Current Month Operations
Director Dashboard
Pipeline
37 active
Lead to review flow
12Lead
9WhatsApp contacted
6Appointment
5Service
3Payment
2Referral rewards
Top employee
Live
June commission race
Action center
Priority
Director attention list
Today
Appointments and payment focus
| Time | Customer | Vehicle | Job | Status | Amount |
|---|
Data
Local browser data
Backup and restore
Database
Customer and vehicle records
| Customer | Contact | Source | Salesperson | Car Plate | Car Model | Service | Referral | Complaints | Maintenance | Actions |
|---|
Required fields
Member IDNamePhoneEmailBirthdayAddressSource
SalesAssigned salespersonMultiple cars per clientCar plateCar brandCar modelCar yearService per carMaintenance required per carMaintenance due trackingPurchase historyMember promo codeSuccessful referralsReferred revenue
Revenue by service
Automotive service mix
Bukku auto sync
Appointments
Caristic Service Schedule
| Date | Time | Customer | Vehicle | Job | Assigned | Status |
|---|
Fast fitment entry, monthly record check, and payment QR.
Touch 'n Go RFID
New Fitment
Choose inventory section
Stock movement
Add or update inventory
Inventory list
Current stock balance
| Category | Item | Brand | Qty | Meters | Cars Left | ML | Alert | Status |
|---|
History
Stock movement records
| Date | Movement | Category | Item | Qty | Meters | Cars Left | ML | Staff | Remark |
|---|
Alerts
Low stock items
| Category | Item | Brand | Qty | Meters | Cars Left | ML | Alert |
|---|
Monthly summary
Current Month
Worker KPI and commission overview
Worker entry
KPI and commission board
1 Vehicle
2 Job items
3 Review
Job list
Current Month
My submitted jobs
| Date | Plate | Model | Job scope | Worker | Gross Comm | KPI | Nett Comm | Status | Action |
|---|
Job KPI
KPI score and director comments
| Date | Worker | Plate | Job | Workmanship | Efficient | Attitude | Customer Review | Total KPI | Comment |
|---|
Evidence & Appeals
KPI evidence and worker appeals
Customer advocacy
Referral NPS
Track the customers bringing new paid business to Caristic and the maintenance rewards they earn.
Six-month performance
All timeReferral momentum
Advocacy health
No successful referrers yet
0Score
The score counts customers whose referral completed payment at Caristic.
Rewards redeemed0 of 0
Latest activity
Recent referrals
Referral tools
What would you like to do?
Review queue
Enquiry list
| Date | Source | Client | Phone | Vehicle | Service | Status | Duplicate check | Value | Edit | Actions |
|---|
Best source
WhatsApp referrals bring the highest close rate at 44%.
Referral growth
Track paid referrals and turn customer advocacy into measurable revenue.
Service performance
Margin and demand analysis
New enquiry
Lead source analysis
| Source | New enquiries | Converted | Conversion | Revenue value | Insight |
|---|
Restricted finance area
Enter Cash Flow PIN
Cash Flow is locked for finance privacy. Unlock expires after 1 hour.
Bukku cash flow health
Calculating
Revenue vs expenses
Finance tracking
Bukku sampleCash flow ledger
| Date | Category | Description | In | Out | Balance |
|---|
Shareholder Report
Monthly and yearly board view
Overall business status
Financial Performance
Revenue, margin and profit
| Metric | This Month | Last Month | Budget | Year-to-Date |
|---|
Cash Position
Cash flow and working capital
Business KPIs
Operating health indicators
Revenue Breakdown
Service contribution
| Service | Revenue | % of Revenue |
|---|
Growth Metrics
12-month trend view
Risks
Key business risks and response
Strategy Update
Value creation initiatives
Decisions Needed
Items for shareholder approval
Defect tracking
Complaints & Defect
Cases
Complaint case list
| Case | Member ID | Client | Vehicle | Model | Defects | Invoice | Status | Photo | Action |
|---|
Choose setting to edit
System rules
CRM settings
Worker job scope rates
Access control
Employee management
| Name | Username | Password | Status | Action |
|---|
Templates
Editable