The dashboard gives you a real-time view of all payments: amounts collected, unpaid, trends, and performance by class.
Steps to follow
1
Access the "Dashboard" from the main menu.
2
View the main KPIs: total amount collected, collection rate, number of payments.
3
Use filters to refine by period, class, or fee type.
4
Click "Payments" to see the detailed list of all transactions.
5
Export data to Excel or PDF for your accounting reports.
Tip
Check your dashboard regularly (ideally daily) to quickly identify payment delays and act accordingly.
You've succeeded if...
You see at a glance the amount collected, pending payments, and collection trends.