FinTree Knowledge Partner Dashboard & Operational Infrastructure

A web-based dashboard for managing Knowledge Partner leads with automatic payment matching, 90-day attribution tracking, and transparent revenue reporting. Delivered in 6-8 weeks.

Date

2026-02-13

PROP-FINTREE-KP-2026

FinTree Knowledge Partner Dashboard

Purpose of This Document

This proposal outlines the development of a centralized dashboard system that enables FinTree to manage Knowledge Partner (KP) operations while maintaining complete control over payments, student data, and revenue attribution. What This System Does: - Allows Knowledge Partners to manually enter student leads into a centralized system - Automatically tracks and verifies payments made through FinTree's website - Enforces a 90-day attribution window for commission eligibility - Provides transparent revenue tracking for each Knowledge Partner - Maintains non-editable audit trails for compliance - Enables manual reimbursement processing by FinTree admin Key Outcome: A scalable operational infrastructure where FinTree retains full control over payments and data while empowering Knowledge Partners to counsel and acquire students effectively.

About Us

About 1000xdev

1000xDev builds systems that scale with your business. We combine modern web development with intelligent architecture to deliver platforms that grow with you—without constant rewrites.

We specialize in fintech, edtech, booking platforms, and enterprise SaaS. From MVPs to complex platforms, we move fast and build right.

99.99%

System Uptime

100%

Client Satisfaction

2M+

Users Served

50+

Projects Delivered

Brands We've Built For

From booking platforms to e-commerce, we craft digital experiences that scale across India and beyond.

Tradewise

EdTech & Stock Trading Platform

Astrolearn

Learning Management System

Loan Doctor

Financial Services PWA

Khelomore

Sports Venue Booking Platform

Pahari Cultural Centre

Cultural Events & Heritage Website

Itel India

Consumer Electronics Portal

The Garment People

B2B Fashion E-commerce

MTalkz

Enterprise Communication SaaS

Amriti

Healthcare & Wellness Platform

Petvesta

Pet Care & Services Platform

Taj Decor

Interior Design Services

Bioheaven

Organic & Health Products

HealX

Healthcare Tech Platform

Design Brewery

Creative Agency Website

Fence Planet

Fencing & Security Solutions

Wireworks

Industrial Wire Solutions

Project Scope

A web-based dashboard hosted on FinTree's domain that allows Knowledge Partners to enter student leads, automatically verifies payments from the website, tracks revenue attribution with a 90-day window, and provides transparent reporting for both KPs and FinTree admin.

Web-based dashboard hosted on FinTree's domain with secure login system for Knowledge Partners and Admin users. Mobile-friendly interface accessible from any device.

Dashboard hosted on FinTree website domain (subdomain or path)

Secure login system with unique credentials for each user

Separate access levels for KP users and Admin team

Mobile-responsive interface (works on phones, tablets, desktops)

SSL security and encrypted data storage

Fast loading and optimized for multiple users

Simple interface for KPs to enter student leads and track their status. Once submitted, leads cannot be edited to maintain data accuracy. Revenue summaries show monthly and yearly totals.

Lead entry form (Name, Email, Phone, Pin Code, Course, Category, Notes)

Automatic timestamp and unique ID for each lead

View all submitted leads with status colors (Red for pending, Green for converted, etc.)

Revenue summary showing monthly and yearly earnings

Lead history showing when status changed

Option to flag leads for corrections (requires admin approval)

No ability to edit or delete leads after submission

Central dashboard for FinTree admin to view all Knowledge Partners, manage lead statuses, review flagged items, and export data. Includes analytics to track overall performance.

View leads from all Knowledge Partners in one place

Separate tabs or filters for each KP

Ability to change lead status manually

Review and approve flagged leads

Export all data to Excel/CSV format

Search and filter leads by name, date, status, course

Revenue analytics showing conversions and trends

Activity log showing who did what and when

Each lead gets a unique ID and timestamp. System tracks leads through different stages (pending, converted, expired) and automatically marks leads as expired after 90 days if no payment is received.

Form validation ensuring all required fields are filled

Unique ID for each lead (includes KP identifier)

Automatic timestamp when lead is created

Lead categories: Hot, Warm, Cold, Follow-up

Status colors: Red (new), Orange (follow-up), Green (paid), Grey (expired)

90-day countdown timer visible for each lead

Automatic expiry after 90 days with no payment

Duplicate detection alerts if same email/phone exists

Notes section for each lead

When a student pays on FinTree's website, the system automatically checks if their email or phone matches any lead in the dashboard. If matched within 90 days, the lead status changes to 'Converted' and KP gets credited.

