Dashboard¶
Agent
The dashboard is the first page after you log in. It gives you a real-time overview of your collection activity.
Overview¶
The dashboard presents:
- My statistics — total receivables managed, total outstanding amount
- Actions to do — overdue tasks or follow-ups due today
- Upcoming promises — payment deadlines scheduled in the next 7 days
- Recent engagements — most recently viewed cases
Key indicators¶
| Indicator | Description |
|---|---|
| Active engagements | Number of ongoing cases in your portfolio |
| Overdue amount | Total sum of current unpaid amounts |
| Today's actions | Contacts and actions logged today |
| Pending promises | Payment promises not yet fulfilled |
Step-by-step¶
View my statistics¶
- Log in to CASH.
- The dashboard is displayed automatically.
- The KPI cards at the top show your key figures.
- Click a card to open the corresponding filtered list.
View my actions for today¶
- Locate the "Actions to do" block.
- Overdue actions appear in red.
- Click a row to open the engagement directly.
Interactive tour¶
Permissions¶
| Action | Agent | Manager | Admin |
|---|---|---|---|
| View own KPIs | ✓ | ✓ | ✓ |
| View team KPIs | ✓ | ✓ | |
| View company-wide KPIs | ✓ |
FAQ¶
Q: Why don't my figures match what I expected? KPIs are computed in real time on your active portfolio. Refresh the page.
Q: Can I customize the dashboard? This feature is under development.