Dashboard

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Dashboard

1   Select your region/company at the click of the mouse

2   Accounts, the $ Value of accounts, current and overdue
2    Accounts, the # Number of accounts, current and overdue

3   PTP Promise to Pay $ Value of accounts, current and overdue
3   PTP Promise to Pay # number of accounts, current and overdue  

4   Disputes historical # Number of approved disputes 

4   Disputes historical # Number of pending disputes                   

5    The old to-Do list remains, and this is where you should work from every day

6    The workload graph provides a beneficial overview of the level of load of staff and provides transparency.                 

7    The daily news can be updated by a manager for each region with either the same or a different set of requirements.  
                    

8     For Managers the last data load and the status of the load is shown here and should be reviewed regularly.
                    

 9    ATB comparative as we have had for years
             Select a period to compare from historical daily values
             Click on the checkbox above the aging bucket, to remove to focus on to an aging bracket or a focus number.
                    

10   Metrics have been an underused management resource, so we have bought them to the dashboard for all to see
                    

11   Each metric will have details as to what the metric is based on, the calculation and period of recording, you will see a +                             symbol click, and it will reveal all the details.
                    

12   Metrics can have targets set at either an individual level or at a regional level, so where targets are set, we show how                                 many periods the targets are met or failed.

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