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Admin Dashboard

The Admin Dashboard is the central monitoring and control panel for administrators in SolarCRM. It provides a consolidated view of schemes, projects, vendors, funds, and overall performance metrics.

To access the Admin Dashboard, follow this path:

Login → Admin Portal → Left Menu → Dashboard

1. Dashboard Overview

When you log in as an Admin, the Dashboard is the first screen displayed. It gives a real-time summary of key performance indicators.

Dashboard Highlights:

  • Total Active Schemes – Number of ongoing schemes.
  • Total Projects – Displays both completed and ongoing projects against total assigned projects.
  • Total Vendors – The total number of EPC vendors currently registered.
  • Total Funds Allocated – Shows overall funds allocated for all projects/schemes.
  • Beneficiaries Served – Indicates the total number of beneficiaries reached under different projects.

2. Scheme & Project Performance

This section provides insights into the scheme and project-level distribution and fund utilization.

  • Projects by Category (Pie Chart)

Visual breakdown of projects by categories such as Residential, Government, Commercial, etc.

  • Fund Allocation vs Utilization (YTD) (Bar Chart)

Compares funds allocated, disbursed, and pending across major project categories (e.g., Rooftop Solar, PM-KUSUM, Govt Building Solarization).

3. Vendor Performance Leaderboard

This leaderboard displays top-performing EPC vendors based on multiple performance metrics:

  • Rank – Vendor’s rank in performance.
  • Vendor Name – Name of the EPC Vendor.
  • On-Time % – Percentage of projects delivered on time.
  • Quality%  – Quality performance percentage.
  • CSAT (Customer Satisfaction Score) – Average customer rating.
  • Projects – Number of projects completed by the vendor.

Example:

  • #1 Aarav Solar EPC Pvt. Ltd – 96% on-time, 98% quality, 4.7★ CSAT, 148 projects.
  • #2 Ananya Solar Tech Pvt. Ltd – 95% on-time, 97% quality, 4.8★ CSAT, 130 projects.

4. Navigation Panel (Left Sidebar)

The left-hand navigation panel allows quick access to all admin modules:

  • Dashboard – Overview of all performance indicators.
  • Performance Matrix – In-depth vendor and project performance tracking.
  • EPC Vendors – Manage EPC vendor details.
  • OEMs – Manage Original Equipment Manufacturers.
  • Assets – Track project-related assets.
  • Staff Management – Manage user/staff profiles.
  • Schemes – Create and manage solar schemes.
  • Project Categories – Categorize and group projects.
  • Fund Sources – Define and track funding sources.
  • Fund Allocation Rules – Set rules for fund allocation and disbursement.
  • Work & HRMS – Manage work allocation and staff HRMS.

5. Actions You Can Perform

  • Monitor active schemes, projects, vendors, and beneficiaries.
  • Compare allocated vs utilized funds.
  • Track vendor rankings and identify top performers.
  • Use filters for deeper insights (e.g., by scheme, category, or year).
  • Navigate to detailed modules for more granular actions.