DashBoard

The Dashboard is the central landing screen that provides the Master with a comprehensive, real-time overview of all activities and statistics across the entire organisation. Unlike other roles, the Master has full visibility of every contract, client, and operational metric—regardless of who created it or which team member is assigned. This unmatched access is designed to support high-level oversight, auditing, and strategic decision-making.

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Understanding the Dashboard Tiles:

Each tile on the Dashboard is interactive. Clicking on a tile will redirect you to a detailed screen where you can view associated records filtered according to the tile's category.

1. Active Contracts
   • Definition: All currently active IPF contracts across the organisation.
   • Use: Click to view the full list of active agreements and manage or audit them as needed.
2. Contracts in Arrears
   • Definition: Contracts where clients have missed one or more scheduled payments.
   • Use: Prioritise review of at-risk accounts or coordinate recovery actions.
3. Contracts Pending Approval
   • Definition: Contracts that have been created but not yet approved by the relevant approver.
   • Use: Review and action all pending contracts regardless of creator.
4. Contracts Approved
   • Definition: Contracts that have successfully passed all required checks and received approval.
   • Use: Verify the approval rate and follow up on recently approved agreements.
5. Contracts Cancelled
   • Definition: Contracts that were cancelled either before or after approval.
   • Use: Investigate cancellation reasons or analyse trends for strategic insight.
6. Contracts Closed
   • Definition: Fully paid-off or completed contracts that have reached their end date.
   • Use: Historical data review for audit or reporting purposes.
7. Total Clients
   • Definition: Number of clients (Retail and Commercial) added to the system.
   • Use: Track growth in client acquisition across all underwriters or teams.
8. Total IPF Applications
   • Definition: Number of Insurance Premium Financing applications submitted organisation-wide.
   • Use: Monitor application volume trends.
9. IPF Applications Per Day
   • Definition: Daily count of applications submitted.
   • Use: Track daily productivity or marketing impact.
10. IPF Applications Disbursed Per Day
    • Definition: Daily total of disbursed (funded) contracts.
    • Use: Monitor operational output and liquidity.
11. IPF Applications Disbursed Per Insurer
    • Definition: Disbursements grouped by insurer.
    • Use: Understand insurer preferences and volumes.
12. Automatic Approvals
    • Definition: Number of contracts auto-approved based on predefined criteria.
    • Use: Track efficiency gains or monitor for system misuse.

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Quick Tips for Navigating the Dashboard:

• Use the search or filters within each detailed view after clicking a tile.
• You may sort or export data based on your organisation’s reporting needs.
• As a Master, your view is holistic—use this access to ensure all team-level activity is aligned with organisational objectives.