Coaching Financial Analytics & Defaulters Aging Audit Guide
Executive reports on monthly fee collections, cash vs digital split, defaulter aging buckets, and batch profitability.
How do I track coaching revenues and fee defaulters on /reports?
Go to /reports. The Revenue tab charts monthly income with Cash vs UPI splits. The Defaulters Aging report groups outstanding fees into 0-15 days, 15-30 days, and 30+ days overdue buckets, allowing you to trigger targeted WhatsApp reminders and export Excel audit sheets.
- Complete financial visibility into monthly cash flows and pending collections.
- Defaulters aging buckets ensure overdue fees never go unnoticed.
- Exportable CSV/Excel reports for accounting and tax audits.
- Strict security: only accessible to institute owners and primary administrators.
Executive Business Analytics Step-by-Step
Monitor cash flows and recover pending dues with these 4 steps:
Open Financial Analytics Center
Analytics: /reportsOpen /reports from the sidebar to inspect monthly revenue graphs and fee realization ratios.
Inspect Payment Mode Breakdown
Chart: Revenue Breakdown by Payment ModeReview Cash collections vs UPI digital transfers vs Direct Bank transfers for accountant reconciliation.
Audit Defaulters Aging Buckets
Table: Defaulters Aging BucketsReview overdue balances grouped into 0-15 days, 15-30 days, and 30+ days overdue. Click to trigger batch WhatsApp reminders.
Export Accounting CSV
Button: Export Accounting CSVClick [Export CSV / Excel] to download comprehensive ledger sheets for your accountant or income tax filing.
Frequently Asked Questions
Q:How does the Defaulters Aging report calculate overdue periods?
The engine counts days elapsed since each student's designated monthly fee due date and categorizes them into 0-15, 15-30, and 30+ day aging buckets.
Q:Can I export monthly revenue summaries for GST or tax audits?
Yes, click [Export Accounting CSV] to download raw transaction logs including student name, roll number, receipt number, mode, and UTR.
Q:How do I identify which class batch has the highest fee collection rate?
Check the 'Batch Occupancy & Revenue' chart on /reports; it breaks down billed fees vs collected revenue per class batch.
Need ready-made Excel sheets, WhatsApp message templates, or printable formats for your coaching institute? Explore our free editorial guides: