Dashboard
Understand the charts, KPIs, and insights available in the Overview page.
How is the Net Balance calculated?Understand how Kolleno calculates the net balance.
Dunning Metrics: Collected Amount & Open Balance for Workflows on DashboardTrack received payments and calculate starting balances for all active dunning workflows.
Apply Dynamic Filters to Your Company DashboardCustomise dashboard blocks with filters
Collections Results per Workflow Dashboard - Understanding Double CountingAvoid double counting in workflow dashboards by auditing duplicates and validating customer entries.
Net Balance vs. Balance Due & Overdue in KollenoWhy Net Balance Differs from Balance Due & Overdue
Viewing and Managing Top 10 DebtorsTop 10 debtors, apply filters, and manage currency and chasing settings.
Accessing Favorite Reports on the DashboardView, favourite, and quickly access key reports from your Dashboard.
Collections Results Per WorkflowWorkflows to measure collection performance and engagement.
Workflows Performance MetricsCollected and non-workflow balances are calculated and viewed.