Connect to FinTree website payment system

Capture payment details (name, email, phone, course, amount)

Automatically match payment with dashboard leads

Match by email or phone number

Only match if payment occurs within 90 days of lead entry

Change lead status to Green when payment matches

Add revenue to respective KP's account

Send email notification to KP when lead converts

Track unmatched payments separately

Each lead is valid for 90 days. If payment happens within 90 days, KP gets credit. After 90 days, lead expires automatically and any future payment goes to FinTree directly (no KP commission).

90-day countdown displayed for each lead

Visual indicator showing remaining days

Automatic expiry after 90 days (status changes to Grey)

Expired leads cannot be reactivated by KP

Payment after expiry goes to FinTree, not KP

Email alert sent to KP 7 days before expiry

Once submitted, leads cannot be edited or deleted to maintain data accuracy. Duplicate entries are flagged automatically.

No editing of leads after submission

To fix errors, KP can add note for FinTree admin to modify

All lead history preserved permanently

No delete option (data retention for audit purposes)

Automatic duplicate detection by email/phone

Alerts when same lead entered by multiple KPs

Dashboard shows monthly and yearly revenue attributed to each KP. Admin manually processes commission payments based on these reports. System tracks payment history.

Revenue dashboard for each KP

Monthly total: number of conversions and revenue amount

Yearly total with trends

Breakdown by course type

Manual commission payment tracking by admin

Payment history log

Pending vs paid status

Export reports for accounting

Note: Actual payment terms defined in separate KP agreement

Automated emails sent when leads convert, expire, or need attention. Keeps KPs informed without manual intervention.

Email when lead converts (payment matched)

Email 7 days before lead expires

Email when flagged lead is reviewed

Monthly revenue summary email

Admin can send announcements to all KPs

Digital package delivered to new KPs including enrollment guidelines, counselling best practices, marketing materials, and dashboard user guide.

Enrollment protocol document

Counselling guidelines and best practices

Marketing guidelines and brand assets

Dashboard user manual (PDF)

Training videos for using the dashboard

Student presentation deck

Project Timeline

Week 1-2: Setup & Core Infrastructure

Weeks 1-2

Set up hosting, database, and authentication system. Design the overall architecture and create user roles.

Week 3-4: KP Dashboard & Lead Entry

Weeks 3-4

Build the Knowledge Partner interface with lead entry form, lead viewing, and status tracking.

Week 5: Payment Integration & Matching

Week 5

Connect to FinTree payment system and build automatic matching logic for lead attribution.

Week 6: Admin Dashboard & Controls

Week 6

Build admin interface to view all KPs, manage leads, and export data.

Week 7: Automation & Notifications

Week 7

Implement 90-day expiry automation, email notifications, and duplicate detection.

Week 8: Testing, Documentation & Launch

Week 8

Final testing, create user documentation, prepare onboarding materials, and deploy to production.

Investment Details

Complete Knowledge Partner Dashboard delivered in 6-8 weeks. Web-based system for lead management, automatic payment verification, 90-day attribution tracking, and revenue reporting. Includes hosting setup, documentation, and training.

Investment Summary

Project Fee₹3,40,000

Complete KP Dashboard Package

End-to-end dashboard delivered in 6-8 weeks

₹3,40,000

Web-based dashboard for managing Knowledge Partner leads with automatic payment matching and transparent revenue tracking. Hosted on FinTree domain with secure access for KPs and Admin.

Features:

Hosted on FinTree domain (subdomain or path)

Secure login for KPs and Admin with role-based access

Lead entry form with automatic ID and timestamp

Automatic payment matching via email/phone

90-day attribution window with auto-expiry

Revenue dashboards (monthly and yearly)

Email notifications for conversions and expiry

Admin controls for status changes and data export

Duplicate detection and audit logging

Mobile-responsive interface

User documentation and training videos

Onboarding materials (protocols, guidelines)

60 days post-launch support and bug fixes

Module-wise Investment Breakdown:

Core Infrastructure & Authentication

Hosting on FinTree domain, database setup, SSL security, authentication system, user role management

