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Dashboard updates

You may have noticed a shiny new dashboard upon logging into your account. Here's everything you need to know about the updates and metrics

Kelly Beeby avatar
Written by Kelly Beeby
Updated over 4 months ago

Your RPC account has a fresh look! We hope the new view and metrics give you better insights into your bookings, transactions, and trends. Here's what to expect with each widget.

RPC dashboard overview video

Notifications

Real-time notifications now live in the bell icon at the top of your account. Click on the bell to see a summary of notifications with quick links to review items. You will notice a count of "new" notifications and when items are viewed, the counter will disappear.

Your overview

Your default date range view will be the current month-to-date compared to the previous month to date. This range determines all of the metrics beneath it (leads, payments received/outstanding, contracts, average payment, etc). If you'd like to compare a different range, simply adjust the dates to your desired view.

Exporting your dashboard metrics

To further analyze your dashboard metrics, click the export (pink paper) icon on the top-right of the page. You will be able to choose a .csv or .pdf file as well as the data you would like to see on the export. Your export will show up in a couple of moments in your computer downloads.

Leads

If you have RPC Premium, you are able to easily manage leads in your account. From your dashboard, you'll see a quick snapshot of incoming leads compared to prior periods.

For more information about lead management, view our tutorial here.

Payments received

Payments received compared to the prior month (or enter your desired date range). Note, this amount reflects the total installment amount (and does not reflect any processing fees).

Contracts completed

Summary of contracts completed within the month. Note, this total does not include contracts awaiting a signature or countersignature.

Average payment

Average payment amount compared to the previous month. Payment amount is represented by each installment paid - not invoice totals.

Payments outstanding

The total payment amount you should expect to receive for the remainder of the month. Payments on sent and past due invoices are included in this total. Payments on invoice drafts are not included.

Payments summary

Running total of paid, sent, draft, and overdue invoices for the selected date range.

Contracts summary

Running total of signed, awaiting signers, draft, and overdue contracts. "Awaiting signers" indicates a contract has been sent and it is waiting on at least one signature.

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