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Finance Management Platform
MERN-based platform to manage finance, leads, payouts, and offers
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Overview
A comprehensive finance management platform built with the MERN stack. The system includes dashboards for admin, clients, delivery personnel, salespersons, and vendors. Features include creating and managing offers, tracking payouts, monitoring leads, generating detailed lead summaries, and vendor-wise as well as offer-wise reports.
Problem Statement
Businesses lacked a centralized system to manage payouts, lead budgets, and vendor reports across different roles.
My Role
Full Stack Developer (Frontend, Backend, Authentication, Database Architecture)
Key Features
- 1
Role-based dashboards for Admin, Client, Vendor, Sales, Delivery
- 2
Automated payout and budget notifications
- 3
Lead summary, invoice generation & reporting
- 4
Secure financial data with scalable architecture
Key Challenges
1
Automated equal task distribution among employees
2
Real-time tracking of FTD, RD1, RD2 performance
3
Handling large gaming spend and signup records
4
Designing separate dashboards for Admin and Employees
Results & Impact
Automated workforce task allocation
Improved tracking of gaming signups and revenue
Centralized data control for admin operations
Increased productivity with employee dashboards
Future Improvements
- 1AI-driven budget forecasting
- 2Multi-currency financial support
- 3SaaS subscription model integration