₹45,000

KP Dashboard & Lead Management

Lead entry form, lead listing with status colors, unique ID generation, categorization, 90-day countdown, mobile-responsive interface, flagging system, lead lifecycle management

₹1,50,000

Payment Integration & Attribution

Connect to payment gateway, automatic email/phone matching, revenue attribution logic, payment reconciliation

₹40,000

Admin Dashboard & Analytics

Master admin view, KP-wise reports, status modification, data export (Excel/CSV), search and filters, revenue analytics

₹50,000

Automation & Notifications

Email notifications (conversion, expiry warnings), duplicate detection, audit logging, auto-expiry system

₹30,000

Training, Manuals & Documentation

User documentation, training videos, onboarding materials (protocols, guidelines), admin training sessions, testing and deployment

₹25,000

Timeline: 6-8 weeks

Team: Development team

What's Included

Complete source code ownership

Hosted on FinTree domain

Database ownership and control

Admin user guide

KP user manual

Training video tutorials

Onboarding materials (enrollment protocols, counselling guidelines)

Training sessions for admin team and pilot KPs

60 days post-launch bug fixes

Security setup (SSL, encrypted passwords)

Email notification templates

Mobile-responsive design

Terms & Conditions

Payment Terms & Milestones

Total Investment: ₹3,40,000 (plus 18% GST)

Three milestone-based payments:

•Milestone 1 (Kickoff): 40% = ₹1,36,000 - Upon project kickoff and requirements finalization

•Milestone 2 (Core Features): 40% = ₹1,36,000 - Upon delivery of KP dashboard, payment integration, and admin panel (Week 5-6)

•Milestone 3 (Deployment): 20% = ₹68,000 - Upon production deployment, testing completion, and handover (Week 8)

All payments due within 7 days of invoice. 18% GST applicable on all amounts.

Scope & Deliverables

Scope includes: Dashboard on FinTree domain, Login system (KP and Admin), Manual lead entry form, Automatic payment matching, 90-day attribution tracking, Revenue reports, Email notifications, Admin controls, Data export, User documentation.

Explicitly NOT included: Automated lead capture from website, WhatsApp integration, SMS notifications, Mobile apps (web-only), Automated commission payments, CRM workflows, Marketing tracking.

All features as specified in this proposal. Changes require written approval and may affect timeline and cost.

Timeline & Dependencies

Development timeline: 6-8 weeks from project kickoff.

Timeline assumes timely client feedback, payment gateway access credentials, and FinTree domain access.

Delays due to third-party dependencies (payment API access, domain access, client approvals) will extend timeline proportionally at no additional cost.

Weekly progress updates and demo sessions.

Client to provide payment gateway test credentials and domain access within Week 1.

Onboarding content (enrollment protocols, counselling guidelines) to be provided by FinTree or co-created during development.

Hosting & Ownership

Dashboard hosted on FinTree's domain (subdomain or path).

Full database ownership with FinTree.

All backend control with FinTree Admin.

Infrastructure setup by 1000xdev, ownership transfers upon final payment.

FinTree covers domain and hosting costs.

Cloud hosting recommended (AWS/DigitalOcean) - setup included in package.

Intellectual Property

All custom code and documentation become FinTree's property upon final payment.

1000xdev retains rights to generic frameworks and libraries used.

FinTree owns all lead data, student data, and business logic.

1000xdev may use project as portfolio case study with FinTree's approval.

Data Security & Compliance

Both parties maintain confidentiality of all project information.

1000xdev will sign NDA if required.

Student and KP data handled per applicable privacy laws.

Database encryption (SSL/TLS) and secure password hashing.

Data retention policies defined by FinTree.

Audit trails maintained for compliance.

Third-Party Services

Package includes payment gateway integration.

Client pays for: Payment gateway transaction fees (1.5-2% per transaction), Email service (if dedicated service used - ~₹3,000/month).

1000xdev not responsible for third-party failures or API changes.

Testing requires sandbox access and test credentials from FinTree.

Support & Warranty

60 days post-launch support included: Bug fixes for delivered functionality, Minor adjustments and tweaks, Technical assistance and troubleshooting.

Support does not cover: New feature development, Scope changes, Third-party platform issues, User training beyond initial sessions.

Response times: Critical issues (system down, payment failures): 4 hours, High priority (functional issues): 24 hours, Low priority (minor bugs): 48 hours.

Post-warranty support available via Annual Maintenance Contract (separate agreement).

Warranty begins from production deployment date.

Testing & Acceptance

Testing includes: End-to-end workflows, Payment verification, Security testing, User acceptance testing with pilot KPs.

FinTree to provide 1-2 pilot KPs for testing in Week 7-8.

Acceptance criteria: Core features working, Payment matching accurate, 90-day expiry functioning, No critical bugs.

Minor bugs fixed within warranty period.

Acceptance sign-off required before final payment.

Training & Documentation

Training: Admin team (2 sessions), Pilot KP training (1 session), Recorded videos for future KPs.

Documentation: Admin user guide, KP manual, Troubleshooting guide.

All materials provided in digital format.

Additional training sessions: ₹10,000 per 2-hour session.

KP Commission Terms

This proposal covers dashboard development only.

Commercial terms between FinTree and KPs (commission rates, payment cycles) are separate agreements.

Dashboard tracks revenue attribution only.

Commission payments processed manually by FinTree Admin.

1000xdev not involved in FinTree-KP commercial arrangements.

Compliance

Platform designed for data privacy compliance.

Payment processing via secure gateway (PCI-DSS compliant).

Audit trails for financial compliance.

FinTree responsible for licenses and regulatory approvals.

1000xdev provides technical compliance (security, audit trails) not legal advisory.

Regulatory changes requiring modifications addressed via change request.

Responsibilities

KPs responsible for: Timely lead entry, Accurate data, Following FinTree guidelines, Directing students to FinTree website for payment.

FinTree responsible for: Platform operations, Payment verification, Revenue reporting, Commission processing.

1000xdev responsible for: Platform development as specified, Bug fixes during warranty, Documentation and training.

Target uptime: 99.5% (excludes maintenance and third-party issues).

What's NOT Included

The following features are NOT part of this project:

•Automatic lead capture from website (KPs must enter leads manually)

•Automated commission payments (admin processes manually)

•WhatsApp notifications (email only)

•SMS notifications

•Mobile apps (web-based dashboard only)

•Marketing tracking or referral link systems

•Territory restrictions or geo-fencing

•LMS integration (separate system)

If you need any of these features, we can quote them separately.

Termination

Either party may terminate with 30 days written notice.

Upon termination: Source code handover for completed work, Database export, Knowledge transfer (4 hours), Documentation transfer.

Payment for completed work required before handover.

No refunds for milestone payments made.

Material breach requires 15 days remedy period.

Limitation of Liability

1000xdev's liability limited to total fees paid for this project (₹3,40,000).

1000xdev not liable for: Third-party platform failures, Business losses due to system downtime, Regulatory penalties, Data breaches due to weak passwords, Revenue losses due to lead disputes, KP performance or counselling quality.

Force majeure clause applies for events beyond reasonable control.

Client responsible for: Content accuracy and legal compliance, KP agreements and dispute resolution, Student data protection, Regular password changes and access control.

Changes & Amendments

Agreement valid until project completion.

All changes require written approval from both parties.

Change requests need: Written description, Impact assessment on timeline/cost.

Minor changes (UI tweaks) accommodated within scope.

Major changes (new features) require separate quotation.

Emergency fixes (security) implemented immediately.

Ready to Build FinTree's Knowledge Partner Dashboard

We're excited to partner with FinTree on building a practical, scalable dashboard that enables Knowledge Partner operations while keeping FinTree in control.

What You Get:

• Centralized Control - All payments and student data stays with FinTree • Transparent Tracking - 90-day attribution window with automatic matching • Easy Management - Simple dashboards for both KPs and Admin team • Revenue Visibility - Clear reports showing conversions and earnings • Data Protection - Audit trails and duplicate detection built-in

Timeline: 6-8 weeks from kickoff to deployment

Investment: ₹3,40,000 + GST

Let's build a system that makes KP management simple and transparent.

Schedule Kickoff Call WhatsApp Chat

Quick Details

tushar@1000xdev.com

Ready to start within 5-7 days of agreement signing

Next Steps

1Review proposal and clarify questions
2Discuss hosting preferences (subdomain or path on FinTree domain)
3Share payment gateway API documentation and test credentials
4Provide onboarding content (or plan co-creation)
5Identify 1-2 pilot KPs for testing
6Sign agreement and process first payment (₹1,36,000 + GST)
7Kickoff meeting to finalize requirements
8Weekly updates with demos