Sales Dashboard
v6.8 · Internal Use Only

📁 Upload Daily Reports

📂 Upload / Drag & Drop All Files
Drop Sales, Redeem, Switch, MCL, MLF & MFF files here
📈

Sales Report

TA_AMB_TRX_Sales

📉

Redemption Report

TA_AMB_TRX_Redeem

🔄

Switching Report

TA_AMB_TRX_Switching

🗂

Master Client List

C&I mapping — optional

🏦

Mandate Local Funds (MLF1)

Capital_Injection_Withdrawal_MLF1 — optional

🌐

Mandate Foreign Funds (MFF1)

Capital_Injection_Withdrawal_MFF1 — optional

💡 Mandate files optional — upload to enable HNW and mandate C&I views.

💱 FX Rates
📅 Public Holidays
Sales + Redeem + Switch required. Master Client List optional.
Processing data...
Initialising...
Cross-Channel Overview
All channels: A&I, C&I. Tracked funds: MSII (Budget RM10B), MIFI, RMMI.
Upload data files to generate narrative.
▸ MTD—
MTD Channel Breakdown
ChannelSales / Inj.Red. / Wdl.Net
MTD — Tracked Funds Net Sales
FundSalesRedemptionNet Sales
▸ YTD—
YTD Channel Breakdown
ChannelSales / Inj.Red. / Wdl.Net
YTD — Tracked Funds Net Sales
FundSalesRedemptionNet Sales
YTD — Budget Run Rate
Budget ItemNet (YTD)Official RRInternal RR
A&I Unit Trust — Daily Dashboard
Excludes MAYBANK CUSTODY SERVICES and MAYBANK ISLAMIC ASSET MANAGEMENT.
Upload data files to generate narrative.
▸ DAILY—
Budget: — | —
Top Distributors — Net Sales Excl. Flow
#DistributorSalesRed.Net
Top Funds — Net Sales Excl. Flow
#FundNet Sales
Top 5 Funds — Redemption
#FundRedemption
▸ YTD—
YTD — Top Distributors by Net Sales
#DistributorSalesRedemptionNet
YTD — Top 10 Funds by Net Sales
#FundSalesRedemptionNet
C&I Sales Summary — UT + Mandate Combined
MAYBANK CUSTODY SERVICES transactions (UT) combined with C&I mandate funds. Company = C&I. Individual = Agency unless C&I-tagged.
Upload data files to generate narrative.
▸ MTD—
Member Scorecard — MTD (LMS + Mandate Combined)
MemberLMS SalesLMS Red.LMS NetMand. Inj.Mand. Wdl.Mand. NetCombined Net# Clients
Net by Segment — MTD
SegmentSalesRedemptionNet
Top Mandate Funds (C&I) — MTD
#FundInjectionWithdrawalNet
▸ YTD—
Member Scorecard — YTD (LMS + Mandate Combined)
MemberLMS SalesLMS Red.LMS NetMand. Inj.Mand. Wdl.Mand. NetCombined Net# Clients
Net by Segment — YTD
SegmentSalesRedemptionNet
Top Mandate Funds (C&I) — YTD
#FundInjectionWithdrawalNet
Top UT & LMS Funds by Sales Volume (YTD)
#FundSalesRedemptionNet
Client Concentration — Top 10 by AUM
#ClientSegmentMemberAUM
⚠ Parked under C&I totals — no member attribution

Add to Master Client List to classify. Red/bold = transaction within current month.

⚠ Unclassified Mandate Funds — update Master Client List to assign channel

These mandate funds have no channel assignment. Upload updated MCL to classify.

HNW Mandate
High Net Worth mandate clients — Capital Injection & Withdrawal. Budget: RM520M net flow (full-year 2026).
Upload mandate files to generate narrative.
▸ MTD—
Agent Scorecard — MTD
AgentInjectionWithdrawalNet Flow# Clients
Client Detail — MTD
Fund NameAgentInjectionWithdrawalNet Flow
▸ YTD—
Agent Scorecard — YTD
AgentInjectionWithdrawalNet Flow# Clients
Client Detail — YTD
Fund NameAgentInjectionWithdrawalNet Flow
⚠ Unclassified Individual Funds — tag in Master Client List to assign to HNW

These individual mandate funds have no SEGMENT assignment.

    📲 WhatsApp Messages & Exports
    📊 MAMG Cross-Channel UT Sales Summary
    📊 A&I Daily Sales Summary
    🏢 C&I Sales Summary
    📈 GAIN-I Daily Summary
    A&I Analytics
    All charts exclude MAYBANK CUSTODY SERVICES (C&I) transactions. A&I channel only.
    Top Funds by Month — Net Sales (Excl. Flow)
    Fund Net Sales — Daily Trend
    A&I Sales Velocity — 5-Day Rolling
    Distributor Mix — Maybank vs Third Party
    Distributor Breakdown
    Fund Redemption Watch — YTD Negative Net (Excl. Flow)
    Fund Contribution Waterfall
    — — Total
    Fund Drill-Down — Sales, Redemption & Net by Period
    Top 3 Distributors
    #DistributorSalesRedemptionNet
    Sales by Distributor — Gross, Redemption & Net by Period
    Breakdown by Fund
    #FundSalesRedemptionNet
    Overview Analytics
    Cross-channel budget tracking and tracked fund trends.
    YTD Channel Mix — Gross Salesby channel share of gross sales
    YTD Run Rates — Official Budget
    YTD Run Rates — Internal Budget
    Monthly Net Sales — UT vs Mandate Breakdownby channel (mandate shown if loaded)
    A&I Monthly Net Sales vs Budget
    C&I Monthly Net Sales vs Budget
    HNW Monthly Net Flow vs Budgetmandate data required
    MSII / MIFI / RMMI / CMMI — Monthly

    📊 Board View Export

    Generates a standalone HTML with interactive Chart.js charts. Requires internet for Chart.js CDN (or use offline-cached version).

    Includes 6 tabs: Overview, A&I, C&I, HNW, A&I Analytics, Overview Analytics — fully interactive charts, KPI cards, and tables.

    Send via email, Teams, or WhatsApp. Requires internet access to load Chart.js.