Servisa Dashboard
Optimize and monitor your entire visa workflow with our advanced Visa Management Dashboard Software. Designed for accuracy and efficiency, it provides real-time, fully synchronized KPIs that help you track every application with ease. Automate visa processing, maintain complete immigration compliance, and stay informed with instant notifications. Deliver faster decisions, reduce manual work, and elevate your overall immigration management experience.
Highlighted Features
Interactive Servisa Dashboard for Real-Time Application Insights
The Servisa Dashboard provides a powerful, centralized overview of all essential metrics across immigration and coaching operations. With intuitive navigation, dynamic data widgets, and live status updates, consultants can monitor performance, track applications, and manage daily tasks with ease. Designed to boost speed and efficiency, the dashboard ensures every agent stays informed, organized, and fully in control of their workflow.
Country-Wise Application Management for Smarter Tracking
Servisa enables consultants to efficiently organize immigration and coaching applications based on the applicant’s destination country. With easy filtering and country-specific categorization, users can monitor progress, prioritize workloads, and make informed decisions tailored to each country’s requirements. This structured approach enhances clarity, streamlines workflows, and ensures faster, more accurate application handling.
Comprehensive & Auto-Generated Printable Reports
Servisa automatically creates well-structured, ready-to-print reports—such as general affidavits and immigration application receipts—directly from the data entered in the system. These reports ensure quick access, consistent formatting, and accurate record-keeping, helping consultants maintain organized documentation with zero manual effort.
Features
Screenshots
Stage-Based Application Workflow with Country-Wise Tracking
Servisa provides a clear, structured workflow for managing visa applications from initiation to approval. Each application is organized into well-defined stages, giving consultants full visibility into progress and pending actions. With built-in country-wise tracking, users can easily filter and monitor cases based on destination requirements. This ensures timely follow-ups, reduces processing delays, and keeps clients well-informed throughout the entire journey.
Secure and Streamlined Document Management
Servisa simplifies document handling with a centralized system for uploading, organizing, and managing all required visa-related files. Every document is securely stored and easily accessible, helping consultants avoid errors, maintain compliance, and retrieve information quickly when needed. This structured approach enhances efficiency and ensures a smooth document workflow for every application.
Converted & Lost Application Tracking for Better Insights
Servisa offers a dedicated feature to track applications that have been successfully converted or lost during processing. Consultants can instantly identify approved cases, follow up on incomplete or delayed applications, and take corrective actions when required. This clarity helps minimize bottlenecks, keeps clients updated, and improves overall operational efficiency.
Inquiry Dashboard with Role-Based Insights & Interactive Analytics
The Inquiry Dashboard in Servisa provides a powerful, role-driven interface where users can manage new leads, track application stages, and monitor real-time statistics across coaching and immigration workflows.
Lead Creation & Access Control
- Users with Lead Manager or Application Manager roles can create new leads for both Coaching and Immigration.
- New Application redirects directly to the Application-type lead form.
- New Coaching opens the Coaching-type lead form for quick entry.
Immigration Application Tiles
- Tiles are categorized based on Immigration Purpose, each displaying a live count of applications.
- Clicking any tile automatically opens either the tree view or form view depending on record availability.
Coaching Application Tiles
- Visible only to users with the Application Manager role.
- Three tiles represent the three Coaching stages, each showing the number of active applications.
- Each tile provides quick navigation to detailed records.
Visa Application Tiles
- Also available to Application Managers.
- Divided into four tiles based on immigration purpose.
- Clicking the tile opens relevant records instantly.
Coaching vs. Application Lead Overview
- Two tiles display total counts of Coaching leads and Application leads.
- Clicking navigates to form view (if only one record exists) or tree view (if multiple).
University Application Tracking
- For applicants with the Study Visa purpose, university applications are grouped into three stage-based tiles for quick monitoring.
Visa Application (University-Based)
- Also for study visa applicants, three tiles represent different Visa Application stages, providing immediate stage-wise visibility.
Visual Analytics
- Line Chart – Shows monthly application creation trends.
- Pie Chart – Displays the percentage distribution of applications for the current year.
This dashboard centralizes all lead and application activity, empowering consultants with real-time insights, quick actions, and stage-wise visibility across the entire workflow.
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| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Attendances (hr_attendance)
• Email Marketing (mass_mailing) • Sales (sale_management) • Employees (hr) • Discuss (mail) • Contacts (contacts) • CRM (crm) • Calendar (calendar) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 7863 |
| Technical Name |
servisa_dashboard |
| License | AGPL-3 |
| Website | https://www.serpentcs.com |
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