SaaS / Overview
RS

Institute Overview

One control center for learning, sales and partner commissions.

Active Students
1,248
↑ 12.4% this month
Active Courses
18
↑ 3 new
This Month Sales
₹8.42L
↑ 18.7%
Commission Payable
₹74.6K
12 pending payouts

Revenue & Enrollment

Top Sales Partners

This month
AK
Arjun Kumar
28 conversions
₹31,400
PS
Priya Sharma
21 conversions
₹24,600
RM
Rahul Meena
15 conversions
₹18,200
VD
Vikas Dev
11 conversions
₹12,800

Students

Enrollment, progress, attendance and access.

Student Directory

1,248 active
StudentCourseProgressLast ActiveStatus
Amit Verma
amit@example.com
SMC Mastery
TodayActive
Neha Jain
neha@example.com
Price Action Pro
YesterdayActive
Mohit SainiLive Practice
2h agoDue

Teachers

Faculty, batches, live classes and support.

◉

Faculty Directory

Profiles, subjects, availability and assigned batches.

▣

Live Classes

Schedule sessions, attendance and recordings.

✓

Student Support

Track doubts, assignments and feedback.

Courses & Batches

Create learning products and control access.

01

Trading Foundation

24 lessons · 6 modules · beginner

142 enrolled · 68% avg progress
02

SMC Mastery

48 lessons · 9 modules · intermediate

486 enrolled · 61% avg progress
03

Live Practice

Weekly live room · practice journal

320 active · 4 live sessions

Sales & Leads

Track lead → conversion → enrollment.

New Leads
684
↑ 22%
Qualified
312
45.6%
Conversions
96
↑ 14%
Conversion Rate
14.0%
+1.8 pts

Sales Pipeline

LeadSourceOwnerCourseValueStage
Vishal KumarWorkshopArjun KumarSMC Mastery₹20,000Follow-up
Simran KaurInstagramPriya SharmaFoundation₹9,999Qualified
Deepak JainReferralRahul MeenaLive Practice₹14,999Won

Partners

Manage sales people, referral partners, affiliates and IB-style partner relationships.

Active Partners
42
+6 this month
Referral Clicks
8,426
↑ 18.2%
Partner Leads
684
312 qualified
Partner Earnings
₹1.26L
This month

Partner Directory

42 active
PartnerTypeReferral CodeClicksConversionsCommissionStatus
Arjun Kumar
arjun@example.com
SalesARJUN101,84228₹31,400Active
Priya Sharma
priya@example.com
ReferralPRIYA51,20621₹24,600Active
Rahul Meena
rahul@example.com
IBRAHULIB96415₹18,200Active
Vikas Dev
vikas@example.com
AffiliateVIKAS871211₹12,800Pending KYC

Referral Link

Partner view
Arjun Kumar
Sales Partner · 10% commission
Commission rule
Course sale → 10%
Referral lead → tracked automatically
Payout → approval required

Partner Types

Configurable per institute
S

Sales Person

Direct lead ownership and sales commission.

R

Referral Partner

Unique referral link/code with configurable commission.

A

Affiliate

Campaign or content-based partner tracking.

IB

IB

Optional partner type for institute-defined IB-style relationships.

Commission Engine

Sales, referral, affiliate and partner payouts.

Generated
₹1.26L
42 partners
Pending
₹74.6K
12 payouts
Paid
₹51.4K
18 payouts
Active Partners
42
+6 this month

Commission Ledger

PartnerTypeSaleRateCommissionStatus
Arjun KumarSales₹20,00010%₹2,000Pending
Priya SharmaReferral₹20,0005%₹1,000Approved
Partner NetworkAffiliate₹50,0008%₹4,000Paid

System Manager

Operational control across students, teachers, courses, sales, partners and reports — without delete access.

Assigned Permissions
18
Granted by Admin
Can Add
✓
Enabled
Can Edit
✓
Enabled
Can Delete
×
Always blocked

Manager Access

Admin controlled
ModuleViewAddEditDelete
Students✓✓✓—
Teachers✓✓✓—
Courses & Batches✓✓✓—
Sales & Leads✓✓✓—
Partners✓✓✓—
Commissions✓✓✓—
Settings / Permissions✓———

Manager Safety Rules

Hard restriction: Manager cannot delete students, teachers, courses, partners, leads, payments, commission records or system settings.
Admin approval: Admin decides which modules the Manager can access and whether Add/Edit is enabled for each module.
Audit trail: Every Manager action should be logged with user, time, module and changed fields.

Roles & Permissions

Admin controls exactly what each Manager can access.

Permission Matrix

Delete locked
ModuleViewAddEditDeleteAdmin Grant
Students🔒✓
Teachers🔒✓
Courses🔒✓
Sales / Leads🔒✓
Partners / Referral🔒✓
Commission🔒✓
Payments / Reports🔒✓

Analytics

Learning, sales and partner performance.

↗

Learning Analytics

Completion, watch time, attendance and assessments.

₹

Revenue Analytics

Sales by course, source, campaign and salesperson.

♙

Partner Analytics

Conversions, revenue, commissions and payouts.

Branding & Domain

White-label the LMS for each institute.

✦

Brand Identity

Logo, favicon, colors, login and email branding.

⌁

Custom Domain

Connect lms.yourinstitute.com or another domain.

⚡

Tenant Isolation

Every institute's data remains separated.

Future Modules

Optional modules designed to be added after launch without rebuilding the LMS core.

Modular architecture
Q

Quiz & Assessments

Question banks, tests, scoring, attempts and certificates.

C

Certificates

Templates, verification IDs, issue history and downloads.

◉

Video & Live Classes

Video hosting, progress, Zoom/Meet links and attendance.

W

WhatsApp / Telegram

Lead alerts, enrollment messages, reminders and community workflows.

%

Coupons & Offers

Coupons, campaigns, limited-time offers and course-wise pricing.

▤

Invoices & GST

Invoices, tax settings, refunds and payment reconciliation.

⌘

API & Webhooks

Connect external websites, CRMs, payment events and automation tools.

AI

AI Student Assistant

Course-aware doubt support and learning assistance with admin controls.

▤

Audit Logs

Track who changed what, when, with tenant-safe activity history.

Recommended rollout

No rebuild required
PhaseModulesPurpose
V1 CoreTenants, Auth, Roles, Students, Teachers, Courses, Sales, Partners, CommissionLaunch and validate the LMS
V1.1Payments, Coupons, Notifications, Certificates, Audit LogsImprove operations and retention
V1.2Quiz, Video, Live Classes, WhatsApp/TelegramExpand learning and engagement
SaaS ScaleCustom Domains, API/Webhooks, AI, Mobile AppWhite-label and scale to other institutes

Platform Settings

Roles, payments, notifications and integrations.

♙

Roles & Permissions

Admin, teacher, sales, partner and student access.

₹

Payments

Gateways, products, refunds and enrollment rules.

⌁

Integrations

Email, WhatsApp, CRM, video, analytics and webhooks.

SaaS Architecture

Frontend → Authentication → Tenant API → Database → LMS / CRM / Commission Engine → Integrations