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Dashboard & Reports Visa & Manpower Travel & Air Finance Team & Audit
01
OVERVIEW

Smart Dashboard — Visa, Travel, or Both

Live KPIs streamed direct from Supabase. Switch between Manpower, Travel, and Combined views from the header. Cashflow strip, revenue chart, pipeline donut, expiring passports — all on one screen.

Step 01 of 22
safar.mydreamit.dev — Smart Dashboard — Visa, Travel, or Both
Smart Dashboard — Visa, Travel, or Both
02
OVERVIEW

Combined Dashboard — All modules in one view

When you subscribe to both Visa and Travel, a combined dashboard shows air ticket KPIs alongside visa KPIs — departures next 24h, top routes, active tickets, pending refunds, and wallet balances.

Step 02 of 22
safar.mydreamit.dev — Combined Dashboard — All modules in one view
Combined Dashboard — All modules in one view
03
VISA OPERATIONS

Customer File Management

Auto-numbered reference (REF-2026-XXXX), passport OCR, agent assignment, stage tracking (Lead → Documentation → Processing → Visa → Completed). Filter by stage, visa type, nationality, destination or skill. Table + card view.

Step 03 of 22
safar.mydreamit.dev — Customer File Management
Customer File Management
04
VISA OPERATIONS

Payment & Invoice Management

Multi-installment ledger (advance, 2nd, 3rd, final). Record via cash/bank/bKash. Every payment auto-generates a branded PDF receipt. Auto-numbered invoices (INV-2026-XXXX). Share or print with one click.

Step 04 of 22
safar.mydreamit.dev — Payment & Invoice Management
Payment & Invoice Management
05
VISA OPERATIONS

Document Management

Upload PDFs, images, and scanned documents per customer folder. Supabase storage with 20 GB. Filter by type (passport, visa, NID, medical). 262 KB → 20 GB available. Download bundles.

Step 05 of 22
safar.mydreamit.dev — Document Management
Document Management
06
VISA OPERATIONS

AI Agreement Generator

Generate official service agreements in English, Bangla, or Arabic with one click. AI polishes the legal text. Signature blocks included. Auto-numbered (AGR-2026-XXXX). PDF-ready, printable.

Step 06 of 22
safar.mydreamit.dev — AI Agreement Generator
AI Agreement Generator
07
VISA FINANCE

Refund Management

Link refunds to original customer files. Auto-numbered (RF-2026-XXXX). Status: Pending → Approved → Paid. PDF-ready refund agreement with signature lines. Track all claims in one ledger.

Step 07 of 22
safar.mydreamit.dev — Refund Management
Refund Management
08
VISA FINANCE

Loan Management

Track money given and taken — customer loans, staff advances, shareholder borrowings. Auto-numbered (LN-2026-XXXX). Repayment tracking with %, outstanding balance, printable receipts.

Step 08 of 22
safar.mydreamit.dev — Loan Management
Loan Management
09
TRAVEL

Air Ticket Ledger — with AI PNR import

Auto-numbered tickets (TKT-2026-XXXX). Record passenger, PNR, e-ticket number, route, airline, fare breakdown, margin. AI parser: paste raw Sabre/Amadeus/Galileo PNR text → form fills automatically.

Step 09 of 22
safar.mydreamit.dev — Air Ticket Ledger — with AI PNR import
Air Ticket Ledger — with AI PNR import
10
TRAVEL

Hajj / Umrah / Tour Packages

Bundle ticket + visa + hotel + transport. Group leader + pilgrim roster. Mahram tracking for female pilgrims. Hotel name and category for Makkah/Madinah. Auto-numbered packages (PKG-2026-XXXX).

Step 10 of 22
safar.mydreamit.dev — Hajj / Umrah / Tour Packages
Hajj / Umrah / Tour Packages
11
TRAVEL

Travel Refunds, Voids & Exchanges

Initiate a refund, void, or exchange linked to the original ticket. Track airline penalty, service fee, net refund amount, airline refund reference, approval status. Approval workflow: Pending → Approved → Paid.

Step 11 of 22
safar.mydreamit.dev — Travel Refunds, Voids & Exchanges
Travel Refunds, Voids & Exchanges
12
TRAVEL

Corporate Accounts

B2B clients with credit limits and Net-15/Net-30 payment terms. Track all tickets issued per corporate, outstanding receivables, monthly statement of account.

Step 12 of 22
safar.mydreamit.dev — Corporate Accounts
Corporate Accounts
13
TRAVEL

Suppliers & Consolidators

Most BD agencies buy from consolidators (Galaxy, ShareTrip, Akij Air…). Track per-consolidator payable balance, GDS source per ticket, weekly settlement cycle.

Step 13 of 22
safar.mydreamit.dev — Suppliers & Consolidators
Suppliers & Consolidators
14
CASHFLOW

Wallets & Cash Accounts

Multiple wallets: Cash on Hand, Bank accounts, bKash, Nagad, Rocket. Real-time balances. Click any wallet to see full transaction history with inflow/outflow breakdown.

Step 14 of 22
safar.mydreamit.dev — Wallets & Cash Accounts
Wallets & Cash Accounts
15
CASHFLOW

Expenses & Salaries

Log every taka out — office rent, utilities, marketing, transport, bank charges, staff salaries. 10 categories. Pie chart breakdown by category. One-click salary payment from the Expenses page.

Step 15 of 22
safar.mydreamit.dev — Expenses & Salaries
Expenses & Salaries
16
CASHFLOW

Vendors & Suppliers

Track every vendor: total paid out, received, net position. Per-vendor transaction ledger. Downloadable statements. Mark vendors as Supplier/Airline/GDS.

Step 16 of 22
safar.mydreamit.dev — Vendors & Suppliers
Vendors & Suppliers
17
ANALYTICS

Reports & Live Insights

Date-range analytics streamed from Supabase. Total revenue, total billed, collection rate, outstanding due. Revenue trend chart. File pipeline by stage. Top destinations. Export all as CSV.

Step 17 of 22
safar.mydreamit.dev — Reports & Live Insights
Reports & Live Insights
18
PEOPLE

Agent Management

Track sub-agents who bring customers. Per-agent: total files, revenue generated, assigned customers preview. Revenue attribution for commissions.

Step 18 of 22
safar.mydreamit.dev — Agent Management
Agent Management
19
PEOPLE

Staff Directory & Salaries

Add staff with monthly salary. See active staff count, monthly payroll budget, YTD paid, average salary. One-click salary payment links straight to Expenses.

Step 19 of 22
safar.mydreamit.dev — Staff Directory & Salaries
Staff Directory & Salaries
20
ACCESS CONTROL

Team Members & Permissions

Invite teammates via email. Per-module permissions (11 modules × read/create/edit/delete). Owner is protected. Roles: Owner, Admin, Manager, Staff. One RBAC system for the whole team.

Step 20 of 22
safar.mydreamit.dev — Team Members & Permissions
Team Members & Permissions
21
AUDIT

Activity Audit Log

Every action auto-tracked by Supabase DB triggers — who did what, on which record, and when. Filter by module and action. Full timeline. Export 38+ events as CSV.

Step 21 of 22
safar.mydreamit.dev — Activity Audit Log
Activity Audit Log
22
CONFIGURATION

Settings — Company, Profile, Branding

Company name, currency, email, phone, office address. Public tracking portal toggle (customers self-serve their visa status). Upload logo for all PDFs. Backup & Security tab.

Step 22 of 22
safar.mydreamit.dev — Settings — Company, Profile, Branding
Settings — Company, Profile, Branding

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