BI & Analytics

Build insightful BI and analytics dashboards with our powerful templates. They are perfect for visualizing your own business data or for creating custom analytics solutions for your clients.

Loan Tracker Pro template preview

Loan Tracker Pro

$10

Overview Loan Tracker Pro is a full-featured loan management system built for private lenders, credit groups, and small financial institutions. It streamlines every step of the lending workflow — from borrower onboarding to repayment tracking — all in one clean, professional interface. Key Features Borrower Management – Maintain a complete directory of borrowers with contact details, status, and document storage. Loan Origination – Create loans with configurable principal, interest rate, payment schedule (weekly, fortnightly, monthly), and due dates. Payment Tracking – Record payments with proof-of-payment uploads and automatic balance recalculation. Loan Requests Portal – Borrowers can submit requests for new loans, top-ups, modifications, and payment extensions directly through their own portal. Borrower Portal – A self-service dashboard where borrowers log in to view their loan balance, payment history, and submit requests. Email Reminders – Send automated payment reminder emails to borrowers for upcoming or overdue payments. Loan Performance Analytics – Visual dashboards with charts showing disbursements, repayment rates, and portfolio health. Loan Statements – Generate and export professional loan statements as PDFs. Amortization Schedules – Auto-generated repayment schedules with a built-in loan calculator. Document Management – Attach and manage documents at both the borrower and loan level. Role-Based Access – Supports Admin, Staff, and Borrower roles with appropriate access controls. Excel & PDF Exports – Export borrower lists, loan data, and payment records to Excel or PDF. Who Is It For? Private / personal lenders Microfinance organizations Credit cooperatives & lending groups Small community banks or savings clubs Freelance loan officers managing a client portfolio Tech Stack Built on React + Tailwind CSS with a fully managed backend — no server setup required. Ready to deploy and customize out of the box. What's Included ✅ Full source code ✅ Pre-built database schema (6 entities) ✅ Borrower & Admin portals ✅ All UI components and pages ✅ Role-based access control ✅ Export functionality (Excel + PDF)

