IdealFinway - Performance System

📣 Send Announcement

Send To?

All Team Members Specific Team Member(s)

🔗 Manage Links (Account Opening Link, or any link)

⚖ My Settlement

🔒 100% Private - this data is visible only to you. Not your manager, not even the admin can see it.

Or browse a family:

Custom range:

New Demat Accounts — Month-wise (Completed, last 12 months)

New SIP Amount — Month-wise (last 12 months)

AUM figure comes from the "Client Holding" upload (last upload snapshot) - if a recent upload has not been done, this may be outdated.

Status:

Category:

Month:

Date

Team

Amount (₹)

Date / Month

Team

Points

Remarks (optional)

Batch

Title

PDF File

Batch

Title

Type

Link URL

Batch

Title

Type

External Link

Date

Student

Status

Referral Incentive Amount (₹)

Account Opening Link

Date

Stock Symbol

Direction

Trade Type

Strategy

Strategy (type)

Trading For

Group Name

Instrument

F&O Type

Call / Put

Strike Price

Entry Price

Stop Loss

Target 1

Target 2 (optional)

Quantity

Remarks

Status: Check a specific date: Or check month-wise:

Stock

Pattern

Notes

⭐ Must Watch (Star)

Client / Reference Name

Client ID (optional)

Reminder Date

Reminder Time (optional)

Note

Entry For Which Team Member?

Date

Investment Type

Client Name

Client ID / Folio No

Client Phone - required

SIP Amount (₹/month)

SIP Due Date (Monthly)

How Did This Client Come? (Reference)

Which Team Member Referred?

Reference (free text)

Entry For Which Team Member?

Date

Insurance Type

Client Name

Client ID / Policy No

Client Phone

Annual Premium (₹)

How Did This Client Come? (Reference)

Which Team Member Referred?

Reference (free text)

Entry For Which Team Member?

Date

Client Name

Client ID / Demat No - leave blank if not received yet; the entry will go into "Under Process" and move to "Completed" automatically once you edit and add the Client ID

Client Phone - required

Account Type

How Was It Opened (Source)

Location - where is the client from? (city/town) - optional

Profession - what does the client do for work? - optional

Family Group - optional, group multiple accounts of the same family together so you don't have to call each one separately

Active In (you can select multiple)

Trading SIP Investment IPO

If none selected, the account will be marked Inactive

📞 Also add to Call & Trade (daily calling) list right now

Remarks (a short note about the client - optional)

How Did This Client Come? (Reference)

Which Team Member Referred?

Reference (free text)

Date

Client Name

Client Phone

Lead Category

Contact Method

Meeting Done?

Follow-up Date

Remarks

Joint With - optional, tag a 2nd team member if you both did this lead together. It will then show in both your Leads lists, and either of you can add call updates that the other will see.

Entry For Which Team Member?

Date

Student Name

Student Phone - required

Batch No.

Course

How Did This Student Come? (Reference)

Which Team Member Referred?

Which Student Referred? (type name)

Reference (free text)

Total Course Fee (₹)

Fees Received Now (₹) - required

Pending (₹) — auto

Place

Fees Credited To

Remarks

Demat Account Opened?

Status

Date

Client / Person Name

Client Phone

Reference By

Regarding

Who Attended (Attendees)

Remarks (what was discussed)

Next Meeting Date

Converted?

Convert Product

Joint With - optional, tag a 2nd team member if you both attended this meeting together. It will then show in both your Meetings lists, and either of you can see updates the other adds.

Date

In Time

Out Time

Status

Remarks

Punch In in the morning, Punch Out in the evening. Leave the time blank to use the current time automatically. Only one record is created per day (in+out).

My Recent Attendance

Status:

Category:

📄

Choose the Choice Bi Report file here

Use the .xls file exactly as downloaded from the portal - no changes needed

🔍 Client ID Lookup (Total Brokerage, All Dates Combined)

Month:

Income by Category

Expense by Category

⚠ Pending Student Fees

Date

Income Category

Amount Received (₹)

Student Name

Place

Mobile Number

Course

Total Fee (₹)

Pending (₹) — auto

Reference

Source / Name (optional)

Credited To

Remarks

Date

Expense Category

What Was It Spent On (Description)

Amount (₹)

Paid By

Branch

Remarks

Month:

Team-wise Settlement

Student Registration

Reset Password

Admin Dashboard

Business Overview

My Profile

💰 My Money Vault

Client Search

Team Performance

Brokerage Records

Points

Meetings

🏭 System Health Check

🏭 Health Check — My Clients

📈 Growth & Targets

New Demat Accounts — Month-wise (Completed, last 12 months)

New SIP Amount — Month-wise (last 12 months)

Mutual Fund / SIP Records

Insurance Records

Account Opening Records

🏆 Contests

🏁 Team Ranking

All Leads

Student Portal

Attendance Records

Manage Team

Leader Commission

Account-Opening Milestone Bonus

Add Brokerage

Add Points

My Dashboard

My Team

Brokerage (This Month, Date-wise)

Accounts

Client Holding & Ledger

SIP / Mutual Fund

Insurance

Students

Call & Trade Summary

Calling List (Clients)

Call & Trade Log

Income & Expense

📝 My Tasks

📝 Task Assign

📋 Pending Student Registrations

🎓 All Students

📚 Student Notes

🎥 Class Links

📝 Test Series

📅 Student Attendance

⚙ Refer & Earn Settings

💰 Refer & Earn - Leads

Trading Journal

Call and Trade

Calendar & History

Watchlist

Client Holding

Settlement

Reminders

Add Mutual Fund

Add Insurance

Add Account Opening

Add Lead

Add Student Referral

Add Meeting

My Attendance

My Brokerage

My SIP / Mutual Fund

My Insurance

My Account Openings

My Leads

My Students

My Points

My Meetings

Upload Choice Sheet

Client Brokerage

Finance Dashboard

Add Income

Add Expense

Income & Expense

Monthly Settlement