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.
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.
- Use our "out of the box" Reports to create a list of your records.
If you have received an error with our Dashboard or have a question, please view our Troubleshooting and Frequently Asked Questions. If you still have questions about our Dashboard, please contact Blackthorn Support. We're happy to help!
Updated almost 3 years ago