Society Oversight
This page contains general guidance on monitoring societies. For step-by-step documentation of the actual Society View UI — including KPA cards, trend charts, and Browse Society Data — see:
- Society View — Drill into a specific society (read-only)
- Society Layouts — Browse a society's layouts
Role Required: REGIONAL_ADMIN
Navigation: Regional Dashboard → Society Performance table → View button
Last Updated: March 2026 | Portal Version: 1.0
Overview
You can drill into any society within your region to view its detailed dashboard, KPAs, trends, and recent activities. This gives you visibility into society-level operations without managing them directly.
Viewing a Society's Dashboard
- From the Regional Dashboard, click on a society name in the performance table
- The society dashboard shows:
Society KPA Summary
| KPA | Description |
|---|---|
| Layouts | Active / total layouts |
| Plots | Available / Booked / Sold |
| Members | Total members |
| Collections | Gross collections for the period |
| Outstanding | Payments still due |
Society Trend Data
Charts showing the society's performance over time:
- Booking Trends — monthly new bookings
- Collection Trends — monthly collections (online + offline)
- Membership Trends — monthly new members
Society Activities
Recent actions within the society:
- Bookings, cancellations
- Payment receipts, offline recordings
- Membership approvals/rejections
- Layout and plot changes
What to Look For
Healthy Society Indicators
| Indicator | Healthy Sign |
|---|---|
| Booking rate | Steady or increasing |
| Collection efficiency | > 80% |
| Outstanding payments | Decreasing over time |
| Membership approvals | Processing within 48 hours |
| Refund rate | < 5% of collections |
Warning Signs
| Warning | What It Means |
|---|---|
| Declining bookings | Marketing, pricing, or inventory issue |
| High outstanding payments | Payment schedule compliance problem |
| Rising refunds | Possible customer satisfaction issue |
| No recent activity | Society may be inactive or admin absent |
| Alert build-up | Issues not being addressed |
Society Performance Comparison
From the regional dashboard, compare societies side by side:
| Metric | How to Compare |
|---|---|
| Sales Efficiency | Booked plots / total available plots |
| Collection Efficiency | Collected amount / total due amount |
| Member Growth | New members this month vs. last month |
| Cancellation Rate | Cancellations / total bookings |
Taking Action
As Regional Admin, you don't directly manage society operations. Instead:
| If You See | Action |
|---|---|
| Declining society performance | Contact the Society Admin for explanation |
| Critical alert unacknowledged | Reach out to the Society Admin |
| Systematic issues across societies | Escalate to Super Admin |
| Financial irregularities | Check audit logs and escalate |
Common Scenarios
"A society hasn't had any activity this week"
- Check the society's dashboard for last activity date
- Contact the Society Admin to verify they're operational
- If the admin is unavailable, contact the Super Admin about temporary replacement
"A society's refund rate jumped this month"
- View the society's financial reports for refund details
- Check if there's a specific layout or booking pattern
- Contact the Society Admin for context
- If suspicious, review the audit logs for that society
"I need to report on my region's progress"
- Use your Regional Dashboard KPAs as the summary
- Note the top-performing and underperforming societies
- Include trend data (booking/collection/membership)
- Add any escalated alerts and their resolution status
Related Pages
- Regional Dashboard — Region-level overview
- Regional Financial Reports — Financial details
- Audit & Escalation — Cross-society audit access