Dashboard

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 page. If you still have questions about our Dashboard, please contact Blackthorn Support. We're happy to help!