Service Type
CARE SRVC
With Service
Total Order—
Total TargetRM —
Total CollectionRM —
RC Portion %—%
RC Contribution %—%
RC Summary
Monitor collection, outstanding and follow-up control.
RC Summary
RC data based on the latest sync from C.A-oS Debug Supabase.
Last RC Sync: checking...
Follow-Up Monitoring
Manager-only monitoring workspace. Live test read-only. Data renders only after selecting Result Date.
Follow-Up Monitoring Metric Rules Preview
This page is prepared as a separate entity. No Supabase change, no RC Summary/Today/Search/History logic change, and read-only live calculation is isolated to this Follow-Up Monitoring page only.
Daily metricsCustomer Follow-Up and Follow-Up Count follow the selected Result Date.
Monthly metricsNo Date, Missed and Due Today use latest active-month state by unique order no. Active Days and Average / Day follow the active month of the selected Result Date.
ScopeTop cards are totals for the selected HTM group. Table rows break down the HT codes in that group.
Selected PeriodSelect dateDaily metrics use selected date
Total Customer Follow-Up0Unique order no on selected date
Total Follow-Up Count0Total follow-up records on selected date
No Date0Latest active-month state, unique order no
Missed0Latest next follow-up before selected date
Due Today0Latest next follow-up on selected date
Active Days0Days with activity in selected month
Average Daily Follow-Up0.0Monthly count ÷ active days
HT Follow-Up Activity
Summary cards show selected HTM group totals. Table rows show HT-level breakdown for that group. HT menu remains hidden.
| HT Code | Customer Follow-Up | Follow-Up Count | No Date | Missed | Due Today | Active Days | Average / Day |
|---|---|---|---|---|---|---|---|
| Select HTM group to load HT list. | |||||||
Live test: HTM dropdown includes all Central A groups and HT list loads by selected HTM group. Metrics stay 0 until Result Date is selected. Activity calculates from follow_up_history; No Date, Missed and Due Today calculate from latest active-month customer state by unique order number only. No Supabase write/change.
CRM Data Completion
Read-only monitoring for customers that still have outstanding only.
CRM Data Completion Metric Rules Preview
This view is read-only and uses current customers that still have outstanding only. Fully paid customers are excluded from the action view, while existing CRM records and follow-up history remain stored.
Outstanding scopeAll totals use current customers with outstanding balance above zero only.
Recorded dataPayment Date Recorded and Payment Channel Recorded count each field separately. Data Complete requires both fields.
View levelDefault shows totals. Select HTM for HT summary, then select HT to view incomplete order numbers with 20 records per page.
Total Outstanding0Current customers requiring follow-up
Payment Date Recorded0Last month payment date available
Payment Channel Recorded0Last month payment channel available
Data Complete0Both payment fields recorded
CRM Completion Summary
Default view shows totals only. Select an HTM group to view HT summary.
Read Only
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RC Forecast
Track Fully Paid and Partial Paid payments keyed in during the current cycle, then separate reflected and unreflected receipts after the latest RAW update.
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Current RC0.00%
Forecast RC0.00%
Current-cycle ruleAll keyed-in Fully Paid and Partial Paid receipts enter forecast until the outstanding reduction matches the reported payment. Previous-cycle pending receipts remain history references and do not carry into the new forecast.
HT Payment Breakdown
Every figure uses the same current-cycle payment dataset.
| HT Code | Receipts | Unique Orders | Reflected Amount | Unreflected | Forecast Amount |
|---|---|---|---|---|---|
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Unreflected Payment
0 receipts · 0 unique orders
| Group / HT | Order / Customer | Status | Payment | Outstanding Before | Current Outstanding | Reduction | Reflect Status | Key-In Time |
|---|---|---|---|---|---|---|---|---|
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RC by Aging
Read-only monitoring by Opening Aging. HT sees own account status, HTM sees own group, SHM/Admin selects HTM group.
