01
Sales Dashboard
Booked value, collected, outstanding, overdue and active clients — read live from bookings rather than compiled at month end.
- Live KPIs
- Needs action
- Financial year
Sales Module
Know what you booked. Know what you actually collected
Bookings, agreements, instalments, cheques, refunds and commission in one place — with the gap between the book and the bank visible every single day, not at month end.
- Live collection figures
- Aging & due list
- Commission per booking
- Booked value৳ 22.48 Cr
17 bookings · net of discount
- Collected৳ 13.26 Cr
59% realised · cleared money
- Outstanding৳ 14.50 Cr
Receivable across live bookings
- Overdue৳ 6.12 Cr
15 instalments past due
17
Bookings
13
Active clients
৳1.61Cr
Avg deal
Scope of works
Ten screens that keep the book honest.
From the first booking to the final handover — every one of these is a real screen inside Exkoo.
02
Clients
Every buyer with the bookings they hold, what they still owe and the documents attached to them.
- Buyer record
- From CRM
- Per booking
03
Bookings
Book a unit, transfer it to another buyer, cancel it, or send it through an approval queue before it counts.
- All bookings
- Transfer
- Cancellation
- Approval queue
04
Payment Collection
Instalments received against each booking, with the money receipt and payment confirmation kept beside them.
- Instalments
- Money receipts
- Confirmation
05
Due List & Aging
What is due now, what is 1–30 days late and what is 31–60 — split by instalment rather than lumped per client.
- Due list
- Aging report
- Overdue
06
Cheque Clearance
Cheques followed from the day they are handed over to the day they clear, with bounces flagged instead of forgotten.
- Clearance
- Bounced
- Status
07
Refunds
Refund receipts raised against cancelled or transferred bookings, so money going back out is as traceable as money coming in.
- Refund receipts
- Against booking
08
Agreements
Sales agreements and deed agreements raised from reusable templates and kept with the booking they belong to.
- Sales agreement
- Deed
- Templates
09
Commission
Agent commission derived from the booking that produced it — not maintained in a separate sheet nobody agrees with.
- Per agent
- Per booking
- Payout
10
Sales Report & Targets
Sales against collection month by month, revenue by project, pipeline by stage, and how far the monthly target still is.
- Sales vs collection
- By project
- Pipeline
- Target
Also included
- Handover
- Cash health
- Receivables aging
- Booking approval
- Payment confirmation
- Sales settings
- Export to Excel / PDF
Single money trail
One booking. One money trail.
Most developers can tell you what they sold. Far fewer can tell you what has cleared, what is late and what will never arrive — because those three numbers live in three different files.
Booked
The unit is reserved and its value lands on the book — net of discount, with cancellations excluded.
Agreement
Sales or deed agreement raised from a template and signed, kept against the booking.
Collected
Instalments received, receipts issued, cheques cleared. Only cleared money counts as collected.
Handover
Fully paid and documented — the booking leaves the receivable and the unit leaves your stock.
Overdue can't hide
The due list and aging report split receivables by exactly how late they are, per instalment. Overdue is a headline figure, not something someone calculates on Sunday night.
Every taka has a receipt
Money receipts, payment confirmation, refunds and cheque clearance are records in the system — not a photo of a slip in a WhatsApp group.
Commission stops being an argument
It is derived from the booking that produced it, so what an agent is owed can be shown rather than debated.
Cancellations and transfers are first-class too — Cancel → Refund → Back to stock — so the book never counts a unit it no longer holds.
Queries
What sales heads ask before switching.
01Where does a booking come from?+–
A won lead in CRM becomes a booking against a real unit in Projects. Sales picks it up from there with the buyer, the unit and the price already set — nobody re-enters anything, and the booking keeps the lead's history behind it.
02Can we see what money actually cleared, not just what was booked?+–
Yes. Booked value and collected are two separate figures on the dashboard, and the Sales vs Collection chart tracks them month by month. A cheque only counts once it clears, which is why cheque clearance is its own step rather than an assumption.
03How do we chase overdue instalments?+–
The due list shows what is due now; the aging report splits receivables into current, 1–30 days and 31–60 days. Overdue sits on the dashboard as a needs-action figure with the number of instalments behind it, so chasing starts from a list rather than a hunch.
04What happens when a buyer cancels or transfers?+–
Booking Cancellation and Booking Transfer are recorded against the booking, refund receipts are raised where money goes back, and the unit returns to available stock in Projects. Cancelled value is excluded from booked value rather than quietly inflating it.
05Is agent commission calculated here?+–
Yes — per agent and per booking, derived from the booking value. Because it reads the same record the sale lives on, the commission figure and the sales figure can't drift apart.
06Can we generate agreements from here?+–
Sales agreements and deed agreements are raised from reusable templates and stored with the booking, alongside the payment schedule and receipts. Handover documentation lives on the same record.
Something specific to how you work? Talk to a human →
Exkoo Sales
Stop reconciling the book against the bank.
Put bookings, collection, agreements and commission on one record — and open every morning knowing exactly what is owed and by whom.
- Free plan available
- No credit card
- Works with your projects
- Setup in a day