Justin Van Staden6 clones

Finance · Operations +3

 E-commerce Platform: B2C Retail & B2B Solutions template preview

E-commerce Platform: B2C Retail & B2B Solutions

$19

Unified E-commerce Platform: B2C Retail & B2B Solutions This platform is a comprehensive digital solution designed to serve both individual customers (B2C) and business clients (B2B) with distinct yet integrated functionalities. It streamlines product sales, order management, and provides specialized tools for business partnerships. Module 1: Retail E-commerce (B2C) - For Individual Customers Features: Engaging Home Page : Dynamic hero banners, highlighted product categories, featured products, and customer testimonials. Intuitive Product Catalog (Shop Page) : Browse a wide range of fire safety equipment. Powerful search functionality. Filtering by product categories (e.g., Fire Extinguishers, Alarms, Cylinders). Sorting options (price, newest, relevance). Detailed Product Pages : High-quality images, comprehensive descriptions, technical specifications, and clear pricing. Shopping Cart Management : Add/remove items easily. Adjust quantities before checkout. Real-time subtotal and total calculations. Streamlined Checkout Process : Secure multi-step flow. Collection of shipping address and contact details. Payment method selection (e.g., Cash on Delivery, Online Payment options – currently with a dummy payment option for testing B2B plans). "My Orders" Section : View historical orders, track current order status, and access order details. User Account Management : Personal profile management, past order history access. Informational & Support Pages : Dedicated "About Us" and "Contact Us" sections. WhatsApp Direct Support : Quick access to customer support via a WhatsApp button. Responsive & Modern Design : Adapts seamlessly to any screen size (desktop, tablet, mobile). Smooth User Experience : Preloaders for content loading, clear toast notifications for actions and feedback. Benefits for B2C Customers: Easy Shopping : Find and purchase products quickly and efficiently. Informed Decisions : Access to detailed product information helps customers choose the right products. Convenience : Manage orders and personal details from a single account. Transparency : Clear order tracking and accessible order history. Trust & Support : Easy access to support builds confidence and resolves queries fast. Seamless Experience : A modern, responsive design provides an enjoyable shopping journey. Module 2: B2B Client Management - For Business Partners Features: B2B Onboarding Portal : Dedicated application process for businesses to register. Real-time status updates on their application (pending, approved, rejected). Flexible B2B Plans : Choice of Basic, Pro, and Premium subscription tiers. Each plan offers varying discount percentages and exclusive features. Option for monthly or yearly billing cycles. Personalized B2B Dashboard : Custom dashboard for approved and active B2B clients. Displays active plan, expiry date, and remaining days. Summary of total orders and total amount spent. Quick links to shop and manage their B2B account. Exclusive Price List : A dedicated section displaying products with pricing adjusted to their specific B2B discount. Integrates any custom pricing agreements set by account managers. Automated GST Invoice Generation : Ability to download professional, GST-compliant PDF invoices for all delivered orders. Invoices include detailed GST breakdowns, HSN codes, and company information for compliance. Subscription Renewal Alerts : Timely notifications for expiring plans with renewal options. Benefits for B2B Clients: Exclusive Pricing : Access to special discounts and custom rates, leading to cost savings. Streamlined Procurement : Easy product discovery and purchasing tailored to business needs. Financial Compliance : Automatically generated GST invoices simplify accounting and tax processes. Efficiency : Centralized dashboard to manage orders, pricing, and invoices. Scalability : Plans designed to meet varying business needs, from small enterprises to large corporations. Dedicated Support : Higher-tier plans offer priority support and dedicated account managers. Module 3: Admin Panel - For Platform Administrators Features: Comprehensive Admin Dashboard : Centralized view of key business metrics, including B2B application statuses, order summaries, and sales analytics. Product Management : CRUD (Create, Read, Update, Delete) operations for all products. Manage product names, descriptions, images, categories, specifications, stock levels, and status (active/inactive). Order Management : View, filter, and update the status of all incoming orders (pending, confirmed, processing, shipped, delivered, cancelled). Customer & B2B Client Management : Review and manage B2B applications (approve, reject, add internal notes). Manage B2B subscriptions: edit plans, status, expiry dates, and apply custom pricing for specific products per client. Add and manage client tags (e.g., "High Value", "Frequent Buyer"). Inquiry Management : Track and respond to all customer inquiries. Inventory Control : Monitor and adjust stock levels for all products. Category Management : Organize, add, edit, and delete product categories, including icons and sorting order. Advanced Analytics Dashboard : Visualizations (charts, graphs) for subscription performance, revenue trends, and client activity. Track B2B revenue, subscription plan distribution, and identify top-performing clients. B2B Communication Tools : B2B Messaging Tab : Send targeted email communications to B2B clients using pre-defined templates (Welcome, Expiry, Offer, New Product). Supports dynamic data insertion for personalization. AI-Assisted WhatsApp Script Generator : Generate personalized WhatsApp marketing scripts for clients, with multi-language support (English, Hindi, Hinglish), based on client data and offer types. Secure Access : Protected by an AdminGuard to ensure only authorized personnel can access sensitive areas. Benefits for Administrators: Centralized Control : Manage all aspects of the e-commerce platform from a single, intuitive interface. Operational Efficiency : Streamline product, order, and customer management tasks. Informed Decision Making : Real-time analytics provide insights into sales, customer behavior, and B2B performance. Enhanced B2B Relationships : Tools for personalized communication and custom pricing help nurture business clients. Scalability : Easily manage a growing product catalog and customer base. Compliance : Tools for GST invoice generation and secure client data management. Security : Robust access control protects sensitive business information.

Anubhav Mishra2 clones

Marketing & Sales · Finance +3

AccountFlow  template preview

AccountFlow

$49

A powerful multi-currency accounting system designed for true double-entry bookkeeping, helping you manage all your financial transactions with precision. AccountFlow is a comprehensive and intuitive double-entry accounting system designed to streamline your financial management on Base44. Perfect for small to medium-sized businesses and freelancers, AccountFlow empowers you to take full control of your finances with ease. Key Features: Complete Transaction Management: Effortlessly track all financial ins and outs, including expenses, revenue, payments, and journal entries. Invoicing & Billing: Create professional invoices for your customers and manage vendor bills with detailed line items, payment tracking, and status updates. Smart Party Management: Organize all your contacts – customers, vendors, employees, and other parties – in one centralized location. Chart of Accounts: Set up and maintain a robust chart of accounts to accurately categorize every financial movement. Automated Recurring Transactions: Save time by automating repetitive transactions, ensuring consistent and timely financial records. Comprehensive Financial Reporting: Gain deep insights into your business health with essential reports: Balance Sheet: Snapshot of your assets, liabilities, and equity. Income Statement (P&L): Track revenue, expenses, and profitability over a period. Cash Flow Statement: Understand the movement of cash in and out of your business. Trial Balance: Verify the equality of debits and credits. General Ledger: Detailed view of all transactions for each account. Account Statements: Get specific transaction history for any chosen account. Flexible Filtering & Search: Easily find and analyze data with powerful search, date-range, and status filters. PDF Export & Print: Generate and export professional PDF versions of invoices, bills, transactions, and all financial reports. Scalable on Base44: Built on the robust Base44 platform, ensuring reliability, security, and performance as your business grows. AccountFlow simplifies complex accounting tasks, giving you the clarity and confidence to make informed financial decisions. Focus on your business, and let AccountFlow handle the numbers.

Nesar Ahmad Nori1 clones

Finance · Operations +1

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