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Opening Aging Breakdown
AG0–AG4 use Opening Aging. Percentage is current collection progress; account and balance include current outstanding only.
RC Target
Plan an achievable RC target and identify the most reasonable aging to focus.
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Target Achievement Planner
Build a collection plan that matches the real condition of your aging.
Choose system recommendation or set the target manually by aging. Generate a practical plan using the latest RC data for the selected HTM group or HT.
Set Your Final RC Target
Enter the result you want to achieve. The system will recommend which aging to focus and how much needs to be collected.
Set Target by Aging
Enter your preferred achievement target for each aging. The system calculates the amount required for each aging target.
Forecast Overview
Enter a target and generate a plan for the selected scope.
Current RC—Waiting for live data
Safe Achievable RC—100% less AG3/AG4 outstanding and 10% buffer
Maximum Stretch RC—100% less AG3/AG4 outstanding and 7% buffer
Need to CollectRM —Total amount required to reach the selected RC target
Collection Potential
Adjust how realistic each aging is for the current situation.
AG0Current aging · primary focus
AG1Strong collection potential
AG2Moderate collection potential
AG3Difficult · conservative potential
AG4Very difficult · conservative potential
Built-in safeguard: AG3 and AG4 will be treated conservatively, followed by an additional 8% risk buffer for customers who are unlikely to pay.
No forecast generated
Enter a target RC and select Generate Plan.
| Priority | Aging | Current RC | Outstanding Available | Need to Collect | Estimated Aging RC | Focus |
|---|
RC by Category
RC performance by service type and product category from the customers master.
Viewing Scope
Central A · All HTM Group · All HT
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Overall Summary
All Categories
Overall RC
Total Order—
Total TargetRM —
Total CollectionRM —
Overall RC %—%
Service Type
WITHOUT SRVC
Without Service
Total Order—
Total TargetRM —
Total CollectionRM —
RC Portion %—%
RC Contribution %—%
Product Breakdown
Four product categories included in RC target.
With Service
ACI
Aircond
Order—
TargetRM —
CollectionRM —
RC Portion—%
RC Contribution—%
FRM
Frame
Order—
TargetRM —
CollectionRM —
RC Portion—%
RC Contribution—%
MAT
Mattress
Order—
TargetRM —
CollectionRM —
RC Portion—%
RC Contribution—%
MC
Massage Chair
Order—
TargetRM —
CollectionRM —
RC Portion—%
RC Contribution—%
Product Breakdown
Two product categories included in RC target.
Without Service
MAT
Mattress
Order—
TargetRM —
CollectionRM —
RC Portion—%
RC Contribution—%
MC
Massage Chair
Order—
TargetRM —
CollectionRM —
RC Portion—%
RC Contribution—%
Comparison View
All mapped categories reconcile with the selected scope.
Category Comparison
| Service Type | Product | Orders | Target | Collection | RC Portion % | RC Contribution % |
|---|---|---|---|---|---|---|
| Loading customer data... | ||||||
Customer Action List
0 Orders
Category Breakdown
No Paid and Partial Paid orders only.| Order No | Target | Collection | Outstanding |
|---|---|---|---|
| Select a category box to view orders. | |||
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RC Hall of Fame
Read-only ranking from Google Sheet tab RC_HALL_OF_FAME. Latest 6 months only.
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SHM / Region
-
Latest month: -
0.00%
6 Months Average0.00%
Best Month-
Records Loaded0
-0.00%
| Rank | HTM Code | Latest RC % | Previous RC % | Difference | Status | 6M Avg | Best Month |
|---|---|---|---|---|---|---|---|
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| Rank | HT Code | HTM Code | Latest RC % | Previous RC % | Difference | Status | 6M Avg | Best Month |
|---|---|---|---|---|---|---|---|---|
| Loading HT ranking... | ||||||||
Today Follow-Up
Scoped follow-up list by HT / HTM / SHM.
Find Customer
Search customer by name, order number, phone or JomPAY number.
Customer History
Live follow-up and payment history from C.A-oS Debug.