Feature Request – Business Analysis & Brokerage Access Management

Dear Team,

I would like to request the following two features in the software:

1. Business Analysis – MOM, QOQ & YOY Comparison

Please provide an option in Business Analysis where we can view business performance together in three formats:

• MOM (Month-on-Month)

• QOQ (Quarter-on-Quarter)

• YOY (Year-on-Year)

This feature should allow us to compare business growth and performance easily.

Additionally, we would like the same analysis facility for:

• Individual Sub-Brokers

• Individual RMs

• Overall business performance

This will help us track and evaluate the performance of our entire distribution network.

2. RM & Sub-Broker Brokerage Details – Team Access

We also request an option to provide selected team members access to RM and Sub-Broker brokerage details.

The purpose is to allow our authorised team members to check brokerage earnings and prepare monthly salary calculations accordingly.

Ideally, this access should be permission-based, so we can decide which team members can view these details.

Please consider these requirements and let us know if these features can be implemented in the upcoming software updates.

Regards,
Welher Investment Services Pvt. Ltd.

8568068000

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