Daily Appointmentsâ¯
248
Ⲡ+8% vs prev
New Clientsâ¯
42
Ⲡ+5%
Active Accountsâ¯
1,280
âĸ Stable
Avg Wait Timeâ¯
18 min
âŧ -2 min
Appointments & Visits (Last 12 Months)
â Appointmentsâ Visits
Client Mixđī¸
Appointments This Weekđ
Top Clients
| Client | Service | Balance (INR) | Status |
|---|---|---|---|
| Mrs. A. Desai | Wealth Management | âš 15,200 | Active |
| Mr. R. Menon | Corporate Banking | âš 72,000 | Active |
| FreshBites Co (Corp.) | Payroll Services | âš 21,000 | Pending |
| DriveLine Solutions | Employee Banking | âš 14,000 | Active |
| GreenFleet Logistics | Trade Finance | âš 8,500 | Closed |
ActivityâĄ
Mrs. A. Desai completed advisory session â follow-up in 2 weeks
5mMr. R. Menon scheduled a corporate review
1hFreshBites Co requested payroll reconciliation
3hDriveLine Solutions employee banking workshop scheduled
6h