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๐Ÿ“Š

Dashboard

Statistics, upcoming payments, cash-flow calendar

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Dashboard Overview
The dashboard layout: stat cards, upcoming payments, calendar
Everyone
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Stat Cards and Drill-down
The summary cards and where they take you when clicked
Everyone
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Cash-Flow Calendar
The yearly grid, gross/net and trial toggles, month detail
Everyone
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Commission Details and Net (Admin)
The admin section with collected, commissions and net per payment
Admin
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The Renewals Panel
How many contracts were renewed in the year, how many expired without renewal, the rate and the value, in total and per member
Everyone
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Your Dashboard (Salesperson View)
The dashboard filtered to your clients and your commissions
Sales
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