The dashboard: in-depth analysis

The dashboard is your default window when logging into iController, and contains the data dating from the last import.

It is possible to see the data for the whole platform or for one company. When clicking on the tab 'Dashboard', you will see all the data on the iController platform.

On the other hand, when clicking on the name of the company on the left side, you will see the data specifically for that entity.

Percentage and amounts (in your portfolio(s))

1. Percentage in circle: the percentage of workspace list actions (reminders that need to be sent) that has been been processed today
   This should be 0% in the beginning of the working day
   A green circle showing 100% means you have completed all workspace list actions for the day
2. Outstanding: the sum of all outstanding invoices in iController 
3. Due: the total amount of all open invoices that passed the due date
4. In promise: the sum of all open invoices in the document status 'promise'
5. In dispute: the sum of all open invoices in the document status 'dispute'
6. In payment plan: the sum of all open invoices in the document status 'payment plan'

These numbers can differ for each user, because the workspace items and the totals depend on the activated portfolios on the user account.

Days due

• The days due numbers of this week and last week are calculated as follows:
  The average of archived date minus the due date of the archived documents, added to the mean DSO of outstanding (active) documents of the respective week
• Last week's days due is the DSO calculation of last week from Monday to Sunday
• This week's days due is the calculation from last Monday until today
• The color of the globe indicates the increase rate: the darker (more red), the greater the increase is and the lighter (more green), the lower

Aging balance

• The aging balance or due date balance gives an overview of all arrears in certain periods of days
• The sum of the amounts in all aging ranges (from ...0-365+) is the same amount as 'outstanding' at the top of the dashboard page
• The sum of the amounts in the ranges 1 to 365+ is the same amount as 'due' at the top of the dashboard page

Payment evolution by week

• Each bar of the graph gives the sum of the amount of all documents that have been moved to the archive in a specific week
• The past 6 weeks are shown and can be compared to each other
• The date underneath the bar is always the first day of the week (Monday)
• When the working week is from Monday until Friday, the last bar will be complete on Saturday
• Credit notes that have been moved to the archive are also included in the graph, which makes it possible to have a negative result

Due tasks

• All due tasks assigned to a user are shown at the bottom of the dashboard page

Top 5 in dispute

• The 5 debtors with the highest amount of documents in dispute are visualized
• 'Due' is the sum of all outstanding documents of the debtor in the document status dispute, regardless if the documents are due (due date)
  
  

Top 5 Broken Promises

• The 5 debtors with the highest amount of documents in promise that are broken (passed the promise date) are visualized
• 'Due' is the total due amount of the debtor added by the sum of promised undue documents that have been broken
  
  

Top 5 Divergent payment behaviour

• The 5 debtors who have aberrant payment behavior in the last 6 months and have the highest due amounts
• 'Due' is the sum of all due invoices of the debtor
• iController uses the following formula:
  • The average of the last 4 paid documents is calculated, where as the average is the average of number of days after the issue date
  • If the number of days after issue date of the leading outstanding invoice is greater than 1,2 times the average payment term of the 4 paid documents, then the debtor has an aberrant payment