Dashboard
- 06 Aug 2024
- 1 Minute to read
- Print
- DarkLight
Dashboard
- Updated on 06 Aug 2024
- 1 Minute to read
- Print
- DarkLight
Article summary
Did you find this summary helpful?
Thank you for your feedback
Introduction
We have created a basic Dashboard that will provide a starting template that you can modify to reach your desired metrics.
- Navigate to Dashboards.
Lightning: Click on the app launcher | Under "All Items" | Click on Dashboards.
Classic: Click on "All Tabs" ("+" icon in the top right) | Click on Dashboards.
- In the left-hand column, click on the "Blackthorn | Payments Dashboard" folder.
Out of the Box Dashboard
The below Dashboard components are provided by Blackthorn | Payments.
- Revenue Forecast: The future estimated revenue per month.
- Gross Revenue: The sum of revenue each month.
- Captured this Month: The sum of retained revenue this month by specific segment ranges.
Next Steps
Use our "out of the box" Reports to create a list of your records.
Troubleshooting
If you have received an error with our Dashboard or have a question, please view our Troubleshooting or FAQ page. If you still have questions about our Dashboard, please contact Blackthorn Support. We're happy to help!