trigger the lead toward the final token payment.
Team Performance — Cross-Region
Month-to-date metrics for every executive, grouped by region.
Region Comparison
| Region | Sales Head | Executives | Active Leads | Won (MTD) | Lost (MTD) | Conversion |
|---|---|---|---|---|---|---|
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Per-Executive Performance
| Executive | Region | Total Leads | Active | Won | Lost | Conversion |
|---|---|---|---|---|---|---|
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All Franchises
Complete details of all active, setup, and closed franchise outlets
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Active Franchises
Operational
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Under Setup
Interior in progress
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Agreement Signed
Setup not started
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Terminated
Contract ended
Franchise Royalty
Full royalty management across all active franchise outlets
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This Month Collected
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Overdue
Action required
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Pending Amount
Including penalties
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Total YTD
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Record Manual Payment
Use this when a franchise has paid royalty via cash, NEFT, cheque, or any offline method
Payment Settings
Configure UPI ID, QR code, and bank details shown to franchise leads for token payment
UPI Payment Details
These details appear on the franchise app payment screen
QR Code
Upload a UPI QR code image that leads can scan directly
📱
No QR uploaded
Export QR from PhonePe / Paytm / Google Pay business dashboard as PNG. Min 300×300px.
Bank Transfer Details
Shown as an alternative payment method (NEFT/RTGS)
Payment Confirmation Settings
Require Screenshot Upload
Lead must upload payment screenshot
Show QR Code to Leads
Display QR code on franchise app payment screen
Show Bank Transfer Option
Show NEFT/RTGS as an alternative
Auto-notify on Screenshot Upload
Alert admin when lead uploads payment proof
📱 Preview — How It Looks in Franchise App
Pay To — Budget Barber
📱
QR Code
UPI ID
budgetbarber@paytm
Budget Barber Pvt Ltd