Mutual Fund Business Tracker

This comprehensive dashboard serves as a one-stop solution for managing and analyzing the company's Mutual Fund business. Designed to provide clarity and precision, it links all transactions to their respective clients, enabling seamless tracking and retrieval of detailed transaction histories.

Key Features:

• Client-Centric Mapping: Effortlessly review every transaction made by each client, offering transparency and streamlined data access.
• Transaction-Type Specific Tables: Dedicated tables for each transaction type provide an in-depth view, ensuring no detail is overlooked.
• Efficient Data Exploration: Navigate vast datasets with just a few clicks, transforming hours of manual work into minutes of insightful analysis.
• Dynamic Filters & Date Range Control: Customize and refine data views as needed to pinpoint specific trends or patterns effortlessly.

This dashboard is an indispensable tool for both operational teams and decision-makers, enhancing the accuracy, efficiency, and strategic value of Mutual Fund data management.