Sales dashboard for finance: collections dashboard, loan funnel dashboard and branch sales dashboard
WeScaler Sales Dashboard shows lead source, call outcome, conversion and cost per lead on one live screen. For banks, NBFCs, loan DSAs and insurance agents, it covers collections dashboard, loan funnel dashboard and branch sales dashboard.
A familiar story in banking & finance
Arjun's loan is approved. Now come the documents, the EMI reminders and the questions about his statement, each one a chance to keep or lose a good customer.
Managers find out what happened last month at the end of the month, from spreadsheets.
How Sales Dashboard changes it
The sales dashboard pulls from the CRM, call logs and ad accounts and refreshes live.
For banks, NBFCs, loan DSAs and insurance agents, it is set up around three jobs. For collections dashboard, a live view shows the numbers without spreadsheets. The same flow covers loan funnel dashboard and branch sales dashboard, each with its own script and rules.
Step by step: collections dashboard, loan funnel dashboard and branch sales dashboard
Take collections dashboard. Here is what happens, in order, from the moment the lead appears:
- Connect CRM, call logs and ad accounts
- We set up views for collections dashboard
- Numbers refresh live
- Managers get a daily WhatsApp summary
What comes back to your team
You see cost per interested lead by source and can act the same day.
Where this sits in Find, Filter, Follow
Sales Dashboard is part of the Follow stage. Leads and call outcomes flow between every tool, so you can start here and add the rest later.
What it costs
Sales Dashboard is included in the Custom (₹8/min*) and Enterprise (₹10/min*) plans, alongside AI calling.
Compare all plans. *Rates may vary based on client requirements.
FAQs
How does WeScaler handle collections dashboard?
Sales Dashboard handles collections dashboard automatically: leads are reached fast, qualified with your questions and handed to your team with a summary in the CRM.
What does it cost for finance teams?
AI calling runs from ₹3 to ₹10 per connected minute*. Starter (₹3) and Growth (₹6) are prepaid packs of 5,000 minutes; Custom (₹8) and Enterprise (₹10) are custom builds. *Rates may vary based on client requirements.
Does it integrate with my existing tools?
Yes. WeScaler connects to 99acres, MagicBricks, Housing.com, Meta and Google lead ads, Google Sheets and webhooks, and syncs with Salesforce, Zoho, LeadSquared and HubSpot.