Payment Dashboard
Overview
The Payment Dashboard is your comprehensive payment tracking and analysis tool. This essential report provides supervisors with complete visibility into all payment transactions, helping you monitor cash flow, track collector performance, and ensure smooth payment processing operations. With detailed transaction data and flexible filtering options, you can quickly identify trends, spot issues, and make informed decisions about payment management.
Key Benefits
- Real-Time Payment Tracking: Monitor all payment activity as it happens
- Collector Performance Insights: See who's processing payments and when
- Split Payment Transparency: Track shared credit between multiple collectors
- Status Monitoring: Quickly identify successful, pending, and failed payments
- Cash Flow Analysis: Understand payment timing and revenue patterns
Understanding Your Data
| Column | What It Means | How to Use It |
|---|---|---|
| PaymentDate | When the payment is scheduled or processed | Track cash flow timing and payment schedules |
| PaymentAmount | Dollar amount of the payment (attributed to this collector) | Monitor revenue and collector contribution |
| PaymentStatus | Current status (POSTED, IN_QUEUE, DECLINED, etc.) | Identify successful vs. problematic payments |
| PaymentType | Type of payment (PARTIAL_PAYMENT, FINAL_PAYMENT, etc.) | Understand payment patterns |
| PaymentCreatedAt | When the payment was initially set up | Measure setup to processing time |
| CollectorName | Primary collector receiving credit | Track individual performance |
| ManagerName | The collector's manager | Enable team-level oversight |
| SplitWith | Other collectors sharing credit (or "No Split") | Understand collaboration patterns |
| FileNumber | Account reference number | Link payments to specific accounts |
| AccountStatus | Current status of the account | Context for payment expectations |
| DebtorName | Customer making the payment | Customer service and verification |
| PaymentMethodType | How the payment is processed | Analyze payment method effectiveness |
| PortfolioName | Which portfolio the account belongs to | Portfolio-level performance tracking |
Using This Report
Report Filters
The Payment Dashboard provides two powerful filters to customize your view:
Date Filter
- Select from predefined ranges like "This Month", "Last Month", "This Quarter"
- Or choose custom date ranges for specific analysis periods
- Controls which payments appear based on PaymentDate
PaymentStatus Filter
- Select multiple statuses simultaneously (e.g., POSTED and IN_QUEUE)
- Common combinations:
- POSTED only - View successful payments
- POSTED + IN_QUEUE - See current and upcoming revenue
- DECLINED only - Focus on failed payments for recovery
- All statuses - Complete payment activity overview
Common Use Cases
Daily Cash Flow Review
- Filter by PaymentDate for today's expected payments
- Check PaymentStatus to see what's posted vs. pending
- Sum PaymentAmount to understand daily revenue
Failed Payment Analysis
- Filter for DECLINED status
- Look for patterns in payment methods or specific accounts
- Identify collectors who may need additional training
Collector Performance Tracking
- Sort by CollectorName to see individual activity
- Review SplitWith column for collaboration patterns
- Compare setup times (PaymentCreatedAt) to identify efficiency
Customer Service Support
- Search by DebtorName or FileNumber
- Verify payment status and dates
- Provide accurate payment information to customers
Payment Status Guide
- POSTED: Payment successfully processed and funds received
- IN_QUEUE: Payment scheduled for future processing
- AWAITING_APPROVAL: Payment requires manager approval
- DECLINED: Payment failed or was rejected
Key Metrics to Watch
- Processing Time: Compare PaymentCreatedAt to PaymentDate to measure efficiency
- Success Rate: Ratio of POSTED to DECLINED payments
- Split Payment Frequency: How often collectors collaborate
- Payment Type Distribution: Balance of partial vs. final payments
Taking Action
Based on your dashboard findings, consider these actions:
For Failed Payments
- Contact customers with DECLINED payments immediately
- Review payment method issues with collectors
- Update customer payment information
- Schedule follow-up collection attempts
For Performance Management
- Recognize collectors with high success rates
- Provide coaching for those with frequent declines
- Analyze split payment patterns for best practices
- Set team goals based on payment metrics
For Cash Flow Optimization
- Adjust payment scheduling to smooth cash flow
- Focus on converting IN_QUEUE to POSTED status
- Prioritize high-value payment follow-ups
- Monitor payment method success rates
Best Practices
- Daily Monitoring: Check this report each morning for overnight payment activity
- Status Filtering: Use payment status filters to focus on specific needs
- Date Range Selection: Start with shorter ranges for detailed analysis
- Export Capabilities: Download data for deeper analysis or reporting
- Combine with Other Reports: Use with Portfolio Dashboard for complete picture
Tips for Success
- Track Trends: Look for patterns in payment timing and success rates
- Early Intervention: Address declined payments quickly to maximize recovery
- Team Collaboration: Use split payment data to encourage successful partnerships
- Customer Communication: Keep accurate records for customer inquiries
Related Reports
- Portfolio Liquidation by Collector - For collector performance within portfolios
- Financial Dashboard - For collector bonus and revenue tracking
- Payments at Risk - For identifying vulnerable future payments
- Portfolio Dashboard - For overall portfolio performance metrics