Weekly MIS - DHANAVRUKSHA CRM PORTAL

Date *

No. of Physical Meetings *

No. of Virtual Meetings *

No. of Phone Calls *

New Leads Created (Onboarded) *

References from Existing Clients *

SIP Initiated - FTW *

SIP Initiated - MTD *

MF Lumpsum (in lacs) - FTW *

MF Lumpsum (in lacs) - MTD *

Health Insurance Premium (in k) - FTW *

Health Insurance Premium (in k) - MTD *

Term Insurance Premium (in k) - FTW *

Term Insurance Premium (in k) - MTD *

FD (in lacs) - FTW *

FD (in lacs) - MTD *

ARN Transfer (in lacs) - FTW *

ARN Transfer (in lacs) - MTD *

Others - FTW *

Others - MTD *

Others Description

Weekly Management Information System