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Weekly collection plans versus actual collections

Each week officers plan their collections in the app. Managers see Planned versus Collected, and which payments were missed.

Updated 2026-11-01

Collecting money on time is as important as selling. Weekly collection plans make each officer commit to which parties will pay, how much and when, and then show how it went.

For officers: submit the plan

  1. On Home, tap Collection plan. The screen shows "Week of {date}", with This week and Next week.
  2. Tap Add payment.
  3. Choose the Party, enter the Amount (NPR) and the Expected date.
  4. Repeat for each party you expect to pay. Use Remove to take a line out.
  5. Tap Submit plan. The app says "Plan submitted".

The totals show "Planned NPR {amount}" and, as payments arrive, "Collected NPR {amount}".

Each planned payment gets a status:

  • Upcoming: its date has not passed
  • Collected: the money came in
  • Partly: part of it came in
  • Missed: the date passed and it did not

For managers: review the week

  1. Open Collections in the Sales group. The description reads "Weekly collection plans from officers against what was actually collected."
  2. Choose the Week starting.
  3. Each officer is listed with a Plan column. If they have not submitted, it shows Not submitted. You also see Planned, Collected and Missed totals.
  4. Click View plan to see each Party, the Expected amount and its Status.

If an officer has no plan, the page says "No plan submitted for this week."

How actual collections are counted

Collections come from the payments recorded in gamitrack, applied to the parties on the plan. You do not enter actuals separately. A past week's plan is never rewritten, so the record shows what was promised at the time.

Using the plans in your review

Compare officers with Performers, and follow up on missed items in your weekly meeting. For the overdue picture across all parties, see the Aging view on each party page.

Tip: Ask officers to submit their plan on Monday, so Collections has a full week to compare.

Tip: A realistic plan is more useful than a large one. Missed lines are counted openly.

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