Dashboard
Understand the charts, KPIs, and insights available in the Overview page.
10 articles
- 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.
- User Email and Call Activity Metrics on DashboardTrack user email and call performance with real-time metrics on the dashboard.